Presented by David H. Ringstrom, CPA
 

Although artificial intelligence seems like it is suddenly permeating every aspect of our daily lives, AI has been part of Excel for over a decade now. In this presentation author and Excel expert David Ringstrom, CPA will walk you through various AI-powered features in Excel, including Flash Fill, Analyze Data, Power Query's Column From Example, extracting data from pictures and PDF documents, and more. Of course, no discussion of AI would be complete without an exploration of ChatGPT, so David will show you how to write and deconstruct formulas as well as automate repetitive tasks with only a minimal understanding of Excel's Visual Basic for Applications programming language.

David is the author of “Microsoft Excel 365 for Dummies”, “Exploring Microsoft Excel’s Hidden Treasures”, and has written or co-authored six other books. He demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Excel for Microsoft 365. David draws your attention to any differences in Excel 2021, 2019 or 2016 during the presentation and in his detailed handouts. The handouts include an Excel workbook with most of the examples he uses during his demonstrations.

Excel for Microsoft 365 is a subscription-based product that receives periodic feature updates. Conversely, perpetually licensed versions have year numbers in their names and do not receive any feature updates.

Who should attend:

Professionals seeking to leverage artificial intelligence with regard to spreadsheets.

Topics typically covered:

• Understanding the nuance of editing dynamic array-based formulas in Excel 2021 and Microsoft 365.

• Separating first/last names into two columns without using formulas or retyping.

• Track your portfolio within Excel by using the Stocks Data Type in Microsoft 365.

• Integrating data on web pages into your workbooks and creating automatic links.

• Merging text from two or more columns into a single column with without using formulas or repetitive retyping with Flash Fill.

• Explore how to use the free version of the Microsoft Copilot AI tool.

• Exploring the requirements and constraints of Microsoft Copilot in Excel.

• Displaying subsets of data dynamically by way of the new FILTER worksheet function.

• Using the Recommended Charts feature to create suitable charts from data with a couple of mouse clicks.

• Creating PivotTables and PivotCharts based upon your data by asking natural language questions with the Analyze Data feature in Excel for Microsoft 365.

• Jump-starting PivotTables by way of the Recommended PivotTables feature.

• Using ChatGPT to create formulas in Excel based upon a written description of the desired calculation.

Learning objectives:

• State the functionality that the Flash Fill feature offers.

• Define the purpose of the Forecast feature in Excel 2016 and later.

• Recognize the color that dynamic array functions are displayed in within Excel's formula bar in all cells except the cell where the formulas was entered.