Automate Excel using Python + ChatGPT-4o 🤯

Open AI introduces GPT 4.0, a faster model that automates Excel tasks like merging workbooks and creating interactive charts at no cost. The video demonstrates consolidating sales data from multiple Excel files into a single workbook using Python and Chat GPT 4.0. It also showcases creating a calendar heat map visualization with pie charts for each city's sales data. The tutorial includes detailed steps and code snippets, highlighting the new model's capabilities and efficiency.

Takeaways

• 🚀 OpenAI has released a new model, GPT 4.0, which is twice as fast as GPT 4 and is free for all users.
• 🔧 The video demonstrates automating Excel tasks using GPT 4.0, such as merging multiple workbooks and creating interactive charts.
• 📂 The process involves uploading images and spreadsheets to GPT for tasks that previously required a Plus subscription.
• 💻 OpenAI will introduce a desktop app with live camera and voice input to simplify coding.
• 📈 The video shows how to consolidate sales data from various cities into a single Excel workbook using GPT 4.0.
• 🖼️ GPT 4.0 can generate code for tasks like merging files without needing images if the data format is consistent.
• 📊 The tutorial includes creating a calendar heatmap visualization for sales data using the Plotly library.
• 🔗 It's possible to specify preferences like using 'pandas' over 'pyflip' for file operations in the initial prompt or later.
• 🛠️ The video provides a step-by-step guide to execute Python code generated by GPT 4.0 to automate Excel tasks.
• 📝 The final code combines both merging and chart generation, streamlining the process into a single Python script.
• 🔑 The video mentions that GPT 4.0 will be rolled out gradually, so not all users may have access immediately.

Q & A

What is the new model released by Open AI and how does it differ from GPT 4?

Open AI has released a new model called GPT 4.0. This model is twice as fast as GPT 4 and is available for free to all users. Unlike GPT 4, which required a Plus subscription for certain features, GPT 4.0 allows users to upload images and spreadsheets without any subscription.

What is the additional feature that Open AI plans to introduce with GPT 4.0?

Open AI plans to introduce a desktop app for GPT 4.0 that can use live camera and voice input to make coding even easier. This feature was demonstrated in one of their demos but is not yet accessible to all users.

How does the video demonstrate automating Excel tasks using GPT 4.0?

The video demonstrates automating Excel tasks by using GPT 4.0 to merge multiple workbooks and create interactive charts. The process involves uploading images and spreadsheets to GPT, providing a description of the task, and then using the generated Python code to perform the tasks.

What is the initial task that the video aims to accomplish using GPT 4.0?

The initial task in the video is to consolidate various Excel files containing sales data for different cities into a single Excel workbook and save it outside the data folder.

How does the video validate the result of the Excel file merging task?

The video validates the result by opening the newly created Excel file and applying a filter to check if all the cities are now contained within the merged file.

What is the significance of being specific with the prompt when using GPT 4.0 for file operations?

Being specific with the prompt is important because it helps GPT 4.0 understand the user's preferences and requirements better. For example, specifying the preferred module for file operations, like using 'pandas' instead of the default 'US module', can lead to more accurate and tailored results.

What visualization tool is used in the video to create stunning visualizations from Excel data?

The video uses the Python library 'plotly' to create stunning visualizations, specifically calendar heatmaps, from the Excel data.

How does the video ensure that the data in the calendar heatmap is correct?

The video ensures the correctness of the data in the calendar heatmap by comparing it with the source Excel file. It filters the data for specific dates and checks if the amounts match between the Excel file and the heatmap.

What does the video suggest for further enhancement of the automation process?

The video suggests that further enhancements can be made by combining the scripts for merging and visualizing the Excel data into one file, and also by using more concise code for data transformations, similar to Power Query.

How does the video address the potential issue of not having access to GPT 4.0 yet?

The video acknowledges that Open AI is slowly rolling out GPT 4.0, and therefore, some users might not have access to it yet. It encourages users to stay tuned for updates and expresses hope that they found the video inspiring.

Outlines

00:00

🚀 Introduction to GPT 4.0 and Automating Excel Tasks

The video introduces Open AI's new model, GPT 4.0, which is twice as fast as its predecessor and available for free. The host plans to test GPT 4.0's capabilities in automating Excel tasks such as merging workbooks and creating interactive charts. The video will demonstrate uploading images and spreadsheets to GPT for processing. While GPT 4 required a Plus subscription for advanced features, GPT 4.0 is said to be more accessible. Additionally, Open AI is introducing a desktop app for easier coding with live camera and voice input, although the host has not yet had access to this feature. The video then transitions to the host's data folder containing Excel files with sales data from various cities, with the first task being to consolidate these files using GPT 4.0.

