Using AI to Accel at Excel

September 18, 2024

Are you bored of tedious spreadsheet tasks? Does anyone say no to this question? Macros might be just the thing you’re looking for. They allow users to automate repetitive tasks in Excel like data cleaning, generating reports, formatting and calculations. By leveraging ChatGPT, you can set up macros and automate those tedious tasks to free up time for more interesting work.

Data Cleaning

Removing duplicates, cleaning up formatting, performing data validation

Generating Reports

Automating the creation of complex reports, pulling data from multiple sheets or different files

Formatting Cells

Applying consistent formatting such as setting font size, color or borders

Calculations

Automating repetitive calculations, avoiding entering formulas manually

Making Macros

A macro is a script or code that can be run within Excel to automate tasks. When recorded or written in Visual Basic for Applications (VBA), a macro captures the steps you perform manually in Excel and allows you to execute these steps automatically with a single click or shortcut. In addition to automating repetitive tasks, macros reduce the risk of human error. Even if you haven’t had your morning coffee, your macros will still be performing consistently.

For many, learning VBA and writing macros from scratch can seem daunting. But with the help of ChatGPT, anyone can create, modify and understand macros, even with limited programming knowledge. To start using macros in Excel, you must enable the Developer tab, which contains the VBA editor. From here, you can either record a macro using the built-in recorder or write one manually in VBA. And this is where your new AI friend comes in.

Generating VBA Code

One of the most practical ways ChatGPT can help is by generating VBA code based on a description of what you want the macro to do. For example, you could prompt, “Write a VBA macro to highlight all cells in column A that contain the word pending.” It’ll provide the VBA code you can copy and paste directly into Excel’s VBA editor. It’s like magic, but somehow even nerdier.

Learning the Basics

ChatGPT is an excellent tutor for beginners trying to learn and understand VBA. You can ask it to explain key concepts like variables, loops and conditionals, which are fundamental building blocks in any VBA code. It provides straightforward explanations and shows you sample code snippets. Yes, the whole point of this article is to not have learn this stuff, but having a grasp on this will allow you to do more. There’s no escaping learning. You’re even learning right now!

Debugging and Troubleshooting

Writing macros isn’t always a smooth process—you might run into errors or bugs. ChatGPT can assist in debugging by helping you understand what went wrong and suggesting corrections. You can provide the error message or describe the issue you’re facing and it will suggest potential fixes or optimizations for your VBA code. You and the AI working together, solving problems—it’s like a very mundane buddy cop movie.

Learning to code can be a tall order, but these news tools have provided a way for anyone to use macros without having to go through the full process. The time investment to get going is now so much lower that the return is well worth it. And who knows what kind of adventures you and your new AI friend will go on.

 

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VOLUME 24 | ISSUE 1