AI prompts for Excel and spreadsheets

Prompts for Excel and Google Sheets: writing and explaining formulas, cleaning messy data, building pivot tables and charts, planning a model and turning a spreadsheet into a clear summary. Describe your columns and a few example rows for the best results.

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31 prompts across 7 topics. Each works in ChatGPT, Claude, Gemini or any AI chat: open it, fill in the blanks and copy.

Data & Analysis prompts

Write an Excel formula to extract text, numbers, or dates from messy cellsPulls the piece you need out of combined or messy cells, like codes, names, domains, or dates, with a formula that handles exceptions.
Solve an Excel or Google Sheets problemGets you the right formula, pivot, or approach — with an explanation you can reuse.
Write a chart specification I can build in Excel or Power BIA build-ready chart spec covering chart type, data mapping, scale, emphasis, labels, and accessibility for the message you need to show.
Automate my monthly Excel report so it refreshes in minutesRedesigns a manual monthly spreadsheet report into a repeatable workflow with Power Query, Tables, and a checklist, staying in Excel.
Compare two Excel sheets and flag every differenceMatches records between two spreadsheets or lists, flags missing, extra, and changed rows, and gives formulas to reconcile them.
Build a dynamic Excel dashboard from my raw dataPlans a refreshable one-page Excel dashboard for management, with tab layout, KPIs, pivot charts, slicers, and the formulas behind them.
Turn a raw spreadsheet into a management-ready report with an executive summaryConverts raw spreadsheet data into a clear report for managers: executive summary, key numbers, tables, and recommended actions.
Explain my Excel model to a non-technical executiveTurns a complex spreadsheet or model into a plain-English walkthrough an executive can follow, trust, and question.
Turn a manual Excel report into an automated BI reportA migration plan from a recurring spreadsheet report to an automated, refreshable report, preserving the logic people rely on.
Extract a table from an image or screenshot into a spreadsheetTurn a photo, screenshot, or scanned list into clean tab-separated rows you can paste straight into Excel or Google Sheets.
Build a simple spreadsheet to track ticket sales for an eventStep-by-step setup for a ticket sales tracker with a data entry form, search, totals, and payment status for fundraisers and community events.
Explain a complicated Excel formula in plain EnglishBreaks down a long or nested Excel formula step by step, says what it actually returns, and points out hidden risks.
Write an Excel formula to categorize records automaticallyBuilds the formula and lookup table that auto-assigns categories, bands, or tiers to each row based on your rules.
Build the right Excel lookup formula with XLOOKUP or INDEX/MATCHGets you a working lookup that pulls values from another table, handles missing matches and multiple criteria, and fits your Excel version.
Build a best, base, and worst case scenario model in ExcelTurns your assumptions into a simple Excel scenario model with an inputs tab, a scenario switch, and side-by-side results.
Audit an Excel workbook for broken, inconsistent, and hard-coded formulasChecks your spreadsheet for formula errors, broken references, inconsistent formulas across rows, and hard-coded numbers that should be formulas.
Understand an inherited Excel workbook and map what it doesMaps a spreadsheet you inherited: what each tab does, how data flows, which cells are inputs, and where it could break.
Forecast the next few months from historical data in ExcelBuilds a simple, explainable forecast from your past numbers, with trend and seasonality, a range, and the Excel steps to reproduce it.
Clean and standardize spreadsheet data with a log of every changeCleans pasted spreadsheet rows, fixes formats and inconsistencies, and gives you a change log plus steps to repeat it in Excel.
Build a monthly performance tracker in ExcelDesigns a reusable monthly tracker with KPIs, targets, month-over-month and year-to-date comparisons, and red/amber/green status.
Recommend the pivot tables and charts to build from my spreadsheetSuggests the most useful pivot tables and charts for your data, with exact field placements and what each one will reveal.
Set up data validation rules in Excel to stop bad entriesCreates a validation framework for your spreadsheet: allowed values, dropdowns, check columns, and an exceptions report that catches bad data.

Finance & Accounting prompts

Compare startup investor term sheets and what I'm giving upA side-by-side comparison of equity term sheets in plain English, showing dilution, control, and downside economics.
Build a budget vs. actual variance analysis in ExcelSets up a budget vs. actual sheet with correct variance formulas, favorable/unfavorable logic, materiality flags, and a YTD view.
Compare loan term sheets from different lenders side by sideA side-by-side comparison of financing offers by true cost, flexibility, and risk, with negotiation points.

Projects & Operations prompts

Turn my project plan into an Excel task tracker with owners and dependenciesBreaks a project or plan into a task tracker with owners, dates, dependencies, and status columns you can paste into Excel.
Build a one-page project dashboard for executives in Excel or PowerPointDesigns a one-page project dashboard with the right KPIs, RAG indicators, and layout, built from your project data.

Presentations & Public Speaking prompts

Turn raw data or a spreadsheet into a presentation narrativeChecks your raw data, then turns it into a sequence of slides, each with a finding headline, the right chart, and caveats.

Marketing & Brand prompts

Write short product blurbs in bulk from a spreadsheetUnique, keyword-aware product summaries for every row of your product sheet, returned in a paste-ready column.

Career & Job Search prompts

Build a job application tracker in Google Sheets or ExcelA ready-to-build tracker for applications, contacts, and follow-ups, with status rules, reminders, and a weekly review routine.

Sales prompts

Design a sales tracker spreadsheet for my teamA tracker that separates new and existing business, shows each rep's weekly and monthly results by product, and charts the trend.

AI prompts for Excel and spreadsheets

Data & Analysis prompts

Finance & Accounting prompts

Projects & Operations prompts

Presentations & Public Speaking prompts

Marketing & Brand prompts

Career & Job Search prompts

Sales prompts

Prompts for other roles and tasks