AI Tools in Excel
Learn how to use ChatGPT and Copilot to speed up and simplify your Excel work, from cleaning data and writing formulas to generating insights.
A$285 +VAT
AI Tools in Excel
A$285 +VAT
365 days’ access
This course will enable you to
- Identify the distinct strengths of ChatGPT and Excel Copilot, and when to use each
- Clean, reformat, and correct inconsistent data in Excel
- Use AI to troubleshoot formula errors and build them step-by-step
- Generate macro code snippets, troubleshoot and enhance VBA code
- Streamline your Excel workflows
- Create compelling summaries, insights and data visualisations
About the course
Navigating Excel can be disorientating. With the software changing every year, you can suddenly find yourself left in the dark. But with AI tools like ChatGPT and Copilot, you can now consult a friendly voice for advice, ensuring that you’re always using Excel as efficiently as possible.
In this course, you’ll explore how ChatGPT and Copilot can support your work at every stage of a spreadsheet workflow, from cleaning and reformatting data to writing formulas, generating summaries, and building visualisations. You’ll also see how AI can help with more technical tasks like generating macros and enhancing VBA code, while offering guidance on which tool to use and when.
By the end, you’ll be able to use AI confidently to improve the speed, accuracy, and creativity of your Excel work, whether you’re troubleshooting errors, analysing data, or automating repetitive tasks.
Contents
The basics
Using AI
Different AI tools
Introduction to ChatGPT
Useful ChatGPT settings
Using ChatGPT
Using Copilot in Excel
Everyday Excel with Copilot
Cleaning data
Cleaning data with Copilot
Clean Data
Fixing messy data with ChatGPT
Fixing messy data
Getting transformation steps
Writing formulas
Writing formulas with Copilot
Using Copilot
Stepping up with Copilot
Writing formulas with ChatGPT
Using ChatGPT
Fixing formulas with ChatGPT
Using AI to explain formulas
Automating tasks
Generating macros with ChatGPT
Writing macros with ChatGPT
Enhancing macro code with ChatGPT
Power Query
Power Query in action
Analysing data
Data insights with ChatGPT
Analyse Data in Excel
Asking ChatGPT specific questions
Asking Copilot specific questions
Charts in ChatGPT
Enhancing reports with Copilot
Author
Alan Murray
Alan has over 20 years” experience as an Excel trainer and loves to help companies improve their business processes and learn how to harness the power of Excel.
29 reviews for AI Tools in Excel
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Jennifer James –
Excellent guidance on using the different AI tools available
Mohamed Issadeen Azmie Nasoordeen –
more time consuming of a professional, with a fair knowledge in AI and Excel, I spent more than 7 hours to complete the course. others may leave in the middle. My suggestion is to increase to CPD hours to 8 for this course as this is an interesting and timely subject, will be helpful to lot of accountants
Sarah Brooks –
I found it easy for people first learning how AI works and how to incorporate this into Excel workbooks
Malgorzata Kostecka –
very useful and easy to understand
Warwick Pettigrew –
It was a very good course, although how one could complete it fully in 4 hours surprises me. Perhaps it takes me longer as I do make my own notes as I go through the course.
Melanie Rousseaux –
Very useful, great balance between videos case studies and articles
Agathe Piederriere –
Great introduction to how Copilot and ChatGPT can be useful with Excel with lots of examples to follow and exercises to do
Liam Preston –
Some useful ideas about how AI can be used to speed things up but the content is extremely basic. I can’t believe people are using AI to perform some of these tasks.
Christine Landers –
I am only a beginner of CoPilot and Chat GBT. The videos were excellent and the ability to download files and work alongside the narrator were good.
Shasna Kaye –
This is the most useful course for people who forget what they’ve learnt, or it’s been a while since last used and for beginners to use excel more efficiently
David Machin –
Very interesting topic and gives food for thought
Bernie Aherne –
very heloful
Nagalingam Subaskaran –
I learned that this module is very useful for my organisation in understanding how to use ChatGPT and Copilot to analyse data. The module is well structured and clearly explains how these AI features can speed up the analysis process while improving accuracy and efficiency. Using these tools effectively will also save significant time, allowing us to focus more on value-adding activities for our firm and clients.
Trevor Sadowski –
AI is nothing to be scared of, in fact applied correctly it will save you a lot of time especially with analysing data. This course gets you started in the right way.
Suzanne Currell –
Useful topic covered and good examples given
Bonolo Paul Nare –
Very demanding. More than 4 hours required to fully master this comprehensively
Jane Thornton-Smith –
This was such a useful course for me to start learning how to improve and speed up data analysis and reporting using AI.
Andrew Grant –
Very good course to get going with ChatGPT and Co-pilot.
Vicki Swift –
Really Enjoyed this course – Finally I can clearly see how and where I can use AI in day to day work.
Nick Rudderforth –
Really Insightful
Claire Martin –
It was very difficult to follow the Power Query examples as my version of Excel appeared to be different to that used in the course material.
Mohamed Shazmy –
Excellent about latest technology blended with our day to day activities.
Mike Slade –
Overall a good course. I did not have all the functions of Copilot, I wish I new I needed before the start, plus I was unable to load files into ChatGPT, as it is blocked by work.
Hayley Temby –
A good introduction to using AI tools
Victor Nyasulu –
The course was super-amazing, how AI can be applied to simplify day to day tasks that takes up alot of time, which will improve my efficiency and productivity. I highly recommend.
Sook Seong Cheah –
This is good course, but may be too lengthy and tough for new learner for Copilot and Power Query.
Nicola Taylor –
A lot of the elements of this course were really new to me. I loved the easy to follow examples which were backed up with videos which I could pause as I following along using my own examples.
Thomas Morris-Thurgood –
Some good detail on a very relevant topic and I can use this nicely in my role
Laura Walker –
The course provided a good introduction to CoPilot and ChatGPT as I have never used these before. It encourages you to ask a wide range of questions to help analyse data or create formulas. Definitely a good idea to practise with questions that you already know the answer to, so you can see what the responses are like. Some issues with using ChatGPT as if you want to upload data, then you need to register / log in. You can share screenshots to help with formula creation.