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How to Use ChatGPT for Excel? (Easy Guide)

In this article, we'll show you how to use ChatGPT for Excel. Whether you are a newbie to Excel or AI or an Excel professional user and want to improve working efficiency, you can benefit from the practical knowledge provided here.

We will show you how you can benefit from using ChatGPT directly and ChatGPT Alternatives like UPDF.

If you want a tool with ChatGPT 4 at a cheaper price and more features to improve your working efficiency, you can click the below button and download it to use UPDF directly.

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How to Use ChatGPT for Excel? (Step by Step)

ChatGPT is a powerful AI language model that can be used to enhance your Excel experience. With ChatGPT, you can create formulas, automate tasks, and troubleshoot errors. Here's a clear step-by-step guide to doing some common but cumbersome manual tasks in Excel. Even if you're an Excel novice, you can use ChatGPT to learn formulas, create your own, and even automate various tasks, as we do in the sections below.

1. How to Use ChatGPT to Create and Implement Formulas in Excel

Creating and implementing formulas in Excel can be time-consuming and error-prone. ChatGPT can help you with this process by suggesting formulas, providing guidance, and thoroughly checking your work.

To use ChatGPT to create a formula, simply describe what you want the formula to do. For example, you could say "I want to calculate the total SKUs sold for each product from B2 to B24." ChatGPT will then suggest a formula that you can use. And you will get a formula: =SUMIF(A2:A24, "Product Name", B2:B24) to use.

Here are some examples of how ChatGPT can be used to create formulas:

  • Calculating total sales

You can use ChatGPT to calculate the total sales for each product in a spreadsheet. To do this, you would simply describe the task to ChatGPT, such as "I want to calculate the total sales for each product from A2 to D10." ChatGPT would then suggest the following formula:

Code snippet

==SUMIFS(D2:D10, A2:A10, "Product Name")

This formula would sum the values in cells A2 through D10, which represent the sales for each product.

  • Finding the average of a range of values

You can use ChatGPT to find the average of a range of values in a spreadsheet. To do this, you would simply describe the task to ChatGPT, such as "I want to find the average of the sales for each product from A2 to A10." ChatGPT would then suggest the following formula:

Code snippet

=AVERAGE(A2:A10)

This formula would then average the values in cells A2 through A10, which represent the sales for each product.

  • Finding the maximum or minimum value in a range

You can use ChatGPT to find the maximum or minimum value in a range of values in a spreadsheet. To do this, you would simply need to describe the task to ChatGPT, entering a command such as "I want to find the maximum sales for each product." ChatGPT will then suggest the following formula:

Code snippet

=MAX(A2:A10)

This formula would find the maximum value in cells A2 through A10, which represent the sales for each product.

  • Finding the mode of a range of values

You can use ChatGPT to find the mode of a range of values in a spreadsheet. The mode is the value that appears most frequently in a range. To find the mode, you would simply describe the task to ChatGPT, such as "I want to find the mode of the sales for each product." ChatGPT would then suggest the following formula:

Code snippet

=MODE(A2:A10)

This formula would find the mode of the values in cells A2 through A10, which represent the sales for each product.

2. How to Use ChatGPT to Automate Tasks

ChatGPT can also be used to automate tasks in Excel. This can save you a lot of time and effort. To automate a task, simply describe what you want to automate to ChatGPT. For example, you could say "I want to send an email to my team every week with the sales report." ChatGPT will then generate a VBA macro that you can use to automate the task.

Here are some examples of how ChatGPT can be used to automate tasks:

  • Sending emails

You can use ChatGPT to send emails automatically. To do this, you would simply describe the task to ChatGPT, such as "I want to send an email to my team every week with the sales report." ChatGPT would then generate a VBA macro that automates the task and simplifies your task at hand.

One way to use ChatGPT to automate sending emails is to ask it to create a relevant VBA macro. This method is similar to the steps described above. For example, suppose we have a list of the email addresses for the senior management of our firm, and we need to send them the revenue report for the first quarter via email. Here is how we would ask ChatGPT to create a VBA macro:

  1. Open Excel and create a new spreadsheet.
  2. In the spreadsheet, enter the email addresses of the senior management team in column A.
  3. In column B, enter the subject line of the email.
  4. In column C, enter the body of the email.
  5. Select the cells in columns A, B, and C.
  6. Click on the "Developer" tab and then click on the "Visual Basic" button.
  7. In the Visual Basic Editor, create a new module.
  8. In the new module, type the following code:

Code snippet:

Sub SendEmails()

'This macro sends an email to the list of email addresses in column A.

Dim i As Integer

For i = 1 To Cells(Rows.Count, 1).End(xlUp).Row

'Send the email

SendKeys "{Ctrl}{Alt}{Enter}"

Next i

End Sub

  1. Save the module and then close the Visual Basic Editor.
  2. Click on the "Developer" tab and then click on the "Macros" button.
  3. In the Macros dialog box, select the "SendEmails" macro and then click on the "Run" button.

Please note that this code is only a basic example. It does not take into account any of the other properties of the email message, such as the subject line or the body of the message. If you want to send more complex emails, you will need to modify the code accordingly.

In addition to automating the sending of emails, ChatGPT can also be used to analyze and visualize data in Excel. For example, you can ask ChatGPT to create a chart or pivot table based on the data in your spreadsheet. ChatGPT can also be used to troubleshoot issues in Excel by providing it with the details of the error you are encountering.

While there are a number of things ChatGPT has yet to master in Excel, it is a powerful tool that can help you become a spreadsheet pro.

  • Updating spreadsheets

You can use ChatGPT to update spreadsheets automatically. To do this, you would simply describe the task to ChatGPT, such as "I want to update the sales report every day at 5 pm." ChatGPT would follow the command and provide the update at that particular time each day; what you have then is a fully automated system of receiving updates.

