Uploaded July 2026 | Updated September 2026, 2 hours ago
Want to build reliable data models? Excel Data Modeling with Power Pivot & DAX 👉 xelplus.com/course/excel-power-pivot-dax
Most people drop a file into ChatGPT, type "analyze this," and call it a day. I wanted to know if the answer you get back is actually correct, so I gave it a sales workbook you would not wish on anyone.
The transaction sheet is just codes. No names, no categories, nothing readable. To get real numbers, ChatGPT had to look up product info, customer location, and purchase type from three separate master sheets, then do the math itself. No formulas existed anywhere in the file. It had to build everything from scratch.
⬇️ DOWNLOAD the prompts here: xelplus.com/ai-excel-prompts/#download
In this video:
- The exact guardrail prompt I used before letting ChatGPT touch the analysis
- How I made it inspect the workbook first and flag missing values, duplicate transactions, and hidden sheets
- Three quick checks I ran to confirm it understood the basics before trusting it with anything harder
- A store vs online sales breakdown by region, cross-checked against my own Power Pivot data model
- A profit margin analysis where it had to pull cost data from a different sheet and calculate margins on its own
- What happens when I ask it a question the workbook genuinely cannot answer
Chapters:
00:00 - The Problem with "Analyze This"
00:33 - Exploring the Complex Sales Workbook
02:12 - Setting Guardrail Prompts for ChatGPT
04:32 - Verifying Basic Check Numbers
06:08 - Test 1: Joining Tables for Regional Sales
07:25 - Test 2: Calculating Negative Profit Margins
08:48 - The Trick Question: Will ChatGPT Hallucinate?
09:50 - Learn Advanced Excel Data Modeling
📨 Subscribe to "Between the Sheets" newsletter to stay on top of office tips and Excel hacks: link.xelplus.com/yt-d-newsletter
🔓 Join this channel to get access to perks:
youtube.com/channel/UCJtUOos_MwJa_Ewii-R3cJA/join
🎬 LINKS to related videos:
Don't use ChatGPT Until You Watch this Video: youtu.be/wBAnCMA98ls
Copilot in Excel Finally Lets You Personalize It: youtu.be/si61bqW4AEo
10 Copilot Chat Prompts I Use Every Week: youtu.be/oAbLb-K8VZo
📲 Let’s connect on social:
Instagram: instagram.com/lgharani
LinkedIn: linkedin.com/in/leilagharani
#Excel #chatgpt
Want to build reliable data models? Excel Data Modeling with Power Pivot & DAX 👉 xelplus.com/course/excel-power-pivot-dax
Most people drop a file into ChatGPT, type "analyze this," and call it a day. I wanted to know if the answer you get back is actually correct, so I gave it a sales workbook you would not wish on anyone.
The transaction sheet is just codes. No names, no categories, nothing readable. To get real numbers, ChatGPT had to look up product info, customer location, and purchase type from three separate master sheets, then do the math itself. No formulas existed anywhere in the file. It had to build everything from scratch.
⬇️ DOWNLOAD the prompts here: xelplus.com/ai-excel-prompts/#download
In this video:
- The exact guardrail prompt I used before letting ChatGPT touch the analysis
- How I made it inspect the workbook first and flag missing values, duplicate transactions, and hidden sheets
- Three quick checks I ran to confirm it understood the basics before trusting it with anything harder
- A store vs online sales breakdown by region, cross-checked against my own Power Pivot data model
- A profit margin analysis where it had to pull cost data from a different sheet and calculate margins on its own
- What happens when I ask it a question the workbook genuinely cannot answer
Chapters:
00:00 - The Problem with "Analyze This"
00:33 - Exploring the Complex Sales Workbook
02:12 - Setting Guardrail Prompts for ChatGPT
04:32 - Verifying Basic Check Numbers
06:08 - Test 1: Joining Tables for Regional Sales
07:25 - Test 2: Calculating Negative Profit Margins
08:48 - The Trick Question: Will ChatGPT Hallucinate?
09:50 - Learn Advanced Excel Data Modeling
📨 Subscribe to "Between the Sheets" newsletter to stay on top of office tips and Excel hacks: link.xelplus.com/yt-d-newsletter
🔓 Join this channel to get access to perks:
youtube.com/channel/UCJtUOos_MwJa_Ewii-R3cJA/join
🎬 LINKS to related videos:
Don't use ChatGPT Until You Watch this Video: youtu.be/wBAnCMA98ls
Copilot in Excel Finally Lets You Personalize It: youtu.be/si61bqW4AEo
10 Copilot Chat Prompts I Use Every Week: youtu.be/oAbLb-K8VZo
📲 Let’s connect on social:
Instagram: instagram.com/lgharani
LinkedIn: linkedin.com/in/leilagharani
#Excel #chatgpt
