How to use AI to write Excel and Google Sheets formulas that actually work
How to describe your data so AI gives you Excel or Google Sheets formulas that work — and how to test them before you trust them across thousands of rows.
In this article
Writing a formula with several nested IFs, a VLOOKUP that won't return what you expect, or a SUMIFS with three conditions can eat up an afternoon. AI assistants are very good at turning a plain-English description into a formula — as long as you describe your data properly. This guide covers how to ask, how to avoid the classic regional-settings trap, and how to check the formula does what you think.
Where to ask
- Any chatbot (ChatGPT, Gemini, Claude, Copilot): describe the data and it returns a formula to copy.
- AI built into the spreadsheet: Microsoft offers Copilot in Excel and Google offers Gemini in Sheets, depending on your plan. Their advantage is that they can see your actual columns.
How to describe your data
The most common mistake is asking for "a formula to look up the price" without saying where anything is. Include:
- Which columns and rows hold the data, with their headers.
- What you want to get and in which cell.
- An example with the expected result.
- Which program: Excel, Google Sheets, and your version if relevant.
- What to do with odd cases: blank cells or values not found.
For example:
I'm using Excel. On the "Orders" sheet: column A = product code, B = quantity. On the "Prices" sheet: column A = code, column C = unit price. In column C of "Orders" I want the line total (quantity × price). If the code isn't in "Prices", show "No price". Example: code P-102, quantity 3, price 4.50 → 13.5.
You should get something like:
=IFERROR(B2*XLOOKUP(A2,Prices!A:A,Prices!C:C),"No price")
The regional settings trap
If you share spreadsheets internationally, this one catches people out:
- Function names are translated in non-English versions of Excel:
IFbecomesSIin Spanish,WENNin German. - The argument separator changes too: in regions where the comma is the decimal separator, Excel uses semicolons (
;) instead of commas.
If a colleague's formula throws an error on your machine — or yours on theirs — check the separator and language first. Tell the AI which version you're using if it isn't English with comma separators.
How to test a formula
A formula that doesn't error isn't necessarily right. Before applying it to thousands of rows:
- Test with known cases. Pick three or four rows whose answer you can work out by hand.
- Test edge cases: blank cells, a missing code, negative values, or text where numbers should be.
- Ask for an explanation, argument by argument: "Explain what each part of this formula does."
- Check references: should they be absolute (
$A$2) so they don't shift when you drag the formula? - Check full ranges: if you use
A2:A100but have 150 rows, data will be missed.
Useful requests beyond a single formula
- Debugging: "This formula returns #N/A in some rows: [formula]. Here are sample rows: [...]. Why?"
- Simplifying: "This formula has five nested IFs. Is there a more readable way?" Functions such as
IFSorXLOOKUPoften simplify things a lot. - Conditional formatting: "Highlight rows red when the due date has passed."
- Pivot tables: ask for steps to summarise sales by month and salesperson.
- Data cleaning: split first and last names, trim spaces, standardise date formats.
Privacy
If your sheets contain customer data, salaries or other sensitive information, don't paste real rows into an unapproved chatbot. Describe the structure with made-up data — the formula will work the same on your real data.
Common mistakes
| Mistake | Fix |
|---|---|
| Wrong separator or language for your version | State your program, version and locale |
| Not saying which sheet the data is on | Include sheet and column names |
| Applying it without testing | Validate with rows you can check by hand |
| Ranges that miss rows | Use whole columns or tables |
| Pasting sensitive data | Use sample data |
The bottom line
AI turns "I want to add up Lopez's sales for March" into a working formula in seconds — if you describe the columns, give an example and name your program. Then test it with known cases before trusting it. If spreadsheets are part of a repetitive routine, the next step is to automate it with AI.
Sources and documentation
- XLOOKUP function — Microsoft Support
- Google Sheets function list — Google Docs Editors Help
Information reviewed on
- spreadsheets
- excel
- productivity