GPT - Formula Builder

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Dive into the realm of enhanced productivity and innovation as we explore the integration of GPT for crafting formulas in Google Sheets. Whether you're a seasoned spreadsheet user or a newcomer, this guide unveils the potential of GPT to streamline and elevate your formula-building experience. Discover step-by-step instructions to seamlessly incorporate GPT into your Google Sheets workflow, unlocking a new level of efficiency. Welcome to a future where creating formulas becomes an intuitive and dynamic process.🙌🏼

Best Practices

Math Formulas

Text Manipulation

Logical Comparisons

Lookup and Reference

Date and Time functions

Conditional Formatting, Sparklines, and Other Cool Stuff!

FAQs for Formula Builder

Best Practices

Everyone enjoys mastering tips and tricks to become an expert in the latest tech trends. Here are some fantastic tips to impress your colleagues and peers. 😎

1. Be specific: Clearly describe the task or problem you want to solve with the formula.
2. Keep it simple: Avoid overly complex or highly technical language in your prompt.
3. Provide context: Share any necessary background information to help ChatGPT understand the problem you're addressing.
4. Test the formula: Thoroughly test the formula to ensure it works as expected and produces accurate results.

The beauty of GPT lies in its flexibility to comprehend various prompts—you're not limited to a specific format or structure.

 

Math Formulas

GPT can assist in generating mathematical formulas in Google Sheets, saving time and effort by eliminating the need to manually input complex formulas and offering suggestions and corrections to ensure accuracy. Utilizing GPT for math formulas can streamline the process of creating and managing mathematical data.

Example use case Count how many customers are on the Business Storage Plan.
Example Prompt Count the number of rows that have 'Business' in column C.

ℹ️ Click here for an example.

More Math Prompt Examples:
Determine the difference in sales revenue between this year and last year.
Figure out how much the company spent on advertising in Q1 2023.
What is the total revenue generated by multiplying the quantity sold of each product by its sale price?

 

Text Manipulation

Using a formula to manipulate text in a spreadsheet can help users automate tasks such as extracting specific information, formatting text, and combining data from different cells. This can save time and reduce errors, making it an efficient and effective method for managing and analyzing textual data.

Example use case Separate the email address from the domain name.
Example Prompt Split the emails in column B into usernames and domains based on the "@" symbol.

ℹ️ Click here for an example.

More Text Manipulation Prompt Examples:
Extract the first name and last name from the Customer column.
Convert domains that are in all uppercase letters to sentence case.
Remove all leading and trailing spaces from the Notes column.

 

Logical Comparisons

Using a formula to do logical comparisons in a spreadsheet can help users evaluate and make decisions based on certain conditions. This can enable users to perform complex data analysis tasks, automate workflows, and quickly identify trends and patterns in their data.

Example use case Identify which sales representatives met or exceeded their sales quota for the month.
Example Prompt Compare the amount in column B with the amount in column C and return if it's higher, lower, or equal to column C.

ℹ️ Click here for an example.

More Logic Prompt Examples:
Check if sales orders for product #1456 have been fulfilled, and if so, calculate the total profit.
Count the number of orders that were placed by Kyle that are over $2500.
Assign a corresponding letter grade to each student’s test score in column C, based on the table of letter grades and percentages in columns E and F.

 

Lookup and Reference

Using a formula to do a lookup and reference in a spreadsheet can help users retrieve specific data from large datasets. This can enable users to quickly locate and analyze information, make informed decisions, and streamline their workflows.

Example use case You have a spreadsheet with a table of products and their prices and a list of customers and their orders. You want to retrieve the product information and apply it to your customer order list.
Example Prompt Column C contains a list of IDs for "Products Ordered" separated by ", ". For each ID in Column C, I want to look up the product ID in Col E and return the price from the same row in Col G. For each row, I then want the array sum of the price of each product ID.

ℹ️ Click here for an example.

