Using AI in and with Microsoft Excel

Live Webinar or Recording

January 9, 2025, 2:00 pm - 3:40 pm Eastern

Credit: ATATX: 1.5, ATAAA: 1.5, ATAOP: 1.5, CPE: 2 (Live Only)

Although artificial intelligence seems like it is suddenly permeating every aspect of our daily lives, AI has been part of Excel for over a decade now. In this presentation author and Excel expert David Ringstrom, CPA will walk you through various AI-powered features in Excel, including Flash Fill, Analyze Data, Power Query's Column From Example, extracting data from pictures and PDF documents, and more. Of course, no discussion of AI would be complete without an exploration of ChatGPT, so David will show you how to write and deconstruct formulas as well as automate repetitive tasks with only a minimal understanding of Excel's Visual Basic for Applications programming language.

David is the author of “Exploring Microsoft Excel's Hidden Treasures: Turbocharge your Excel proficiency with expert tips, automation techniques, and overlooked features”. He demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Excel for Microsoft 365. David draws your attention to any differences in Excel 2021, 2019 or 2016 during the presentation and in his detailed handouts. The handouts include an Excel workbook with most of the examples he uses during his demonstrations. 

Excel for Microsoft 365 is a subscription-based product that receives periodic feature updates. Conversely, perpetually licensed versions have year numbers in their names and do not receive any feature updates.

Topics typically covered:

• Transforming data in Power Query by way of the Column From Example feature.
• Creating PivotTables and PivotCharts based upon your data by asking natural language questions with the Analyze Data feature in Excel for Microsoft 365.
• Linking charts to dynamic array results to create self-updating charts without using programming code.
• Using the Recommended Charts feature to create suitable charts from data with a couple of mouse clicks.
• Installing the free Excel Labs Add-In which enables API access to ChatGPT.
• Extracting data from pictures by way of the From Picture command.
• Separating first/last names into two columns without using formulas or retyping.
• Jump-starting PivotTables by way of the Recommended PivotTables feature.
• Understanding the nuance of editing dynamic array-based formulas in Excel 2021 and Microsoft 365.
• Using ChatGPT to create formulas in Excel based upon a written description of the desired calculation.
• Deconstructing existing formulas by asking ChatGPT to explain the formula in detail.
• Keep or remove rows from the start or end of an array with the TAKE and DROP functions.

Learning objectives:

• State the functionality that the Flash Fill feature offers.
• Define the purpose of the Forecast feature in Excel 2016 and later.
• Recognize the color that dynamic array functions are displayed in within Excel's formula bar in all cells except the cell where the formulas was entered.

Skill Level: 

Beginner/Intermediate

Guest Speaker: David H. Ringstrom, CPA - Accounting Advisors Inc.

Level: Basic

Format: Live Webcast

Field of Study: Computer Software & Applications

Aurora Training Advantage is offering continuing education points designed to recognize dedication to training and excellence in accounting.

Aurora Training Advantage is offering continuing education points designed to recognize dedication to training and excellence in administrative.

Aurora Training Advantage is offering continuing education points designed to recognize dedication to training and excellence in operations.

Aurora Training Advantage is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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Event Venue

Online