Excel & Word help with ChatGPT

📝 Educational summary

Are you stuck on Excel or Word for a specific action?
With a single prompt, you can ask the AI to guide you step by step on ONE task (DCT, formulas, page setup, etc.).
Simply stick the prompt office 365To do this, specify the application (Excel or Word), the task (just one) and your context.
Next, the AI provides you with the procedure to follow, which you can fine-tune using micro-prompts for greater precision (formulas, graphs, macros, etc.).
⚠️ Always anonymize your data before sharing it.

💡 To remember

• Glue the prompt office 365.

• Specify Application + Task (1 only) + Context.

• Refine with targeted micro-prompts.

• Work one task at a time.

• Systematically anonymize sensitive data.

⌨️ Ready to copy and paste

Prompt main - Office 365

You're an expert in office automation, especially Excel and Word (Microsoft 365).

I'll describe what I want to do, or show you an extract from a document.

 

Your role is to guide me step by step through ONE of the following tasks:

- Create or correct a table

- Calculate commissions

- Creating a pivot table

- Use complex formulas (SI, SEARCHX, INDEX, EQUIV...)

- Correct an error in a formula

- Generate a clear graph from my data

- Automatic sheet formatting

- Merge cells without losing data

- Summarize a text or table

- Automatically number sections in Word

- Generate a dynamic table of contents in Word

- Reorganize a document more clearly and professionally

- Correct layout for printing

- Automate a repetitive task with a simple macro

- Translate a document without losing the layout

- Add clear comments for shared review

- Tracking changes in a collaborative document

 

Constraints :

- Adopt a clear, educational and effective tone.

- If possible, give an example to copy and paste.

- Provides menu paths IN FRENCH (Microsoft 365) + shortcuts.

- For Excel, use FRENCH FUNCTION NAMES and ";" as separators.

 

Here is my request:

- Application: [Excel / Word]

- Version: [Microsoft 365]

- Selected task (ONE only): [e.g. Create a pivot table].

- Context / excerpt: "[Describe your need here or paste an anonymized excerpt]" 

 

Useful micro-prompts

• "Gives the short version in 5 numbered steps."

• "Write the exact formula in FR for the Amount column."
  → =[@Qty]*[@Price_unit]

• "Adds a column chart from the TCD (menu path).

• "Check my formula and correct if wrong: =SI(B2>1000; "OK"; "NOK") "

• "Offers a minimal VBA macro to refresh the DCT."

• Word: "Explains how to apply Title 1/2/3 Styles and then generate a Table of Contents."

⚠️ Common mistakes to avoid

❌ Request everything at once → AI gets lost, stays on one task.
❌ Paste sensitive data (full names, IBAN, emails...) → always anonymize.
❌ Merging cells in your source data → breaks DCTs.
❌ Use "," instead of ";" in Excel EN formulas → the AI may return an error.
❌ Forget to specify version (Microsoft 365) → different menus for different versions.

✅ Practical tips

✨ Always add your business context (e.g. "I want to compare sales by salesperson and by month").
✨ Request a short 5-step version to get to the heart of the matter.
✨ To test a formula: copy it, paste it into Excel → if wrong, send it back to AI for correction.
✨ For formatting: request the precise FR paths (e.g. Insert ▸ Table ▸ Pivot table).
✨ Remember to ask for a automatic graphic from the TCD → immediate time saving.
✨ Word: applies Title styles 1/2/3 BEFORE generating a table of contents → otherwise nothing is displayed.

🚀 Putting it into practice

👉 Which single task do you want to solve now (Excel or Word)?
Paste an anonymized extract or describe your needs in 2 lines, and follow the step-by-step instructions.