ChatGPT for Excel Intermediate Masterclass 4 – Gain the Competitive Advantage

Overview

Option 1 – Accuracy & Compliance Focus
In professional environments, accuracy and documentation are critical. Join Ray for this focused 90-minute session demonstrating how ChatGPT improves precision and control when used alongside Excel. Learn to present effective prompts, validate outputs, and record responses in referenced documents. Through examples such as nested subtotals, named ranges, absolute references, and dynamic chart linking into Word, Ray shows how mastering AI-assisted Excel strengthens governance and delivers audit-ready reporting.
Key Benefits:
• Build structured, documented outputs using AI and Excel
• Detect and correct formula risks with smarter prompting
• Strengthen compliance through transparent, verified processes
Option 2 – Productivity & Automation Focus
Professionals spend valuable time refining charts, formatting reports, and adjusting formulas — but AI makes intermediate Excel tasks made easy. In this practical masterclass, Ray demonstrates how ChatGPT supports exploding pie charts, linking Excel charts dynamically into Word, managing borders and shading, and repeating column titles for printing. By mastering structured prompting techniques, participants gain measurable productivity improvements and a clear competitive advantage.
Key Benefits:
• Automate intermediate Excel routines with AI guidance
• Save time linking Excel outputs into Word documents
• Improve presentation quality while maintaining precision
Option 3 – Insights & Strategic Capability Focus
Move beyond routine spreadsheet work and gain a strategic edge. In this engaging masterclass, Ray reveals how ChatGPT and Excel work together to enhance analysis, structure subtotals, manage absolute and relative references, and embed worksheets into Word. This session focuses on mastering AI-enhanced workflows that elevate reporting standards and strengthen decision-making capability across sectors.
Key Benefits:
• Combine AI prompting with advanced Excel techniques
• Improve analytical clarity and reporting structure
• Strengthen executive decision-making with smarter data use

Why you should Attend

• Harness the full potential of your software investment
• Time-Efficient Power Learning with Focused Topics
• Practical Hands-On Skill Enhancement with High Retention
• Supporting Resources, Learning Guide and Practice Files
• Improved Productivity, Quality and Error Minimization
• Up-to-Date Current Knowledge Transfer
• Professional Development Recognized for Career Advancement
• Interactive Experience Through Chat and Live Interaction
• Rapid Return on Investment

Who Will Benefit

• All Excel Users
• Account Executives
• Accountants
• Auditors
• Bookkeepers
• Business Owners
• Chief Executives
• Controllers
• CPA's
• Cybersecurity staff
• Database Administrators (DBA)
• Educators
• Trainers
• Engineers
• Financial Analysts
• Human Resource Personnel
• IT Professionals
• Managers
• Marketers
• New Recruits
• Project Managers
• Social Media Specialists
• Staff at all level
• Supervisors

Areas Covered in the Session

• ChatGPT Explained
• ChatGPT options, customization, usage terms
• Tips and wider examples of uses
• Understand the screen, key options & ChatGPT capability
• Presenting effective questions to ChatGPT
• Present more advanced questions with your own data for best results
• Record ChatGPT responses in your own referenced document

Work effectively in ChatGPT with questions and answers to these examples:
•    Explode Pie Chart Components Plus 3d Options
•    Dynamically Link an Excel Chart into MS Word
•    Nest Data Subtotals
•    Absolute and Relative References in Formulas
•    If Function with Text
•    Create Named Ranges to Use in Formulas
Extended Learning Topics
In addition to the core webinar content, the following topics are included in the Learning Guide, complete with clear, easy-to-follow step-by-step instructions.
These topics will also be presented and demonstrated live during the webinar where time permits.
•    Insert an Excel Worksheet Into an MS Word Document
•    Repeat Column Titles on Each Printed Page
•    Manage Borders and Shading Techniques and Options