AI and Microsoft Excel Webinar

AI and Microsoft Excel Webinar
June 24, 2024
10:30 AM - 12:30 PM
Online
95 SPACES LEFT
$110 Members
$130 Non-Members

EVENT DESCRIPTION

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.

Who should attend:
Professionals seeking to leverage artificial intelligence with regard to spreadsheets.

EVENT OBJECTIVE

• Understanding the nuance of editing dynamic array-based formulas in Excel 2021 and Microsoft 365.

• Using the Recommended Charts feature to create suitable charts from data with a couple of mouse clicks.

• Separating first/last names into two columns without using formulas or retyping.

• Jump-starting PivotTables by way of the Recommended PivotTables feature.

• Querying ChatCPT directly from within Excel by way of the LABS.GENERATIVEAI function in Excel for Microsoft 365.

• Using ChatGPT to create formulas in Excel based upon a written description of the desired calculation.

• Displaying subsets of data dynamically by way of the new FILTER worksheet function.

• Stack different ranges of cells vertically or horizontally with the VSTACK and HSTACK functions.

• Deconstructing existing formulas by asking ChatGPT to explain the formula in detail.

• Track your portofolio within Excel by using the Stocks Data Type in Microsoft 365.

• Integrating data on web pages into your workbooks and creating automatic links.

• Installing the free Excel Labs Add-In which enables API access to ChatGPT.

EVENT DETAILS

Company:
David H. Ringstrom, CPA

Number of Hours:
2 (Recommended)

Prerequisite:

Program Level:
Update

Knowledge Level:
Intermediate

Delivery Method:
Group Internet Based

Number Of Days:
1

Food Included:

Seminar Number:
3301

Early Cut Off Date:
06/24/2024

Phone:

Venue:
Online Group Internet Based ,

Accommodations:
,

Recommended For:
CPA (2), EA (2), Tax Preparer (2)

Approved By:
NASBA