AI for Excel Formulas

Name: AI for Excel Formulas
Rating: 4.83 (70 reviews)

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

AI for Excel Formulas

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

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

Glory SWILA

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

Basics of AI usage in Excel

Usage of AI to find the complex excel Formule.

Adithya Vedaiyan

fantastic

I am glad to be here to achieve knowledge and I get more

Mohammed Kamrul Hossain Mamun

Great

This is a Skills Booster. If you Know you know.

LAWAL SADU

Very Clear lessons

Lessons were passed clearly withouth a lot af lingering.

Onyekachi Mbadiwe

VERY EXPLANATORY LECTURE VIDEOS AND NOTES

TO KEEP ON ATTEMPTING COURSES

Avbulimen Grace

Best of the best cfl

Aubrey Nchima

Very Interesting

I would like to suggest everyone to go through this course, it can change your view on Excel.

Sourav Chakraborty

Very nice

I learned a lot from this course. Improvement remains in every filed.

Muhammad Farhan Naseem

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.

Jeandre Pike

Informative

Should definitely give it a go!

Shivani Sharma

HEPFUL

THANKYOU FOR PROVIDING KNOWLEDGE

Riya Pandey

csncm js

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.

Muhammad Sameer Khan

Simple and useful course

Excel is important in my daily work, and now AI is getting famous and now I found it was really help me to increase the efficiency for work.

Avis LaiZH

Best Practices in Teaching for every one

This platform could be a great place for anyone to learn quickly and build a strong foundation for their professional career

Manzoor Karim

Fantastic

The Course is Absolutely useful for now a days.

Khushi Junwal

Good introduction

Good introduction to know basic use for chagpt in excel

Francisco J. Batista

Must for excel user

Short, precise and insightful.

Mumammad Abu Saleh Siddique

It's really impressive !!

Tatek Banjaw

convinience for learning and gaining about topics

very simple and eligible for learning various courses through online and acknowledging about it.

Jagadiish S

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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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.

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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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While the courses are designed mainly for self-study, we are happy to provide email assistance for general or technical support inquiries. The Full Immersion bundles include a premium email support function that allows you to communicate directly with in-house experts regarding course content. This is one of the key features that sets the Full Immersion bundle apart and makes it a worthwhile upgrade over the more affordable self-study bundle. You can compare more features in our bundles here.

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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.