Day 6 of 28 Β· AI Challenge
Data and Spreadsheets with AI
β± 7 min
π Beginner
Here's a confession that most professionals won't make: spreadsheets terrify them. Not the simple ones β anyone can put numbers in cells. It's the formulas, the pivot tables, the "why is this showing #REF! error" moments that make people close the laptop and go for a walk.
AI fixes this completely. You don't need to memorize VLOOKUP syntax or Google "how to make a pivot table" for the 47th time. You just describe what you want in plain English, and AI writes the formula, cleans the data, or creates the report.
Today you'll learn to use AI as your personal spreadsheet expert.
The three things AI does with data
There are three categories of spreadsheet work that AI handles brilliantly:
Writing formulas. Instead of memorizing syntax, you describe what you want: "Calculate the profit margin for each product as a percentage." AI writes the formula, explains what it does, and tells you which cell to put it in.
Cleaning data. Messy data β duplicate entries, inconsistent formatting, missing values, merged cells β is the most time-consuming part of any data project. AI can identify issues and tell you exactly how to fix them, or write the formulas to clean it automatically.
Creating reports and summaries. You have raw data. You need insights. AI can analyze a dataset and produce a summary that would take a data analyst an hour β in about 60 seconds.
Knowledge Check
What's the biggest time sink in most spreadsheet work?
A
Creating charts and graphs
B
Cleaning messy data β duplicates, inconsistent formatting, missing values
C
Writing complex formulas
D
Choosing the right spreadsheet software
Data cleaning typically takes 60β80% of the time in any data project. It's tedious, error-prone, and soul-crushing. AI can identify data quality issues instantly and write the formulas or scripts to fix them β turning hours of manual cleanup into minutes.
The "explain this data" prompt pattern
Here's the most powerful prompt pattern for working with data. It works every time:
Step 1: Copy your data (or describe it if it's too large to paste).
Step 2: Ask AI to explain what it sees: "Here's my sales data from Q1. What are the key trends, outliers, and insights?"
Step 3: Follow up with specific questions: "Which product category has the highest growth rate? Which region is underperforming? What would you recommend we focus on in Q2?"
This works because AI is extraordinarily good at pattern recognition. It spots trends, anomalies, and correlations that would take you much longer to find manually β especially when you're staring at 500 rows of numbers.
Here's my freelance business revenue data for the first 6 months:
Jan: $3,200 (5 projects)
Feb: $2,800 (4 projects)
Mar: $4,100 (6 projects)
Apr: $3,900 (4 projects)
May: $5,200 (5 projects)
Jun: $6,800 (7 projects)
Services offered: Logo design ($400 avg), Website design ($1,200 avg), Brand packages ($2,500 avg)
What patterns do you see? What should I focus on to hit $10K/month by December?
**Analysis of Your Freelance Revenue**
**Key Patterns:**
- Revenue is trending up β 112% growth from Jan to Jun. That's strong.
- April stands out: fewer projects (4) but high revenue ($3,900) β suggests you took on higher-value work that month.
- Your average revenue per project has increased from $640 (Jan) to $971 (Jun). You're moving upmarket.
**The Math to $10K/month:**
At your current average of ~$970/project, you'd need 10β11 projects/month. That's probably unsustainable.
**Better path:** Shift your mix toward Brand Packages ($2,500 each). At that rate, you need just 4 brand packages/month to hit $10K. That's fewer clients, higher revenue, more sustainable.
**Recommendations:**
1. Phase out logo-only projects ($400 avg) β they eat time for low return
2. Upsell website clients to brand packages (logo + website + guidelines)
3. Raise your website design rate to $1,500 β your growth trend justifies it
4. Target: 3 brand packages + 2 website designs = $11,500/month
Want me to build a month-by-month revenue projection for this plan?
Yes, build the projection through December.
**Revenue Projection β July to December**
Assuming gradual mix shift toward brand packages:
| Month | Brand Pkgs | Websites | Logos | Revenue |
|-------|-----------|----------|-------|---------|
| Jul | 1 | 4 | 2 | $8,100 |
| Aug | 2 | 3 | 1 | $9,300 |
| Sep | 2 | 3 | 1 | $9,300 |
| Oct | 3 | 2 | 0 | $9,900 |
| Nov | 3 | 2 | 0 | $9,900 |
| Dec | 3 | 2 | 1 | $10,300 |
**$10K target hit in October** if you land 3 brand packages that month.
Total projected H2 revenue: **$56,800** vs. H1 actual: **$26,000** β a 118% increase.
