AI for Excel Formulas

Overview:

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, Sebastian walks 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.  

Note: The whole case study can be completed with only free versions of AI tools; however, if you have access to Chat GPT Plus, you’ll be able to make a custom GPT that answers formula-based questions in Excel.

Learning Objectives:

Upon completing this course, you should be able to:

• 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

Who Will Benefit: 

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.