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5 WAYS AI CAN AUTOMATICALLY IDENTIFY AND FLAG OUTLIERS IN EXCEL DATASETS
AI is revolutionizing outlier detection in Excel by moving beyond traditional, manual statistical checks like the $1.5 IQR to use machine learning algorithms that automatically scan large datasets, identify deviations, and flag suspicious data points.
Dec 19, 20252 min read


5 WAYS AI CAN AUTO-GENERATE SUMMARY REPORTS BASED ON PIVOTTABLE CHANGES
AI is revolutionizing reporting in Excel by automating the narrative and analytical commentary based on the dynamic state of a PivotTable.
Dec 14, 20252 min read


5 STEPS TO CREATING AN AI-DRIVEN DATA ENTRY FORM IN EXCEL
Creating an AI-driven data entry form in Excel involves integrating external AI services for tasks like data validation, categorization, and lookup, making the input process smarter and more efficient than a basic form.
Dec 13, 20252 min read


5 TECHNIQUES FOR CROSS-REFERENCING DATA IN EXCEL USING NATURAL LANGUAGE PROMPTS
Cross-referencing (or looking up) data is the backbone of most Excel models, moving data from one table to enrich another.
Dec 12, 20253 min read


5 ESSENTIAL SECURITY QUESTIONS TO ASK BEFORE CONNECTING AI ADD-INS TO YOUR DATA
Connecting any third-party AI add-in to your Excel workbooks especially those containing sensitive financial, customer, or proprietary data requires rigorous security vetting.
Dec 11, 20252 min read


5 WAYS AI IS AUTOMATING FORENSIC ACCOUNTING TASKS IN EXCEL
AI significantly automates and enhances forensic accounting tasks in Excel by leveraging machine learning to process massive datasets, identify anomalies, and analyze unstructured information that would take human auditors weeks to review.
Dec 10, 20252 min read


5 STEPS TO USE COPILOT TO CREATE CUSTOM LAMBDA FUNCTIONS FOR REUSE
Copilot cannot directly define the LAMBDA within the Name Manager, it acts as a powerful assistant by generating the complex, error-free formula logic that the LAMBDA requires.
Dec 9, 20252 min read


5 TIPS FOR USING AI TO VALIDATE AND CORRECT GEOGRAPHIC DATA IN EXCEL
AI features significantly accelerate the process of building a dynamic dashboard in Excel by automating the most time-consuming steps, from initial setup to generating interactive visualizations and summaries.
Nov 10, 20252 min read


5 WAYS AI IS IMPROVING EXCEL'S ACCESSIBILITY FOR NON-TECHNICAL USERS
AI features are democratizing data analysis in Excel by removing the technical barriers that traditionally prevented non-technical users from working with complex data sets, formulas, and visualizations.
Nov 9, 20252 min read


5 CRITICAL DATA LINEAGE CONCERNS AI CAN HELP TRACK IN EXCEL WORKBOOKS
AI dramatically simplifies the most labor-intensive parts of Scenario Planning in Excel by automating the generation of inputs, and interpreting the outcomes.
Nov 8, 20252 min read


5 STEPS TO USE AI FOR REAL-TIME SENTIMENT ANALYSIS ON TEXT DATA IN EXCEL
Sentiment analysis—the process of classifying text as positive, negative, or neutral—is easily automated in Excel using AI add-ins or functions.
Nov 7, 20252 min read


5 WAYS TO USE GENERATIVE AI FOR DATA MOCK-UPS IN EXCEL TESTING
Generative AI is transforming software testing and financial modeling by providing realistic, high-volume, and safe synthetic data directly within Excel.
Nov 5, 20252 min read


5 BEST PRACTICES FOR TRAINING EXCEL COPILOT ON YOUR COMPANY'S DATA
Effectively training Excel Copilot to work with your company's proprietary data is less about "training" the large language model (LLM) and more about ensuring your internal data is clean.
Nov 4, 20252 min read


5 WAYS AI IS SIMPLIFYING SCENARIO PLANNING (WHAT-IF ANALYSIS) IN EXCEL
Excel by automating the difficult and time-consuming stages, from generating variable combinations to interpreting the outcomes. This allows analysts to test hundreds of possibilities instead of just a handful.
Nov 3, 20252 min read


5 STEPS TO AUTOMATING DATA IMPORTS INTO EXCEL USING AI AND POWER QUERY
Power Query is Excel's powerful tool for Extracting, Transforming, and Loading (ETL) data, and AI dramatically simplifies this automation process.
Nov 2, 20252 min read


5 ESSENTIAL AI SKILLS FOR FINANCIAL PLANNERS USING EXCEL
The AI-driven shift in financial planning requires professionals to move beyond basic Excel formulas and develop strategic, interpretive, and technical AI literacy.
Oct 29, 20252 min read


5 WAYS AI IS AUTOMATING REPORT GENERATION IN EXCEL
AI tools reduce time spent formatting and analyzing data by leveraging natural language and machine learning, enabling users to focus on strategic interpretation.
Oct 27, 20252 min read


5 KEY ETHICAL CONSIDERATIONS WHEN USING AI ON SENSITIVE DATA IN EXCEL
The ease with which AI tools can be used in Excel (via Copilot or add-ins) makes it simple to analyze sensitive data. However, this power demands strict ethical and security considerations, particularly concerning privacy and fairness.
Oct 25, 20252 min read


5 WAYS AI IS MAKING POWER QUERY ETL (EXTRACT, TRANSFORM, LOAD) EASIER
Power Query's ETL (Extract, Transform, Load) process is significantly simplified by AI, moving it from a task requiring complex M-code or logic to one driven by natural language and pattern recognition.
Oct 24, 20252 min read


5 SCENARIOS WHERE AI IN EXCEL OUTPERFORMS DEDICATED BI TOOLS
AI in Excel often outperforms dedicated BI tools in scenarios that require quick, personalized, and ad-hoc analysis directly within a familiar environment, especially when the final output is a financial model or a high-level summary.
Oct 23, 20253 min read
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