Home

   |

|  How to Integrate OpenAI with Microsoft Excel

How to Integrate OpenAI with Microsoft Excel

January 24, 2025

Learn how to seamlessly integrate OpenAI with Microsoft Excel to enhance your data analysis and automation skills. Step-by-step guide included.

How to Connect OpenAI to Microsoft Excel: a Simple Guide

 

Set Up OpenAI API Key

 

  • Go to the OpenAI Platform to create an account or log in.

    •  

  • Navigate to the API section to obtain your API key. This key will be used to authenticate your requests to OpenAI.

 

Enable Developer Tools in Excel

 

  • Open Microsoft Excel and access the Excel Options by clicking on "File" > "Options".

    •  

  • Select "Customize Ribbon" and enable the "Developer" option. This adds the Developer tab to Excel's toolbar, allowing you to insert macros and scripts.

 

Install Power Query and Power Query SDK

 

  • Ensure that Power Query is installed in your version of Excel. It typically comes built-in with Excel 2016 and later.

    •  

  • Install the Power Query SDK to enable advanced querying and data manipulation.

 

Create a Power Query Script to Call OpenAI

 

  • Open the Power Query Editor by selecting "Data" > "Get Data" > "Launch Power Query Editor".

    •  

  • Create a new blank query in which you will write the script to call the OpenAI API.

    •  

  • Enter the following Power Query M script to access OpenAI using your API key:

 

let
    apiKey = "YOUR_API_KEY",
    smallBusinessDescription = "YOUR_PROMPT_OR_INPUT",
    url = "https://api.openai.com/v1/engines/davinci-codex/completions",
    body = 
    "{" &
    """prompt"":""" & smallBusinessDescription & """," &
    """max_tokens"":100" &
    "}",
    source = Json.Document(Web.Contents(url,
        [
            Headers=[
                #"Content-Type"="application/json",
                #"Authorization"="Bearer "&apiKey
            ],
            Content=Text.ToBinary(body)
        ]))
in
    source

 

Retrieve and Use Data in Excel

 

  • After executing the query, retrieve the output from OpenAI in a structured format by transforming the JSON response into a table.

    •  

  • Load the data back into Excel for manipulation and analysis by clicking on "Close & Load" within the Power Query Editor.

 

Automate the Query with VBA (Optional)

 

  • For automation, use VBA to refresh the query or send different requests to OpenAI. Access the Developer tab and click on "Visual Basic".

    •  

  • Insert a new module and write a macro to automate the data retrieval process:

 

Sub RefreshOpenAIQuery()

    ThisWorkbook.Connections("Query - YourQueryName").Refresh

End Sub

 

Test and Iterate

 

  • Run your macro to ensure data is fetched from OpenAI and loads correctly into Excel.

    •  

  • Iteratively refine your query and VBA code to suit your specific use case.

 

Omi Necklace

The #1 Open Source AI necklace: Experiment with how you capture and manage conversations.

Build and test with your own Omi Dev Kit 2.

How to Use OpenAI with Microsoft Excel: Usecases

 

Automated Financial Analysis using OpenAI and Microsoft Excel

 

  • Data Integration with Ease: Use Excel to import financial data from various sources, including live feeds or static datasets.

    •  

  • Natural Language Queries: Utilize OpenAI's natural language processing capabilities to perform sophisticated queries on financial data. Instead of traditional Excel formulas, input complex financial queries in plain English.

    •  

  • Trend Analysis and Forecasting: OpenAI models can analyze historical data trends and forecast future metrics directly within Excel, providing visualizations and insights to help in decision-making.

    •  

  • Automated Reporting: Create automated reports by combining Excel's data manipulation features with OpenAI's text generation capabilities. Craft detailed financial narratives based on data-driven insights.

    •  

  • Sentiment Analysis on Market News: Fetch financial news articles and run sentiment analysis using OpenAI, with results directly populating Excel charts to correlate market movements with public sentiment.

    •  

  • Error Detection and Suggestions: OpenAI can review Excel models, suggesting corrections for potential errors or optimizations for complex formulas and calculations.

