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Corporate Finance Institute

AI for Excel Formulas

via Corporate Finance Institute

Overview

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AI for Excel Formulas Course 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.  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.

“In just a few steps we were able to build a Custom Excel Formula AI model that could consistently give us the best results, and save us time!” Seb Taylor – BIDA

AI for Excel Formulas Cours Objectives

Upon completing this course, you will 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 Should Take This Course?

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.

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.

Syllabus

  • Introduction
  • Getting Started with AI for Data Analysis
  • Case Study Review

Taught by

Sebastian Taylor

Reviews

4.8 rating at Corporate Finance Institute based on 113 ratings

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