Tools11 min read

AI for Excel & Google Sheets: Stop Wasting Hours on Spreadsheets

Master AI tools for Excel and Google Sheets in 2026. Generate formulas, analyze data, and automate tasks with Copilot, Duet AI, and the best add-ons.

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ExcelGoogle SheetsMicrosoft CopilotData AnalysisProductivityBusiness Tools
AI assistant generating Excel formulas and analyzing spreadsheet data
AI assistant generating Excel formulas and analyzing spreadsheet data

I used to spend hours wrestling with VLOOKUP formulas and pivot tables. Now I describe what I need in plain English and the AI writes it for me.

If you work with spreadsheets regularly, AI tools have changed the game. You can generate complex formulas, analyze data conversationally, clean messy datasets, and automate repetitive tasks - all without becoming an Excel expert.

Here's everything that actually works in 2026.

What AI Can Do in Spreadsheets

Before diving into tools, let's be clear about capabilities:

What AI Does Well

  • Formula generation - Describe what you want, get the formula
  • Formula explanation - Understand inherited spreadsheets
  • Data cleaning - Fix inconsistent formatting, remove duplicates
  • Pattern recognition - Spot trends and anomalies
  • Chart creation - Generate visualizations from descriptions
  • Basic analysis - Summaries, comparisons, insights
  • Template creation - Build structured spreadsheets from scratch

What AI Still Struggles With

  • Complex financial modeling (needs human oversight)
  • Industry-specific calculations (may not know your standards)
  • Large dataset performance (can be slow)
  • Perfect accuracy (always verify formulas)
  • Understanding context (may misinterpret ambiguous requests)

AI makes you faster, not infallible. Always check important calculations.

Microsoft Copilot for Excel

Microsoft's Copilot is the most powerful AI integration for Excel users.

What It Does

Copilot sits inside Excel and responds to natural language requests:

  • "Show me sales trends by region for Q4"
  • "Highlight rows where profit margin is below 10%"
  • "Create a pivot table comparing this year to last year"
  • "What factors most influence our revenue?"
  • "Add a column that calculates days between order and delivery"

It generates formulas, creates charts, builds pivot tables, and provides analysis - all from conversation.

Key Features

Formula Generation: Instead of googling "Excel SUMIFS multiple criteria," you ask:

"Sum all sales where region is West and product is Enterprise"

Copilot returns: =SUMIFS(D:D,A:A,"West",C:C,"Enterprise")

Data Analysis: Select a dataset and ask:

"What patterns do you see in this data?"

Copilot identifies trends, outliers, and correlations you might miss.

Python Integration: New in 2026 - Copilot can generate and run Python code directly in Excel:

"Create a forecast for the next 6 months using linear regression"

It writes the Python, runs it, and puts results in your sheet.

Visualization:

"Create a chart showing monthly revenue with a trend line"

Copilot creates the chart and formats it appropriately.

Pricing

Copilot for Excel requires Microsoft 365 Copilot:

  • Cost: $30/user/month (on top of Microsoft 365)
  • Requirements: Microsoft 365 Business Standard or higher
  • Availability: Included with Copilot Pro ($20/month) for personal use

Limitations

  • Requires cloud-connected workbooks (no offline use)
  • Works best with properly structured data
  • Large files can be slow
  • Some features still rolling out

Is It Worth It?

If you spend 5+ hours weekly in Excel and your time is worth $50+/hour, the math works quickly. For casual users, free alternatives might suffice.

Google Sheets AI Features

Google Sheets has built-in AI that's often overlooked.

Explore Feature

Click the "Explore" button (bottom right of any sheet) to access AI analysis:

  • Auto-generated charts - Suggested visualizations for your data
  • Quick analysis - Patterns and insights
  • Formula suggestions - Common calculations detected
  • Pivot table suggestions - Automatic grouping recommendations

It's not as powerful as Copilot, but it's free and requires zero setup.

Smart Fill

Google Sheets watches what you type and suggests completions:

  • Start typing dates → suggests the pattern
  • Enter a few calculations → offers to complete the column
  • Format some data → applies to similar data

This saves enormous time for repetitive data entry.