 

import openai_excel_integration  

result = openai_excel_integration.analyze_financial_data(excel_file)

 

 

Enhanced Customer Feedback Analysis with OpenAI and Microsoft Excel

 

  • Data Aggregation: Gather customer feedback from various platforms and collate the data into an Excel spreadsheet for streamlined analysis.

    •  

  • Text Analysis with AI: Use OpenAI to perform sentiment analysis on customer feedback directly within Excel. This allows you to categorize feedback as positive, negative, or neutral without manually reading through each comment.

    •  

  • Actionable Insights: Generate actionable insights from customer comments using OpenAI to identify common themes or issues, which can be visualized in Excel for strategic decision-making.

    •  

  • Automated Feedback Summarization: Utilize OpenAI to create concise summaries of large volumes of feedback, presenting key takeaways in Excel dashboards for quick review by management.

    •  

  • Predictive Customer Satisfaction Trends: OpenAI's machine learning capabilities can be leveraged to predict future customer satisfaction trends based on historical feedback data visualized in Excel graphs.

    •  

  • Intelligent Prioritization of Customer Issues: With OpenAI, categorize and prioritize customer issues based on urgency and frequency, directly from within Excel, to optimize responses and enhance customer satisfaction.

 

import openai_excel_feedback  

summarized_feedback = openai_excel_feedback.analyze_feedback(excel_data)

 

Omi App

Fully Open-Source AI wearable app: build and use reminders, meeting summaries, task suggestions and more. All in one simple app.

Github →

Order Friend Dev Kit

Open-source AI wearable
Build using the power of recall

Order Now

Troubleshooting OpenAI and Microsoft Excel Integration

How to fix OpenAI API errors in Excel?

 

Understand the Error

 

  • Check the error message returned by the API. It often contains critical information about what went wrong. Common errors can be authentication issues, rate limits, or incorrect parameters.

    •  

  • Review OpenAI API documentation to ensure you're using the correct endpoint and parameters.

 

Troubleshoot Common Issues

 

  • Ensure your API key is correctly set in Excel. Verify that there are no extra spaces or unseen characters.

    •  

  • Check your network stability. A poor connection might cause intermittent errors.
  • Make sure to respect API rate limits. Implement mechanisms to manage requests effectively.

 

Implement Fixes

 

  • To handle missing headers or wrong methods, correct your Excel script:

 


With CreateObject("MSXML2.ServerXMLHTTP.6.0")
    
    .Open "POST", "https://api.openai.com/v1/endpoint", False
    .setRequestHeader "Content-Type", "application/json"
    .setRequestHeader "Authorization", "Bearer YOUR_API_KEY"
    .Send "{ ""your"": ""payload"" }"

End With

 

  • If rate limiting is an issue, consider adding delays between requests:

 


Application.Wait (Now + TimeValue("0:00:10"))

 

Can ChatGPT generate Excel formulas?

 

Can ChatGPT Generate Excel Formulas?

 

  • Overview: ChatGPT can help generate and explain Excel formulas based on user queries.

    •  

  • Use Cases:
    • Simple arithmetic operations: =SUM(A1:A10)
    • Conditional logic with =IF(A1>10, "Yes", "No")
    • Lookup functions: =VLOOKUP(B2, A1:D10, 3, FALSE)

    •  

  • Guidance: Describe the problem clearly, including cell references and desired outcomes.

    •  

  • Limitations: ChatGPT requires context; ambiguous requests may need clarification.

    •  

 

```excel

=AVERAGE(B1:B10)

```

 

How to connect OpenAI language models with Excel VBA?

 

Setup Environment

 

  • Register for an API key from OpenAI if you haven't already.

    •  

  • Ensure the VBA environment is prepared for HTTP requests. This might require a library like MSXML2.

 

Create API Request Function

 

  • Write a VBA function to make HTTP POST requests to OpenAI's API.

    •  

  • Use the MSXML2 library objects for XML HTTP requests.

