Transcripts
1. ChatGPT for Excel Intro: This course will
introduce you to check GPD and demonstrate how it can be used
to significantly enhance your Microsoft
Excel skills. You'll learn how to use
chat GPD, automate tasks, perform complex calculations, generate reports, and much more. Let's briefly see what is Chad GBD and what is
Excel automation. Before we dive deep
into the course, chat GBD is a computer program created using AI technology, our artificial intelligence
technology that can understand and generate
human like text. It's like having a
virtual assistant that can answer your questions, write articles,
summarized texts, and even hold conversations
with you to start using it. Just go to chat, open ai.com, create an
account for yourself, saved your username
and password, and start asking what you
want from your assistant. That's it. Let me tell you this fact. From the day I started
using chat GBD, I feel like I have a superhuman assistant to help and support me in
my daily tasks. If you are new to this, you also feel the
same way pretty soon. Now think about this. What do you think this powerful artificial
intelligence will do? Do job market. We have our very witnessed a rapid shift towards automation
in various industries. With advancements in
artificial intelligence, companies are increasingly
turning towards automation to increase efficiency and reduce costs and improve productivity. While this has its benefits, it also has its downside. Automation has lead
to job losses in various industries
and it is predicted that this trend will continue
in the coming years. As an employee, it is
important to stay relevant and have skills that are in
demand in the job market. One such skill is the ability to automate tasks using
tools like chat, GBD, and Microsoft Excel. These tools can be
used to automate repetitive and
time-consuming tasks and freeing up a
valuable time that can be used for more
strategic work. By taking this course
that teaches how to use chat GBD with Excel
to automate tasks. Employees can learn how to
work smarter, not harder. They can streamline
their work processes, increase their
efficiency, making them valuable assets
to their companies. Additionally, employees who have these skills are less likely to be replaced by automation,
ensuring job security. It is important for
employees to take charge of their career
development and continuously learn new skills that will make them
valuable in the job market. Learning how to use chat GBD
with Excel to automate tasks is one such skill that'll be in high demand in
the coming years. By taking the initiative
to learn the skill, employers can future
proof their careers and secure decision
in the workforce. And who is this course for? Anyone who wants to learn
how to use chat GPD to master Excel in general,
in Excel, automation. In particular, especially
people who are working in corporate and use Excel
regularly to process their data. You just need basic knowledge in Excel to start
with this course. That introduction. Let's get started.
2. MS Office Installation: To learn macros,
functions, and formulas, you need Microsoft Excel
software on your computer. If you already
have it installed. You may skip this video. If you don't have the
latest version of Office and won the
software free, please follow the
instructions in this video. Please note that this
office we are downloading is directly from
Microsoft website. They allowed these
tools to download for free for IT administrators. We are going to
download those files. This is not a paid
licensed version. Paid version is
subscription-based and you'll need to pay
for it every year. What we are downloading
is the free version given by Microsoft for
IT administrators. Let's go to Google and
type in Office deployment to open this link and
click on download. The file is downloaded. I go to show it in the folder. Then I copy it and
come to desktop. I create a new folder
here and name it as MS. Office. I go to the folder and
paste in the copied file. Now I create another folder
within this MS Office folder. I'll name it as Office apps. You can give any name you want. Now, you need to extract the configuration files
in this new folder. Let's right-click on this
and run as administrator. I accept the license terms
from Microsoft and continue. I select the path of this file. It's in the desktop. Ms Office and Office apps. Files extracted successfully. Now I go to this folder. I have four different
files here. I just need Office 2021,
enterprise dot XML. So I selected the other
three files and delete them. Now at this same window, press Shift key, and
right-click on the mouse. Click on open
PowerShell window here. Here just go to the text
section of this video. You will find this link there. Just copy and paste this link here in this window
