Writing a prompt for Excel assistance

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27.1

 

Remember the hours we spent cracking complex Excel formulas? Today, writing formulas has become a simple task thanks to a verbal description of the professional need.

Instead of getting complicated with multiple condition functions, simply write your request to the model as is: "I have an accounts receivable report as of 12/31/2025. Create a new analysis column: if the debt in column D is 3-4 years old, list 'Provision for Doubtful Accounts'; if it is over 5 years old, list 'Bad Debt'; and if it is under 3 years old, leave it blank. Do not change the original data, and return an updated Excel file with the analysis.".

The model not only generates the formula (e.g., a nested IF function), but can also process the file for you and return it ready for download with the new analysis columns, without touching the source data. This is an exceptionally effective solution for building management reports that combine data from various sources without requiring prior coding knowledge.

Little tip: To ensure the analysis is accurate on the first try, it's best to specify to the model which column and row the relevant data is located in (e.g., "The balances are in column D starting from row 2").

Just think about a function you're used to putting a lot of effort into in Excel, and describe it in your own words. This is the best way to practice writing an accurate prompt and achieve accurate and fast results.

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