Turbocharge Your Excel Skills with ChatGP

  • Do you want to build custom Excel tools but lack coding skills??
  • Do you get stuck attempting to write complicated nested formulas?
  • Do you feel overwhelmed trying to make sense of disorganized data?
  • Do you lack creativity in bringing visualizations and reports to life?
  • Do you fear you may get left behind by new AI capabilities and tools?

If so, then the AI in Excel using ChatGPT course will help you.




This course is for Excel users who want to unlock the benefits of AI through ChatGPT integration to elevate their Excel skills and output. No prior experience in AI is required, as the course will cover foundational concepts.

Format ​

  • 1 day, instructor-led web-based virtual classroom sessions

What’s Included

  • Comprehensive Learning Guide and Resource Manual
  • Subscription to our monthly LearningLink e-newsletter

Take Your Spreadsheets to the Next Level

Learn how to realise the potential of Artificial Intelligence (AI) within Excel through topics like prompt engineering, visualisation, macros and more, to enhance your capabilities in financial analysis, reporting, and decision-making

This course will help you:

  • Understand key AI concepts and tools like ChatGPT that can boost Excel
  • Learn prompt engineering techniques to get the most out of ChatGPT
  • Use ChatGPT for faster data wrangling, cleaning and formatting
  • Have ChatGPT help create complex formulas, macros and visualizations
  • Harness AI to enhance analysis, reporting and decision-making in Excel.

FULL OUTLINEMake an enquiry

What you will learn

Understanding AI Fundamentals

Grasp core AI concepts including machine learning, natural language processing and how tools like ChatGPT work to assist humans by understanding language requests. Key techniques like prompt engineering are covered to optimize results.

Integrating ChatGPT into Excel

Apply ChatGPT within Excel for faster data cleaning, formatting, PivotTable/PivotChart creation, complex formula building, custom functions/macros and more – unlocking greater productivity.

Enhancing Analysis and Reporting

By leveraging ChatGPT for visualizations, forecasting, simulations and narrating insights from complex data sets, participants accelerates analytical abilities and reporting efficacies for decision support.

Future-Proofing Your Skillset

By actively trying AI applications for enhancing traditional software, learners future-proof their Excel skills and comprehension of how AI can drive personal, team and organizational success as adoption accelerates across industries.

Detailed Synopsis

Upon completing this course, you will gain practical skills to integrate the power of ChatGPT into Excel to automate repetitive tasks, visualize complex data, develop advanced formulas and models, create macros and custom functions, and unlock more impactful financial analysis.

Prior to the course, all participants should register for a free account on ChatGPT so they can complete the hands-on exercises.

Artificial Intelligence Fundamentals

  • Overview of Artificial Intelligence
  • Some examples of working AI tools
  • ChatGPT,
  • MidJourney,
  • Dall-E,
  • Introduction to ChatGPT
  • Some Prompt Engineering techniques.

Using ChatGPT with Excel

  • Generating test data
  • Cleaning and formatting the information.
  • Performing analysis using Power Query and Power Pivot

  • Apply conditional formatting.
  • Get ChatGPT to produce a graph.
  • Create complex formulas like VLOOKUP and INDEX / MATCH.
  • Generate a reusable user defined function using the LAMBDA function.
  • Create a VBA macro.


Data Security Implications

Possible topics for discussion include:

  • Best practices for sharing sensitive data sets with ChatGPT to prevent exposure
  • Mitigating risks from potential data retention by ChatGPT even after conversations
  • Understanding ChatGPT’s limitations in handling confidential personal information
  • Additional measures like Excel spreadsheet permissions, encryption and access controls
  • How to avoid inadvertently exposing credentials or allowing unauthorized access
  • Responsible prompt engineering – formulating requests carefully without revealing private data


This technical training course is made available to you through our strategic partnership with “Professional Training Solutions Limited”. Thanks to this partnership we can deliver top-notch technical training for both beginners and experts.

Our technical training programs are tailored to help you keep up with the dynamic business environment through state-of-the-art training and continuous support. With our training, you can rest assured that your business is current and efficient.

Enquire about a course