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AI工具复盘：Introducing ChatGPT for Excel and new financial dat

AI工具学习笔记：围绕“Introducing ChatGPT for Exce”整理核心要点、步骤拆解与排查清单，并附站内延伸阅读。

2026-03-06 — 2 min read

本文属于“AI工具”专题，基于公开资料做学习整理，聚焦操作路径、排查顺序和可复用经验，不构成任何服务承诺。

检测到同类主题较多，已做结构化重写与差异化整理。

核心要点

Today, we’re introducing **ChatGPT for Excel**⁠(opens in a new window) in beta, an Excel add-in that brings ChatGPT directly into workbooks to help build and update models, run scenarios, and generate outputs based on cells and formulas. Powered by GPT‑5.4, it helps users do more in Excel, supports power users in moving faster, and can improve consistency across teams.
We’re also adding
financial data integrations directly in ChatGPT**for FactSet, Dow Jones Factiva, LSEG, Daloopa, S&P Global, and more, making it easier to work with trusted financial data inside ChatGPT. Together, these capabilities help teams spend less time on manual work and more time on analysis, decisions, and execution.
GPT‑5.4 (as GPT‑5.4 Thinking) is available today in ChatGPT, Codex, and the API. It’s our most advanced model, ideal for financial reasoning and Excel-based modeling. We’ve worked closely with industry practitioners to improve GPT‑5.4 on real-world finance workflows that often take analysts hours or days to complete, including financial modeling, scenario analysis, data extraction, and long-form research. The result is stronger performance on the tasks finance professionals rely on every day.
OpenAI internal investment banking benchmark

_On OpenAI’s internal investment banking benchmark, which evaluates real-world workflows such as building a three-statement model with proper formatting and citations, performance improved from 43.7% with GPT‑5 to 87.3% with GPT‑5.4 Thinking._
We’re introducing **ChatGPT for Excel**in beta—a version of ChatGPT embedded directly in spreadsheets that can build, analyze, and update models using the same formulas and structures teams already rely on. Analysts, strategists, researchers, and accountants can move faster, reduce manual work, and focus on judgment and decision-making instead of writing formulas, tracing links, and fixing models.
Build and update spreadsheet models faster**. Instead of building spreadsheet models or running scenario analysis manually, teams can describe what they need in plain language, and ChatGPT will create or update live Excel models directly in the workbook. Teams can run data analysis, reporting, inventory management, budgeting—all while preserving structure, formulas, and assumptions in a formatted, Excel-native workbook.

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