AI for Excel Formulas

Name: AI for Excel Formulas
Availability: InStock
Rating: 4.79 (113 reviews)

Work through multiple Excel-Formula-based tasks with ChatGPT and Gemini to help you build a better picture of AI tools and how they can help you be a more efficient analyst.

Learn how to write effective prompts for formula-based tasks.
Use and contrast solutions offered by different AI models.
Practice using AI to write formulas, solve errors, explain the logic, and more.

Start Learning

Overview

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 ChatGPT 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

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.

AI for Excel Formulas Learning Objectives

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

Prerequisite Skills

Recommended skills to have before taking this course.

Excel

AI for Excel Formulas

4.8

Led by Sebastian Taylor

Level 2

53min

100% online and self-paced

Field of Study: Specialized Knowledge

NASBA CPE Credits: 1

Start Learning

What You'll Learn

Lesson

Multimedia

Exams

Files

Introduction

Course Introduction Free Preview

Learning Objectives

AI Use Cases for Data Analysis Free Preview

Setup ChatGPT and Gemini Free Preview

Download Files

Prompting Tips Free Preview

Getting Started with AI for Data Analysis

Unknown Formulas Free Preview

Task Review - Unknown Formulas Free Preview

Task Review - ChatGPT vs Gemini Free Preview

AI Task - Text Formulas Free Preview

Task Review - Text Formulas Free Preview

Writing a Better Prompt - Text Formula Free Preview

AI Task - Simplify Formulas Free Preview

Task Review - Simplify IF Formula

Task Review - Simplify Formulas

Poll

Create a Custom GPT for Excel

Testing the Custom GPT for Excel

Searching Custom GPTs

AI Task - Fixing a Formula Error

Task Review - Fixing a Formula Error

AI Task - Manipulating Dates

Task Review - First Work Day Next Month

Task Review - Month ID Format

AI Task - Sheet References

Task Review - Sheet References

Case Study Review

Qualified Assessment

This Course is Part of the Following Programs

Why stop here? Expand your skills and show your expertise with the professional certifications, specializations, and CPE credits you’re already on your way to earning.

Business Essentials Certificate

Skills Learned Microsoft Excel, Word, PowerPoint, Business Communication, Data Visualization, Ethics
Career Prep Sales Skills, People Management Skills, Relationship Management Skills, Business Analysis Skills

Learn More

Data Analysis in Excel Specialization

Skills Learned Data Modelling & Analysis, Data Transformation, Data Visualization
Career Prep Data Analyst, Business Intelligence Specialist, Data Scientist, Finance Analyst

Learn More

AI for Finance Specialization

Skills You’ll Gain AI-Driven Financial Analysis, Excel Automation, and Applied AI Skills
Great For Financial Analyst, FP&A Analyst, Business Intelligence Analyst, Investment Bankers, Equity Research and more

Learn More

What Our Members Say

Whenever am stressed I associate with people Inorder to reduce worries

Engaging with different people is very good because it gives you the opportunity of learning diverse skills from people you are associate with

Glory SWILA

Best way to learn CHATGPT & Gemini - 1

Its a good course for students to learns the fundamentals of using this application and what are the benefits of it in their professional careers & self knowledge.

Ruchika Singh

Continual Education

CFI has been very helpful with updating my knowledge and skills in meeting my career goals.

ShaShauna McIver

Good leering flatform

leering is most important, this tool is very use full for leering.

rameshbabu thokala

Basics of AI usage in Excel

Usage of AI to find the complex excel Formule.

Adithya Vedaiyan

fantastic

I am glad to be here to achieve knowledge and I get more

Mohammed Kamrul Hossain Mamun

Great

This is a Skills Booster. If you Know you know.

LAWAL SADU

Very Clear lessons

Lessons were passed clearly withouth a lot af lingering.

Onyekachi Mbadiwe

VERY EXPLANATORY LECTURE VIDEOS AND NOTES

TO KEEP ON ATTEMPTING COURSES

Avbulimen Grace

Best of the best cfl

Aubrey Nchima

Very Interesting

I would like to suggest everyone to go through this course, it can change your view on Excel.

Sourav Chakraborty

Very nice

I learned a lot from this course. Improvement remains in every filed.

Muhammad Farhan Naseem

AI Plus Excel Plus Corporate Finance Institute EQUALS Unmatched Financial Mastery

The Corporate Finance Institute consistently exceeds my expectations. I've never encountered better lectures that are both up-to-date and highly relevant to the rapidly evolving work environment. Every time I complete a course, I am eager to apply what I've learned in real-world situations.

Jeandre Pike

Informative

Should definitely give it a go!

Shivani Sharma

HEPFUL

THANKYOU FOR PROVIDING KNOWLEDGE

Riya Pandey

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Tell us something you love about this course. (Optional)

MUHAMMAD NABEEL

Great for accounting students and alumni

Firstly, I must commend your team for creating such a user-friendly platform. Navigating through the site was smooth, and I easily found the courses I was interested in. However, I believe there's room for improvement in the search function where you could use AI for search purposes and where we could add prompts to find best suitable courses. I must say that the quality of the content exceeded my expectations. The courses were informative, engaging, and equipped me with practical skills applicable to my field. Kudos to your team for consistently delivering high-quality educational content.

Muhammad Sameer Khan

Simple and useful course

Excel is important in my daily work, and now AI is getting famous and now I found it was really help me to increase the efficiency for work.

Avis LaiZH

Best Practices in Teaching for every one

This platform could be a great place for anyone to learn quickly and build a strong foundation for their professional career

Manzoor Karim

Fantastic

The Course is Absolutely useful for now a days.

Khushi Junwal

Good introduction

Good introduction to know basic use for chagpt in excel

Francisco J. Batista

Must for excel user

Short, precise and insightful.

Mumammad Abu Saleh Siddique

It's really impressive !!

Tatek Banjaw

convinience for learning and gaining about topics

very simple and eligible for learning various courses through online and acknowledging about it.

Jagadiish S

AI in Excel

Simple data analytics platform with Excel Formula Generator, AI Excel tools, and Business Intelligence to ease business data tasks

MUHAMMAD MUDASSAR

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