Spreadsheet AI

Level: Intermediate

Available Durations:

  • 100 Minutes Live


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 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.

Who should attend:

Professionals seeking to leverage artificial intelligence with regard to spreadsheets.

Topics typically covered:

  • Retrieving geographic information directly into Excel spreadsheets with the Geography data type.
  • Querying ChatGPT directly from within Excel by way of the LABS.GENERATIVEAI function in Excel for Microsoft 365.
  • Understanding the nuance of editing dynamic array-based formulas in Excel 2021 and Microsoft 365.
  • Extracting data from pictures by way of the From Picture command.
  • Deconstructing existing formulas by asking ChatGPT to explain the formula in detail.
  • Using ChatGPT to create formulas in Excel based upon a written description of the desired calculation.
  • Using the Recommended Charts feature to create suitable charts from data with a couple of mouse clicks.
  • Installing the free Excel Labs Add-In which enables API access to ChatGPT.
  • Displaying subsets of data dynamically by way of the new FILTER worksheet function.
  • Joining text together with spaces or other characters with the TEXTJOIN function in Excel 2019 and later.
  • Separating first/last names into two columns without using formulas or retyping.
  • Exploring the Forecast Sheet feature to extrapolate trends based on existing data in your spreadsheets.

Learning objectives:

  • Identify the Excel feature that can be used to create Excel macros without manually writing any programming code.
  • Identify the feature that allows you to separate data into multiple columns.
  • State which menu the Get Data command appears on in Excel 2019 and later.


Live webcast

Instructional Method:

Group: Internet-based

NASBA Field of Study:

Specialized Knowledge and Applications (2 hours)

Program Prerequisites:

Prior experience with Microsoft Excel is recommended.

Advance Preparation:


About the Instructor:

David H. Ringstrom, CPA is the owner of Accounting Advisors, Inc., an Atlanta-based spreadsheet consulting firm that he started in 1991. Throughout his career David has spoken at conferences on Microsoft Excel, and written dozens of freelance articles about spreadsheets. He offers Excel and Access training and consulting services nationwide.

Pricing and Format Options:

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