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 Chat GPT, 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 the subscription-based 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.

• Transforming data in Power Query by way of the Column From Example feature.
• Creating PivotTables and PivotCharts based upon your data by asking natural language questions with the Analyze Data feature in
• Excel for Microsoft 365.
• Linking charts to dynamic array results to create self-updating charts without using programming code.
• 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.
• Extracting data from pictures by way of the From Picture command.
• Separating first/last names into two columns without using formulas or retyping.
• Jump-starting PivotTables by way of the Recommended PivotTables feature.
• Understanding the nuance of editing dynamic array-based formulas in Excel 2021 and Microsoft 365.
• Using ChatGPT to create formulas in Excel based upon a written description of the desired calculation.
• Deconstructing existing formulas by asking ChatGPT to explain the formula in detail.
• Keep or remove rows from the start or end of an array with the TAKE and DROP functions.

• State the functionality that the Flash Fill feature offers.
• Define the purpose of the Forecast feature in Excel 2016 and later.
• 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..

• Accountants
• CPAs
• CFOs
• Controllers
• Income Tax Preparers
• Enrolled Agents
• Financial Consultants
• IT Professionals
• Auditors
• Human Resource Personnel
• Bookkeepers
• Excel Users
• Marketers
• Government Personnel

During the Q&A session following the live event, ask a question and get a direct response from our expert speaker.

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SPEAKER

David H. Ringstrom, CPA,

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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.

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