  • Creating reports

You can use ChatGPT to create reports automatically. To do this, you would simply describe the task to ChatGPT, such as "I want to create a report that shows the sales for each product by month." ChatGPT would then generate a VBA macro that you can use to automate the task.

  • Troubleshooting Errors

You can easily troubleshoot errors in Excel using ChatGPT.

  • Describe the error to ChatGPT in detail. The more specific you are, the better ChatGPT will be able to understand the error and provide you with a solution.
  • If possible, provide ChatGPT with screenshots of the error. This will help ChatGPT to see the error and understand it better.
  • Use natural language when talking to ChatGPT. This will make it easier for you to communicate with ChatGPT and get the results you want.

Here are some examples of how you can use these tips to troubleshoot errors in Excel:

  • "I'm getting an error when I try to sum the values in this range. The error message says '#DIV/0!'"
  • "I'm getting an error when I try to filter this data. The error message says 'The data you entered is not valid.'"
  • "I'm getting an error when I try to create this chart. The error message says 'The chart cannot be created.'"

How to Use ChatGPT Alternative for Excel?

UPDF is a powerful tool that can be used to extract data from PDF files, create formulas, and automate tasks for you.

In addition, it has recently integrated the newest AI technology (ChatGPT 4), making it possible to interact and chat with your Excel files, create formulas, automate email, etc. Being capable of analyzing charts in the document, UPDF is an ideal choice for AI document analysis, especially for complex Excel files that contain a large amount of data.

Download it first and then extract data from PDF to Excel, interact with Excel, create formulas, or automate tasks smoothly.

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How to Use UPDF to Create Formula for Excel?

As UPDF is integrated with ChatGPT 4. So it can do all that ChatGPT can do. You can create formulas for Excel easily with UPDF.

Step 1. Make sure you have UPDF on your computer, then, open any PDF on your computer with UPDF.

Step 2. Click on the "UPDF AI" icon, and select "Chat". Now, you are in Chat mode and ask UPDF to create formula for Excel.

Step 3. For instance, I want to calculate the formula for my sheet from B2 to B20. I will enter the prompt "Calculate the average volume from B2 to B20". Now, UPDF will generate the formula for you. Same for other tasks.

How to Use UPDF to Automate Tasks for Excel? (Sending Emails As an Example)

You can also use UPDF to automate tasks for Excel. Here, we will also take sending emails as an example. If you still do not have UPDF on your computer, you can click the below button to download and try it by following the below guide.

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Step 1. Also, you need to open any PDF on your computer in order to find the UPDF AI icon and open it.

Step 2. Go to Chat Mode. Now, you need to describe your requirements to UPDF AI. Here is that I write "I have one list of customer emails in row A, email title in B2, and email content in B4 in Excel, how can I send emails automatically?". Once I enter, UPDF AI will give me the guide.

However, when I operate for the first step, it does not work, in this case, you can ask UPDF AI again.

How to Extract Data from Excel?

Step 1. Create an Excel file on your computer, then, open UPDF, and drag the Excel to the "Open File" area in the home interface.

Step 2. Click on the "UPDF AI" icon and "Get Started" to upload the Excel to UPDF AI. Then, It will analyze the contents in Excel.

Step 3. Now, you can ask any questions about the Excel content. For instance, my sheet is the keywords for "ChatGPT for Excel" and I want to know the volume and keyword difficulty for the keyword quickly, then, I will ask "What is the keyword difficulty for ChatGPT for Excel" and "What is the volume for ChatGPT for Excel". Then, you can get the answer quickly.

Apart from assisting in Excel work, UPDF can help you with many other tasks. Here are some of them.

  • Summarize PDF: With the new summarization feature, you will be able to extract important information and key points from long PDF documents. This will save them time and effort when reviewing lengthy content.
  • Term Explanation: UPDF's AI integration will offer an instant term explanation feature. You can quickly get definitions and explanations for specific terms or concepts while reading or studying. This will be especially helpful for unfamiliar terminology.
  • Translate PDF Files: You don't need a third-party tool to translate a PDF file. UPDF can help you translate the PDF into any language you need with the help of AI.
  • Analyze data: With data from Excel transformed into PDF, UPDF can help you analyze the data as long as you give the prompt. This benefits your understanding of the data.
  • Handling PDFs: Edit, OCR, annotate, compress, convert, create, and more.

To learn more about UPDF, just watch the below video guide.

UPDF is a compelling tool that can help users improve their productivity and get the most out of their PDF document workflows. Try it out today!

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FAQS About ChatGPT for Excel

Q1. Can ChatGPT Analyze Excel Data?

Yes. ChatGPT can analyze Excel data for you. Once you upload the Excel to ChatGPT and you can let it analyze and summarize it or do any other things for you.

Q2. How to Use ChatGPT in Excel?

To use ChatGPT in Excel, you need to use the plugin "ChatGPT for Excel". Just open your Excel, click "Add-ins" in the "Home" tab, search for "ChatGPT for Excel" and add it to the Excel, then, enter "=ai." in a blank cell and you can select the list of the function to use. For a guide to use these features, you can watch this video.

Q3. How to Upload Excel to ChatGPT?

To upload Excel to ChatGPT, you can need to have ChatGPT Plus. Then, sign in with your account, select ChatGPT 4, click "+" to upload the Excel to ChatGPT.

Final Thoughts

Now, you know how to use ChatGPT for Excel to improve your working efficiency. by following the above guides, there is no problem for you. However, it is not good to use ChatGPT for Excel as it has only AI features. So we recommend you to use UPDF. With its AI features, you can work on Excel like in ChatGPT and get more features like OCR, edit, convert, compress, annotate on PDF and more. Why not download UPDF directly here and test it on your own?

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