and press enter. Please don't enter
the text manually. You may do some typos. So just copy and paste from the description
section of this video. After you based it. Press Enter. Press yes. To permit the windows. The Office 2021 download has
started late for some time. For the download to finish. Once it has done
Search for Excel, you can start using Excel now, for the purpose of this course
3. MS Office Activation: After installation of
Microsoft Office 2021, when you open Excel and
go to File Account, you see the product
requires activation here. My product is already activated, and that's why you
see that here. But in your case, you'll see that the product
requires activation. Just follow a few simple
steps to activate it. I've given the activation key in the description
section of this video. It looked like this. The first line of code
is for 32-bit PCs, and the second one
is for 64 bit pcs. First of all, check if
your PC is 32-bit or 64-bit by right-clicking
on this PC. And go to properties. Here, you'll get to know whether your BC is 32-bit or 64-bit. Now, Open command prompt window and copy and
paste this code here. And hit Enter. Then copy paste the third
line of code and enter. This will install
a volume license. The next step is to activate a muscle office
with Canvas over. Here. I've given two
sets, of course. Try the first code first. And if it doesn't work,
try the second one. Let me copy paste
the first chord. As you can see, the MS Office
is successfully activated. After this process. If you open Excel
and go to Account, you'll see this
product is activated
4. Prompts in chatGPT: Chat GBD is a chat bot that converse fluently
with its users. Prompts are like ideas or
suggestions that you give to a computer program to help it start a
conversation with you. Just like how you might
ask a friend a question. To start a conversation. You can give chat GBD a prompt to help it understand what
you want to talk about. E.g. you could give it a prompt, like tell me about Microsoft Excel are
dark about chat GPD, but these are generic prompts. But the more detailed
your prompts are, the better it is for chat GBD to give an
appropriate response. Chat GBD will use its artificial intelligence
to come up with a response that makes sense based on the prompt you give it. Let me give you an
example to make it clear. If I want check GPT to
explain an Excel formula, I would ask like this, forget about all my
previous instructions. Explain the Excel
function x lookup in simple words as if you're
teaching in a ten year old kid, generate a data table and
explain with an example. There you go. If you're not happy
with the response, you may ask what
exactly you expect. Chat GBD will try to answer
as per your requirement. Tweak your question in different ways to
get what you want. If the answer is do simplistic, you can ask for more
complex examples. Yes, sometimes the response
might be wrong are silly. You'll need to continue
to converse with a bot by rephrasing
your questions. If you are completely
new to this, Get started by throwing in
some random questions to chat GBD and see how it response
5. Project 1 Write macros to send automated invoice to debtors: The purpose of this course
is to teach you how to use chat GBD and finish. Some of the complex
tasks are automated, some of the repetitive and
mundane tasks in Excel. So I'm not going to cover
any of the basics of Excel to like what our rows and columns and what are the
various tabs and exon. You can learn all of them in any basic Excel course
or for free on YouTube. So let's straightaway, gets chartered with Excel
macros and how Chad GBD can help to generate macros to automate your tasks. Our first project is automating an e-mail and wise to debtors. Let's say you have a list of people who owe money
to your company. We call them guitars. In column j, we have
their e-mail addresses, and in column B we have
the amount they owe to us. Now we want to write a
macro that send an e-mail to all these debtors telling them they owe so
much money to us. If you know, macros, you know, you can
do that easily. Now, let's see how Chad
GBD can help here. Now to start with macros, I'll follow three simple steps. Step one, I'll save this Excel
file as Excel macros file. For that, I need to save
the file as x as m file. Normally Excel file
extension is XLS. Now I need this
file as XLS file, which is Excel macro file. It simple. Go to File, Save As and select Excel
S M as the extension. Now step two, let's
enable macros. I go to the ribbon up on top, right-click and click,
customize the ribbon. On the right side. Let's
check the developer checkbox. Click on Okay. Now let's
go to Developer tab. On top-left, you'll
find Visual Basic. Let's click on that. From your working Excel file. You can come to this page
