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Microsoft Excel

Generative AI for Excel

Published by O'Reilly Media, Inc.

Intermediate content levelIntermediate

Using ChatGPT, Copilot Pro, and AI add-ins to save time and work more efficiently

Course outcomes

  • Understand which generative AI tools are available and their purposes
  • Learn how to use AI to analyze data and gain insights
  • Explore Analyze Data and Copilot Pro in Excel 365 and understand their benefits and limitations
  • Learn how to use ChatGPT to interpret and write formulas and code
  • Understand how to use generative AI in Excel cells for data cleansing, categorization, and sentiment analysis

Course description

Using generative AI with Excel can help you save time and work more efficiently, regardless of your level of experience.

Join expert Dawn Griffiths to explore the available options and their different capabilities. You’ll learn how Copilot Pro can analyze table data, create charts and PivotTables, and insert formulas; and you’ll find out how this differs from the built-in Analyze Data tool. You'll use ChatGPT to learn about Excel features, create cell formulas, clean and categorize data, perform data analysis, write VBA macros, and more. Finally, you’ll learn how add-ins can let you write generative AI prompts directly in Excel cell formulas. By the end of the course, you’ll have the skills needed to use generative AI with Excel in multiple ways.

What you’ll learn and how you can apply it

  • Use Analyze Data and Copilot Pro to interact with Excel tables
  • Use ChatGPT to analyze data, create formulas, write VBA code, and more
  • Use add-ins to use generative AI formulas in Excel cells

This live event is for you because...

  • You have basic knowledge of Excel and want to gain insights into your data.
  • You want to use AI to help you write Excel cell formulas.
  • You're an Excel power user or developer who wants to know how AI can help you write VBA code.
  • You need to clean and transform data and want to know how AI can help you.
  • You're interested to know what the possibilities are for using generative AI with Excel.
  • You're thinking of getting an AI subscription--for example, Copilot Pro--and want to know how it might benefit you.

Prerequisites

  • Basic knowledge of Excel, ideally with knowledge of tables and cell formulas

Recommended preparation:

  • To follow along with the Copilot Pro section, you’ll need Excel 365 and a Copilot Pro license
  • To follow along with the ChatGPT section (recommended) you’ll need to be signed in to ChatGPT and have a working copy of Microsoft Excel, preferably Excel 2016 or above
  • To follow along with the ChatGPT section on writing VBA code you'll need to show the Developer tab by following these instructions

Recommended follow-up:

Schedule

The time frames are only estimates and may vary according to how the class is progressing.

Analyze Data and Copilot Pro in Excel 365 (45 minutes)

  • Demonstration: Analyzing data, generating PivotTables and charts, inserting calculations, applying formats
  • Hands-on exercise: Explore Analyze Data and Copilot Pro
  • Q&A

ChatGPT (115 minutes)

  • Demonstration: Using ChatGPT to analyze data; explaining and writing formulas, macros, custom functions, and more
  • Hands-on exercise: Explore ChatGPT
  • Q&A
  • Break

Using generative AI add-ins (20 minutes)

  • Presentation: Using Excel add-ins to write generative AI cell formulas
  • Q&A

Your Instructor

  • Dawn Griffiths

    Dawn Griffiths is an author and trainer with over 20 years of experience using Excel. Her most recent book is Excel Cookbook, and she's also written several books in the Head First series, including Head First Statistics, Head First Android Development, and Head First Kotlin. Dawn also developed the animated video course The Agile Sketchpad with her husband, David, to teach key concepts and techniques in a way that keeps your brain active and engaged.

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