Excel AI Integration for VLOOKUP

This guide explains how to simplify the process of using VLOOKUP in Excel by utilizing AI through Microsoft 365's Copilot.

Context

• Situation: Matching cookie orders with their respective prices manually in Excel.

Steps

Traditional Method

1. Manual Process: Match cookie names with prices manually, which is time-consuming.
2. Use of Lookup Functions:
   • Traditionally, VLOOKUP or XLOOKUP functions were used, which require syntax knowledge.

Using Microsoft AI with Copilot

1. Turn Data into Tables:

   • Make your data easier for AI to understand by converting it into tables using Ctrl + T.
   • Rename tables for clarity: “Cookie Orders” and “Cookie Prices”.

2. Access Copilot:

   • Activate Copilot in Excel via the colorful icon or the Copilot icon in the Home tab.
   • Requirement: Autosave needs to be turned on and files must be saved in the cloud (OneDrive or SharePoint).

3. Executing AI Commands:

   • Use the text field to input specific prompts like "Fill in all the cookie prices."
   • Copilot executes the task, utilizing the XLOOKUP function to fill prices.

4. Preview and Confirm Changes:

   • Utilize the "Insert Column" option to preview and then insert results.
   • Changes reflect dynamically; updates in the Cookie Prices table auto-update the Cookie Orders table.

Benefits of Using AI

• Simplification: Eliminates complexity by bypassing manual formula creation.
• Dynamic Updates: Automatic integration and updating of information.
• Efficiency: Focus on more important tasks as AI handles data lookups.

Conclusion

• Outcome: Data is efficiently and accurately handled without manual formula work.
• Flexibility: XLOOKUP provides a more versatile alternative to VLOOKUP.
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Bonus Tip:

Stay focus on decision-making like selecting your favorite cookie rather than on spreadsheet complexities.