More Lookup and Reference Prompts:
Look up the price of the yearly business subscription based on the subscription code in column F
Count the number of email addresses in column B based on the ID number #5035.
Calculate the total sales for the iPhone 14 Pro phone case with product code #1323.
Count the number of orders placed on November 25, 2022.

 

Date and Time functions

Using a formula to do date and time in a spreadsheet can help users perform various calculations and analyses related to time, such as calculating durations, identifying trends, and tracking deadlines. This can enable users to manage their schedules more efficiently and make data-driven decisions based on time-related information.

Example use case Determine the amount of time a Customer Support ticket was open before it was resolved.
Example Prompt Calculate the amount of time between Col C and Col D.

ℹ️ Click here for an example.

More Date/Time Prompts:
Write a formula that will give the next working day, excluding holidays, from the date in column c.
Calculate the total number of hours each employee worked this week.

 

Conditional Formatting, Sparklines, and Other Cool Stuff!

Using a formula to do conditional formatting, sparklines, and other advanced features in a spreadsheet can help users visually represent and analyze their data. This can enable users to quickly identify patterns, outliers, and trends, and communicate their findings more effectively to others.

Example use case Highlight tasks that are overdue in red and tasks due within the week in yellow.
Example Prompt Create a formula that will highlight the cell red when the date in Col c is past today's date, and highlight the cell yellow if the date in Col c is within the current week.
Output Instructions for how to navigate to add Conditional Formatting in the Menu and apply a formula and color for the conditions to highlight a cell.

ℹ️ Click here for an example.

More Conditional Formatting, Sparklines, and Other Cool Stuff Prompts:
Highlight all sales that exceed $10,000 in a given month.
Highlight all survey response scores lower than 5.
Insert a sparkline that shows the monthly sales for each year.

 

FAQs for Formula Builder

Can I use Formula Builder without data in my spreadsheet?

Yes, simply tell Formula Builder what you want your formula to do, click "Build" and it will write the formula described.

What row does the generated formula perform the calculation on?

The formula generated performs the calculation at row 1 for all formulas. (The default target cell is A1)

How do I change the target cell of my formula?

Changing the target cell for your formula is easy. Under the generated formula, click on the "Change target cell" input the new cell, and click, "Apply". 

 

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My formula isn’t working, how can I fix it?

We suggest first revising your formula to see if that helps you get the desired results you were expecting. Here are a few steps to get you started: 

  1. Identify the area of the prompt that needs to be revised to change the output.
  2. Revise the prompt to reflect the changes you want to make.
  3. Once you’ve made the necessary changes, try running the formula again and see if the output is more aligned with what you were expecting.

If you are still having trouble with your formula, please reach out to the support team via chat in the sidebar or email (support@coefficient.io).

Can Formula Builder write a formula that references multiple data ranges from separate tabs?

Unfortunately, Formula Builder cannot reference data from multiple tabs within your spreadsheet to build a formula at this time.

Can Formula Builder generate a formula specific to the data in my spreadsheet? 

Yes, Formula Builder can generate a specific formula for your data, you will need to provide the name of the column with your data and the formula will then be applied. Once you click, "Build" you will be asked to specify your data table so the columns with those data points can be defined in the formula generated. 
(Example: Calculate the time between the Contact Create Date and Deal Closed Date)

How can I check the output of the formula to ensure that it is accurate and produces the desired results?

Here are some helpful ways to check the output of a formula:

  • Review the formula logic. When applicable, an explanation of the formula is provided under the formula generated.
  • Double-check that the input data for the formula is accurate and that the formula is referencing the correct cells/ranges. Ensure any necessary arguments or parameters are included in your description of the formula.
  • Test the formula with different data, Use a range of inputs that cover a variety of scenarios, such as edge cases, large and small values, and negative numbers.

Can I request multiple formulas in one prompt?

Formula Builder supports one formula at a time. If you need multiple formulas, you will need to write a separate prompt for each one. 

Which GPT model does the Formula Builder use?

The Formula Builder uses GPT 4 Turbo, as it offers superior language processing capabilities, enabling it to generate highly accurate and contextually relevant outputs.

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