Professional Training

Pre-requisites

No prior experience in AI is required, as the course covers foundational concepts before delving into how to use AI with Excel. This course provides an understanding of using ChatGPT and Copilot to enhance your capabilities in financial analysis, reporting, and decision-making.

Who Will Benefit?

This course is designed for participants seeking to future-proof their skill set and stay at the forefront of technological advancements. Excel users who want to harness the power of artificial intelligence in their work will benefit greatly.

Software setup required

Participants should have Microsoft Excel.
Prior to the course, all participants should register for a free account on ChatGPT so they can complete the hands-on exercises. Participants should also have a Microsoft account to log in to https://copilot.microsoft.com/ and should do this prior to the course.

Summary outline

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:
o Generating test data
o Cleaning and formatting the information.
o Performing analysis using Power Query and Power Pivot
o Apply conditional formatting.
o Produce a graph.
o Create complex formulas like VLOOKUP and INDEX / MATCH.
o Generate a reusable user defined function using the LAMBDA function.
o Create a VBA macro.

Data security implications