AI for Excel Formulas

Work through multiple Excel-Formula-based tasks with Chat GPT 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.

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Corporate Finance Institute

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 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.

What you'll learn

Lesson

Multimedia

Exams

Files

Introduction

Enjoy a Free Preview Free Preview

Course Introduction Free Preview

AI Use Cases for Data Analysis Free Preview

Setup Chat GPT and Gemini Free Preview

Download Files Free Preview

Prompting Tips Free Preview

Getting Started with AI for Data Analysis

Unknown Formulas Free Preview

Task Review - Unknown Formulas Free Preview

Task Review - Chat GPT 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

End of Free Preview 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

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 Intelligence & Data Analyst (BIDA®) Certification

Skills Learned Data visualization, data warehousing and transformation, data modeling and analysis
Career Prep Business intelligence analyst, data scientist, data visualization specialist

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

What Our Members Say

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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.

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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.

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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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Students are required to complete an online assessment (Multiple choice questions, Fill-in-the-Blanks, and Excel Questions) at the end of each course. You can take the exams on your own schedule and will need to earn at least 80% to pass the course and earn your certificate of course completion. Please note that course exams can be repeated as many times as you need. Students are also required to complete the FMVA® final exam to earn their certification. How to Take a Qualified Assessment

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Based on hundreds of reviews from thousands of students we know how CFI courses have helped so many people advance their finance careers. Our courses are designed to be extremely practical and simulate the experience of being trained as a professional financial analyst…the ultimate way to advance your career. For real-world examples and to help delve even deeper into the course concepts, please look into our free career resources library.