by simply pressing Alt F11. It's a toggle key. You can go back
and forth between developer mode and worksheet
mode using alt F 11. Step three, I'll go to insert
and insert a new module. That's it. We've enabled macros in Excel. Now, I go to chat GPD
to write a prompt. I copy paste the
prompt from here. Just pause the video and read the prompt and understand it. Look at that. Chat GBD is generating
Excel macro code for us. Here. It also tells us what we need to do so that this
works well in Excel. Now I add another
prompt that's good. In addition, include suitable
text in the e-mail so that it should look as an official
email center of a company that includes a suitable
email text as well. Now, let's copy this code. Go to Excel and paste
in within the module. I go to Tools and references. Here, I ensure that MS outlook
object library is enabled. Now I've pasted in the
code from Chad GPD. I'll just ensure that the
columns are captured properly from Excel because that's
where the base data is stored. I'll save this file again. Now I go to view the macros. We can see the macro
we just created. Let me just run it. And boom, the e-mails are sent. We need to have
Microsoft Outlook setup send such e-mails. As you can see, the males
are in my sent items
6. Project 2 Write a macro to create Index sheet: Let's see more examples on how to write macros with Chad GBD. Now, let's say I have an Excel
file with several sheets. In each sheet, I
have a data store. Now, navigating between these
sheets is a real challenge. If I want to have an index
sheet with table of contents, in that it would make the job of navigating between these
sheets much easier. Now, I want to create
an index sheet with Table of Contents hyperlinked
to the respective sheet. I need to write a macro
program for this. Let's see how we can do this. With Chad GBD. I typed in this prompt
in the chat GPT. Forget about all the
previous instructions. Imagine that you're an expert
in creating Excel Macros. Write a macro to create
an index sheet in Excel. The index sheets should
grab the names of other sheets in the file and
create an hyperlinked text within the index sheet gives us suitable heading to
the index sheet and list out all the names below with a hyperlink to
the respective sheets. There you go. The
macro code is ready. Now let's start implementing the macro using
our regular steps. First of all, I'll save
this file as Excel. Awesome. I'll call it as index dot XLSX. Now I copy the code from chat GPD and go to Developer tab. Visual Basic are
simply I can use Alt F11 to toggle between the Excel worksheet and the
visual basic coding sheet. I opened the module
and paste in the code. And I save this file. Now let's go to run
the macro view. Macros. There you go. The index sheet with
hyperlinks is created
7. Project 3 – Macros to Creating random text: Many of us need Excel files with some random
texts to work with. We can learn to work with many of the Excel functions
and formulas. Only when we have Excel
sheets that data. Manually creating data on an Excel sheet will take
a lot of time and effort. How about automating
it with macros? In this project, we'll create some random text in excel
sheet using macros. As usual, I open a new Excel sheet and
save it as XLS m-file. I give all f 11 to go to visual basic coding area
within Developer tab. Now I open a module. Okay, Let's go to chat GBD
now to give it a prompt. Forget about all the
previous instructions. Imagine that you're an expert
in creating Excel macros. Can you write an Excel macro, degenerate dummy text on
a sheet from a to F B12. The first column should contain unique
names, other people. The names should be
people's names like ROM, reader, rank, get, angel, etc. Try not to repeat
the same names. The next five columns
should contain their marks scored in five subjects
all and do digits. All of them can be random, but include column headers. Suitably. I must be
able to generate this text in more than one
sheet of an Excel file. Okay, We have the code ready. Let's copy this. Now, I go to VB module
and paste in the code. I save it on effluent to go back to
the Excel working sheet. Fa, to open the macros. Now I run the Macro that ego, the random text is ready. Let me open another
sheet within this file. And I run macro on this
sheet as well. Okay? When I run the code
in the second sheet, macro is not responding to that. So let me go back
to the chat GPT. I am not able to generate random text in the second sheet. Change the code so
that I can generate random texts on more than
one sheet within a file. Okay, Chat GBD has
revised the code. Now, let me copy paste it
into the Excel module. Let's see if this works. Yes, Now it works. Let me try on another sheet. Yes, it works fine. Now, this is how you should do when Chad GPD, make
