Practice by topic / AI prompting / Everyday Work Tasks

Spreadsheets and Data: AI Prompt Exercises

Summarising documents and drafting emails are where AI saves the most time at work — if the prompt says what matters. These 10 exercises build up step by step, starting with ask for a formula, explain a formula, fix a #n/a error.

3 of 10 free · no sign-up needed · instant feedback

1

Ask for a Formula

Free

Write a prompt asking Claude for an Excel formula that totals the sales in column C, only for rows where column A says "North". The data is in rows 2 to 200.

What a good prompt includes
  • Excel formula
  • a total
  • the condition
  • where the data is

Say which column holds the region, which holds the sales, and the rows, and ask for a formula that totals North only.

Example prompt: Give me an Excel formula that totals the sales in column C, but only for rows where column A says North. The data is in rows 2 to 200.

Try it in the live editor →
2

Explain a Formula

Free

Write a prompt asking Claude to explain =INDEX(B:B,MATCH(E2,A:A,0)) step by step, in plain English, for someone new to Excel.

What a good prompt includes
  • the formula
  • explain it
  • plain language
  • step by step

Paste the formula and ask Claude to explain each part step by step, in plain English for a beginner.

Example prompt: Explain this Excel formula step by step in plain English, for someone new to Excel: =INDEX(B:B,MATCH(E2,A:A,0)). What does each part do?

Try it in the live editor →
3

Fix a #N/A Error

Free

Your VLOOKUP returns #N/A for some rows. Write a prompt that pastes the formula and asks Claude for the likely causes and how to fix each one.

What a good prompt includes
  • the error
  • the formula
  • the cause
  • the fix

Paste the VLOOKUP, say it returns #N/A on some rows, and ask for the likely causes and a fix for each.

Example prompt: My formula =VLOOKUP(A2,Prices!A:B,2,FALSE) returns #N/A for some rows. What are the likely causes, and how do I fix each one?

Try it in the live editor →
4

Clean Up Messy Names

Write a prompt asking Claude how to clean a column of customer names that has extra spaces and inconsistent capitals, using Excel formulas.

Solution and instant grading: open it in the practice app (use one of your 20 free picks, or Pro).

Try it in the live editor →
5

Spot Trends in Sales Data

Write a prompt pasting monthly sales by product and asking Claude for the three most important trends, including which product is declining.

Solution and instant grading: open it in the practice app (use one of your 20 free picks, or Pro).

Try it in the live editor →
7

Plan a Pivot Table

Write a prompt asking Claude for step-by-step instructions to build a pivot table showing total expenses by department and by month.

Solution and instant grading: open it in the practice app (use one of your 20 free picks, or Pro).

Try it in the live editor →
8

Check Invoice Totals

Write a prompt pasting a table of invoices and asking Claude to flag any row where the total doesn't equal quantity times unit price.

Solution and instant grading: open it in the practice app (use one of your 20 free picks, or Pro).

Try it in the live editor →
9

Describe the Data First

Before any analysis, write a prompt asking Claude to describe the columns in a CSV you'll paste and point out missing or blank values.

Solution and instant grading: open it in the practice app (use one of your 20 free picks, or Pro).

Try it in the live editor →
10

Summarise Numbers for a Manager

Write a prompt asking Claude to write a short paragraph for your manager summarising the key numbers in a sales table you'll paste.

Solution and instant grading: open it in the practice app (use one of your 20 free picks, or Pro).

Try it in the live editor →