Using ChatGPT for Data Analysis with Excel and Power BI

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.

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:

Identify how ChatGPT supports data analysis in Excel and Power BI.
Craft clear, targeted prompts to generate accurate and useful AI responses.
Evaluate and refine ChatGPT outputs for reliability, accuracy, and clarity.
Use ChatGPT to write and troubleshoot Excel formulas, from simple calculations to more
complex Excel functions.
Apply ChatGPT to generate and explain relational data connections and how to ensure proper
data connectivity in Power BI.
Use ChatGPT prompts to evaluate disjointed data output in Power BI visualizations.
How to apply DAX measures in Power BI to troubleshoot and repair incoherent data
connection issues in visual designs.
Use ChatGPT to complete hands-on lab exercises.

Course Outline

Module 1: Getting Started with ChatGPT for Data Work

Comparison of ChatGPT versions and capabilities
How to connect to the ChatGPT application window
Role of ChatGPT in modern data workflows
Prompt writing fundamentals
Strengths and limitations of ChatGPT in analytics
Techniques to refine and improve prompts

Module 2: Using ChatGPT with Excel

Generating basic Excel formulas using natural language
Troubleshooting formulas with AI assistance
Analyzing data using ChatGPT to create various lookup functions
Hands-On Activity Lab:
- Using ChatGPT for completing worksheet formulas involving concatenation
  Utilizing Date/Time functions in a worksheet with both text and lookup functions

Module 3: Using ChatGPT with Power BI

Explanation of relational data sources and ensuring proper data connections
Evaluation of incoherent data output in visualizations
Applying DAX measures for repairing data connection problems
Writing and interpreting DAX with ChatGPT
Usingslicers to develop effective dashboards

Course Information

Course Level: Intermediate

Credit: CPE Hours: 4

Fee: $225

Length: 1/2 day

Using ChatGPT for Data Analysis with Excel and Power BI

Course Information

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