Duet AI (Google Workspace)

For paid Google Workspace users, Duet AI adds conversational capabilities:

"Summarize this sales data by category"
"Create a formula to calculate compound interest"
"Generate sample data for testing"

Pricing:

  • Included with Google Workspace Business Plus ($18/user/month)
  • Or add Duet AI separately ($30/user/month)

Google Sheets vs Excel AI

FeatureGoogle SheetsExcel Copilot
Free AI featuresYes (Explore, Smart Fill)No
Conversational AIDuet AI (paid)Copilot (paid)
Best forCollaboration, simple analysisComplex analysis, Python
OfflineNoPartial
Price (full AI)$18-48/month$30/month + M365

Best Third-Party AI Tools

Native features not enough? These tools fill the gaps.

Numerous.ai - Best for Both Platforms

Numerous works in both Excel and Google Sheets, bringing ChatGPT directly into your spreadsheet.

What It Does:

  • Write formulas in natural language
  • Classify and categorize data
  • Extract information from text
  • Sentiment analysis
  • Batch operations on thousands of rows

Example Use: You have 1,000 customer reviews. Add a formula like: =AI("Classify this review as positive, negative, or neutral:", A2)

It processes all 1,000 rows automatically.

Pricing:

PlanCostCredits/Month
Free$0100
Basic$92,000
Pro$2010,000
Business$50Unlimited

Best For: Bulk text processing, classification, extraction tasks.

GPTExcel - Best Formula Generator

GPTExcel specializes in one thing: generating formulas from descriptions.

Features:

  • Excel, Google Sheets, LibreOffice support
  • Formula generation and explanation
  • SQL query generation
  • VBA and Apps Script generation
  • Image-to-table conversion

How It Works: Type: "Show me unique values in column A that appear more than 5 times in column B"

Get: =FILTER(UNIQUE(A:A),COUNTIF(B:B,UNIQUE(A:A))>5)

Pricing:

  • Free tier: 5 requests/month
  • Pro: $6.99/month unlimited

Best For: Formula help without full AI integration.

SheetAI - Best for Google Sheets Power Users

SheetAI transforms Google Sheets into an AI command center.

Standout Features:

  • Custom AI models per industry (sales, finance, marketing)
  • Memory across sessions (remembers your preferences)
  • Advanced automation triggers
  • Direct API connections

Example: Create a custom function for your industry: =SHEETAI_SALES("Score this lead based on our criteria", A2:G2)

Pricing:

  • Free: Limited queries
  • Pro: $19/month
  • Team: $49/month

Best For: Teams that need customized AI functions.

Coefficient - Best for Live Data

Coefficient connects your spreadsheets to live data sources, then adds AI analysis.

Integrations:

  • Salesforce, HubSpot
  • Shopify, Stripe
  • MySQL, PostgreSQL
  • Snowflake, BigQuery
  • 100+ more connectors

AI Features:

  • Natural language queries on live data
  • Automated reports
  • Anomaly detection
  • Forecasting

You can literally ask: "What were our top 10 customers by revenue last month?" and get live data from your CRM.

Pricing:

  • Starter: Free (limited)
  • Pro: $59/month
  • Enterprise: Custom

Best For: Business analysts who need live data analysis.

Quick Comparison

ToolExcelSheetsBest FeaturePrice
NumerousYesYesBulk AI processing$0-50/mo
GPTExcelYesYesFormula generation$0-7/mo
SheetAINoYesCustom AI models$0-49/mo
CoefficientYesYesLive data connections$0-59/mo
AjelixYesPartialVBA/Apps Script$0-15/mo

Practical Examples

Let me show you what's actually possible:

Example 1: Cleaning Messy Data

Problem: You have a column of names in different formats:

JOHN SMITH
jane doe
Smith, Robert
MARIA GARCIA-LOPEZ

AI Solution (Numerous): Add formula: =AI("Convert to format: First Last, proper case", A2)

Result:

John Smith
Jane Doe
Robert Smith
Maria Garcia-Lopez

Example 2: Analyzing Survey Results

Problem: 500 free-text survey responses to analyze

AI Solution (ChatGPT + paste):

  1. Copy all responses
  2. Paste into ChatGPT
  3. Ask: "Categorize these responses into themes and count each"

Better AI Solution (Numerous):

  1. Add column: =AI("Categorize this feedback: Product, Service, Pricing, or Other", A2)
  2. Drag down for all 500 rows
  3. Use COUNTIF to count categories

Example 3: Financial Projections

Problem: Create a 12-month revenue projection based on historical data

Excel Copilot:

"Based on the sales data in columns A-D, create a 12-month projection using the average growth rate. Show me the calculation assumptions."

