05/15/2024
11 am PT / 12 pm MT / 1 pm CT / 2 pm ET
*approximate length: 45 minutes to 1 hour
Presenter: David Ringstrom, CPA
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 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.
Who should attend: Professionals seeking to leverage artificial intelligence with regard to spreadsheets.
Topics typically covered:
- Displaying subsets of data dynamically by way of the new FILTER worksheet function
- Merging text from two or more columns into a single column with without using formulas or repetitive retyping with Flash Fill
- Joining text together with spaces or other characters with the TEXTJOIN function in Excel 2019 and later
- Querying ChatCPT directly from within Excel by way of the LABS.GENERATIVEAI function in Excel for Microsoft 365
- Separating first/last names into two columns without using formulas or retyping
- Transforming data in Power Query by way of the Column From Example feature
- 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
- Understanding the nuance of editing dynamic array-based formulas in Excel 2021 and Microsoft 365
- Installing the free Excel Labs Add-In which enables API access to ChatGPT
- Creating PivotTables and PivotCharts based upon your data by asking natural language questions with the Analyze Data feature in Excel for Microsoft 365
- Creating carriage returns and other non-printable characters with the CHAR function
Learning objectives:
- State the functionality that the Flash Fill feature offers
- Create direct integration with ChatGPT via the LABS.GENERATIVEAI worksheet function
- Analyze data with natural language queries with the Analyze Data feature in Excel for Microsoft 365
Level: Intermediate
David H. Ringstrom, CPA, is an author and nationally recognized instructor who teaches scores of webinars each year. His Excel courses are based on 25 years of consulting and teaching experience. David’s mantra is “Either you work Excel, or it works you,” so he focuses on what he sees users don’t, but should, know about Microsoft Excel. His goal is to empower you to use Excel more effectively.