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, 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.
Cancellation Policy: Participants must cancel at least two weeks (ten working days) prior to class or tuition will be forfeited.
IMPORTANT INFORMATION ABOUT PARTICIPATION for CPAs: 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. 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.
Course Objectives
By the end of this course, participants will be able to:
Course Outline
Module 1: Getting Started with ChatGPT for Data Work
Module 2: Using ChatGPT with Excel
Module 3: Using ChatGPT with Power BI
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.
