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AI and Microsoft Excel

Although AI seems like it is suddenly everywhere in our daily lives, AI has been part of Excel for 10+ years. 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.

Upcoming
Tuesday, July 1st, 2025
1:30 pm - 3:30 pm
Presented by David Ringstrom
2 CPE Credits
$299.00 or 1 Token

Includes: Live Access, 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

  • Keep or remove rows from the start or end of an array with the TAKE and DROP functions
  • Query ChatCPT directly within Excel by way of the LABS.GENERATIVEAI function in Excel for Microsoft 365
  • Understand the nuance of editing dynamic array-based formulas in Excel 2021 and Microsoft 365
  • Jump-starting PivotTables by way of the Recommended PivotTables feature
  • Track your portfolio within Excel by using the Stocks Data Type in Microsoft 365

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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