some mistakes. Clearly point out the mistake descriptively and ask what
you want from Chad GBD
8. Project 4 – Macro for creating a Mortgage Calculator: At some point in time, we would have taken
loans from the banks. It could be a whole
loan or a car loan. For the loan, we pay monthly mortgage or equal
monthly installments or EMI. How about creating a
mortgage calculator? Our EMI calculator in
Excel with chat GBD. Let's do that now. I create a new Excel sheet and
name it as EMI calculator. I save the file with
XLSX extension. Now alt F, the goto
VB coding space. And open a new module. I go to Chegg GBD and
give a prompt like this. Forget about all the
previous instructions. Imagine that you're an expert
and creating Excel Macros. Write a macro that create a
mortgage calculator based on the input data given
all amounts in USD. Max number in decimal
is two digits. There you go. We've got
the code from Chad GBD. Now let's copy and paste this
code to Excel VBA module. I save it Alt F11 to go to Working Sheet View Macros. I double-click to run it. Now it is asking us inputs. So let me enter them. There you go. We got
the output details
9. Project 5 – Using Chat GPT to generate functions and formulas: In the previous example, we generated macros to do
mortgage calculations. How about creating a function to calculate mortgage
amount by yourself? Let's say you have an Excel file with details like loan amount, interest rate, and loan tenure. You want chat GBD regenerate the formula to calculate
mortgage a monitor. Can we do it? Yes, we can. Forget about all the
previous instructions. Imagine that you
are an Excel expert and creating Excel
functions and formulas. Given a function to
calculate mortgage payment. In cell B2, I enter
the loan amount. In cell B3. I enter the interest
rate in percentage in cell before I
enter the loan tenor. In years. The final monthly
mortgage amount should be in two decimals. That you go. Chat GPD has given
me a function. I copy this and
paste it in as text. The answer is already printed. Like this. The
options are endless. I suggest you to kick-start your creativity and try
out many such tasks. All of them may not
work in the first try, keep giving your
feedback to chat GBD and revise your
prompts suitably
10. Project 6 Generate a formula with ChatGPT: In this project, I'll show
you how we can generate a complex Excel
formula with chat GBD. Let's say I have salesmen
wise sales data in Excel. I want to calculate sales
commission for the salesman. It is kind of complex because the commission
has four slabs. Higher the sales they do hire
the commission, they earn. Let's go to the chat GBD
to generate salesman wise data because I don't have
one to show as an example. So I'll generate the data
table using chat GBD. Here you go with a prompt
to generate the data table. First. Generate a data table
to show the following. A two to 830 shows
names of Salesman. Names are random. B2 to B3 shows sales
numbers in INR. The numbers are between
INR 10,000 to INR 100,000. Suitably provide
column headings. Format the table in such a way I can copy
paste it into Excel. So we have the data table ready. I'll copy pasted into Excel. Let me add a column. It shows sales commission. Now, I want to calculate sales commission for
the sales numbers. Let me give a
commission structure, recharge diabetes so that
it can generate a formula, generate an Excel formula to
calculate sales commission. If B2 is less than
100000 commission, if B2 is 10,001 to 20,005% commission if B2 is 20,001 to
40,010 per cent commission. If B2 is 40,001, 60,020 per cent commission. If B2 is more than
60,030% commission. So the formula is ready. I will copy paste it into Excel. You go, the commission
is generated. I'll double-click here to copy the formula
for all the rows. Now, let's make it
even more complex. Randomly add a region
for each salesman. I want chat GBD to
check the region also before it calculates
the commission. Here's the prompt. Generate an Excel formula
for the following. If C1 is not our salt and b1 is less than
10,000, Commission is zero. B1 is 10,000, 20,000
commissioners, 5%. B1 is 20,000 to 40,000
commissioners, ten per cent, b1 is 40,001, 60,000, Commission is 20 per cent. If b1 is more than 60,000,
Commission is 30%. If C1 is East are vest, and b1 is less than 10,000,
Commission is zero. B1 is 10,001 to 20,000. Commission is ten per cent. B1 is 20,000, 140,000
Commission is 20 per cent, b1 is 40,001, 60,000
Commission is 30%. If b1 is more than 60,000, Commission is 40 per cent. As you can see, more commission
is paid for salesmen from east and west compared
to salesmen from not insult. Now, let's see how chat
GBD generates the formula. So we got the formula.
