ChatGPT Excel Masterclass - Perfect Charts, Subtotals and Named Ranges

Overview:

Option 1 - Excel Skills and AI Productivity Focus: This 90-minute session gives professionals across all sectors a practical combination of ChatGPT fundamentals and applied intermediate Excel techniques, designed to help you work smarter and produce more professional outputs from your spreadsheet environment.

You begin by understanding what ChatGPT is, how to customise it, how its usage terms apply, and how to ask questions using your own data for more targeted and relevant responses.

A documentation exercise shows you how to record ChatGPT responses in a structured, referenced template you can reuse across future tasks.

Ray then takes you through a comprehensive set of Excel techniques including exploding pie chart segments with 3D options, dynamically linking an Excel chart into Word, nesting data subtotals, absolute and relative cell references, IF formulas with text, named ranges, embedding an Excel worksheet into Word, repeating column titles on printed pages, and managing borders and shading.

Every technique is demonstrated live so you can follow along and apply what you learn immediately in your own work.

Key Benefits:

• Get a clear introduction to ChatGPT covering customisation, usage terms, prompting and documentation
• Build intermediate Excel skills across charts, subtotals, references, named ranges and Word integration
• Leave with practical techniques and a referenced ChatGPT response template ready to use immediately

Option 2 - Practical AI and Intermediate Excel Techniques Focus: This session is designed for professionals who want to move beyond basic spreadsheet use and build the intermediate Excel skills that make a measurable difference to the quality and efficiency of their work.

You cover the essentials of ChatGPT - what it is, how to customise it, its usage terms, and how to frame questions using your own data - so you get more relevant, actionable responses every time.

You also learn how to document ChatGPT responses in a fully referenced template for ongoing reuse.

The Excel section delivers hands-on intermediate skills in pie chart explosion and 3D formatting, dynamic Excel-to-Word chart linking, nested subtotals, absolute and relative references, IF function logic with text, named range creation, Excel worksheet embedding into Word, repeated print titles and border and shading management.

Ray works through each technique with a live demonstration so you can see exactly how it works and apply it in your own files.

Key Benefits:

• Use ChatGPT more effectively with customised settings, better prompts and a documentation system
• Build intermediate Excel skills across charts, subtotals, references, named ranges and Word integration
• Gain a practical competitive advantage by mastering techniques that most Excel users overlook

Option 3 - Applied Excel Skills and AI Confidence Focus: This masterclass gives professionals a well-rounded, practical session covering ChatGPT essentials alongside a comprehensive set of intermediate Excel and Word integration skills that directly support high-quality, professional workplace output.

You begin with a clear introduction to ChatGPT - its options, customisation settings, usage terms and capability - then move into how to ask better questions using your own data and document responses in a structured, reusable reference template.

The Excel and Word component is hands-on throughout, covering pie chart explosion and 3D options, dynamic Excel-to-Word chart linking, nested data subtotals, absolute and relative references, IF with text conditions, named ranges for formula clarity, Excel worksheet embedding into Word, repeat print titles and comprehensive border and shading techniques.

Ray demonstrates each technique live against practical examples so you leave with immediately applicable skills and a clear understanding of the professional advantage each one provides.

Key Benefits:

• Understand ChatGPT from options and customisation through to prompting effectively with your own data
• Add a comprehensive set of intermediate Excel and Word integration skills across charts and formulas
• Leave with a reusable prompt template and techniques that give you a genuine competitive advantage

Why you should Attend:

• Understand what ChatGPT is, how to customise it and how its usage terms affect your day-to-day use
• Ask better questions and use your own spreadsheet data within prompts for more relevant ChatGPT responses
• Document ChatGPT responses in a structured, referenced template for ongoing reuse across future tasks
• Explode pie chart segments for visual emphasis and apply 3D formatting options for more impactful presentations
• Dynamically link a live Excel chart into a Word document so it updates automatically when your data changes
• Create nested subtotals to summarise data at multiple levels within a single grouped dataset
• Understand absolute and relative cell references so your formulas copy correctly every time
• Build IF formulas that evaluate text conditions and return different outputs based on the result
• Create named ranges so your formulas are easier to write, read and maintain across complex workbooks
• Embed a live Excel worksheet into Word, set repeat print titles and manage borders and shading with confidence

Areas Covered in Session:

• ChatGPT Explained - what ChatGPT is, how it works and how it can support your Excel work in practice
• ChatGPT options, customization, usage terms - understanding available plans, key settings, customisation features and the usage terms that apply
• Tips and wider examples of uses - practical ideas and real-world examples showing the range of tasks ChatGPT can assist with
• Understand the screen, key options and ChatGPT capability - navigating the ChatGPT interface and understanding the key controls and capabilities available to you
• Presenting effective questions to ChatGPT - framing clear, specific prompts so ChatGPT produces more accurate and useful results
• Present more advanced questions with your own data for best results - using your own spreadsheet data within prompts to get more relevant and targeted ChatGPT responses
• Record ChatGPT responses in your own referenced document - documenting ChatGPT outputs in a structured, referenced template for reuse and future reference
• Work effectively in ChatGPT with questions and answers to these examples: - applying ChatGPT to the practical Excel tasks listed below for guided, hands-on learning
• Explode Pie Chart Components Plus 3D Options - separating individual pie chart segments for emphasis and applying 3D formatting options for visual impact
• Dynamically Link an Excel Chart into MS Word - embedding a live Excel chart into a Word document so it updates automatically when the source data changes
• Nest Data Subtotals - creating multiple levels of grouped subtotals within a dataset to summarise data at more than one level simultaneously
• Absolute and Relative References in Formulas - understanding when to lock cell references with dollar signs and when to allow them to shift as formulas are copied
• IF Function with Text - building IF formulas that evaluate text conditions and return different outputs based on the result
• Create Named Ranges to Use in Formulas - assigning meaningful names to cell ranges so formulas are easier to write, read and maintain
• Insert an Excel Worksheet Into an MS Word Document - embedding a live Excel worksheet directly into a Word document for integrated data presentation
• Repeat Column Titles on Each Printed Page - setting print titles so column headers appear automatically on every printed page of a large spreadsheet
• Manage Borders and Shading Techniques and Options - applying, customising and removing cell borders and shading to improve the clarity and presentation of worksheets
• NOTE: Topic sequence may be subject to slight variation

Who Will Benefit:

• This webinar is designed for professionals across all sectors who have basic Excel experience and are ready to build the intermediate skills that give them a genuine competitive advantage in the workplace. It is suitable for attendees who want practical, hands-on techniques they can apply immediately alongside a working understanding of how ChatGPT can support their spreadsheet tasks
• Office professionals, administrators, analysts, coordinators, operations staff, project managers, educators, healthcare administrators and anyone who works with Excel charts, formulas, subtotals or printed reports on a regular basis will benefit directly from the intermediate demonstrations and practical exercises covered in this session