AI prompt library

🧮 Excel & Spreadsheets Prompt Examples

Create formulas, dashboards, VBA ideas, data cleanup steps, and workbook checks.

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15 prompts
#01

Formula builder

Best for: Formulas

Act as an Excel expert. Create a formula for this problem: [describe problem]. Explain each part and give alternatives for older Excel versions if relevant.
How to customize

Replace the bracketed placeholders with your real details before using it.

#02

Formula debug

Best for: Formula fixing

Debug this Excel formula. Explain why it fails and provide a corrected version. Formula: [paste formula]. Expected result: [describe]
How to customize

Replace the bracketed placeholders with your real details before using it.

#03

Dashboard layout

Best for: Dashboards

Design an Excel dashboard for [business/process]. Include KPI cards, charts, slicers, tables, colors, and layout notes.
How to customize

Replace the bracketed placeholders with your real details before using it.

#04

Power Query plan

Best for: Power Query

Create a Power Query transformation plan for this messy data. Include steps, column types, cleanup rules, and final table shape. Data: [describe]
How to customize

Replace the bracketed placeholders with your real details before using it.

#05

Data validation rules

Best for: Data quality

Suggest data validation rules for this spreadsheet. Include dropdowns, date rules, number limits, error messages, and protection ideas. Use case: [describe]
How to customize

Replace the bracketed placeholders with your real details before using it.

#06

Pivot table plan

Best for: Pivot tables

Create a pivot table analysis plan for [dataset]. Include rows, columns, values, filters, calculated fields, and charts.
How to customize

Replace the bracketed placeholders with your real details before using it.

#07

VBA macro brief

Best for: VBA planning

Write a VBA macro specification for [task]. Include inputs, steps, error handling, buttons, and comments. Do not write code until requirements are clear.
How to customize

Replace the bracketed placeholders with your real details before using it.

#08

Spreadsheet audit

Best for: Spreadsheet review

Audit this spreadsheet design. Identify risks in formulas, inputs, formatting, controls, documentation, and version management. Context: [describe]
How to customize

Replace the bracketed placeholders with your real details before using it.

#09

Lookup formula choice

Best for: Lookups

Choose the best lookup approach for this case: [case]. Compare XLOOKUP, INDEX/MATCH, FILTER, and Power Query.
How to customize

Replace the bracketed placeholders with your real details before using it.

#10

Monthly report automation

Best for: Reporting automation

Create a plan to automate a monthly Excel report. Include source files, transformations, formulas, checks, refresh steps, and export process.
How to customize

Replace the bracketed placeholders with your real details before using it.

#11

Conditional formatting

Best for: Formatting

Suggest conditional formatting rules for [spreadsheet]. Include purpose, rule logic, colors conceptually, and warnings to avoid clutter.
How to customize

Replace the bracketed placeholders with your real details before using it.

#12

Budget template

Best for: Templates

Design a spreadsheet template for [budget type]. Include sheets, columns, formulas, summaries, charts, and instructions.
How to customize

Replace the bracketed placeholders with your real details before using it.

#13

Excel to Power BI migration

Best for: Power BI

Create a migration plan from an Excel report to Power BI. Include model, measures, visuals, refresh, permissions, and rollout.
How to customize

Replace the bracketed placeholders with your real details before using it.

#14

Data entry form design

Best for: Forms

Design a simple spreadsheet data entry form for [process]. Include fields, validation, instructions, protection, and review workflow.
How to customize

Replace the bracketed placeholders with your real details before using it.

#15

Formula explanation

Best for: Learning

Explain this Excel formula as if I am new to Excel. Then give a shorter version and a more robust version. Formula: [paste formula]
How to customize

Replace the bracketed placeholders with your real details before using it.