Turbocharge Your Excel Skills with ChatGPT and Copilot
- Do you want to build custom Excel tools but lack coding skills?
- Do you get stuck attempting to write complicated nested formulas?
- Do you feel overwhelmed trying to make sense of disorganized data?
- Do you lack creativity in bringing visualizations and reports to life?
- Do you fear you may get left behind by new AI capabilities and tools?
If so, then the AI in Excel using ChatGPT & Copilot course will help you.
AT A GLANCE
Audience
This course is designed in such a way that even if you don’t have any previous knowledge of AI, you can still participate. It starts with the basics of AI before moving on to its application in Excel. The course also offers insights into how to leverage ChatGPT and Copilot to augment your skills in financial analysis, reporting, and decision-making.
Before the course begins, it’s necessary for all participants to create a free ChatGPT account, which will be used for hands-on exercises. Additionally, participants need to have a Microsoft account for accessing https://copilot.microsoft.com/. It’s recommended to complete these steps before the course starts.
Format
- 1 day, instructor-led web-based virtual classroom sessions
What’s Included
- Comprehensive Learning Guide and Resource Manual
- Subscription to our monthly LearningLink e-newsletter
Take Your Spreadsheets to the Next Level
Learn how to realise the potential of Artificial Intelligence (AI) within Excel through topics like prompt engineering, visualisation, macros and more, to enhance your capabilities in financial analysis, reporting, and decision-making
This course will help you:
FULL OUTLINEMake an enquiry
- Understand key AI concepts and tools like ChatGPT & Copilot that can boost Excel
- Learn prompt engineering techniques to get the most out of ChatGPT & Copilot
- Use ChatGPT & Copilot for faster data wrangling, cleaning and formatting
- Have ChatGPT and Copilot help create complex formulas, macros and visualizations
- Harness AI to enhance analysis, reporting and decision-making in Excel.
What you will learn
Understanding AI Fundamentals
Grasp core AI concepts including machine learning, natural language processing and how tools like ChatGPT & Copilot work to assist humans by understanding language requests. Key techniques like prompt engineering are covered to optimize results.
Integrating ChatGPT & Copilot into Excel
Apply ChatGPT & Copilot within Excel for faster data cleaning, formatting, PivotTable/PivotChart creation, complex formula building, custom functions/macros and more – unlocking greater productivity.
Enhancing Analysis and Reporting
By leveraging ChatGPT & Copilot for visualizations, forecasting, simulations and narrating insights from complex data sets, participants accelerates analytical abilities and reporting efficacies for decision support.
Future-Proofing Your Skillset
By actively trying AI applications for enhancing traditional software, learners future-proof their Excel skills and comprehension of how AI can drive personal, team and organizational success as adoption accelerates across industries.
Detailed Synopsis
Upon completing this course, you will gain practical skills to integrate the power of ChatGPT into Excel to automate repetitive tasks, visualize complex data, develop advanced formulas and models, create macros and custom functions, and unlock more impactful financial analysis.
Prior to the course, all participants should register for a free account on ChatGPT so they can complete the hands-on exercises.
Artificial Intelligence Fundamentals
- Overview of Artificial Intelligence
- Some examples of working AI tools – ChatGPT, MidJourney, Dall-E, Copilot
- Introduction to ChatGPT and Copilot
- Some Prompt Engineering techniques.
Using ChatGPT and Copilot to accomplish some intermediate and advanced tasks in Excel, such as:
- Generating test data
- Cleaning and formatting the information.
- Performing analysis using Power Query and Power Pivot
- Apply conditional formatting.
- Produce a graph.
- Create complex formulas like VLOOKUP and INDEX / MATCH.
- Generate a reusable user defined function using the LAMBDA function.
- Create a VBA macro.
Data Security Implications
Possible topics for discussion may include:
- Best practices for sharing sensitive data sets with ChatGPT & Copilot to prevent exposure
- Additional measures like Excel spreadsheet permissions, encryption and access controls
- How to avoid inadvertently exposing credentials or allowing unauthorized access
- Responsible prompt engineering – formulating requests carefully without revealing private data
This technical training course is made available to you through our strategic partnership with “Professional Training Solutions Limited”. Thanks to this partnership we can deliver top-notch technical training for both beginners and experts.
Our technical training programs are tailored to help you keep up with the dynamic business environment through state-of-the-art training and continuous support. With our training, you can rest assured that your business is current and efficient.
Upcoming Public Courses
If you want to sample our courses, you can join the public ones with one or two colleagues from your organisation. These public courses are available to book now. However, we recommend that the best way to learn is with courses that are tailored for you and your co-workers, because learning in groups is proven to be more effective. For large groups or teams, we recommend that you contact us to arrange a course that suits your needs and availability.
Public Courses available in January–December 2025
- There are no events scheduled during these dates.