 

Function CallOpenAIAPI(prompt As String) As String
    Dim http As Object
    Set http = CreateObject("MSXML2.XMLHTTP")
    Dim url As String
    Dim apiKey As String
    apiKey = "YOUR_OPENAI_API_KEY"
    url = "https://api.openai.com/v1/engines/davinci-codex/completions"

    Dim requestBody As String
    requestBody = "{""prompt"":""" & prompt & """, ""max_tokens"":150}"

    http.Open "POST", url, False
    http.setRequestHeader "Content-Type", "application/json"
    http.setRequestHeader "Authorization", "Bearer " & apiKey
    http.send requestBody

    CallOpenAIAPI = http.responseText
End Function

 

Integrate with Excel

 

  • Invoke the function within an Excel worksheet to display results.

    •  

  • Map the function to a button for UI integration.

 

Don’t let questions slow you down—experience true productivity with the AI Necklace. With Omi, you can have the power of AI wherever you go—summarize ideas, get reminders, and prep for your next project effortlessly.

Order Now

Join the #1 open-source AI wearable community

Build faster and better with 3900+ community members on Omi Discord

Participate in hackathons to expand the Omi platform and win prizes

Participate in hackathons to expand the Omi platform and win prizes

Get cash bounties, free Omi devices and priority access by taking part in community activities

Join our Discord → 

OMI NECKLACE + OMI APP
First & only open-source AI wearable platform
a person looks into the phone with an app for AI Necklace, looking at notes Friend AI Wearable recorded a person looks into the phone with an app for AI Necklace, looking at notes Friend AI Wearable recorded
a person looks into the phone with an app for AI Necklace, looking at notes Friend AI Wearable recorded a person looks into the phone with an app for AI Necklace, looking at notes Friend AI Wearable recorded
online meeting with AI Wearable, showcasing how it works and helps online meeting with AI Wearable, showcasing how it works and helps
online meeting with AI Wearable, showcasing how it works and helps online meeting with AI Wearable, showcasing how it works and helps
App for Friend AI Necklace, showing notes and topics AI Necklace recorded App for Friend AI Necklace, showing notes and topics AI Necklace recorded
App for Friend AI Necklace, showing notes and topics AI Necklace recorded App for Friend AI Necklace, showing notes and topics AI Necklace recorded

OMI NECKLACE: DEV KIT
Order your Omi Dev Kit 2 now and create your use cases

Omi 開発キット 2

無限のカスタマイズ

OMI 開発キット 2

$69.99

Omi AIネックレスで会話を音声化、文字起こし、要約。アクションリストやパーソナライズされたフィードバックを提供し、あなたの第二の脳となって考えや感情を語り合います。iOSとAndroidでご利用いただけます。

  • リアルタイムの会話の書き起こしと処理。
  • 行動項目、要約、思い出
  • Omi ペルソナと会話を活用できる何千ものコミュニティ アプリ。

もっと詳しく知る

Omi Dev Kit 2: 新しいレベルのビルド

主な仕様

OMI 開発キット

OMI 開発キット 2

マイクロフォン

はい

はい

バッテリー

4日間（250mAH）

2日間（250mAH）

オンボードメモリ（携帯電話なしで動作）

いいえ

はい

スピーカー

いいえ

はい

プログラム可能なボタン

いいえ

はい

配送予定日

-

1週間

人々が言うこと

「記憶を助ける、

コミュニケーション

ビジネス/人生のパートナーと、

アイデアを捉え、解決する

聴覚チャレンジ」

ネイサン・サッズ

「このデバイスがあればいいのに

去年の夏

記録する

「会話」

クリスY.

「ADHDを治して

私を助けてくれた

整頓された。"

デビッド・ナイ

OMIネックレス：開発キット
脳を次のレベルへ

最新ニュース
フォローして最新情報をいち早く入手しましょう

最新ニュース
フォローして最新情報をいち早く入手しましょう

thought to action.

Based Hardware Inc.
81 Lafayette St, San Francisco, CA 94103
team@basedhardware.com / help@omi.me

Company

Careers

Invest

Privacy

Events

Manifesto

Compliance

Products

Omi

Wrist Band

Omi Apps

omi Dev Kit

omiGPT

Personas

Omi Glass

Resources

Apps

Bounties

Affiliate

Docs

GitHub

Help Center

Feedback

Enterprise

Ambassadors

Resellers

© 2025 Based Hardware. All rights reserved.