AI for Excel: ChatGPT and Beyond For Your Team
ChatGPT can significantly enhance Excel reporting and analysis by acting as a smart assistant for both beginners and advanced users. It can help generate dynamic formulas based on natural language queries, explain complex functions like INDEX-MATCH, ARRAYFORMULA, or XLOOKUP, and troubleshoot formula errors with clear guidance. Users can describe what they want to achieve—such as calculating growth rates, summarizing data, or creating conditional logic—and ChatGPT can instantly provide the correct Excel syntax and usage tips.
Beyond formulas, ChatGPT can assist with data analysis by suggesting pivot table structures, helping interpret trends, and even guiding users through creating dashboards. It can also automate repetitive tasks using Excel VBA or Power Query, offering code snippets and explanations. Whether you’re preparing monthly reports, cleaning datasets, or building financial models, ChatGPT can streamline the process, reduce errors, and boost productivity by turning plain-language instructions into powerful Excel solutions.
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AI for Excel: ChatGPT and Beyond
Course Overview
- Use built-in AI tools right in Excel
- Create, troubleshoot, and understand complex formulas using AI
- Analyse data in Excel with AI
- Write good prompts for accurate results from ChatGPT
Audience:
This session is ideal for Intermediate level users anyone interested in making their data analysis tasks more manageable and insightful, with hands-on examples and easy-to-follow guidance. The course would be beneficial to Accountants, Data Analysts, Business Analysts and all Excel users
Why attend?
Join our Microsoft AI for Excel: ChatGPT and Beyond course to unlock the full potential of AI with Excel and supercharge your data analysis and automation capabilities. Using AI with Excel makes complex formulas, data transformations and automation scripts available to everyone. This will provide you with practical advice and examples of how to effectively use the AI tools in Excel and integrate ChatGPT to supercharge your work.
Duration:
Two options:
90 minutes (Webinar/presentation style with limited hands-on practice)
3 hours Classroom (classroom style with more hands-on exercises)
Location:
Our  AI for Excel: ChatGPT and Beyond course can be delivered virtually using online training platforms such as MS Teams or Zoom or face-to-face at any preferred location in the UK, Europe or ROW.
AI for Excel: ChatGPT and Beyond Course Outline
Introduction to AI IntegrationDiscover how AI can seamlessly integrate with Excel, enhancing data analysis, decision-making, and automation ChatGPT in ActionWitness real-world examples of ChatGPT’s capabilities within Excel, such as generating creating and troubleshooting formulas, providing insights, and generating reports Best PracticesUnderstand the best practices for harnessing AI in Excel, such as useful prompts and methods of integration | Â Â |
One to One
(which includes a tailor-made training programme for the individual where they can mix and match the topics from various levels to get the most cost-effective training
Group for up to 8 learners
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Extras
This is a sample of some of the Short training videos. Please note that you can get access to many more, once you have done a course with us and are registered as one of our delegates.