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Using AI in Microsoft Excel

This tutorial outlines how to utilize AI features in Microsoft Excel for data analysis, predictive analytics, and automation. It covers built-in tools like Analyze Data and Forecast Sheet, as well as Power Query for data transformation and AI-powered add-ins for enhanced capabilities. The integration of AI with Microsoft 365 tools is also discussed, emphasizing the potential for increased productivity and efficiency in data processing.

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Debabrata Paul
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24 views

Using AI in Microsoft Excel

This tutorial outlines how to utilize AI features in Microsoft Excel for data analysis, predictive analytics, and automation. It covers built-in tools like Analyze Data and Forecast Sheet, as well as Power Query for data transformation and AI-powered add-ins for enhanced capabilities. The integration of AI with Microsoft 365 tools is also discussed, emphasizing the potential for increased productivity and efficiency in data processing.

Uploaded by

Debabrata Paul
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Using AI in Microsoft Excel: A Step-by-Step Tutorial

Microsoft Excel has integrated artificial intelligence (AI) features that can help automate tasks, analyze
data, and provide insights quickly. In this tutorial, we’ll cover various ways to leverage AI in Excel,
including built-in tools, Power Query, and AI-powered add-ins.

1. Using Excel’s Built-in AI Features

A. Data Analysis with "Analyze Data"

Excel’s Analyze Data feature uses AI to provide automatic insights and visualizations.

Steps:

1. Open your Excel file and select a dataset.

2. Go to the Home tab and click Analyze Data (formerly "Ideas").

3. Excel will generate insights, trends, and charts based on your data.

4. Click on any suggested insight to insert it into your worksheet.

📌 Use case: Quickly identify trends, outliers, and patterns without manual analysis.

B. Predictive Analytics with "Forecast Sheet"

Excel can predict future trends based on historical data using AI.

Steps:

1. Select a data range that includes dates and values.

2. Click on the Data tab and choose Forecast Sheet.

3. Select the forecast end date and adjust settings as needed.

4. Click Create to generate a forecast chart.

📌 Use case: Sales forecasting, budget planning, and inventory management.

C. AI-powered Data Types

Excel can automatically recognize certain data types like Geography, Stocks, and Organization Data.
Steps:

1. Enter a recognizable term (e.g., "Microsoft" for stocks or "Paris" for geography).

2. Select the cell, go to the Data tab, and choose a data type (e.g., Stocks or Geography).

3. Excel will fetch relevant AI-powered data.

4. Click the small icon that appears to extract details (e.g., stock price, population, etc.).

📌 Use case: Quickly retrieve real-time financial or location-based data.

2. Automating Tasks with AI in Power Query

Power Query is Excel’s AI-driven data transformation tool.

Steps to Use Power Query:

1. Click on Data > Get & Transform Data > Get Data.

2. Choose your data source (Excel, CSV, Web, SQL, etc.).

3. Use Power Query’s AI-driven transformations to clean and shape data automatically.

4. Click Close & Load to insert the cleaned data into Excel.

📌 Use case: Automatically clean messy datasets, remove duplicates, or merge tables.

3. Using AI-powered Add-ins

You can extend Excel’s AI capabilities with Add-ins from the Microsoft Store.

A. Installing an AI Add-in

1. Go to Insert > Get Add-ins.

2. Search for AI tools like:

o Excel Solver (for AI-driven optimization)

o ThoughtSpot (for natural language queries)

o Power BI (for AI-driven visual analytics)

3. Click Add and integrate it with your workflow.


📌 Use case: AI-powered decision-making, automated reporting, and natural language processing.

4. Automating Excel with AI-powered Macros and VBA

VBA (Visual Basic for Applications) allows you to create AI-enhanced automation scripts.

Example: Automating Data Entry with VBA

1. Press ALT + F11 to open the VBA editor.

2. Click Insert > Module.

3. Paste this simple AI-enhanced automation script:

vba

CopyEdit

Sub AutoFillData()

Dim lastRow As Integer

lastRow = Cells(Rows.Count, 1).End(xlUp).Row

Range("B2:B" & lastRow).Formula = "=IF(A2<>"""", AI_PREDICTION(A2), """")"

End Sub

4. Run the macro to automate AI-powered predictions.

📌 Use case: Auto-filling data, generating AI predictions, and creating AI-driven workflows.

5. Integrating Excel with AI-powered Microsoft 365 Tools

Excel integrates with Microsoft AI-powered services like Power Automate and Azure AI.

A. Using Power Automate for AI-driven Workflows

1. Go to Power Automate.

2. Create a new workflow.

3. Select Excel as a trigger.

4. Add AI-based actions (e.g., text recognition, sentiment analysis).


5. Automate repetitive Excel tasks.

📌 Use case: Automate reporting, extract data from emails, or use AI for document processing.

Conclusion

AI in Excel can significantly boost productivity by automating data analysis, forecasting trends, and
integrating AI-powered workflows. Whether you're a beginner or an advanced user, leveraging these AI
tools will make your data processing faster and more insightful.

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