05:02

📊 Automating Data Consolidation and Visualization with GPT 4.0

The host proceeds with automating the consolidation of Excel files using a Python script provided by GPT 4.0. After explaining the file structure through a screenshot, the host interacts with GPT 4.0 by pasting the screenshot and describing the task. GPT 4.0 generates the code and instructions for merging the data into a single Excel workbook. The host tests the code in Visual Studio Code, successfully creating a new Excel file that consolidates data from different cities. The video also touches on the specificity of prompts for GPT 4.0, such as specifying the preferred module for file operations. Following the basic data consolidation, the host moves on to creating advanced visualizations using Python and the 'pie charts' library, specifically a calendar heatmap. The host attaches a workbook and provides a prompt to GPT 4.0 for creating the visualization. Despite GPT 4.0 not loading the workbook, it correctly identifies the column names and generates the necessary code. The host then executes this code to create interactive calendar heatmaps for each city, validating the results against the source data. The video concludes with the host combining the data merging and visualization scripts into one final Python script, demonstrating its successful execution and the resulting visualizations. The host also suggests further automation possibilities, such as attaching the visualizations to emails, and notes that GPT 4.0 is being rolled out gradually, meaning not all users may have access yet.

Keywords

GPT 4.0

GPT 4.0 refers to the fourth generation of OpenAI's language model, which is said to be twice as fast as its predecessor. In the video, GPT 4.0 is utilized to automate Excel tasks, demonstrating its capability to understand and process complex instructions related to data manipulation and visualization.

Excel Automation

Excel Automation is the process of using software to control Microsoft Excel applications, which can include tasks such as data entry, report generation, and complex calculations. In this video, the host uses GPT 4.0 to automate tasks like merging multiple Excel workbooks and creating interactive charts, showcasing the efficiency of combining AI with spreadsheet management.

Merging Workbooks

Merging Workbooks is a task that involves combining data from multiple Excel files into a single workbook. The script provided by GPT 4.0 in the video automates this process, allowing the user to consolidate sales data from various cities into one file for easier analysis and reporting.

Interactive Charts

Interactive Charts are graphical representations of data that allow users to interact with the data, such as filtering or adjusting parameters to view different aspects of the information. The video demonstrates the creation of a calendar heat map using Plotly, which includes a range slider for interactive data exploration.

Chat GPT

Chat GPT is a conversational AI developed by OpenAI that can interact with users in a natural language format. In the context of the video, Chat GPT is used to communicate with GPT 4.0, providing instructions and receiving code snippets for automating Excel tasks.

Python

Python is a high-level programming language known for its readability and versatility, commonly used for web development, data analysis, AI, and more. The video script includes Python code snippets generated by GPT 4.0 to automate Excel tasks, highlighting Python's role in automating data-related processes.

Visual Studio Code

Visual Studio Code is a popular code editor developed by Microsoft, used for coding in various programming languages including Python. In the script, Visual Studio Code is the environment where the Python code generated by GPT 4.0 is executed to perform the Excel automation tasks.

Plotly

Plotly is a graphing library for creating interactive, publication-quality graphs. The video demonstrates the use of Plotly to create a calendar heat map visualization of sales data, showcasing the library's capabilities for producing dynamic and engaging data visualizations.

Calendar Heat Map

A Calendar Heat Map is a type of data visualization that displays values across a calendar layout, often using color intensity to indicate the magnitude of data points. In the video, a Calendar Heat Map is created to visualize sales data for each city, providing a clear and interactive way to analyze time-series data.

Pandas

Pandas is a Python library for data manipulation and analysis. It provides data structures and operations for manipulating numerical tables and time series. In the video, the host mentions changing Pandas methods to make the code more concise, indicating the library's role in streamlining data processing tasks.

Highlights

OpenAI has released a new model, GPT 4.0, which is twice as fast as GPT 4 and will be free for all users.

The new model allows for automation of Excel tasks such as merging multiple workbooks and creating interactive charts.

Uploading images and spreadsheets to GPT 4.0 enables the automation of tasks without the need for a Plus subscription.

OpenAI will introduce a desktop app that uses live camera and voice input to simplify coding.

The presenter consolidates Excel files containing sales data for different cities using GPT 4.0.

GPT 4.0 can merge files based on the data format without needing an image of the file structure.

The presenter demonstrates how to execute Python code to merge Excel files into a single workbook.

GPT 4.0 allows for specifying preferences such as using a different module for file operations.

The presenter discusses using Python and GPT 4.0 to create stunning visualizations, including pie charts.

A calendar heat map visualization is created using the sales data for each city in 2023.

GPT 4.0 correctly identifies column names such as 'date of sales' and 'sales amount' from a screenshot.

The presenter validates the correctness of the data in the calendar heat map by comparing it with the source file.

All the code for merging and visualizing Excel data is combined into a single Python file for ease of use.

The presenter suggests further enhancements such as attaching the visualization to an email for reporting.

GPT 4.0 is being rolled out gradually, so access might not be available to all users immediately.

The video provides inspiration on how to use GPT 4.0 for automating and visualizing complex data tasks.

The presenter emphasizes the importance of being specific with prompts for optimal results from GPT 4.0.

GPT 4.0's ability to understand and process data formats allows for more concise and efficient code generation.