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Spreadsheet AI: Formulas, Cleaning, Analysis
Master spreadsheet analysis with AI. Generate complex formulas, clean messy data, and perform analysis without being an Excel expert.
Learning Objectives
- ✓Generate complex formulas using AI (no memorization needed)
- ✓Clean and prepare messy data efficiently
- ✓Perform statistical analysis with AI guidance
- ✓Troubleshoot spreadsheet errors instantly
Spreadsheets Are Powerful—If You Know How to Use Them
AI turns you into a spreadsheet power user without memorizing formulas or taking courses.
AI Formula Generation
The old way: Google formula syntax, read documentation, trial and error
The AI way: Describe what you want in plain English
ChatGPT prompt:
I have a spreadsheet with:
- Column A: Product names
- Column B: Sales Q1
- Column C: Sales Q2
- Column D: Sales Q3
I need a formula to:
[Describe what you want to calculate]
Platform: [Google Sheets / Excel]
Examples:
Calculate growth rate:
I need a formula to calculate the percentage growth from Q1 to Q3 for each product.
Conditional calculations:
I need a formula that sums sales only for products that sold more than 1000 units.
VLOOKUP made simple:
I need to match product names in Sheet1 Column A with prices in Sheet2 Column B and display the price in Sheet1 Column D.
Text manipulation:
I need to extract the first name from full names in Column A (format: "First Last").
Data Cleaning with AI
Common data problems:
- Inconsistent formatting
- Duplicates
- Missing values
- Extra spaces
- Mixed data types
AI cleaning prompts:
Remove duplicates:
My spreadsheet has duplicate rows based on email addresses (Column C).
How do I:
1. Find all duplicates
2. Keep only the most recent entry (based on Date column E)
3. Remove the rest
Platform: Google Sheets
Step-by-step instructions please.
Standardize formatting:
Column B has phone numbers in different formats:
- (555) 123-4567
- 555-123-4567
- 5551234567
I need all in format: (555) 123-4567
Give me formula to standardize.
Fill missing values:
Column D (Revenue) has some blank cells.
I want to fill blanks with the average of the 3 cells above and below.
How do I do this?
Statistical Analysis
AI makes stats accessible:
Descriptive statistics:
I have sales data in Column B (1000 rows).
Calculate:
- Mean (average)
- Median
- Mode
- Standard deviation
- Min and max values
Give me formulas for each.
Correlation analysis:
I have:
- Column A: Marketing spend
- Column B: Sales revenue
How do I calculate correlation to see if marketing spend affects sales?
Explain what the result means.
Trend analysis:
Monthly revenue data in Column B (12 months).
I need to:
1. Calculate month-over-month growth rate
2. Identify the trend (growing/declining/stable)
3. Forecast next 3 months
Step-by-step please.
Troubleshooting Errors
#REF!, #VALUE!, #DIV/0!—AI fixes them:
Error diagnosis:
I'm getting #REF! error with this formula:
[paste your formula]
My data structure:
[describe columns and ranges]
What's wrong and how do I fix it?
Formula debugging:
This formula isn't giving expected results:
[paste formula]
Expected: [what you want]
Actual: [what you're getting]
Help me debug.
Advanced Functions Made Easy
ARRAYFORMULA (Google Sheets):
I want to apply this formula to entire column without dragging:
[your formula]
How do I use ARRAYFORMULA?
IF statements:
I need a formula that:
- If Column C > 100, show "High"
- If Column C 50-100, show "Medium"
- If Column C < 50, show "Low"
Nested IF or IFS formula please.
INDEX-MATCH:
I need to look up values more flexibly than VLOOKUP.
Lookup value: Column A
Return value: Column D
From different sheet: "Products"
INDEX-MATCH formula please.
Data Validation
Ensure data quality:
I want to restrict Column B to:
- Only numbers
- Between 0 and 1000
- Show error message if invalid
How do I set up data validation?
Pivot Tables with AI
Pivot table guidance:
I have sales data:
- Column A: Product
- Column B: Region
- Column C: Sales Rep
- Column D: Revenue
- Column E: Date
I want pivot table showing:
- Total revenue by product and region
- Breakdown by month
- Top sales reps
Walk me through creating this.
Automating Calculations
Create dynamic formulas:
I want a dashboard cell that automatically shows:
- This month's total sales
- Updates when new data added
- Compares to last month
What formulas do I need?
Real-World Examples
Example 1: Sales analysis
Data: 10,000 transactions
Goal: Find top 10 products by revenue
I tried: [paste your attempt]
Problem: [what's not working]
Better approach?
Example 2: Budget tracking
I have:
- Budgeted amounts (Column B)
- Actual spending (Column C)
I need:
- Variance (difference)
- % of budget used
- Alert if over budget (red cell)
Formulas and conditional formatting?
Integration with AI Tools
ChatGPT for Sheets (add-on):
- Install from Google Workspace Marketplace
- Use =AI() function in cells
- Generate content, analyze data
Formula Bot:
- Natural language to formula
- Explains what formulas do
- Free tier available
Key Takeaways
- →Describe formulas in plain English to AI—no need to memorize syntax or Google documentation
- →Clean messy data by asking AI for step-by-step instructions specific to your data structure
- →Perform statistical analysis (mean, median, correlation, trends) with AI-generated formulas
- →Debug errors instantly by pasting formula and describing the problem to AI
- →Use AI to create complex formulas like nested IFs, INDEX-MATCH, and ARRAYFORMULA
Practice Exercises
Apply what you've learned with these practical exercises:
- 1.Generate 5 complex formulas for your actual spreadsheet using AI prompts
- 2.Clean a messy dataset: remove duplicates, standardize formats, fill missing values
- 3.Perform basic statistical analysis on your data (mean, median, correlation)
- 4.Debug 3 spreadsheet errors you're currently stuck on using AI