Excel Advanced Skills Writing Workbook Year 3 Pdf
Arleen Smelko
This book is part of the Excel Advanced Skills series, which provides students with more challenging extension work in writing. Excel Advanced Skills Writing Workbook Year 1 will teach children the skills they need to become effective writers for different purposes and audiences. They will learn how to write a variety of informative, imaginative and persuasive texts using grammar and punctuation skills in the context of effective written communication. The sample texts provided can be used as models for children (9781741254853)
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Many finance and accounting departments rely on spreadsheets to complete critical tasks. Until now, only elite spreadsheet users had the skills to write macros to streamline repetitive tasks. But with the introduction of advanced natural language artificial intelligence (AI) technology, practically anyone with a little programming experience can create complex scripts that automate many repetitive tasks. This can increase productivity and free up time for work on more value-add projects.
Kelly Williams, CPA, wrote about her early use of ChatGPT in the January 2023 JofA article "Using ChatGPT With Excel". Because the example in that article was based on the free version of ChatGPT, the code in the article was generated by GPT-3.5. GPT-4, launched in March 2023, is reportedly trained on more than 100 trillion data points, compared to 175 billion for GPT-3.5. The more recent version has better comprehension skills and better skills for writing and debugging software. Additionally, GPT-4 accepts longer and more detailed prompts. With these advancements, we can now use GPT-4 to take on bigger macro writing challenges.
It is common practice to download data from one system into a spreadsheet, edit and clean it, and then upload it into another system. Another typical procedure entails obtaining data, cleaning it, appending data from other systems, and then summarizing it with the aid of PivotTables and other tools. When working with large amounts of data, this can be time-consuming and error prone. Usually, most of these steps are tediously repeated in the same order month after month for years.
With the right prompts, natural language AI can create complex macros to automate processes like data cleansing, data summarization, carrying out intricate computations, building PivotTables, and producing unique reports. While most of the generative AI tools can probably create macros, this article focuses on how to write prompts for OpenAI's GPT-4 to create complex Excel macros.
You can tell GPT-4 what duties to carry out by giving it a prompt. The simplest way to create your prompt is to carefully outline the actions you do in Excel in a simple text editor like Notepad. It is crucial to number the stages in the prompt and ensure that this numbering copies and pastes into the ChatGPT interface. Try to be as specific and thorough as you can. Save this document because, while creating the macro, you'll probably need to add more steps or change the ones you already have. Your instructions might not be interpreted by GPT-4 as you planned.
It's time to enter the prompt once you've created one with a thorough and accurate description of the actions. Open a ChatGPT window on openAI.com and choose the GPT-4 model. The prompt from Step 2 should be copied and pasted into the prompt box. A code will be generated by the system along with instructions on how to enter it in Excel or Google Sheets.
Copy the code into the spreadsheet after that, then save. Now that you're prepared, run the macro. GPT-4 can assist you in troubleshooting any issues you run into and can also offer comprehensive instructions on how to add the macro to the spreadsheet.
Additionally, the macro's initial version might not function precisely how you want it to. In that case, you would modify the prompt in Step 2, enter it again into ChatGPT, and then change the resulting code in the spreadsheet. Or you can describe the problem in the ChatGPT prompt box, and the system will adjust the code. You keep repeating these steps of testing and adjusting as necessary until the macro produces the required results.
All macros saved in your Personal.xlsb worksheet in Excel are accessible from any open workbook, unlike macros created in other workbooks, which are only accessible when the relevant workbook is open.
Never type any confidential information into an AI prompt. Any prompt entered may be examined by a person and compared to the response to find areas for improvement. Your prompts should always remain as generic as possible.
Remember that Excel automatically saves any changes made to the Personal Macro Workbook. If you are prompted to save changes when closing Excel, click Save to ensure your new macro is stored in the PERSONAL.XLSB file.
This macro executes in less than a second due to the small amount of raw data. Large datasets with tens of thousands or more lines, however, can take up to a minute. In our example, when the macro is finished, the spreadsheet will appear as follows:
Apps Script is Google Sheets' equivalent of the Excel macro. The prompt to GPT-4 can also be modified to write Apps Script for Google Sheets and Gmail. These Apps Scripts generally run much slower than Excel macros when handling large amounts of data but can be extremely powerful when handling collaboration tasks such as emails, sharing sheets, granting viewing and editor rights, and routing documents for approval.
The example shown is just one of many ways that this tool can be used. Macros can be used to open workbooks, use VLOOKUP to grab and append data from other workbooks, slice data into multiple workbooks, and build PivotTables and graphs, among many other tasks. You are limited only by your creativity and persistence.
The way we all work will change due to AI. AI can help small and medium-size finance and accounting departments create macros to accelerate repetitive activities without the need for expensive solutions.
I've been searching the community for a solution, tried a few suggestions, but didn't seem to get the result I was after. I have a formatted Excel workbook that is my destination output location for a repeatable report. I am overwriting into the pre-determined sheets/cells as designed successfully. I now want to incorporate a Layout Render of a chart and table into a new sheet. without affecting what is already working in my workbook. If possible I'd like to pre-name my destination sheet.