AI in Excel Using ChatGPT & Copilot (ROI/NI)

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 should attend

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.

Course overview

• Overview of Artificial Intelligence
• Some examples of working AI tools - ChatGPT, MidJourney, Dall-E, Copilot.
• Introduction to ChatGPT & 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

Key learning outcomes

• Use AI to accomplish tasks in Excel
• Know what facilities Artificial Intelligence provides today
• Understand some AI features which are planned for future releases
• Assess whether AI tools and techniques can be applied in their organization
• Consider the costs and potential benefits of adopting AI tools

All participants should please note the following:

• Pre-course registration on OpenAI and Copilot:

Prior to the course, all participants should register for a free account on ChatGPT: https://chat.openai.com/auth/login so they can complete the hands-on exercises.  If possible – with a Microsoft Account – also register on https://copilot.microsoft.com/.

• Test Session

If you would like to test your connection and setup prior to your course, please contact info@professional.ie or 016627700 and we will arrange this with you.

• Two Monitors

Having two monitors is strongly recommended for this training.  It allows you to view the trainers PC in one monitor and the application that is the subject of the training in the other.  If you only have a single screen please inform the trainer – ideally before the training session.

• Microsoft Office / Apps Version

Participants should have a Microsoft 365 subscription but supported older Office desktop versions are workable.

• Windows 10/11

We prepare the files and deliver the course using Windows 11 (participants with Windows 10 ESU are fine).  If you are using a MacBook or other platform please be aware that there can sometimes be incompatibilities and there are certain features that are not available on the Macintosh edition of Microsoft 365 (Office).

Speaker bio

Professional Training is a group of experienced specialists providing focused training in IT and Management skills. Our trainers use a combination of tailored, flexible approaches and real-life business knowledge to develop and provide techniques and solutions for immediate implementation by our course participants. We have delivered a range of CPD programs with Chartered Accountants Ireland since 1997.

Note for Legacy CPA Members

Members who joined Chartered Accountants Ireland following the amalgamation on 1 September, please continue to book on the CPA Portal here to ensure you receive your member discount.

Contact us

If you have any questions regarding this or any other CPD course or requirements, please feel free to contact the team here or call us at (+353) 01 523 3930.