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Overview

1.0 Credits
ONLINE

You’ll learn how to transform static spreadsheets into dynamic, decision-enabling
reporting. This session shows how to bring reports to life using Excel’s interactive
features—including dropdowns, slicers, conditional formatting, and tips for
implementing functions and formulas—while using ChatGPT to help generate formulas
and brainstorm layout ideas.

Objectives

  • Apply PivotTables, functions and formulas to create core trend, comparative, and LTM calculations.
  • Use data-validation dropdowns, dependent lists, slicers, and timelines to build selfservice report interfaces that guide scenario analysis and minimize input errors.
  • Select lightweight automation—Worksheet_Change events, one-click VBA/Ofice
  • Scripts, and refresh-all Power Query routines—to distribute ready-to-use workbooks rapidly.
  • Apply Gen AI (“My Excel Buddy” custom GPT) responsibly to generate formulas, refactor macros, and assist you with all Excel related tasks.

Major Topics

  • Advanced data-validation & dependent lists – structured drop-downs keep user inputs clean and drive self-service parameter changes.
  • Scenario-driven slicers – one-click region or date pivots let users explore “what-ifs” without rewriting formulas.
  • PivotTables as data sources – how to set up pivottables as reporting data sources
  • Micro-automation tips – one-click VBA or Office Scripts refresh data, tidy formatting, and export polished PDFs in seconds.
  • Gen AI prompt patterns – Use responsible prompting, data privacy, and ethical considerations in their Gen AI use and consider where “My Excel Buddy” custom GPT can streamline workflows.

Prerequisite

Familiarity with basic
financial statements, Excel
formulas and functions, and
pivot tables.

Advanced Preparation

None

Sessions

Please select the appropriate session or option below to continue with your online purchase

Tuesday, November 24, 2026

General Sessions
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