Work through multiple Excel-Formula-based tasks with ChatGPT and Gemini to help you build a better picture of AI tools and how they can help you be a more efficient analyst.
Description
CPA Members only
CPA Australia has partnered with the Corporate Finance Institute (CFI) to curate a collection of professional development courses exclusively for CPA members. CFI courses have an emphasis on hands-on, practical learning and skills acquisition. They teach in-demand industry practices, tools and techniques that help accounting and finance professionals build confidence, stand out from the competition, and make a positive impact on their careers.
AI tools are changing every industry without exception. The analysts of the future will be able to combine their domain knowledge with technical skills and AI assistants to get their work done faster.
AI tools are changing rapidly, and results are often inconsistent, which makes learning how and when to use them all the more important. In this case study, we will walk through multiple formula-based tasks to help you compare AI tools, and establish what prompts get us to the best answers consistently.
Follow along as you solve different problems, from formulas with errors to text-based problems and formulas that need to be simplified.
AI Tool Requirement:
This course requires ChatGPT for hands-on data analysis tasks, including data cleaning, formula generation, and visualization. While the free version offers these features with certain limitations, a paid subscription such as ChatGPT Plus (https://openai.com/chatgpt) is recommended to ensure higher usage limits and full functionality.
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Your satisfactory completion of the training module may be recorded against your CPD hours.
Learning objectives
- Use Chat GPT & Gemini to solve basic Excel formula tasks
- Build an understanding of when using AI is appropriate and when it is not
- Compare outputs from different AI tools to understand strengths and weaknesses
- Solve problems from formula simplification to logic explanations and text formulas
Audience
Analysts who want to start building AI into their Excel workflow to help them stay at the forefront of technology and become more efficient analysts.