Explore Coefficient's AI Sheets Assistant, trained to do "all" things on Google Sheets. From building charts, creating pivot tables, crafting formulas, and analyzing data on your sheet, the AI Sheets Assistant can help alleviate the complexities of sheet-building.
*This feature is currently supported on Google Sheets only*
Features of AI Sheets Assistant
GPTX Functions for Spreadsheets
FAQs for Coefficient's AI Sheets Assistant
Features of AI Sheets Assistant
The AI Sheets Assistant lets you work with your spreadsheet using everyday language—no formulas or coding needed. Whether you're just getting started with spreadsheets or you use them every day, this tool helps you move faster and get more done right inside Google Sheets.
Type in what you need (ie, “show me a chart of monthly sales” or “calculate the average by category”), and the Assistant will take care of the rest. It's like having a spreadsheet expert built right in.
Here are a few examples of what you can do with Coefficient's new AI Sheet Assistant:
- Write a formula to calculate year-over-year growth for column B
- Fix a VLOOKUP formula that is not working
- Explain what a formula does
- Make a bar chart of revenue by month
- Create a pie chart showing the deal count by stage
- Build a Dashboard showing monthly sales, top products, and year-to-date growth
- Create a pivot table showing total sales by region
- Summarize this data in one paragraph.
Help with Formulas
Coefficient’s AI Sheets Assistant makes it easy to write, fix, and understand formulas—no advanced skills required. Whether you’re just getting started with Google Sheets or looking to speed up your work, this guide will help you use the Assistant to build formulas faster and more accurately.
ℹ️ EXAMPLE: Write a formula to calculate your Net Sales Orders.
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1. Open the Coefficient sidebar and click "AI Sheets Assistant." |
2. Select "Help with formulas..." or enter your prompt. Example: Calculate net order sales using columns D, E, F, and G. |
💡️ PRO TIP: Click the + button in the lower-left corner of the text box to add more context to your prompt. |
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3. Press "Enter" or click the upward arrow to submit your prompt. |
The Assistant automatically detects your current cell selection; however, you can change it if necessary. Insert here: The formula will be added in the cell you entered in the box. Insert in new sheet: The formula will be added to a different sheet. |
4. Give it a moment while the AI Sheets Assistant processes your request and returns the result.✨ |
5. Congratulations! Your Net Order Sales have been filled in with the formula generated by Coefficient's AI Sheets Assistant. 🎉
Make Dashboard -
Let's uncover how Coefficient's AI Sheets Assistant can transform raw data into insightful, ready-to-use dashboards within Google Sheets automatically. From visualizing team metrics to monitoring ticket assignment and completion rates, this feature empowers you to gain a deeper understanding of your operations in just a few clicks. Whether you're managing workflows or optimizing support efficiency, discover how AI-driven dashboards can bring clarity and impact to your decision-making process.
ℹ️ EXAMPLE: Build a dashboard to track your team's performance on ticket assignments and completions.
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1. Open the Coefficient sidebar and click "AI Sheets Assistant." |
2. Select "Make dashboard..." or enter your prompt directly. Sample Prompt: "Create a dashboard to show a summary of all tickets". |
💡️ PRO TIP: Click the + button in the lower-left corner of the text box to add more context to your prompt. |
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3. When you click "Make dashboard...", the Assistant will display several options for you to choose from. You can choose a prebuilt dashboard type, such as "Team Performance," or select "Custom" to define your own dashboard layout and focus. |
4. The Assistant will create your dashboard and surface actionable insights to help you make data-driven decisions with ease. |
5. Congratulations, your Dashboard is now ready! 🥳 If you need to make changes, you can provide additional details, and the Assistant will update accordingly.
Create Charts
Discover how easy it is to build dynamic charts in Google Sheets using Coefficient’s Sheets Assistant. This guide walks you through how our GPT-powered Assistant streamlines chart creation, making it faster, more flexible, and easier to visualize your data. Whether you’re a spreadsheet pro or just getting started, Sheets Assistant can help you turn your data into clear, compelling visuals in no time.
ℹ️ EXAMPLE: Create a pie chart showing the percentage of all deals owned by each member of the Sales team.
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1. Open the Coefficient sidebar and click "AI Sheets Assistant". |
2. Select "Create chart..." or enter your prompt directly. Sample Prompt: "Show the percentage of all 'Closed Won' deals owned by each member of the Sales team using a pie chart". |
💡️ PRO TIP: Click the + button in the lower-left corner of the text box to add more context to your prompt. |
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3. Press "Enter" or click the arrow to submit your prompt. The AI Assistant will analyze the data within your sheet and then ask where you'd like to place your pie chart. |
You can choose where to place the top-left corner of your chart by either typing a cell reference or selecting one of the options below: Insert here: Adds the chart to your current sheet, starting at the cell specified in the range field. Insert in new sheet: Creates a new sheet and automatically places the chart there. |
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4. The AI Sheets Assistant will get to work right away—your chart will be ready in just a moment. ✨ |
5. Your pie chart has been successfully created in the selected cell. You can make manual edits directly in the sheet if needed. ℹ️ NOTE: Let us know how we're doing by clicking the thumbs-up or thumbs-down next to “Is this conversation helpful so far?” |
Create a Pivot Table
Pivot tables are incredibly powerful tools for summarizing and analyzing data, but they can sometimes be challenging to set up and use effectively. Our AI Sheets Assistant helps you create pivots quickly and easily, removing the complexity of manual data analysis. Experience a streamlined pivot-building process and turn complex Google Sheets data into clear, actionable insights in minutes with our AI Assistant. 🤯
ℹ️ EXAMPLE: Create a pivot table to summarize your sales data by region and month to determine which regions are performing best.
