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AI and Microsoft Excel

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 webinar, we’ll discuss AI-powered features in Excel, and explore how to use ChatGPT to write and deconstruct formulas as well as automate repetitive tasks.

OnDemand
DATE

Recorded Tuesday,
July 1, 2025

INSTRUCTOR

David Ringstrom

DURATION

2 Hours

FORMAT

Webinar

CREDIT TYPE

2 CPE Credits

$299.00 or 1 Token

Includes: 30 Days OnDemand Playback, Presenter Materials and Handouts

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Author and Excel expert David Ringstrom, CPA will walk you through 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. 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 will also show you how to use ChatGPT to work more efficiently with only a minimal understanding of Excel's Visual Basic for Applications programming language.

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.

What You'll Learn

  • Using the Recommended Charts feature to create suitable charts from data with a couple of mouse clicks
  • Extracting data from pictures by way of the From Picture command
  • Integrating data on web pages into your workbooks and creating automatic links
  • Navigating through workbooks and identifying non-blank worksheet cells with the Navigation task pane in Microsoft 365
  • Understanding the nuance of editing dynamic array-based formulas in Excel 2021 and Microsoft 365
  • Adding totals and filters that automatically adjust based on which rows are visible
  • 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
  • Exploring the requirements and constraints of Microsoft Copilot in Excel
  • Merging text from two or more columns into a single column without using formulas or repetitive retyping with Flash Fill
  • Automating repetitive tasks in Excel by having ChatGPT write Visual Basic for Applications programming code
  • Deconstructing existing formulas by asking ChatGPT to explain the formula in detail.

Who Should Attend

Professionals seeking to leverage artificial intelligence with regard to spreadsheets will benefit from this course.

Field of Study:Computer Software & Applications

Skill level:Basic

Prerequisites:None

Advanced Preparation:None

David Ringstrom

Instructor Bio

David H. Ringstrom, CPA, is an author and nationally recognized instructor who teaches scores of webinars each year. His Excel courses are based on over 25 years of consulting and teaching experience. David's mantra is "Either you work Excel, or it works you", so he focuses on what he sees users don't, but should, know about Microsoft Excel. His goal is to empower you to use Excel more effectively. To learn more about David, you can view his LinkedIn profile and follow him on Facebook or Twitter (@excelwriter).

Continuing Education Credit Information

AI and Microsoft Excel has been approved for 2 CPE credits. Credits are redeemable for Live attendance only.

OnCourse Learning is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Students can contact OnCourse Learning via email at support@oncourselearning.com to lodge complaints or issues.

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