用 AI 玩轉試算表:公式、清理、分析一次學會

卡在「這個要用什麼函數」?用 AI,你描述需求它就給公式,還能幫你清資料、做分析。Excel 與 Google Sheets 都適用。

That Function That's Been Bugging You

We've all been there: you know what you want to do, but you have no idea which function to use or how to put it together. In the past, you'd have to spend hours Googling or trial-and-erroring until you're blue in the face. Now, all you have to do is describe what you need in plain language, and AI will give you the formula and explain it to you.

Three Things AI Can Do for Spreadsheets

1. Generate Formulas
Describe what you need ("calculate monthly growth rate" or "sum based on conditions"), and AI will give you a formula you can paste directly into Excel or Sheets. Use GPTExcel, Ajelix, or Formula Bot.

2. Clean Up Data
Is your data a mess, with inconsistent formats, duplicates, or missing values? Let AI help you standardize the format, remove duplicates, and fill in the gaps, saving you a ton of manual work.

3. Analyze and Model
Use spreadsheets with built-in AI, such as Rows, Sourcetable, or Quadratic, to ask questions about your data and create charts and graphs in natural language, like having a built-in analyst.

A Few Immediately Useful Scenarios

  • Sales: Use AI to calculate the total and ranking of orders by month, customer, and product from a bunch of order data.
  • Marketing: Throw your ad data into AI and ask, "Which channel has the highest CP value?"
  • Personal: Hand over your expense records to AI and ask, "What did I spend the most on this month?"

Want to see some prompt examples? Check out the AI prompt library's data category.

Tips for Using AI Smoothly

  • Explain your columns clearly: Tell AI what your data looks like (A column is dates, B column is amounts, etc.).
  • Take it one step at a time: Break down complex requests into smaller steps, which is more accurate than asking everything at once.
  • Paste error messages: If a formula doesn't work, paste the error message into AI and ask it to fix it.

TheAI Academy Summary and Review

Honestly, just being able to "generate formulas with plain language" has saved many people from countless hours of Googling functions. Spreadsheets are no longer the exclusive domain of a select few.

But remember – AI-generated formulas and analyses must be verified by yourself. Incorrect numbers can lead to disastrous reports, no matter how beautiful they look. Try taking a spreadsheet you have on hand and using AI to generate a formula that's been giving you trouble. Further reading: Data analysis for non-coders.

In a nutshell: AI makes spreadsheets accessible to everyone, but you must verify the formulas and analyses it generates.

Sources

Official websites of various tools (GPTExcel, Rows, Sourcetable, etc.).

Frequently Asked Questions

AI 能幫我寫 Excel 公式嗎?

可以。用 GPTExcel、Ajelix、Formula Bot 等,描述需求就給你可直接貼用的 Excel 或 Google Sheets 公式。

AI 試算表工具有哪些?

生公式用 GPTExcel、Ajelix、Formula Bot;直接分析用 Rows、Sourcetable、Quadratic;資料庫用 Chat2DB。

怎麼用 AI 清理試算表資料?

把格式亂、有重複或缺漏的資料交給 AI,請它統一格式、去重、補齊並說明處理方式。

用 AI 做試算表要注意什麼?

講清楚欄位結構、複雜需求拆步問、公式出錯把錯誤貼給 AI 修,最重要的是結果自己驗證一次。

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