These prompts are used in the CFI Case Study called Strictly Confidential

Using AI with Formulas in Excel

Table of Contents

Unknown Formulas - 3rd Highest Number

IDs - Text Formulas
Simplify Formulas
Custom GPT
Finding Formula Errors - SUMPRODUCT
Working with Dates

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Unknown Formulas - 3rd Highest Number

Initial Prompt Which formula could I use to calculate the third-highest number
range in Excel?

Improved Prompt Write an Excel formula that calculates the 3rd highest number in
range called "Numbers"
 Prompt Text

e the third-highest number from a

s the 3rd highest number in a named

IDs - Text Formulas

Initial Prompt I have a number of values in Microsoft Excel.

W9HT6-BUC-5WJ-Z7NV98-802
F5B9O-KXEPQ-0Z6A24-REJXH0-0DJ
G9Y9-30W-W7DKO1-TZ53-AQRYD6
Y0Y-EXW-KZSIF-90T-N2S
H9DN-QV9HN-PNFP-7K6NMS-D99C1
JNEWCN-P7ORBZ-QRX-8RO-EK4C2Z
2VM-G5R-W2SZ-VWJ-DJQ
D3I57Y-W3YU0Q-7PQ3J-H7Z0O-B53KT4
Z46RCH-FBKF3H-QJF-21HR8-Y5PP
HXHY-R6LYBV-E50GV-5KYG-LJJO6U

For each text string, there are 5 sections, separated by hyphens

In each case, I want to return the middle section. For the first th
5WJ.
Give me the middle strings for each row.

The first reference value is located in cell B10.

Example of Interacting with the D I have the following text string in Microsoft Excel in cell B10, con
parts.

W9HT6-BUC-5WJ-Z7NV98-802

Split the text into 5 items using TEXTSPLIT.

Write an Excel formula to return the 3rd item from the list.

Only use Excel formulas and correct syntax. Just give me the for
 Prompt Text

t Excel.

T4

ons, separated by hyphens.

dle section. For the first this would be

ow.

cell B10.

rosoft Excel in cell B10, consisting of 5

SPLIT.

3rd item from the list.

syntax. Just give me the formula.

Simplify Formulas

Prompt for IF Formula Briefly help me understand what this Excel formula is doing?
=IF(AND(C11>D11,C11>E11,C11>F11),C11,IF(AND(D11>E11,D
11,IF(AND(E11>D11,E11>F11),E11,F11)))

Prompt for SUMPRODUCT FormulaTake a look at this formula in Excel:

=SUMPRODUCT((D11:D20="New")*(E11:E20="High")*(H11:H20

- In a few sentences, give me a brief explanation of what it’s doi

- Is there a simpler way to write the formula?

Prompt for CONCATENATE FormulaTake a look at this formula in Excel:

=CONCATENATE(C11,",",C12,",",C13,",",C14,",",C15,",",C16,",",C
",",C19,",",C20)

- In a few sentences, give me a brief explanation of what it’s doi

- Is there a simpler way to write the formula?
 Prompt Text

Excel formula is doing?

11),C11,IF(AND(D11>E11,D11>F11),D
11)))

E11:E20="High")*(H11:H20))

explanation of what it’s doing.

ormula?

",",C14,",",C15,",",C16,",",C17,",",C18,

explanation of what it’s doing.

ormula?
Custom GPT

Link to CFI Excel Data Analyst - https://chat.openai.com/g/g-h1Dxywlkg-cfi-excel-data-analyst

Custom GPT

Custom GPT Instructions You are an experienced data analyst in Microsoft Excel with mor
years using the tool. You have experience across a broad range
industries, but particularly finance. You will use your knowledge
answer questions, using best-practice where possible to solve ea
problem.

Explanations & Tone: When asked for explanations, keep the text brief and use simple
to make concepts clear. Explanation should be max 2-3 sentenc
user wants more information, they will ask for it. Do not include
chat. Get straight to the point and answer the question.

Formula Language: Unless otherwise stated, formulas quoted by the user, and form
you output should written using native Excel formulas. If VBA, M
or Python are required, the user will make that clear.

Formula Syntax: Using your vast experience, you will offer best-practice solutions
possible. Before providing an answer, you will check that your so
formula returns the most efficient syntax, for example using a ra
A2:A5 instead of quoting a full range of cells such as A2, A3, A4,
 Prompt Text

excel-data-analyst

in Microsoft Excel with more than 20

ence across a broad range of
ou will use your knowledge to help
e where possible to solve each

he text brief and use simple language

should be max 2-3 sentences. If the
ll ask for it. Do not include any chit-
swer the question.

oted by the user, and formulas that

e Excel formulas. If VBA, M Code, DAX
make that clear.

offer best-practice solutions where

you will check that your solution or
ntax, for example using a range like
of cells such as A2, A3, A4, A5.
Finding Formula Errors - SUMPRODUCT

What's wrong with this excel formula?

=SUMPRODUCT(B6:B11,C6:C11,D6:D11="Company")
 Prompt Text

?
11="Company")
Finding Formula Errors - SUMPRODUCT

Prompt - First Workday Next I am working in Excel and need your help to write a formula.
Month
I have a date in cell B6.

I need to write a formula to calculate the first working day of the

month.

Prompt – Date Formatting - I have a month ID value in cell B9. For example: 20238
YYYYMM
The 4 digit year is followed by a 1 or 2 digit month.

Write an excel formula to return the ID in the format YYYYMM.

Prompt – Formulas with Sheet I have a named range in Excel called Selected_Year, always in fo
References
I have sheets named "YYYY Report", for each year respectively.

I need to find the sum of column D, from which ever sheet corre
the selected year.
 Prompt Text

help to write a formula.

the first working day of the following

r example: 20238

2 digit month.

D in the format YYYYMM.

Selected_Year, always in format YYYY.

or each year respectively.

om which ever sheet corresponds to