AI for Excel Formulas (1st Ed.)

Overview

AI tools are changing every industry, and the analysts of the future will combine their domain knowledge with technical skills and AI assistants to work faster. Because AI tools evolve rapidly and results can be inconsistent, knowing how and when to use them matters as much as the tools themselves. In this case study, you’ll work through multiple Excel-formula-based tasks with ChatGPT and Gemini, comparing the tools and establishing which prompts consistently produce the best answers. You’ll solve a range of problems, from fixing formulas with errors to tackling text-based problems and simplifying overly complex formulas. The entire case study can be completed with free versions of the AI tools; learners with access to ChatGPT Plus can also build a custom GPT that answers formula-based questions in Excel.

Highlights

• Learn how to write effective prompts for formula-based tasks
• Use and contrast solutions offered by different AI models
• Practice using AI to write formulas, solve errors, explain the logic, and more

Prerequisites

None are required, but Excel skills are recommended.

Objectives

• Use ChatGPT and Gemini to solve basic Excel formula tasks
• Build an understanding of when using AI is appropriate and when it is not
• Compare outputs from different AI tools to understand strengths and weaknesses
• Solve problems from formula simplification to logic explanations and text formulas

Preparation

None