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ChatGPT Prompts for Excel Users, Analysts, and Business Professionals

Boost productivity, automate reporting, and master data with these ChatGPT Excel prompts — built for serious spreadsheet success.

Prompt Templates for Excel

Whether you’re a data analyst drowning in spreadsheets or a business owner struggling with reports, mastering Excel is a game-changer. But what if ChatGPT could handle formulas, generate dashboards, clean your data, and even build VBA scripts — all with one perfect prompt? These ChatGPT Excel prompts are designed to save you time, reduce manual errors, and turn boring spreadsheets into powerful business tools. From automating calculations to advanced pivot table reports, we’ve got you covered with the best AI prompts for Excel automation and productivity.

Generate Excel Formula Based on Plain English

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Act as an Excel Formula Generator. I will describe what I need in plain English, and you will return the correct Excel formula. Be accurate, and if there are multiple formula options, return the simplest one. Use cell references like A2, B3 as needed.

My requirement: [INSERT YOUR EXCEL NEED HERE]

Summarize Excel Data Using Pivot Table Logic

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Act as an Excel Data Analyst. I will provide a summary of my spreadsheet, and you will generate a detailed Pivot Table strategy. Include what fields to place in rows, columns, values, and filters.

Dataset Summary: [e.g., Sales data with Date, Region, Product, Revenue]

Clean and Structure Messy Excel Data

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Act as an Excel Data Cleaner. I will describe my messy Excel data, and you will suggest exact Excel formulas or steps to clean and structure it for analysis. Include suggestions like removing duplicates, splitting text, or formatting dates.

Data Description: [INSERT HERE]

Create a Custom Dashboard in Excel

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Act as an Excel Dashboard Creator. I want a dashboard to track [insert KPI or metric] from a given dataset. Suggest charts to use, layout design, and any formulas or pivot tables required. Explain how to make it visually appealing.

Dashboard Goal: [INSERT GOAL]

Suggest Excel Templates for My Use Case

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Act as an Excel Template Generator. I will share my task or business need, and you will suggest the best Excel template layout with column headers, formula ideas, and any automations.

Task: [e.g., Monthly Budget Tracking, Employee Timesheet, Product Inventory]

Convert Excel Task into VBA Macro

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Act as a VBA Macro Developer for Excel. I will describe a repetitive task I want to automate, and you will write the VBA script. Add comments to explain what each part does.

Task: [INSERT YOUR TASK DESCRIPTION]

Find and Fix Formula Errors

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Act as an Excel Formula Debugger. I’ll paste my formula, and you will tell me if there's an error and how to fix it. Explain why the formula failed and provide a corrected version.

Formula: [PASTE HERE]

Explain Any Excel Function Like I’m 5

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Act as an Excel Tutor. I’ll ask you about a specific Excel function, and you will explain how it works in the simplest possible terms, with an example.

Function: [e.g., VLOOKUP, XLOOKUP, INDEX-MATCH]

Automate Excel-to-CSV or Excel-to-Google Sheets Tasks

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Act as an Excel Workflow Automator. I want to export/import data from Excel to [CSV/Google Sheets/another tool]. Suggest steps or tools for automation, and if possible, provide VBA/script suggestions.

Workflow Description: [INSERT]

Build a Weekly Excel Task Tracker with Alerts

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Act as an Excel Task Tracker Designer. Help me build a weekly task manager with columns for Task, Owner, Deadline, Status, and Automatic Alerts (highlight overdue tasks). Suggest conditional formatting formulas too.

Use Case: [e.g., Team project tracking, Personal to-do list]

Generate Dynamic Reports from Raw Excel Data

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Act as a Report Generator in Excel. I’ll describe my raw dataset, and you’ll tell me how to turn it into a professional report using formulas, charts, and pivot tables. Include tips for automation and layout.

Dataset: [Describe dataset or paste structure]

Highlight Data Based on Complex Rules

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Act as an Excel Conditional Formatting Expert. I want to highlight rows/cells based on specific logic. Suggest rules and exact formulas for the conditional formatting feature.

Condition Description: [e.g., Highlight sales below target AND overdue by more than 7 days]

Recommend Excel Add-ins or AI Tools

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Act as an Excel Add-on Recommender. Based on my use case, suggest Excel add-ins or AI tools that could help me save time, automate tasks, or visualize better.

Use Case: [e.g., Financial forecasting, Real-time dashboards]

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ChatGPT Prompts for Productivity

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