Explore how to harness the power of built-in AI features in Microsoft Excel to enhance your data workflows, increase efficiency, and gain faster insights
Description
Explore how to harness the power of built-in AI features in Microsoft Excel to enhance your data workflows, increase efficiency, and gain faster insights.
In this practical webinar, we begin by demonstrating how to enrich datasets using geo-tagging and company ticker symbols, tapping into Excel’s connected data types. This leads into the creation of a global heat map, visualizing geographical trends in just a few clicks.Next, we delve into predictive text capabilities, starting with simple examples and progressing to more complex scenarios, all while showcasing how Excel’s AI handles pattern recognition and data transformation. ChatGPT is introduced as a comparison tool, showing how external generative AI can complement and sometimes outperform Excel's native intelligence.
From there, you'll see how Power Query can generate M code through natural language inputs, and how the Forecast Sheet feature creates future revenue time-based predictions. We'll also demonstrate how the Analyze Data tool automatically builds charts and summaries, and how the Automate menu streamlines repetitive tasks.
Key topics:
- Geo-tagging and company ticker symbols to expand and enrich datasets
- Creating a global heat map using location-based data
- Exploring predictive text with generative AI, from basic to advanced examples
- Using Power Query with natural language to generate M code
- Forecasting future trends with the Forecast Sheet feature
- Automating chart and summary creation using Analyze Data
- Streamlining workflows using Excel’s Automate menu
As part of this webinar you will receive,
- Downloadable worksheets with practical tasks to embed the knowledge
- A comprehensive learning Manual
This recorded webinar is delivered by Excel expert and trainer, Marcus Small. Click here for Marcus' biography.
Learning objectives
- Use geo-tagging and linked data types to build dynamic datasets.
- Create a heat map from geo-tagged data to reveal geographic trends.
- Explore how predictive text and generative AI tools (Excel Copilot & ChatGPT) can solve complex data challenges.
- Build foundational knowledge of Excel’s AI-powered Analyze Data tool for quick insights.
- Automate repetitive tasks using Excel’s Automate menu.
- Configure manual data refreshes to keep reports scalable, up-to-date, and reliable.
Audience
Professionals working in SME or Corporate entities in specialist or analyst and mid-level career roles in job functions such as external reporting, financial control and management accounting.
