AI in Excel using ChatGPT and Copilot

Pre-requisites

No prior experience in AI required. 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 data analysis, reporting and decision-making.

Who Will Benefit?

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.

Learning Objectives

• Through the familiar lens of Excel, participants will gain practical skills with AI tools to:
• Apply prompt engineering techniques to interact effectively with AI tools
• Identify the capabilities and limitations of ChatGPT and Copilot in Excel workflows.
• Use ChatGPT to generate Excel formulas and functions efficiently.
• Understand the role of AI in enhancing productivity within Microsoft Excel.
• Recognize the limitations and data security implications of AI assistants.
• Automate repetitive Excel tasks using AI-driven tools.
• Create AI-assisted reports and dashboards in Excel.
• Develop user-defined functions in Excel using AI guidance.
• Troubleshoot Excel issues with the help of AI prompts.
• Enhance data analysis and reporting capabilities in Excel through AI support.

Software setup required

• Participants should have Microsoft 365 (Office).
• To 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. If permitted in your organisation - prior to the course, all participants should register for a free account on ChatGPT.

Introduction to Artificial Intelligence

• Introduction to AI
• LLMs and Natural Language Processing
• Examples of AI tasks
• Limitations of AI assistants
• Data security implications
• Some Prompt Engineering basics

AI & Excel

• Use AI to:
• Create a formula
• Explain what a formula does
• Ask for instructions carrying out a task

Intermediate Level Excel Tasks

• Asking ChatGPT and Copilot for instructions for intermediate tasks
• Conditional formatting
• Using PowerQuery
• Using recently added functions like RANDARRAY(), VSTACK(), HSTACK() and REGEXEXTRACT()

Advanced Level Excel Tasks

• Asking ChatGPT and Copilot to:
• Explain the LAMBDA function
• Explain the LET function
• Create a User Defined function using LAMBDA
• Create simple automation using VBA
• Create more advanced automation using VBA