Copilot creates the projection AND explains its methodology.

Google Sheets + Duet AI:

"Analyze growth patterns in B2:B24 and project the next 12 months. Add a confidence interval."

Example 4: Data Validation

Problem: Check if email addresses are valid formats

Traditional Formula: =AND(ISNUMBER(FIND("@",A2)),ISNUMBER(FIND(".",A2,FIND("@",A2))))

AI Approach: Ask any formula generator: "Validate email format in cell A2"

Get the formula instantly, plus explanation of how it works.

Tips for Better Results

Be Specific with Requests

Vague (bad):

"Analyze this data"

Specific (good):

"Calculate month-over-month growth percentage for column B, highlight months with negative growth in red, and show the average growth rate"

Structure Your Data First

AI works better with clean data:

  • Headers in the first row
  • No merged cells
  • Consistent data types per column
  • No blank rows in the middle

Verify AI Output

AI can make mistakes. Always:

  1. Spot-check formula results with manual calculation
  2. Test edge cases (empty cells, zeros, negative numbers)
  3. Review generated code before running

Use AI for Learning

Don't just take the formula - understand it:

"Explain this SUMPRODUCT formula step by step"

This builds your skills while getting work done.

Common Tasks Made Easy

Here's how to describe common spreadsheet tasks to AI:

TaskHow to Ask AI
Combine first and last name"Join columns A and B with a space between"
Find duplicates"Highlight cells that appear more than once"
Calculate age from birthdate"Calculate years between date in A2 and today"
Split data by delimiter"Separate the text before and after the comma into two columns"
Conditional formatting"Turn cells red if value is negative, green if positive"
Remove extra spaces"Clean up extra whitespace in column A"
Convert currencies"Convert USD in column A to EUR using rate in B1"
Create running total"Add cumulative sum of column B"

Who Should Use What

Individual Users

  • On a budget: Google Sheets + Explore (free)
  • Light Excel use: GPTExcel free tier
  • Heavy use: Microsoft Copilot Pro ($20/month)

Small Teams

  • Google Workspace users: Duet AI ($30/user)
  • Microsoft users: Copilot for M365 ($30/user)
  • Mixed: Numerous.ai team plan ($50/month flat)

Enterprise

  • Microsoft shop: Copilot (built-in governance)
  • Data-heavy: Coefficient (live connections)
  • Custom needs: SheetAI (customizable models)

Limitations to Know

AI Isn't Always Right

I've seen Copilot suggest formulas that look correct but have subtle errors. Complex nested functions especially need verification.

Performance Varies

Large datasets (50,000+ rows) can be slow with AI add-ons. Native features (Copilot, Duet) generally perform better.

Privacy Considerations

Your spreadsheet data goes to AI servers for processing. For sensitive financial or personal data:

  • Check the tool's privacy policy
  • Consider on-premise solutions
  • Don't paste confidential data into web-based tools

See our AI privacy guide for more details.

Learning Curve

Even though AI is supposed to make things easier, learning to prompt effectively takes practice. Budget time for experimentation.

Getting Started

Today

  1. Open Google Sheets, click "Explore" on any dataset
  2. Try a free formula generator for your next complex formula
  3. Watch one tutorial on Copilot or Duet AI

This Week

  1. Sign up for a free trial of Numerous or SheetAI
  2. Identify 3 repetitive tasks AI could handle
  3. Test AI on a non-critical project

This Month

  1. Evaluate if Copilot/Duet AI justifies the cost for your usage
  2. Build 2-3 AI-enhanced templates for common tasks
  3. Train your team on effective AI prompting

For more productivity tools, see our best free AI tools guide.

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