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1. Open the Coefficient sidebar and click "AI Sheets Assistant". |
2. Select "Create pivot table..." or enter your prompt directly. |
💡️ PRO TIP: Click the + button in the lower-left corner of the text box to add more context to your prompt. You can choose to include a range, chart, or pivot table to help guide the AI’s response. |
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4. Enter a range or select an area of your sheet where you want the pivot table to be placed. The app will automatically recognize your selection. You can choose to insert the pivot table on the current sheet or create a new one. |
5. Hooray! 🎉 Your pivot table is ready. The AI Assistant will notify you in the chat box as soon as it’s created. |
Analyze Data
In today’s fast-paced world, manually sorting through vast amounts of data is impractical. Coefficient’s AI Assistant delivers intelligent analysis that removes the guesswork. Instantly gain clear insights into your data, allowing your team to spend more time crafting strategies that truly make an impact.
ℹ️ EXAMPLE: Analyze the data in my sheet to provide me with a breakdown of contacts by country and region for a global marketing campaign.
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1. Open the Coefficient sidebar and click "AI Sheets Assistant". |
2. Select "Analyze..." or enter your prompt directly. |
💡️ PRO TIP: Click the + button in the lower-left corner of the text box to add more context to your prompt. You can choose to include a range, chart, or pivot table to help guide the AI’s response. |
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3. Clicking "Analyze..." prompts the Assistant to review your sheet’s data structure and present analysis options. |
The Assistant displays the total rows and columns in your sheet, along with all header names.
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4. Select from the available analysis options (e.g., Country/Region Distribution) or choose "Custom" to specify your own analysis.
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5. The Assistant analyzes your data and delivers a detailed breakdown of your contacts by country and region. 🤯 ℹ️ NOTE: You can continue exploring your data by asking the Assistant to create charts or provide more in-depth analysis. |
GPTX Functions for Spreadsheets
With Coefficient's GPTX Functions, you can analyze text, generate content, detect sentiment, and even write code—all within your spreadsheet. Powered by OpenAI’s language model, these tools help you uncover insights, automate tasks, and boost productivity with less effort. Get ready to unlock new possibilities and take your spreadsheets to the next level!
ℹ️ To learn more about each of the GPTX Functions, click here!
FAQs for AI Sheets Assistant
Can I use the AI Sheets Assistant in Excel?
Currently, the AI Sheets Assistant is only available for Google Sheets. If you'd like to see this feature added to our Excel Add-In, please contact us at support@coefficient.io to submit a feature request.
What AI model does the AI Sheets Assistant use?
The AI Sheets Assistant leverages advanced AI models from leading providers, including OpenAI, to deliver powerful and accurate assistance.
Is the AI Sheets Assistant free?
Currently, the AI Sheets Assistant feature is free for all our users. Stay tuned for our updates on any future changes.
Are there any limitations that I should be aware of when using the AI Sheets Assistant?
Yes, Coefficient's AI Sheets Assistant is currently designed to work only within Google Sheets. Please note the following:
- We are unable to pull data from external sources or live systems.
- The AI Sheets Assistant cannot answer questions about the Coefficient product or your account (please reach out to support@coefficient.io for help with these questions).
- The AI Sheets Assistant cannot undo changes that you have made to your sheet. You can use the "Restore" function in Google Sheets to revert your sheet to a previous version.
What chart types are supported by the AI Sheets Assistant?
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How accurate is the AI Sheets Assistant?
The AI Sheets Assistant is currently in Beta, so occasional errors may occur. We encourage you to use the thumbs-up and thumbs-down feedback buttons to help us improve. You can also manually adjust any charts or pivot tables the Assistant creates as needed.
Can the AI Sheets Assistant handle long or complicated conversations?
When entering prompts, please keep them concise and focused. In longer or more detailed conversations, the AI may lose track or misunderstand your request.
For best results:
- Ask one clear question at a time.
- Be specific and include details about your goal.
- Start a new conversation if you are asking a different question or introducing a new topic.
How can I provide feedback on a recent conversation I had with the AI Sheets Assistant?
| After the Assistant generates a response, a pop-up will appear prompting you for feedback. Please share your thoughts to help us improve the AI Sheets Assistant. |