Artificial intelligence in Excel goes well beyond Copilot, offering a range of built-in tools to simplify data cleaning, uncover valuable insights, automate repetitive tasks, and create more efficient spreadsheets. In this session, David Ringstrom, CPA and author of Excel for Dummies, explores Excel’s existing intelligent features alongside the latest AI capabilities emerging through Microsoft 365 and Copilot.
You’ll discover how to use tools such as Flash Fill, Recommended PivotTables, Analyze Data, and data extraction from images and web sources. The session will also demonstrate how ChatGPT and Copilot can assist with writing formulas, categorizing transactions, and developing reusable spreadsheet solutions. Finally, you’ll gain insight into Microsoft’s evolving AI roadmap, including AI agents, Copilot-powered functions, and emerging innovations that are transforming the way Excel users manage and analyze data.
David has more than 30 years of experience as a spreadsheet and accounting software consultant and speaker. He has presented over 2,500 live webinars and is the author or co-author of ten books, including “Microsoft 365 Excel All-in-One for Dummies”, “Microsoft 365 Excel for Dummies”, “Exploring Microsoft Excel’s Hidden Treasures”, and “QuickBooks Online for Dummies”.
In his webinars, David demonstrates every technique twice: first on a PowerPoint slide with numbered steps, and then live in Excel for Microsoft 365 for Windows. He highlights any differences in Excel 2024, 2021, or 2019 during the presentation and in his detailed handouts. Attendees also receive an Excel workbook containing most of the examples he uses, making it easy to follow along and apply the techniques later. David additionally supports Excel for Mac users by answering their follow-up questions via email.
