ChatGPT for Excel - Do’s and Don’ts

Overview

This webinar examines the strategic integration of ChatGPT as a productivity tool for Excel users in professional environments. Participants will learn evidence-based approaches to leveraging AI assistance for formula development, data analysis, and spreadsheet optimization while maintaining accuracy and security standards.
The session addresses practical implementation strategies, including effective prompt engineering, output validation protocols, and workflow integration methods. Key focus areas include appropriate use cases for AI assistance, data privacy considerations, and compliance requirements for organizational environments.
Attendees will gain actionable frameworks for incorporating ChatGPT into their Excel workflows while understanding critical limitations and risk mitigation strategies. The program emphasizes professional judgment in AI utilization, ensuring participants can maximize productivity benefits while avoiding common implementation pitfalls that could compromise data integrity or organizational security.
Upon completion, participants will possess the knowledge and tools necessary to implement ChatGPT as an effective Excel productivity enhancement within their professional context, supported by clear guidelines for responsible and compliant usage.

Area Covered

•   Introduction to ChatGPT and its capabilities for Excel users.
•   Crafting effective, precise prompts to get accurate Excel-related outputs.
•   Using ChatGPT to generate and refine Excel formulas, functions, and VBA code.
•   Validating and testing AI-generated formulas and scripts in real-world Excel scenarios.
•   Common mistakes and pitfalls when using ChatGPT for Excel tasks.
•   Data privacy, security, and compliance considerations when using AI tools.
•   Integrating ChatGPT into day-to-day Excel workflows for productivity gains.
•   Live demonstrations: Successful outputs vs. flawed results and how to correct them.
•   Tips for continuous learning and improving results with ChatGPT over time.
•   Resources and next steps for mastering AI-assisted Excel work.

Why Should You Attend

This webinar addresses the critical gap between ChatGPT's potential and practical, safe implementation in professional Excel environments. Attendees will learn to dramatically reduce time spent on formula troubleshooting, data analysis, and repetitive tasks—often cutting hours of work down to minutes—while simultaneously establishing proper safeguards to protect sensitive data and maintain compliance standards.

The training is essential because improper use of AI tools with Excel can lead to formula errors in critical business calculations, inadvertent data breaches, or compliance violations, while underutilization means missing opportunities for substantial productivity gains that competitors may already be capturing. Participants will leave with immediately applicable skills to leverage AI assistance confidently and responsibly, positioning themselves as more efficient and valuable contributors in an increasingly AI-integrated workplace.

Who Will Benefit?

Financial Analysts - Professionals who regularly build complex financial models, perform variance analysis, and create executive reporting dashboards
Data Analysts - Specialists responsible for data manipulation, trend analysis, statistical reporting, and business intelligence using Excel as a primary tool
Business Analysts - Professionals who translate business requirements into Excel solutions, create process documentation, and support decision-making with data insights
Accountants and CPAs - Financial professionals managing general ledgers, preparing financial statements, conducting audits, and ensuring regulatory compliance
Operations Managers - Leaders overseeing performance metrics, inventory tracking, resource planning, and operational reporting functions
Project Managers - Professionals managing project timelines, budget tracking, resource allocation, and stakeholder reporting through Excel-based systems

Speaker

Crispo Mwangi is a globally recognized Microsoft Most Valuable Professional (MVP) in Excel, Excel Book Author, a Microsoft Certified Trainer (MCT), and a leading authority in data management and business analytics. With years of hands-on experience delivering training to diverse audiences across industries, Crispo has helped thousands of professionals unlock the full potential of Excel, Power Query, and other Microsoft tools to solve complex business challenges. Currently, Crispo serves as an Excel Trainer and Consultant, delivering both in-person and online programs that combine deep technical expertise with practical, results-driven learning. He is also the founder and host of the East, Central, and South Africa Online Excel Group, where he leads weekly Excel challenges and fosters a thriving community of analytics professionals. In addition to his training work, Crispo is a sought-after webinar speaker and content creator, producing thought-provoking sessions on topics such as advanced Excel formulas, data automation with VBA, Power Query transformations, and the integration of AI tools like ChatGPT into data workflows. His style blends meticulous clarity with a warm, engaging delivery that empowers learners to apply their skills immediately.