top of page
Search


BUILDING A 5-STEP NARRATIVE: USING AI FOR DATA STORYTELLING IN EXCEL
Data storytelling is the process of translating raw numbers into a structured narrative that drives action. While Excel is excellent at calculation, it has traditionally struggled to convey the "story" behind the data without heavy manual formatting.
Jan 33 min read


5 WAYS AI CAN HELP YOU WRITE AND INTERPRET COMPLEX LAMBDA FUNCTIONS
LAMBDA is a revolutionary function in Excel that helps to create custom, reusable functions without using VBA or macros.
Dec 28, 20253 min read


5 CRITICAL DATA SECURITY RISKS AI CAN HELP MITIGATE IN SHARED EXCEL FILES
AI can significantly enhance data security in shared Excel files by automating compliance checks, identifying insider threats, and enforcing complex security policies that are often overlooked in manual processes.
Dec 17, 20252 min read


5 WAYS AI IS IMPROVING THE EFFICIENCY OF DATA AUDITING IN LARGE EXCEL MODELS
AI is dramatically improving the efficiency of data auditing in large Excel models by automating error detection, verifying data integrity, and simplifying the review of complex model logic.
Dec 16, 20252 min read


5 TIPS FOR USING AI TO HANDLE MISSING DATA (IMPUTATION) IN EXCEL
Excel has simple methods (mean/median), AI and Python integration offer sophisticated, context-aware imputation techniques, allowing you to estimate missing values based on patterns in your surrounding data.
Dec 15, 20252 min read


5 ESSENTIAL SECURITY QUESTIONS TO ASK BEFORE CONNECTING AI ADD-INS TO YOUR DATA
Connecting any third-party AI add-in to your Excel workbooks especially those containing sensitive financial, customer, or proprietary data requires rigorous security vetting.
Dec 11, 20252 min read


5 BENEFITS OF USING AI TO AUTOMATICALLY DOCUMENT AND EXPLAIN COMPLEX EXCEL MODELS
AI features are becoming critical for managing data lineage tracking data's origin, transformations, and usage in Excel models, which is essential for compliance, auditing, and preventing errors in complex financial or operational workbooks.
Dec 8, 20252 min read


5 STEPS TO USE AI FOR REAL-TIME SENTIMENT ANALYSIS ON TEXT DATA IN EXCEL
Sentiment analysis—the process of classifying text as positive, negative, or neutral—is easily automated in Excel using AI add-ins or functions.
Nov 7, 20252 min read


5 WAYS TO USE GENERATIVE AI FOR DATA MOCK-UPS IN EXCEL TESTING
Generative AI is transforming software testing and financial modeling by providing realistic, high-volume, and safe synthetic data directly within Excel.
Nov 5, 20252 min read


5 WAYS AI IS SIMPLIFYING SCENARIO PLANNING (WHAT-IF ANALYSIS) IN EXCEL
Excel by automating the difficult and time-consuming stages, from generating variable combinations to interpreting the outcomes. This allows analysts to test hundreds of possibilities instead of just a handful.
Nov 3, 20252 min read


5 STEPS TO AUTOMATING DATA IMPORTS INTO EXCEL USING AI AND POWER QUERY
Power Query is Excel's powerful tool for Extracting, Transforming, and Loading (ETL) data, and AI dramatically simplifies this automation process.
Nov 2, 20252 min read


5 SCENARIOS WHERE AI IN EXCEL OUTPERFORMS DEDICATED BI TOOLS
AI in Excel often outperforms dedicated BI tools in scenarios that require quick, personalized, and ad-hoc analysis directly within a familiar environment, especially when the final output is a financial model or a high-level summary.
Oct 23, 20253 min read


5 WAYS AI CAN HELP SMALL BUSINESSES PERSONALIZE CUSTOMER SERVICE
AI can help small businesses personalize customer service at scale by automating repetitive tasks, analyzing customer sentiment, and delivering tailored recommendations.
Oct 20, 20252 min read


5 EASY STEPS TO CREATE CUSTOM AI FUNCTIONS IN EXCEL
Creating custom AI functions in Excel involves integrating an external AI service allows you to perform complex text classification, summarization, and data generation directly within a spreadsheet cell.
Oct 16, 20252 min read


5 TIPS FOR USING AI TO SEGMENT CUSTOMER DATA IN EXCEL
AI greatly simplifies the process of customer segmentation by automating the clustering and categorization of customers based on complex behavioral data.
Oct 14, 20252 min read


5 BEST PRACTICES FOR ENSURING DATA PRIVACY WHEN USING AI IN EXCEL
When leveraging AI features in Excel, sensitive data is often temporarily processed by external services. Protecting this data is paramount.
Oct 12, 20252 min read


5 WAYS AI CAN PERSONALIZE YOUR DATA VISUALIZATION IN EXCEL
Traditional Excel charting is a manual process that often leads to generic visuals. AI features revolutionize this by instantly personalizing the data story, ensuring that the charts you create are the most relevant.
Oct 9, 20252 min read


5 STEPS TO BUILDING A SIMPLE PREDICTIVE MODEL IN EXCEL WITH AI
The quickest and simplest way to build a predictive model in Excel using AI-powered features is through the Forecast Sheet tool, which utilizes the Exponential Smoothing (ETS) algorithm.
Oct 7, 20252 min read


AUTOMATING YOUR 5 MOST REPETITIVE TASKS IN EXCEL USING AI
Automating repetitive tasks in Excel with AI can save a significant amount of time and reduce errors and transform tedious, manual work into a streamlined, automated process.
Sep 26, 20252 min read


DETECTING 5 TYPES OF ANOMALIES IN YOUR EXCEL SPREADSHEETS WITH AI
AI add-ins for Excel are excellent for identifying anomalies. These tools use pattern recognition and machine learning to find outliers and inconsistencies.
Sep 25, 20252 min read
bottom of page