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MS Excel and ChatGPT: Intermediate Smart Spreadsheet Workflows

Combine Excel with ChatGPT to write formulas faster, clean and structure data, build charts and pivot tables, and analyse data in conversation.

A person reviewing a spreadsheet on a laptop

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Digital tools and AI

What you will be able to do

  • Navigate key Excel tools and apply core formulas, functions and cell references
  • Use ChatGPT to generate accurate Excel formulas and automate tasks
  • Use XLOOKUP and handle inconsistent data
  • Build structured datasets with ranges, tables and named elements
  • Create multi-criteria logic and data validation rules with AI
  • Choose suitable charts, analyse with pivot tables and run conversational data analysis

Who should attend

  • Administrative and support staff who report in Excel
  • Professionals in business, finance, HR and operations
  • Beginner to intermediate Excel users who want to work faster with AI
  • Students and academic staff who handle data

Course outline

  1. 1

    Excel ribbon and ChatGPT integration

    • Integrating ChatGPT into Excel
    • Prompt fundamentals
  2. 2

    Fundamental formulas and references

    • Core formulas
    • Cell references
  3. 3

    Writing formulas with ChatGPT

    • Describe the task, get the formula
  4. 4

    Function fundamentals

    • Common functions
  5. 5

    Multi-criteria logic and text concatenation

    • Generating zero-error multi-criteria logic
    • Concatenating text
  6. 6

    XLOOKUP

    • Building lookup arrays across worksheets
    • Handling text mismatches
  7. 7

    Ranges, tables, naming and data validation

    • Structuring datasets
    • Generating validation rules with ChatGPT
  8. 8

    Charts recommended by ChatGPT

    • Choosing the right chart for your data
  9. 9

    Pivot tables for data analysis

    • Summarising and analysing datasets
  10. 10

    Conversational data analysis

    • Speaking with ChatGPT to analyse data

Your trainers

  • Dr Bong Chih HowPhD Computer Science, University of Colorado, USA

    Associate Professor at UNIMAS, Faculty of Computer Science and IT. HRDC accredited trainer, Microsoft Certified Professional and Certified ScrumMaster, with over 30 professional training sessions in digital and data technologies.

  • Dr Lee Nung KionPhD, La Trobe University, Australia

    Associate Professor at UNIMAS and Deputy Director of its Strategic, Quality and Risk Centre. HRDC certified trainer with over 10 years of research in machine learning and optimisation.

Upcoming sessions

No public date is listed for this course right now. Message us and we will tell you when the next session opens, or arrange it in-house for your team.

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