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The AI-Powered Excel Masterclass: Microsoft Copilot, Automation & Modern Excel

90 Minutes

Recorded Webinar

Overview

AI has been enhancing Excel for years, and today’s Excel users have access to a growing range of tools that can automate tasks, simplify data analysis, and make complex work easier. In this practical webinar, Excel expert and author David Ringstrom, CPA will demonstrate how to use AI-powered features in Excel, including Flash Fill, Analyze Data, Power Query’s Column From Example, and extracting information from pictures and PDF documents.

The session will also explore how AI tools can work alongside Excel to help create and understand formulas, solve spreadsheet challenges, and automate repetitive tasks—even for users with limited VBA experience.

David will demonstrate each technique step-by-step in Excel for Microsoft 365 for Windows, with notes on applicable differences in Excel 2024, 2021, and 2019. Attendees will also receive detailed handouts and an Excel workbook containing examples from the presentation, making it easy to follow along and apply the techniques after the webinar.

Learning Objectives

·      State the functionality that the Flash Fill feature offers.

·      Define the purpose of Excel’s Forecast feature.

·      Recognize the color that dynamic array functions are displayed in within Excel's formula bar in all cells except the cell where the formulas was entered.

Areas Covered

·      Clarifying how the former web apps now align under the Copilot identity.

·      Showing how to pass a text prompt and a cell reference to COPILOT for automated transaction categorization.

·      Extracting data from pictures by way of the From Picture command.

·      Separating first/last names into two columns without using formulas or retyping.

·      Converting a range to a table and using the Total Row to summarize data

·      Merging text from two or more columns without using formulas or repetitive retyping with Flash Fill.

·      Jump-starting PivotTables by way of the Recommended PivotTables feature.

·      Defining the core capabilities of AI agents.

·      Utilizing the COPILOT worksheet function for enhanced data analysis and automation.

·      Distinguishing prompt-based assistance from goal-driven execution.

·      Turning a COPILOT formula into a reusable custom function by defining it as a LAMBDA in Excel.

·      How AI features quietly appear through ongoing Microsoft 365 updates

All Access Pass Banner

All Access Pass Benefits

$999 per year

  • Access to 12 Live or On-Demand Webinars per year
  • All Live and On-Demand webinars include certificates, printable presentation material and handouts
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Speaker

David H. Ringstrom's Avatar

David H. Ringstrom

Microsoft Excel Expert

Acclaimed Microsoft Excel expert David H. Ringstrom, CPA, is the president and owner of Accounting Advisors, Inc. based in Atlanta, Georgia. David founded Accounting Advisors in 1991 as a consulting-services business, but in 2009, he began teaching for continuing education providers as well. His mission since then has been to offer quality training on Excel and additional accounting software via live webcasts, on-demand self-study webcasts, and in-house engagements. More than 24 providers, located throughout the country as well as overseas, now look to David for their Excel and accounting software training needs. David’s Excel courses cover the gamut of the software’s features and functions to provide CPAs as well as accounting and financial professionals the knowledge they need to work more efficiently and effectively in Excel. David is known for saying, “Either you work Excel, or it works you.” Based on this belief, he focuses on teaching users what they don’t know but should know about Excel. His comprehensive yet easy to understand presentations cover Excel 2016, 2013, 2010, and 2007. David’s webcasts are fast paced, and he welcomes attendees’ questions. In addition, his detailed handouts and slides serve as handy reference tools students can fall back on after participating in his webcasts or taking his self-study courses.