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Ask Flex / Excel and AI

Ask Flex

How do you use AI in Excel for data analysis?

"How do I use AI in Excel for data analysis? My boss wants "insights" by Friday."You asked Google. Flex answered.
Flex the robot at his sunny office desk scratching his head at a big spreadsheet on his screen where one cell flashes a red error, while little Clawd peeks out from behind the monitor holding up a sticky note with an equals sign on it
Flex's short answer

Ask it a plain question about your data, like which month was highest or what changed since last quarter. It can walk you through the steps in Excel to get the answer, and you check one total by hand before you pass anything along.

✱ Flex's tips

Ask a real question. Check one total.

1

Check the rules first

Company numbers in a chat? Ask what's allowed.

2

Take out what's private

Names, account numbers, pay.

3

Ask a real question

"Which three customers dropped the most?"

4

Check one total by hand

If one number is off, don't trust the rest.

Try this in your own Claude or ChatGPT

I have a spreadsheet with these columns: [list each column and what's in it]. I'm not sharing the real data. I want to find out [your question, in plain words]. Walk me through the steps in Excel to get the answer, one at a time, including any formula or table I need to make. Then tell me how to check the result.

Before you paste work stuff into any AI, check what your company allows.

If you build the same report from the same spreadsheet every month, that's work that keeps coming back. The free Lab shows you how to hand that work to Claude.

Free tool

The Formula Finder

Pick what you're trying to do, in plain words. Get the formula, what it means, and how to check it.

Find my formula
Flex the robot at his sunny office desk scratching his head at a big spreadsheet on his screen where one cell flashes a red error, while little Clawd peeks out from behind the monitor holding up a sticky note with an equals sign on it
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✱ What people ask
How do I use AI to analyze Excel data?

Ask a plain question, get the steps, then check a total by hand.

How do I use AI in Excel for charts and graphs?

Tell it what you want to show, and it names the chart and the steps to make it.

How do I use AI to summarize Excel data?

Ask for totals by month, by person, or by type. It walks you through the summary table.

✱ More from this pile: Excel and AI
How do you use AI in Excel?How do you use AI in Excel for free?Can AI do Excel formulas?Is there an AI Excel formula checker?What is ChatGPT for Excel?Does Claude AI work with Excel?How do you use AI in Excel with Copilot?Is there AI for Google Sheets?How do you use AI to create an Excel spreadsheet?How do you use AI to automate Excel?Is it worth it to learn Excel?What are the best ChatGPT prompts for Excel? The Formula Finder
From Nikki's blogFlex tells you how. Nikki tells you what it felt like. Read it on Clawd and Me. Read it →

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