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Using the ChatGPT Add-in for Excel: Practical AI Workflows for Analysis and Reporting
- Overview of the ChatGPT add-in for Excel and how it works
- Connecting Excel data to ChatGPT prompts
- Generating and troubleshooting Excel formulas with AI assistance
- Summarizing datasets and explaining analytical results
- Drafting narrative insights for reports and presentations
- Using AI to explore patterns and ask analytical questions
- Practical examples for finance, audit, and operations teams
- Validation strategies for AI-assisted Excel outputs
- Best practices for integrating generative AI into existing Excel workflow
Overview of the webinar
Generative AI tools are rapidly becoming part of the modern data workflow, but many professionals are still unsure how these tools fit into the day-to-day work they already perform in Excel. The ChatGPT add-in for Excel provides a practical bridge between spreadsheets and generative AI by allowing users to send prompts directly from Excel and receive structured responses that can assist with analysis, formulas, explanations, and documentation.
This session introduces the ChatGPT add-in from a practical, business-focused perspective. Rather than focusing on theory, the session will demonstrate common scenarios where the tool can assist analysts and operations teams who already rely on Excel. Examples will include generating formulas, summarizing datasets, drafting narrative explanations for reports, and using AI to assist with exploratory analysis.
The session will also address one of the most important concerns surrounding AI in business environments: reliability and validation. Participants will learn strategies for reviewing and validating AI-generated outputs so that AI assistance can complement existing Excel processes without introducing unnecessary risk.
Throughout the session, attendees will see how generative AI works alongside familiar Excel tools such as tables, formulas, and structured data. By the end of the session, participants will have a clearer understanding of when the ChatGPT add-in can accelerate their work and how to integrate it responsibly into their existing analytical workflows.
Who should attend?
- Financial Analyst
- Risk Analyst
- Audit Analyst
- Operations Analyst
- Business Analyst
- Data Analyst
- Finance Manager
- Internal Auditor
- Compliance Analyst
- Operations Manager
Why should you attend?
Excel remains the primary analysis tool for finance, risk, audit, and operations teams. At the same time, generative AI tools such as ChatGPT are quickly changing how professionals work with data. The new ChatGPT add-in for Excel brings these capabilities directly into the spreadsheet environment, allowing users to analyze data, explain results, draft summaries, and accelerate common tasks without leaving Excel.
In this session, Excel MVP George Mount will demonstrate how the ChatGPT add-in can support everyday analytical work in a controlled and practical way. Rather than replacing Excel skills, the tool can help users move faster on tasks such as summarizing datasets, explaining variances, generating formulas, and preparing written insights for reports.
Attendees will see realistic examples relevant to finance, audit, and operational teams, along with guidance on where AI assistance is helpful and where traditional Excel methods should still be used. The goal is to help professionals understand how to safely and productively integrate generative AI into their existing Excel workflows.
Faculty - Mr.George Mount
George Mount is the founder and CEO of Stringfest Analytics, a consulting firm specializing in analytics education and upskilling. He has worked with leading bootcamps, learning platforms and practice organizations to help individuals excel at analytics.
George regularly blogs and speaks on data analysis, data education and workforce development and is the author of Advancing into Analytics: From Excel to Python and R (O’Reilly Media, 2021). He is a recipient of the Microsoft Most Valuable Professional (MVP) award for exceptional technical expertise and community advocacy in the field of Excel.
George holds a bachelor’s degree in economics from Hillsdale College and master’s degrees in finance and information systems from Case Western Reserve University. He resides in Cleveland, Ohio.