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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.

AI for Excel Formulas

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Level 2

Approx 1.5h to complete

100% online and self-paced

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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
AI for Excel Formulas is part of the Business Intelligence & Data Analyst (BIDA®) certification, which includes 27 courses.
  • Skills Learned Data visualization, data warehousing and transformation, data modeling and analysis
  • Career Prep Business intelligence analyst, data scientist, data visualization specialist
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

Learner Reviews

Whenever am stressed I associate with people Inorder to reduce worries
Engaging with different people is very good because it gives you the opportunity of learning diverse skills from people you are associate with


Best way to learn CHATGPT & Gemini - 1
Its a good course for students to learns the fundamentals of using this application and what are the benefits of it in their professional careers & self knowledge.

Ruchika Singh

Continual Education
CFI has been very helpful with updating my knowledge and skills in meeting my career goals.

ShaShauna McIver

Good leering flatform
leering is most important, this tool is very use full for leering.

rameshbabu thokala

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Frequently asked questions

What are the requirements to take the courses?
All of our certification programs are open to students and professionals in various industries and levels of experience. Our curriculum is designed to teach what you need to know from basic fundamentals to advanced practical case studies. To take the courses and complete the exercises, students will only need access to a PC and/or Mac, Microsoft Suite (2016 or newer), and a stable internet connection. Click here to view the Technical Requirements
Can I download the Excel files and financial modeling templates for the course?
Absolutely! All the files and templates needed in a course are available for download. Just look for a module that shows Downloadable Files within the course dashboard. See here for a visual guide on how to do this.
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You will have yearly access to the courses as long as you maintain an active subscription. All the courses are self-paced as well so you can take your time in learning without worrying about any deadlines. Click here to compare our available enrollment options.
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Students must complete all the video lessons, quizzes, and final assessments in each course. You can retake the assessments as many times as necessary until you reach an 80% passing grade. For more information on how to earn a course certificate, click HERE.
How are the exams conducted?
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.
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