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Course Description
Unlock the power of AI to elevate your data analysis skills in this interactive, instructor-led workshop. Using ChatGPT for Data Analysis with Excel and Power BI is a practical, hands-on course designed for analysts, finance professionals, and Excel/Power BI users who want to streamline tasks, uncover insights faster, and automate repetitive processes using natural language.
Through guided activities and real-world scenarios, you’ll learn how to craft effective prompts, use ChatGPT to write formulas, debug code, build dashboards, and generate analysis summaries—all while understanding the limitations and best practices of AI assistance. This 4-hour course equips you with the tools to integrate ChatGPT into your day-to-day data workflow and communicate more effectively with your AI co-pilot.
Course Objectives
By the end of this course, participants will be able to:
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Understand how ChatGPT supports data analysis in Excel and Power BI
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Craft clear, targeted prompts to generate accurate and useful AI responses
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Use ChatGPT to write and troubleshoot Excel formulas, Power Query M code, and simple macros
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Apply ChatGPT to generate and explain DAX measures and Power BI visual design ideas
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Automate report formatting and data cleanup using AI-generated scripts
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Evaluate and refine ChatGPT outputs for reliability, accuracy, and clarity
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Complete a full data analysis workflow—from cleaning to insight communication—using ChatGPT
Course Outline
Module 1: Getting Started with ChatGPT for Data Work
Topics Covered:
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Role of ChatGPT in modern data workflows
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Prompt writing fundamentals
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Strengths and limitations of ChatGPT in analytics
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Techniques to refine and improve prompts
Hands-On Activities:
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Rewriting vague prompts for clarity
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Prompting ChatGPT to design a data cleanup strategy in Excel
Module 2: Using ChatGPT with Excel
Topics Covered:
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Generating advanced Excel formulas using natural language
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Troubleshooting formulas with AI assistance
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Writing Power Query M code with ChatGPT
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Automating tasks with macros or Office Scripts
Hands-On Activities:
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Practice prompt testing for formulas and macros
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Build a report in Excel using ChatGPT-generated calculations and formatting scripts
Module 3: Using ChatGPT with Power BI
Topics Covered:
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Writing and interpreting DAX with ChatGPT
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Fixing common issues in DAX or M code
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Visual suggestions for effective dashboards
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Using ChatGPT to write summaries for stakeholders
Hands-On Activities:
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Generate and implement DAX measures in Power BI
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Use ChatGPT to suggest visuals and build a basic dashboard
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Draft an executive summary based on your data story
Module 4: Final Challenge – AI-Powered Business Analysis
Topics Covered:
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Prompt engineering for end-to-end analysis
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AI-guided workflow from raw data to insight
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Critically assessing ChatGPT output for quality and completeness
Hands-On Final Project:
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Clean, analyze, and summarize a retail sales dataset
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Build a final report/dashboard in Excel or Power BI using ChatGPT guidance
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Deliver a one-page summary using AI-generated content
Bonus Task (Optional):
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Use ChatGPT to generate automation code (macro or script) to enhance your final report
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IMPORTANT INFORMATION ABOUT PARTICIPATION: As part of our sponsorship with NASBA, we have agreed to provide at least three (3) instances of engagement per CPE hour (50 minutes). These may come in the form of open-ended questions, hand-raising, polling, and other techniques. You MUST answer or respond to all three opportunities to engage in order to receive credit for that CPE hour. Knowledge Source Inc. retains these responses after all CPE classes for audit purposes.
Knowledge Source Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