I'll copy paste it. It should be B2 instead of one. But anyway, let's copy
this and the next row. There we go. We got the result. See it's a very complex formula. But Chad GBD made
it easy for us.
11. Learn Functions and Formulas with ChatGPT: As you know, there
are many functions and formulas in Excel. If you just know the name
of those functions and want to know how to use
those functions or formulas. You can use chat GBD
learned the syntax of those functions and their explanation are
already there in Excel, but Chad GBD can simplify the explanation to a great deal. Use this prompt to make any function easily
understandable. Please explain this
Excel function. Dash in simple words
with examples, like you're teaching it
to a ten year old kid. If required. Printer detailed
data table first. Then show the example. If you're not happy
with the examples asked for more simple or
complex examples, chat GPD will oblige. In this template, you can replace the dash with any
function you have in mind. Let's say we look
up our index bar, match function, our average
are some IF functions. If you don't know which function to use for which problem, then be descriptive on chat GBD so that it can tell
you which one to use. How can I do that? First of all, I want to give the source data table
format to check GBD. I would say I have my source data table in
the format given below. And give a format like this. Now, if I want the Science and Math mark of a student to be
printed in another sheet. Which formula or
function to use. For this chat GPT
gives the result. We don't want to read
this full explanation. We just learned index bar
match function can do this. Now, we'll go back to
our template and use that to learn about
Index Match function. In Excel, you can
combine functions and formulas to solve
complex problems. How can you do that? Just ask Chad GPT, how to combine two or
more functions in Excel. Explain in simple
words with examples. Like you're teaching
it a ten year old kid. If required, print a
detailed data table first, then show the example. As usual. If you're not happy with
the examples, you may ask, give me more simple or
more complex examples. Likewise, you can
learn how to create complex Excel models
using chat GBD. Just ask how to create a complex Excel model that includes functions,
formulas, and macros. Explain in simple words with examples like you're teaching
it to a ten year old kid. If required, print a
detailed data table first, then show the example. There you go. A fantastic
example that uses functions, formulas and macros
are given by chat GPD
12. Learning Data Analysis using Pivot Tables and Pivot Charts: Pivot tables are a
powerful tool to analyze complex data
on an Excel sheet. Let's see how we can use
chat GBD to learn to create a professional
looking pivot table with all the bells and whistles, pivot charts and other
advanced features to analyze the data. The first and foremost
requirement to create a pivot table is data. Let's create that
are using chat GBD. I give a prompt the chat GBD, to create a data table so that I can create
a pivot table, create a data table, so that I can use it to
create a pivot table. A2, A3, to contain ten different random
salesman names like John, Philip, etc. B2 to B3 to contain four regions like north,
south, et cetera. Again, random for all
the salesman, C2 to C3, to contain different computer
products like laptops, keyboards, mouse,
Windows, software, etc. All of them random. D2, D3 to contain months
like Jan, fab, etc. Again, they're all random
due to eat 30 to have sales numbers 1000-100 thousand, depending upon the price
of the products sold. You are suitable heading
to the table columns. So we have a data
table ready for use. If you want more data, you can ask for more
in the same format. I mean, you can ask, give me 30 more rows
of the same data. For the purpose of this video, let me proceed with
the present era. Now, I copy paste
this data into Excel. Now I asked Chad GPD to explain step-by-step to
create a pivot table based on the above data. I want it to look
professional and include all the advanced features
of a pivot table. Chad GBD gives us various
options to implement. First of all, let me
insert a pivot table. I select the entire data. I go to Insert pivot table. Now I dragged the salesman
in the rows region, also in the rows. I keep the products in the filter and months
in the column. Now, the table looks like this. I can drag and drop
them in different ways. The change the table format. I can see salesman
