Dates and location
Hours
Dates and location
Hours
Description
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.
Topics Include:
- ChatGPT vs. Gemini
- Create and Test a Custom GPT for Excel
- Searching Custom GPTs
- Fixing a Formula Error
- Writing a Better Prompt
- Simplify Formulas
- Simplify IF Formula
- Manipulating Dates
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Key Takeaways
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 Will Benefit
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.
How to Access the Course
New mobile learning! Download Blackboard Learn from your app store (iOS or Android). Learn more.
To access the course on your computer please visit our BlackBoard site, and log-in using the same login and password used for the Registration Portal.
Please allow up to 15 minutes after registration for the course to appear on your BlackBoard page.
Registration, cancellation, withdrawal and all other CPA Ontario PD policies can be found here.
Speaker(s)
Sebastian Taylor started his career in risk management, managing the implementation and operations of quantitative energy hedging strategies. Having since worked in several different industries, from finance to retail and service, Seb’s business intelligence skills were developed within the realities of real-world business requirements. Seb has worked in a range of companies with differing levels of data maturity, from start-ups with zero data infrastructure to large multinationals with centralized global data. The constant in all these has been Seb’s drive to improve analytical decision-making through better automation, more effective models, and clarity of communication.