Is this your reality?
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Do you want to build custom Excel tools but lack coding skills?
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Do you get stuck attempting to write complicated nested formulas?
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Do you feel overwhelmed trying to make sense of disorganized data?
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Do you lack creativity in bringing visualizations and reports to life?
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Do you fear you may get left behind by new AI capabilities and tools?
Take Your Spreadsheets to the Next Level
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.
This Course will help you:
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Understand key AI concepts and tools like ChatGPT & Copilot that can boost Excel
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Learn prompt engineering techniques to get the most out of ChatGPT & Copilot
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Use ChatGPT & Copilot for faster data wrangling, cleaning and formatting
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Have ChatGPT and Copilot help create complex formulas, macros and visualizations
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Harness AI to enhance analysis, reporting and decision-making in Excel.
At a glance
Audience
This course is for Excel users who want to unlock the benefits of AI through ChatGPT & Copilot integration to elevate their Excel skills and output. No prior experience in AI is required, as the course will cover foundational concepts.
Format
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Full-day instructor-led virtual classroom session
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Individual follow up coaching for all attendees
What's Included
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Comprehensive Learning Guide and Resource Manual: Individual Virtual Learning Guide with training content to refer to, whenever you want.
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Ongoing support: WorkingSm@rt Helpdesk, no matter where you work.
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LearningLink: Our monthly productivity e-newsletter to keep you updated.
Units
Artificial Intelligence Fundamentals
• 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 Possible topics for discussion 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
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.
