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ChatGPT for Excel - Do’s and Don’ts

Learn to use ChatGPT for Excel formulas, VBA and analysis, write clear prompts, test AI output before you rely on it, and protect sensitive data.

FormatRecorded sessionWatch any time
Length60 minutes
Crispo Mwangi Speaker Crispo Mwangi
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Overview

ChatGPT can speed up Excel work, but only if you use it with care. This 60-minute ChatGPT for Excel training shows professionals how to use AI help for formulas, data analysis and spreadsheet tasks while keeping results accurate and data secure.

You'll learn how to write precise prompts, generate and refine formulas, functions and VBA code, and test AI-generated output in realistic Excel scenarios. Live demonstrations compare successful results with flawed ones and show how to correct them.

The session also covers when AI help is appropriate, data privacy, security and compliance concerns, common pitfalls, and ways to build ChatGPT into your daily Excel workflow without losing control over accuracy and decisions.

Why attend: Used well, ChatGPT can cut time spent on formula troubleshooting, analysis and repetitive tasks. Used carelessly, it can introduce formula errors into business calculations, expose sensitive data or break compliance rules. This webinar suits financial, data and business analysts, accountants and CPAs, operations managers and project managers who use Excel heavily and want to apply AI help confidently and responsibly.

What’s covered

  • What ChatGPT can do for Excel users
  • Writing precise prompts for accurate Excel output
  • Generating and refining formulas, functions and VBA code
  • Validating and testing AI-generated formulas and scripts
  • Common mistakes and pitfalls with ChatGPT in Excel
  • Data privacy, security and compliance considerations
  • Building ChatGPT into daily Excel workflows
  • Live demonstrations: good outputs vs flawed results and how to fix them
  • Improving results with ChatGPT over time
  • Resources and next steps for AI-assisted Excel work

Who should attend

Financial Analysts - Professionals who regularly build complex financial models, perform variance analysis, and create executive reporting dashboardsData Analysts - Specialists responsible for data manipulation, trend analysis, statistical reporting, and business intelligence using Excel as a primary toolBusiness Analysts - Professionals who translate business requirements into Excel solutions, create process documentation, and support decision-making with data insightsAccountants and CPAs - Financial professionals managing general ledgers, preparing financial statements, conducting audits, and ensuring regulatory complianceOperations Managers - Leaders overseeing performance metrics, inventory tracking, resource planning, and operational reporting functionsProject Managers - Professionals managing project timelines, budget tracking, resource allocation, and stakeholder reporting through Excel-based systems

What you get

CertificateEmailed to each attendee after the session.
HandoutsSlides and checklists to reuse with your team.

About the speaker

Crispo Mwangi
Crispo Mwangi

Crispo Mwangi is a globally recognized Microsoft Most Valuable Professional (MVP) in Excel, Excel Book Author, a Microsoft Certified Trainer (MCT), and a leading authority in data management and business analytics. With years of hands-on experience delivering training to diverse audiences across industries, Crispo has helped thousands of professionals unlock the full potential of Excel, Power Query, and other Microsoft tools to solve complex business challenges. Currently, Crispo serves as an Excel Trainer and Consultant, delivering both in-person and online programs that combine deep technical expertise with practical, results-driven learning. He is also the founder and host of the East, Central, and South Africa Online Excel Group, where he leads weekly Excel challenges and fosters a thriving community of analytics professionals. In addition to his training work, Crispo is a sought-after webinar speaker and content creator, producing thought-provoking sessions on topics such as advanced Excel formulas, data automation with VBA, Power Query transformations, and the integration of AI tools like ChatGPT into data workflows. His style blends meticulous clarity with a warm, engaging delivery that empowers learners to apply their skills immediately.

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