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

• Software Setup required. Participants should have a Microsoft 365 subscription but supported older desktop versions are workable.

• 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

• Participants should also have a Microsoft account to log in to https://copilot.microsoft.com/ and should do this prior to the course.
• Two monitors. Having two monitors is very strongly recommended for this training. It allows you to view the trainer's PC in one monitor and the application that is the subject of the training in the other. On a single screen, it can be difficult to arrange the trainer's screen and your own application comfortably. If you only have a single screen, please inform the trainer - ideally before the test session - and they can help you to get the best from the training session.

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. Website:www.professional.ie

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.