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Excel Using AI Notes

The document provides an overview of using AI tools like OCR and Chat GPT for data analysis in Excel. It includes step-by-step instructions for converting images to Excel data, creating pivot tables, and utilizing various prompts for Excel-related tasks. Additionally, it lists AI tools that assist in generating advanced Excel formulas and visualizations, along with links for downloading datasets.

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ayussh.gupta09
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0% found this document useful (0 votes)
33 views24 pages

Excel Using AI Notes

The document provides an overview of using AI tools like OCR and Chat GPT for data analysis in Excel. It includes step-by-step instructions for converting images to Excel data, creating pivot tables, and utilizing various prompts for Excel-related tasks. Additionally, it lists AI tools that assist in generating advanced Excel formulas and visualizations, along with links for downloading datasets.

Uploaded by

ayussh.gupta09
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Excel using AI

NOTES
Download Dataset

https://bit.ly/4fVYGJT
OCR Feature or Technique :

About OCR

OCR (Optical Character Recognition) feature is one


of the AI feature or technique used to scan the data
from the image and update it into an Excel Data.
Optical Character Recognition (OCR) is a
technology that can identify and recreate text in a
machine-readable format. You can use OCR to scan
images, files, or documents into Excel.

Step - 1 : Open Microsoft Office 365


Step - 2 : Click on Insert Option
Step - 3 : Select Picture from File under Insert option
Step - 4 : Upload the given picture or photo which
was shared by anyone
Step - 5 : Just check the data and click Insert button.
Boom! Your photo is converted into the Excel Data
using AI.
Data Analysis using AI
Go to Chat GPT and use the Prompt given below.

PROMPT :

You are an Excel Expert. Help me to identify which trainer has the most sessions
attended by members. I have number of sessions in Column "K" and trainer name
in Column "L". There are 3 trainers in total.
The dataset is of 52 members.
Follow the method given by Chat GPT
For Example :

01 Create a Pivot Table

02 Analyze the Pivot Table

03 Sort the Results

Select the Entire Data.


Click on Insert option then select Pivot Table option.
Drag the particular column names to the respective fields.
You can create, analyze, sort and get the clear information.
Everything will be given by Chat GPT and follow the same
process.
Useful Chat GPT Prompts for
Excel related tasks :

From Basic Functions to Complex Formulas, We


will demonstrate how to create Prompts that will
always generate the right formula or macro for you.
So, get ready to take your Excel Expertise to the next
level with the help of Chat GPT.
Useful Chat GPT prompts for Excel :

01 PROMPT :

Can you explain the [Formula /


Function] in Excel and give an example
of how to use it for a [calculation] ?

EXAMPLE :

Can you explain the CountIf Function


in Excel and give an example of how to
use it for a Specific Item Calculation ?
Useful Chat GPT prompts for Excel :

02 PROMPT :

Write me an Excel Formula [your


question]

EXAMPLE :

Write me an Excel Formula to count


the number of cells in range E1 to E15
that contain the word "Completed".
Useful Chat GPT prompts for Excel :

03 PROMPT :

How can I perform a [Calculation] on


[data set] in Excel ?

EXAMPLE :

How can I perform a Median


Calculation on the data set in range C1
in Excel ?
Useful Chat GPT prompts for Excel :

04 PROMPT :
Write an Excel formula to find the
[Statistical Calculation] of values in
cells [cell1] through [cell2]

EXAMPLE :

Write an Excel formula to find the


Standard Deviation of values in cells C1
through C15
Useful Chat GPT prompts for Excel :

05 PROMPT :
Can you explain the SUM formula with the
COUNTIF function and the ROW function in
Excel and give an example of how to use it to
calculate the cumulative average ?

EXAMPLE :
Can you explain the SUM formula with the
COUNTIF function and the ROW function in
Excel and give an example of how to use it to
calculate the Cumulative Average ?
Useful Chat GPT prompts for Excel :

06 PROMPT :
Create an Excel VBA Macro called ["Macro
Name"] that adds all the numbers in [column] and
multiplies the total by the currency conversion
rate in [cell]. Put the Result into the [cell]

EXAMPLE :
Create an Excel VBA Macro called
CalculateProfit that adds all the numbers in
Column B and multiplies the total by the currency
conversion rate in D3. Put the Result into the E3.
AI tools which helps to generate Advance Excel Formulas

01 Formula Bot 02 Excel Bot 03 Formula HQ 04

https://www.formulabot.com/ https://aiexcelbot.com/ https://formulashq.com


#TOOL 1: FORMULA BOT
(https://www.formulabot.com)

Make Data AnalysisEasier, Faster, & Smarter with AI


The single platform to analyze, visualize, transform and enrich your
data, and so much more - powered by AI.
#TOOL 2: EXCELBOT
(https://excel-bot.com)

The Excel Formula Bot is an AI-powered application that can convert


textual instructions into formulas used in Google Sheets and Excel in
seconds.
#TOOL 3: FORMULA HQ
(https://app.formulashq.com)

Generate Excel, Google sheets formulas very easily with Formula HQ,
also regular expressions, VBA and App Scripts.
A LLM that is :
Trained on More Data Than Chat GPT Claude is having an option to upload the file.
Gives You Real Time Information Select the option called Add Content.
Allows You to Upload Files for Free Choose your file and upload it on Claude.
Can be Used for Free Please give me the Key Insights about this
Google is an Investor (100 % Secure) Data Set
Claude will analyze and gives the key
Insights.
Claude
Download Dataset

https://bit.ly/3MnL50d
Prompts for Claude AI
1. Please give me the Key Insights about this Data Set
2. I was asking for something more Statistical
3. I have to send these Key Insights as a report to my Boss. Give me the report which I can simply Copy
and Paste in a Word Document File. My name is Aditya Goenka. My Boss name is Mukesh Kumar.
4. I want to make a Presentation for it as well. Please give me the exact content of the PPT which I can use
and design it on my own.
5. Now, Go to Gamma, Select create new content. Copy the text from Claude and Paste in the Gamma.
Done from the text to PPT.
Download Dataset

https://bit.ly/3X7cIzw
Secret Tool that can :
1. Login using G Mail or Google Account
Use AI to clean your Data 2. Select New Project by logging into it
Use AI to create Charts in 30 Seconds 3. If anyone using Google Sheet, then Data Squirrel gives an
option to copy and paste the google sheet link directly.
Use AI to build Stunning Dashboards
4. For Excel or CSV, Select and upload or choose the file by
Can be used for Free
selecting the choose file option.
5. It will be uploaded. Then select Click to Review.
Data Squirrel 6. If anyone working on Confidential Data, then hide the data.
It will be anonymized.
CHART PIXEL
(https://www.chartpixel.com)
With Chart pixel you can upload your dataset and you’ll be able to see
all the important visualizations and insights ready for you
automatically. Ypu can also modify the visualization according to
your need.
Analyze Data using MS Excel :
THANK YOU

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