During this 1 day session, participants will be guided on the following :

1. Understanding AI's role across the data value chain

• What work is needed to bring data from source to reporting
  • Data ingestion
  • Data cleaning
  • Data transformation
  • Data analysis
• Explain how Generative AI can accelerate and enhance

2. Essential Excel Functions for Financial Automation

• Quick refresher on key formulas and concepts
  • SUMIFS
  • VLOOKUP
  • INDEX-MATCH
  • PivotTables

3. Prompt Engineering : Generating Complex Excel Formulas with AI

• Prompt engineering template to have AI generate advanced Excel formulas

• AS-IS Context (What is your current data ? What are the columns ? How does the first few rows look like ?)
• TO-BE Content (What do you want your data to look like ? How does your expected new rows look like ?)
• Try using Microsoft Copilot/ChatGPT to generate formulas using reasoning models - the latest state of the art model from Microsoft Copilot/ChatGPT

4. Use GENAI() as a formula directly within Excel

• Solve real business scenarios on how data can be intelligently processed in Excel with the GENAI() formula
  • Fill missing data
  • Extract key information
  • Intelligent categorisation
  • Web search per row
  • Hands-on exercise 1 : Real life business scenario to intelligently categorise data

5. AI-driven Data Cleansing and Transformation

• Use Microsoft Copilot / ChatGPT to execute data cleaning steps without the manual work
  • Advanced duplicate detection
  • Missing value handling
  • Formatting standardization
  • Merging and appending spreadsheets together
  • Extracting key info from PDFs and add into spreadsheets
  • Hands on Exercise 2: Data cleaning exercise with Microsoft Copilot/ChatGPT

6. Final Case Study

• Set up reconciliation spreadsheet with the help of GENAI() formula and AI-driven data cleaning

Note : This is a full day hands-on practical workshop with interactive group discussions in-between. Participants are expected to have a working knowledge of basic Excel concepts (e.g. cell references, VLOOKUP()).

They should also ensure they have their Microsoft 365 Copilot licence and ChatGPT 3.5 sign-in account ready before class starts.

At the end of the workshop, participants would be able to :

This workshop is designed for executives in finance and accounting job roles and who wish to understand how AI can apply in their job functions to enhance productivity and reliability.

It shows finance and operations teams how to pair familiar Microsoft Excel skills with cutting-edge generative-AI tools. By embedding Generative AI directly in spreadsheets and using prompt-engineering templates, participants will get to learn to ingest, clean, transform and reconcile data in a fraction of the usual time directly on Microsoft Excel.