Instructor
Donald Tomoff
Instructor
Donald Tomoff, CPA, MBA
Don is the founder of Invenio Advisors LLC, a consulting firm specializing in information management, process improvement, reporting and data analysis, as well as education and training. Don’s experience includes “Big 4” public accounting, senior-level industry finance positions, and consulting. Don’s industry experience includes serving eight years with Jo-Ann Stores as VP, Finance and Treasurer.
Since 2010, Don has focused his efforts with executives and companies on many digital process improvement, data analytics and training initiatives, including developing and implementing mobile information strategies. His efforts are focused on the identification of process improvement opportunities, and leveraging readily available technology tools to drive that change. In addition to consulting, Don speaks at various conferences, including the IMA National Conference in Indianapolis, IN.
For a sample of Don’s instructor style, please see his video on Generative AI and ChatGPT.
Unlock the potential of Excel for advanced data analytics in this four-hour course, “Introduction to Excel Data Analytics Accelerated by ChatGPT.” This training program dives into Excel data tools and features like Power Query, Power Pivot, and advanced formulas, teaching you how to clean, transform, and model data for actionable insights. Understand the art of crafting data visualizations using Pivot Tables and Pivot Charts, and elevate your analytics game by learning how to create effective data models in Power Pivot. To turbocharge your productivity, we’ll also explore how to integrate the generative AI capabilities of ChatGPT into your Excel workflow, assisting with formula development, troubleshooting, and creative data visualizations. Whether you’re a data analyst, consultant, or any professional looking to sharpen your data analytics skills, this course is the jump start you’ve been waiting for.
After completing this course, participants will have:
- Gained awareness in proper Excel data structure, advanced formulas, including dynamic arrays, and data validation techniques to manipulate and analyze data effectively.
- Learned how to extract, clean, transform, and model data using Power Query (Get and Transform). Understand the Power Pivot data model and apply DAX functions for advanced calculations, and create effective structured models for analysis.
- Become familiar with the skills necessary to design interactive dashboards using Pivot Tables, Pivot Charts, slicers, and timelines to represent data in a visually engaging manner.
- Recall how to leverage ChatGPT to accelerate their workflow in formula development, troubleshooting, and data visualization brainstorming to enhance productivity in Excel-based data analysis tasks.
Course topics include:
- Introductions and Course Overview
- Excel Data Structures
- Essential Data-Related Excel Functions
- Pivot Tables and Pivot Charts
- Power Query and M-Code
- Power Pivot and DAX
- Accelerating Processes with ChatGPT
- Demonstration – Automated File Directory List
The participant should be comfortable using Excel, navigating the Excel interface, entering formulas, etc. This is an introductory course delving into some of the intermediate data analysis tools and concepts of Excel.
Any professional interested in gaining an understanding of Excel’s data related specific features and learning how generative AI/Chatgpt can serve as an assistant to accelerate our Excel workflow.