AI for Excel beyond the basics

Level

Intermediate

Webinar ID

IQW24G0761

  • Utilizing AI to streamline the creation of new columns in Power Query by analyzing existing data patterns and automatically generating transformations.
  • Implementing fuzzy joins in Power Query to merge data from different sources even when there are discrepancies such as typos or different naming conventions.
  • Leveraging AI in Excel Online to automatically create formulas by providing example results, simplifying complex calculations and data transformations.
  • Using Excel's Forecast Sheet to employ AI-driven algorithms for analyzing historical data and generating predictive forecasts for effective planning and risk management.
  • Exploring Linked Data Types that connect cells to real-time data from online sources, enriching spreadsheets with dynamic and contextual information.

Overview of the webinar

This webinar introduces intermediate to advanced techniques that combine artificial intelligence with Excel to revolutionize data handling and analysis.

In the realm of data preparation, AI in Excel allows users to create new data columns automatically in Power Query by simply providing example outputs. This AI-driven feature intuitively generates the necessary transformations across the dataset, saving time and reducing errors, and making data preparation a breeze for those without deep technical skills.

For data merging, AI facilitates fuzzy joins in Power Query, enabling the combination of data from different sources even when entries don't exactly match—crucial for handling real-world discrepancies such as typos or varied naming conventions. This capability ensures more accurate and comprehensive data consolidation.

The webinar also explores the creation of formulas by example in Excel Online. By demonstrating desired results on a subset of data, Excel's AI learns and replicates the applicable logic throughout the dataset. This automation extends to complex calculations, simplifying tedious tasks and freeing up analysts for more strategic analysis.

Additionally, Excel's Forecast Sheet uses AI algorithms to project future trends from historical data, a vital tool for planning and risk management. It quickly generates predictive charts, helping users grasp potential future scenarios without manual data crunching.

Finally, the introduction of Linked Data Types transforms cells into live data points connected to online sources, pulling real-time updates and detailed information directly into spreadsheets. This feature is a game changer for data-driven decision-making, providing depth and context to the numbers.

This webinar is more than just a technical walkthrough; it's about empowering you with AI tools in Excel to enhance your analytical prowess, making your data work smarter and your insights sharper.

Who should attend?

  • Data Analyst
  • Business Analyst
  • Financial Analyst
  • Marketing Analyst
  • Operations Manager
  • Project Manager
  • Financial Controller
  • Accountant
  • Data Scientist
  • Business Intelligence Specialist
  • IT Manager
  • HR Analyst
  • Sales Manager
  • Administrative Coordinator
  • Excel Trainer
  • Management Consultant

Why should you attend?

In today's data-driven world, leveraging artificial intelligence (AI) in Excel can significantly enhance your data processing capabilities, making you more efficient and your analyses more powerful.

By attending this webinar on AI-powered Excel, you'll dive into practical, intermediate to advanced applications that will transform how you work with data. You'll learn how to streamline complex tasks such as creating columns and performing fuzzy joins in Power Query, which can immensely improve your data preparation processes. Additionally, the session will cover innovative features like creating formulas by example in Excel Online and generating reliable forecasts with the Forecast Sheet, enabling you to derive predictive insights effortlessly.

We'll also explore Linked Data Types, a feature that enriches your spreadsheets with contextual data from the web seamlessly. This webinar is not just about learning new tools; it's about empowering you to make informed decisions and elevate your analytical skills to the next level. Join us to unlock the full potential of AI in Excel and stay ahead in the evolving landscape of data analytics.

Faculty - Mr.George Mount

George Mount is the founder and CEO of Stringfest Analytics, a consulting firm specializing in analytics education and upskilling. He has worked with leading bootcamps, learning platforms and practice organizations to help individuals excel at analytics.

George regularly blogs and speaks on data analysis, data education and workforce development and is the author of Advancing into Analytics: From Excel to Python and R (O’Reilly Media, 2021). He is a recipient of the Microsoft Most Valuable Professional (MVP) award for exceptional technical expertise and community advocacy in the field of Excel.

George holds a bachelor’s degree in economics from Hillsdale College and master’s degrees in finance and information systems from Case Western Reserve University. He resides in Cleveland, Ohio.

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