Excel Explained: AI-Based Features

Date:

Mar 16, 2026

Register

Although AI may feel new, Excel has been using AI-powered features for years. In this session, Excel expert and Excel for Dummies author David Ringstrom, CPA, explores tools like Flash Fill, Analyze Data, and Power Query’s Column From Example, then shows how ChatGPT can help write, understand, and automate Excel formulas and tasks with minimal VBA knowledge.

Agenda

March 16, 2026
2:30 pm - 4:30 pm EST

Although artificial intelligence seems like it is suddenly permeating every aspect of our daily lives, AI has been part of Excel for over a decade now. In this presentation author and Excel expert David Ringstrom, CPA will walk you through various AI-powered features in Excel, including Flash Fill, Analyze Data, Power Query's Column From Example, extracting data from pictures and PDF documents, and more. Of course, no discussion of AI would be complete without an exploration of ChatGPT, so David will show you how to write and deconstruct formulas as well as automate repetitive tasks with only a minimal understanding of Excel's Visual Basic for Applications programming language.

Topics

What You'll Learn

  • Jump-starting PivotTables by way of the Recommended PivotTables feature.
  • Merging text from two or more columns without using formulas or repetitive retyping with Flash Fill.
  • Integrating data on web pages into your workbooks and creating automatic links.
  • Creating PivotTables and PivotCharts based upon your data by asking natural language questions.
  • Deconstructing existing formulas by asking ChatGPT to explain the formula in detail.
  • Converting a range to a table and using the Total Row to summarize data
Speaker(s)

David H. Ringstrom
CPA

David H. Ringstrom, CPA, is an author and nationally recognized instructor who teaches scores of webinars each year. His Excel courses are based on over 25 years of consulting and teaching experience. David's mantra is "Either you work Excel, or it works you", so he focuses on what he sees users don't, but should, know about Microsoft Excel. His goal is to empower you to use Excel more effectively. To learn more about David, you can view his LinkedIn profile and follow him on Facebook or Twitter (@excelwriter).

Additional Information

Who Should Attend

This session is ideal for commercial and consumer lenders, portfolio managers, relationship managers, and business bankers.

Fees

Live Workshop - $299.00

  • Live Access
  • 30 Days OnDemand Playback
  • Presenter Materials and Handouts

Available Upgrades

  • 12 Months OnDemand Playback - $120.00
  • 12 Months OnDemand Playback + Digital Download - $150.00
  • Additional Live Access - $125.00 per person

**100% surcharge applied to non-members.

Association Contact
Susan Clark   Silvia Regalado
Professional Development Coordinator   Professional Development Coordinator
o: 317-387-9380   o: 317-387-9380
d: 317-333-7169   d: 317-333-7170
sclark@indiana.bank   sregalado@indiana.bank