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Guides

Illustration for Combine monthly files with Power Query, using an LLM one step at a timeExcel
ExcelIntermediate40 min

Combine monthly files with Power Query, using an LLM one step at a time

Point Power Query at a folder of same-shaped files, then use ChatGPT or Copilot only to write or explain individual M steps, testing each one before adding the next.

Illustration for Turn a recorded macro into reusable VBA with ChatGPT, then test it on a copyExcel
ExcelIntermediate45 min

Turn a recorded macro into reusable VBA with ChatGPT, then test it on a copy

Record the task, have ChatGPT clean up and comment the code and make the ranges dynamic, then compile, step through and test it on a copy before it touches real data.

Illustration for Run a Python analysis in Excel with Copilot's Advanced AnalysisExcel
ExcelIntermediate35 min

Run a Python analysis in Excel with Copilot's Advanced Analysis

Put the data in a Table in a cloud-saved workbook, start Advanced Analysis in Copilot, let it write Python cells, and read each one before you reuse the code.

Illustration for Get up to speed on an inherited workbook before you let AI change itExcel
ExcelBeginner45 min

Get up to speed on an inherited workbook before you let AI change it

Work on a copy, inspect connections and named ranges, trace backwards from the outputs you need, and only then ask Copilot to describe what a sheet does.

Illustration for Decode a long Excel formula with Evaluate Formula and an LLMExcel
ExcelBeginner20 min

Decode a long Excel formula with Evaluate Formula and an LLM

Paste the formula into ChatGPT or Claude for a plain-English explanation, then confirm each part with Evaluate Formula and F9 so you aren't relying on a wrong answer.

Illustration for Extend an existing financial model with Claude in Excel without breaking itExcel
ExcelAdvanced60 min

Extend an existing financial model with Claude in Excel without breaking it

Have Claude explain how the tabs connect and annotate complex formulas first, then extend the model following the original patterns while you check its assumptions.

Illustration for Clean a messy workbook: have Copilot flag issues, then decide yourselfExcel
ExcelBeginner25 min

Clean a messy workbook: have Copilot flag issues, then decide yourself

Use Copilot as an auditor rather than an autopilot. Ask it to flag anything that needs manual review on its own sheet, then fix the data with Excel features you control.

Illustration for Write complex Excel formulas with Copilot, then prove they workExcel
ExcelIntermediate30 min

Write complex Excel formulas with Copilot, then prove they work

How r/excel users actually use Copilot for formulas: describe each field, take the draft as a starting point, test it on awkward rows, and check every reference before filling down.

Illustration for Automate a recurring Excel report: deterministic Python, AI only for the fuzzy partsExcel
ExcelAdvanced90 min

Automate a recurring Excel report: deterministic Python, AI only for the fuzzy parts

The pattern practitioners recommend on r/AI_Agents and r/automation: scripts for ingest, transform and validate, an OpenAI or Claude API call only for fields that need interpretation, and a hard stop when totals don't reconcile.