Getting Started with ExcelGPT
Everything you need to know to begin your ExcelGPT journey.
Welcome to ExcelGPT
ExcelGPT is an AI-powered assistant that helps you work with Excel more efficiently. Whether you're creating formulas, analyzing data, or building reports, ExcelGPT simplifies complex tasks by allowing you to describe what you need in plain language.
Creating Your Account
- Sign up: Visit the signup page and create your account using your email or sign in with Google, Microsoft, or Apple.
- Choose a plan: Select from our Free, Pro, or Enterprise plans based on your needs. Each plan offers different features and request limits.
- Verify your email: Click the verification link sent to your email to activate your account.
- Complete your profile: Add your name and customize your preferences in the account settings.
Using ExcelGPT: The Basics
Method 1: Web Interface
- Log in to your ExcelGPT account at excelgpt.app.
- Create a new project or open an existing one from your dashboard.
- Upload your Excel file (if you're working with existing data) or start from scratch.
- Enter your request in the prompt box, describing what you want to do in plain language.
- Review and download the results provided by ExcelGPT.
Method 2: Excel Add-in (Premium Feature)
- Install the ExcelGPT add-in from your account dashboard or the Microsoft AppSource.
- Open Excel and sign in to the ExcelGPT add-in with your account credentials.
- Select the data you want to work with in your spreadsheet.
- Open the ExcelGPT panel and enter your request.
- Apply the solution directly to your spreadsheet with one click.
Your First ExcelGPT Request
Here are some examples of requests you can make:
- "Create a formula to calculate the average sales for each quarter"
- "Generate a pivot table showing sales by region and product category"
- "Create a chart showing the trend of monthly expenses over the past year"
- "Analyze this customer data and identify the top 10 customers by revenue"
- "Help me build a dashboard to track project progress and budget"
Pro Tip: Be Specific
The more specific your request, the better the results. Include details about data types, calculation methods, and desired outputs whenever possible.
Next Steps
Now that you understand the basics, explore these resources to get more out of ExcelGPT:
Need More Help?
Our support team is ready to assist you with any questions you might have about getting started with ExcelGPT.