Excel with ChatGPT for Finance

Modalità
Online
Lingua
en
Livello
practitioner

Il corso

The AI your team already has, working on spreadsheets two ways: drop a file into the chat and get back a clean, analyzed workbook, or open the official ChatGPT sidebar inside Excel to build and fix models in place.

Identità del corso

Livello

practitioner

Lingua

en

Programma e obiettivi

Obiettivi
  • - Upload a raw system export, ask plain-English questions, and download the cleaned xlsx, ending with a starter prompt pack.
  • - Upload both files, name the common column, and download one combined, deduplicated workbook.
  • - Turn actuals-vs-budget into a variance table and a first-draft commentary for the management pack.
  • - Install the official sidebar, build and fix a model in place, and approve every edit before it lands.
  • - Turn a data file into clear charts and a tight one-page executive summary ready for the deck.
  • - Company-data rules, how to redact before uploading, and a fast routine for checking every AI number against source.
Programma
  • Url: https://aiacademy.anthropos.work/chapters/excel-chatgpt-finance-intro/ · Excel with ChatGPT for Finance: Start Here · Position: 1 · When to drop a file into the chat, when to open the sidebar in Excel, what your plan allows, and what's safe to upload, ending with a one-page decision card.
  • Url: https://aiacademy.anthropos.work/chapters/excel-chatgpt-first-upload/ · Your First Upload: Messy Export to Clean Answer · Position: 2 · Upload a raw system export, ask plain-English questions, and download the cleaned xlsx, ending with a starter prompt pack.
  • Url: https://aiacademy.anthropos.work/chapters/excel-chatgpt-merge-files/ · Merge Two Files Without a VLOOKUP · Position: 3 · Upload both files, name the common column, and download one combined, deduplicated workbook.
  • Url: https://aiacademy.anthropos.work/chapters/excel-chatgpt-variance-commentary/ · Month-End in Half the Time · Position: 4 · Turn actuals-vs-budget into a variance table and a first-draft commentary for the management pack.
  • Url: https://aiacademy.anthropos.work/chapters/excel-chatgpt-sidebar/ · ChatGPT Inside Excel · Position: 5 · Install the official sidebar, build and fix a model in place, and approve every edit before it lands.
  • Url: https://aiacademy.anthropos.work/chapters/excel-chatgpt-charts-summary/ · Charts and One-Pagers · Position: 6 · Turn a data file into clear charts and a tight one-page executive summary ready for the deck.
  • Url: https://aiacademy.anthropos.work/chapters/excel-chatgpt-data-safety/ · Keep It Safe · Position: 7 · Company-data rules, how to redact before uploading, and a fast routine for checking every AI number against source.

Edizioni

Edizioni

Course Mode: online · Course Workload: PT126M · Mode: online

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