Although artificial intelligence seems like it is suddenly permeating every aspect of our daily lives, AI has been part of Excel for over a decade now. In this presentation author and Excel expert David Ringstrom, CPA will walk you through various 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. Of course, no discussion of AI would be complete without an exploration of ChatGPT, so David will show you how to write and deconstruct formulas as well as automate repetitive tasks with only a minimal understanding of Excel's Visual Basic for Applications programming language.

David is the author of “Exploring Microsoft Excel's Hidden Treasures: Turbocharge your Excel proficiency with expert tips, automation techniques, and overlooked features”. 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 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.

Excel for Microsoft 365 is a subscription-based product that receives periodic feature updates. Conversely, perpetually licensed versions have year numbers in their names and do not receive any feature updates.

Areas covered in this Training:

  • Deconstructing existing formulas by asking ChatGPT to explain the formula in detail.
  • Understanding the nuance of editing dynamic array-based formulas in Excel 2021 and Microsoft 365.
  •  Retrieving geographic information directly into Excel spreadsheets with the Geography data type.
  • Querying ChatCPT directly from within Excel by way of the LABS.GENERATIVEAI function in Excel for Microsoft 365.
  •  Separating first/last names into two columns without using formulas or retyping.
  • Transforming data in Power Query by way of the Column From Example feature.
  • Exploring the requirements and constraints of Microsoft Copilot in Excel.
  • Creating PivotTables and PivotCharts based upon your data by asking natural language questions with the Analyze Data feature in Excel for Microsoft 365.
  • Extracting data from pictures by way of the From Picture command.
  • Joining text together with spaces or other characters with the TEXTJOIN function in Excel 2019 and later.
  • Jump-starting PivotTables by way of the Recommended PivotTables feature.
  • Navigating through workbooks and identifying non-blank worksheet cells with the Navigation task pane in Microsoft 365.
  • State the functionality that the Flash Fill feature offers.
  • Define the purpose of the Forecast feature in Excel 2016 and later.
  • Recognize the color that dynamic array functions are displayed in within Excel's formula bar in all cells except the cell where the formulas was entered.

Who Should Attend

  • Accountant and Accounting Professionals
  • CPA
  • Tax Professionals
  • Payroll Professionals
  • Business Owners
  • CEO's / CFO's / CTO's
  • Managers
  • Accountants
  • CPA's
  • Financial Consultants
  • IT Professionals
  • Auditors
  • Human Resource Personnel
  • Bookkeepers
  • Marketers
  • Anybody with large amounts of Data
  • Anybody who uses Microsoft Excel on a regular basis, and wants to be more efficient and productive

1. How can I register for this webinar/course?

Enroll now on Pioneer Educator. Explore a variety of webinars presented by industry experts. Choose either ‘live webinar’ or ‘on-demand’, and simply click ‘buy now’ to register

2. Is it possible to register someone else for this course? If so, how can I do that?

You can recommend Pioneer Educator to your friends and colleagues. Expand your professional network by getting them enrolled at pioneereducator.com today!

3. What is web download and transcript or On demand session?

 The web download grants access to the webinar recording, enabling you to receive a link to download and save it on your computer for convenient viewing, multiple times.

 The transcript offers comprehensive written material from the webinar, ensuring you have detailed documentation of the content presented.

 On demand session is when we conduct the webinar as per your available dates after the live training. You will get access to the training for 24 hours.

4. Is there an opportunity to ask questions to the speaker during the session?

Each webinar wraps up with a Q&A session, giving you the opportunity to interact with industry experts and receive answers to all your queries.

5. We provide the following CE credits to the professionals on the approved courses.

  • IRS
  • HRCI
  • SHRM

6. When are the continuing education credits reported to the IRS, HRCI, SHRM and other regulatory bodies ?

Your educational credits will be reported to the appropriate licensing and regulatory bodies within 5-7 business days

7. What should I do if I can’t log my account?

The credentials to log into your account is your EMAIL ADDRESS & PASSWORD used during account creation.

  • If you’ve forgotten your password, please go to the login page and click on the ‘Forgot Password.’ Then enter your registered email id to receive the password reset email. Click on the link given in the email to enter your new password.
  • If the face any challenge, please reach out to us via email support@pioneereducator.com or contact our support team through live chat support.

8. How can I view /access the courses that I have registered for?

Upon registering for any of our webinars or products, you will receive webinar instructions 24 hours before the conference over the your registered mail id with us also check SPAM/JUNK folder. If you’ve not received the instructions, Please reach us at support@pioneereducator.com

9. How can I cancel my registration?

For registration cancellations, please reach out to us via email at support@pioneereducator.com. If you cancel your registration for a paid webinar, expect the refunded amount to be credited back to your payment method within 7 business days.

10. How can I download the learning materials/Handouts available for the webinars/Seminar?

Conference materials will be accessible 4 hours before the webinar begins. You can download them directly from the webinar page or by logging into your account

11. What are the system requirements to attend a live webinar?

Our seamlessly integrated with ZOOM and Gotowebinar for delivering continuing education webinars. The system requirements are :

  • An internet connection – broadband wired or wireless
  • Speakers and a microphone – built-in, USB plug-in, or wireless Bluetooth

12. I took a webinar, where is my certificate?

Your certificate will be sent to you via email within 3 working days after the webinar ends. Alternatively, you can log in to your account at www.pioneereducator.com to retrieve it. If you haven't received the email within this timeframe, please check your spam/junk folder. If you still can't find it, don't hesitate to contact us via email at support@pioneereducator.com or connect with us through the online chatroom.



Download Conference Material

Download Here (Password Needed)

Related Products

Representing Your Client in an IRS Audit

PRESENTER(s): Jim Buttonow
EVENT DATE - 2024-07-18

2024 DOL and EEOC Regulatory Agenda

PRESENTER(s): Gerald L. Maatman, Jr
EVENT DATE - 2024-03-06

IRS Penalties and Abatements

PRESENTER(s): Charles Montecino
EVENT DATE - 2024-09-24

International Tax Update (2024)

PRESENTER(s): Patrick McCormick, JD, LLM
EVENT DATE - 2024-08-22

Federal Individual and Business Tax Update

PRESENTER(s): Warren M Bergstein
EVENT DATE - 2024-11-15

EEOC Guidance on AI

PRESENTER(s): Suzanne Lucas
EVENT DATE - 2024-11-21

IRS Audit Relief: Worker Classification 101

PRESENTER(s): Jason Dinesen
EVENT DATE - 2024-12-03