Course · 7 chapters
Excel with ChatGPT for Finance
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.
What you'll be able to do
- 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.
What's inside
- 1Excel with ChatGPT for Finance: Start Here
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.
- 2Your First Upload: Messy Export to Clean Answer
Upload a raw system export, ask plain-English questions, and download the cleaned xlsx, ending with a starter prompt pack.
- 3Merge Two Files Without a VLOOKUP
Upload both files, name the common column, and download one combined, deduplicated workbook.
- 4Month-End in Half the Time
Turn actuals-vs-budget into a variance table and a first-draft commentary for the management pack.
- 5ChatGPT Inside Excel
Install the official sidebar, build and fix a model in place, and approve every edit before it lands.
- 6Charts and One-Pagers
Turn a data file into clear charts and a tight one-page executive summary ready for the deck.
- 7Keep It Safe
Company-data rules, how to redact before uploading, and a fast routine for checking every AI number against source.
Earn a certificate
Complete all chapters to receive your certificate of completion.