Excel with AI: The Complete 2026 Guide

Comprehensive guide to using ChatGPT, Claude, Microsoft Copilot, Gemini, and Gemma for Excel formulas, analysis, macros, and automation — tested on real workbooks.

This is the complete hub for using AI tools inside Excel. It covers ChatGPT, Claude, Microsoft Copilot, Google Gemini, and open-weight models like Gemma 4 — across formula writing, data analysis, macro generation, forecasting, text analysis, and industry-specific workflows. Every linked tutorial is written from hands-on testing inside real workbooks, not abstract summaries.

If you are deciding which AI tool fits your Excel work, the comparison guides at the top establish a baseline. If you already know which tool you use, jump straight to its section. Each post inside the hub is standalone but designed to compose into a coherent workflow — pick the parts you need and ignore the rest.

The guide is maintained by Sagnik Bhattacharya, a Udemy instructor with 30,000+ students and the founder of Coding Liquids. It is updated as new AI features land inside Excel and as the underlying models change.

Key takeaways

  • ChatGPT, Claude, and Gemini handle general Excel formula writing well; Microsoft Copilot is the only tool with first-party access to live workbook context.
  • For VBA macros and formula debugging, Claude currently produces the most reliable output across tested workloads.
  • Always review AI-generated formulas against a sample of your real data before trusting them at scale — the review process is part of the workflow, not optional.
  • Copilot's Agent Mode, Analyst Mode, and Copilot Chat solve different problems; picking the wrong mode wastes credits and produces worse results.
  • Gemma 4 and other open-weight models are viable for local, privacy-sensitive Excel workflows and cost nothing to run.

AI Tool Overviews and Comparisons

ChatGPT for Excel

Claude for Excel

Microsoft Copilot for Excel

Google Gemini and Gemma for Excel

Industry-Specific AI Workflows

AI-Assisted Analysis and Automation