Key risk: Brand packages have a longer sales cycle. Start building that pipeline now.
β» Replay conversation
That conversation just replaced a business consultant
Let's pause and appreciate what just happened. You pasted in 6 months of basic revenue data and AI:
1. Identified the growth trend
2. Calculated your average revenue per project
3. Noticed the shift toward higher-value work
4. Did the math to reach your goal
5. Recommended a specific product mix strategy
6. Built a month-by-month financial projection
A business consultant might charge $2,000β$5,000 for this analysis. You got it in 90 seconds. Is it as nuanced as a consultant who knows your industry inside and out? No. But it's 90% as good at 0% of the cost β and that's more than enough to make smart decisions.
Knowledge Check
In the example above, what was AI's key strategic recommendation?
A
Lower prices to attract more clients
B
Shift toward higher-value brand packages to reach $10K/month with fewer clients
C
Work more hours to increase revenue
D
Stop doing freelance work and get a full-time job
AI identified that chasing more projects at low rates is unsustainable. Instead, shifting the product mix toward brand packages ($2,500 each) means you need fewer clients to hit your revenue target. Fewer clients, higher revenue, more sustainable business β that's a strategic insight, not just number crunching.
AI-powered formula writing
Here's a scenario every spreadsheet user faces: you know what you want to calculate, but you can't remember the formula. AI solves this instantly.
Instead of Googling "how to do VLOOKUP in Google Sheets" and reading a 2,000-word article, just ask:
"I have a spreadsheet with product names in column A and prices in column B. On another sheet, I have order data with product names in column A. Write a formula for column B of the orders sheet that automatically pulls the price from the products sheet."
AI gives you the exact formula, explains each part, and tells you where to put it. No more formula anxiety.
Common requests that AI handles perfectly:
- "Write a formula that calculates the running total in column D"
- "Create a formula that highlights cells red if the value is below the target"
- "Write an IF statement that categorizes sales as Small (under $500), Medium ($500β$2000), or Large (over $2000)"
- "Create a formula that counts how many times each client appears in column A"
Knowledge Check
You need a spreadsheet formula but can't remember the syntax. What's the fastest approach?
A
Google "how to write VLOOKUP" and read a tutorial
B
Describe what you want to AI in plain English and get the exact formula with an explanation
C
Ask a colleague who's good with spreadsheets
D
Avoid the formula and do the calculation manually
AI gives you the exact formula in seconds, tailored to your specific data layout. It also explains how the formula works, so you learn as you go. No more 20-minute Google detours for a formula you'll use once.
What to do with messy data
Real business data is messy. Clients send you CSVs with inconsistent date formats. Your CRM export has duplicate entries. Your expense tracker has blank cells and typos.
Here's how to handle it. Paste a sample of the messy data into AI (or describe the problems) and ask:
"This data has the following issues: dates are in mixed formats (some MM/DD/YYYY, some DD-MM-YYYY), there are duplicate rows, and some cells in the Revenue column are blank. Give me step-by-step instructions to clean this in Google Sheets, including any formulas I'll need."
AI will give you a cleaning plan β which functions to use, in what order, and why. For more advanced users, it can write a Google Apps Script or Python script that automates the entire cleanup.
The point isn't to become a data expert. The point is to stop being blocked by data problems. When messy data used to mean "I'll deal with this later" (which meant never), now it means "let me paste this into AI and fix it in 5 minutes."
Final Check
What's the biggest advantage of using AI for spreadsheet and data work?
A
AI can connect directly to your spreadsheet software
B
AI creates prettier charts than you can
C
You can describe what you want in plain English instead of memorizing formulas and functions
D
AI knows more spreadsheet shortcuts
The language barrier between "I know what I want to calculate" and "I can write the formula" is the biggest blocker for most people. AI eliminates it entirely. You describe the outcome, AI produces the formula. It turns spreadsheet work from a technical skill into a communication skill.
π
Day 6 Complete
"You don't need to be a spreadsheet wizard. You need to describe what you want. AI handles the rest."
Tomorrow β Day 7
Your AI Foundation
Tomorrow we wrap up Week 1 and review everything you've built.