Academy

Kurs · 7 Kapitel

Excel with ChatGPT for Finance

The AI your team already has, working on spreadsheets two ways: drop a file into the chat and get back a clean, analyzed workbook, or open the official ChatGPT sidebar inside Excel to build and fix models in place.

Kostenpflichtigpractitioner7 Kapitel126 Min.Englisch + 6 SprachenZertifikat nach Abschluss
Kurs starten

Das wirst du können

  • When to drop a file into the chat, when to open the sidebar in Excel, what your plan allows, and what's safe to upload, ending with a one-page decision card.
  • Upload a raw system export, ask plain-English questions, and download the cleaned xlsx, ending with a starter prompt pack.
  • Upload both files, name the common column, and download one combined, deduplicated workbook.
  • Turn actuals-vs-budget into a variance table and a first-draft commentary for the management pack.
  • Install the official sidebar, build and fix a model in place, and approve every edit before it lands.
  • Turn a data file into clear charts and a tight one-page executive summary ready for the deck.

Was drin ist

  1. 1
    Excel with ChatGPT for Finance: Start Here

    When to drop a file into the chat, when to open the sidebar in Excel, what your plan allows, and what's safe to upload, ending with a one-page decision card.

    11 Min.
  2. 2
    Your First Upload: Messy Export to Clean Answer

    Upload a raw system export, ask plain-English questions, and download the cleaned xlsx, ending with a starter prompt pack.

    15 Min.
  3. 3
    Merge Two Files Without a VLOOKUP

    Upload both files, name the common column, and download one combined, deduplicated workbook.

    20 Min.
  4. 4
    Month-End in Half the Time

    Turn actuals-vs-budget into a variance table and a first-draft commentary for the management pack.

    20 Min.
  5. 5
    ChatGPT Inside Excel

    Install the official sidebar, build and fix a model in place, and approve every edit before it lands.

    20 Min.
  6. 6
    Charts and One-Pagers

    Turn a data file into clear charts and a tight one-page executive summary ready for the deck.

    20 Min.
  7. 7
    Keep It Safe

    Company-data rules, how to redact before uploading, and a fast routine for checking every AI number against source.

    20 Min.

Zertifikat erhalten

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