wise table keeping the products in the filter are I can also see product wise table keeping the salesman
in the filters. Or I can see a region wise table keeping
the products and the column. Or I can choose the
C month wise data. So I can move the fields
as per my requirement. To make it easy for us to
read and analyze the table, I want to add slicers. I go to each field and right-click and add
that field as a slicer. Now with slicers, I can easily filter out what I
don't want to see. If I want to see
the performance of an individual salesman,
I can do that. Or if I want to see the performance of a
particular product, I can do that as well. Now, I choose the table and
go to conditional formatting. And I can set a condition or a rule to see that on the chart. And I go to format table, but change the design. And when I click on
the pivot table, I can see these two options. I go to Design and see options like subtotals,
removed are added, granddaughters removed
or added, or changed. The report layout. I go to PivotTable, Analyze, and add a pivot chart. Now, when I filter the table, the chart automatically changes. If you have any specific
questions about pivot tables, ask Chad GBD and
get the answers. That's data analysis using pivot table with
Chad, GBD is help
13. ChatGPT for Data validation in Excel: Now I have salesmen
wise sales data. Let's say I want to learn what is data validation in exon. So I asked Chad GBD like this, I copy paste the data
set first and ask. Explain what is that I've added nation with
the below data set. Show me an example and teach me as if you're teaching
it to a ten year old kid. So they got the answer. Let's see what it says. Okay? Now, if I want to validate the user inputs in this
column, I can do it. So if a user enters any other value apart
from what I want, Excel will show an error. That's our validation. Now, let's implement it. Let's say I want to validate the region and month columns. Because regions cannot be
other than these four regions. And months cannot be other
than 12 months of the year. If a user makes any typo, Excel will show
an error message. So if a user enters anything else apart from these four
regions in this column, are anything else apart from these 12 months in this column, excel will show
an error message. First of all, I choose the four regions and
give them a range name. I call them as valid regions. Now, this is the source
data for the Excel. Excel will refer to this to
validate the user input. Now, I choose the entire column, because in this entire column, I don't want to see any other names except
these four region names. Now I go to data and
data validation. In the allow field. I choose list. Now, Excel asked
for source data to refer to and validate
the user input. I give the source name as
equal to valid regions. Because that's the name we
gave for these four regions. Now, you can see the drop-down
with four region names. I can simply choose the region
names from the drop-down. If a user enters any
other name here, they'll see an error message. Now, let's do the
same for the months. I choose all 12 months and
give them a name to that rage, Let's say valid months. Then I choose the month column. Go to data. And data validation. Choose the allow field as list and give the
source data name as equal to valid
months. That's it. We have a drop-down menu for
the month column as well.
14. Asking more from chatGPT for Excel help: Handling a large data, especially when it runs into thousands of rows and columns, can be really challenging. Can we take help from Chad
GBD on how to handle it? Yes, we can just ask
Chad GBD like this. I have a large data set that runs in the thousands
of rows and columns. How can I simplify and handle it with ease with some
advanced Excel tools? How do you go with
some solutions? Now I can explore the
solutions one-by-one, asking Chad GBD how
each of them can help. Excel has in store a big list
of add-ins that we can use. The power of the analysis. I can ask Chad GBD like this to learn some
of the top adage. Show me ten most
popular Excel Add-ins. Now I have the list. I can ask Chad GBD to explain how each of
them can be used. With an example. If you
are a regular Excel user, excellent shortcut keys
can be very useful. To save some time. I asked chat GBD to give a list of excellent
shortcut keys. Show me the list of
shortcut keys in Excel. So Chad GBD has given a list. I can take a brand and
stick it on the wall above my laptop so that I can
refer to it whenever I need