Event Description

In this session, CPA and author of Microsoft 365 Excel for Dummies David Ringstrom explores practical AI-powered features already built into Microsoft Excel that can help you clean up data, summarize information, and work more efficiently. Rather than focusing on AI for its own sake, David demonstrates reliable, everyday tools such as Flash Fill, Recommended PivotTables, Analyze Data, the Navigation pane, and Excel Tables that use artificial intelligence to reduce repetitive work and uncover insights more quickly. The session concludes with a brief introduction to Microsoft Copilot’s ability to categorize transactions, while reserving a deeper exploration of Copilot’s capabilities for a separate presentation devoted entirely to that topic.

• Jump-starting PivotTables by way of the Recommended PivotTables feature.

• Exploring worksheets, ranges, and objects with quick search and links.

• Using the Total Row in Excel Tables.

• Merging text from two or more columns without using formulas or repetitive retyping with Flash Fill.

• Showing how to pass a text prompt and a cell reference to COPILOT for automated transaction categorization.

• Separating first/last names into two columns without using formulas or retyping.

• Creating PivotTables and PivotCharts based upon your data by asking natural language questions.

Objectives

• State the functionality that the Flash Fill feature offers.

• Define the purpose of Excel’s Forecast feature.

• Recognize the color that dynamic array functions are displayed in within Excel’s formula bar in all cells except the cell where the formulas was entered.