Tutorial - Install and Use the ChatGPT for Excel Add-in

What it is

The ChatGPT for Excel add-in places ChatGPT in a sidebar inside Excel. The source article describes using it to read a sheet, write and explain formulas, build tables and charts, and analyze data. ECU should publish this only after add-in approval and data guidance review.

Responsible use reminder! Use ChatGPT Edu only in accordance with ECU guidance, instructor expectations, and applicable data-protection requirements. Do not enter restricted, confidential, regulated, or sensitive ECU information unless the use case has been approved.

Learning objectives

  • Understand what this feature does.
  • Know when the feature is appropriate to use.
  • Complete the basic setup or usage flow.
  • Review results before relying on ChatGPT output.

Step-by-step instructions

Step 1

Confirm the add-in is approved for ECU use.

ECU screenshot

Step 2

Open Excel and use Add-ins to find the official ChatGPT add-in.

ECU screenshot

Step 3

Install the add-in if permitted.

ECU screenshot

Step 4

Open the ChatGPT sidebar.

ECU screenshot

Step 5

Sign in with the ECU ChatGPT Edu account if prompted.

Step 6

Use a public or non-sensitive sample dataset for the first test.

Step 7

Ask ChatGPT to summarize patterns and list any cells or charts changed.

Step 8

Review all formulas, chart changes, and analysis before relying on them.

Sample prompt

This sheet contains public sample data. Summarize three patterns that stand out. Then create a simple chart and list the cells and chart you changed so I can review your work.

Expected result

ChatGPT returns a plain-language summary, makes requested spreadsheet changes if permitted, and lists what it changed for review.

Troubleshooting

  • If the add-in is unavailable, it may not be approved or enabled.
  • Use public or approved sample data while learning.
  • Review all spreadsheet changes carefully before saving or sharing.

ECU validation checklist

☐ M365 add-in approval status

☐ Supported Excel platforms at ECU

☐ Data classification rules

☐ Final sample dataset

Related ECU resources

  • AI at ECU
  • ChatGPT Edu at ECU [coming soon]
  • Responsible AI / data guidance: [coming soon]
  • Submit an ECU support request: [coming soon]
Print Article