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Session 5: AI for Data Analysis

Thursday, April 9, 202610:00 am12:00 am
AI for Data Analytics explores how Google Gemini transforms Google Sheets from a complex grid of data into an intelligent analytical partner. The session shows how AI can automate intricate formulas, categorize messy data instantly, and visualize trends through natural language. Through practical examples and use cases—such as conducting sensitivity analyses on customer feedback or performing financial evaluations like NPV and IRR—it demonstrates how Gemini connects raw data to operational excellence. The presentation is designed to help professionals eliminate the frustration of manual data entry and "formula hunting," enabling them to build sophisticated trackers and professional reports in seconds. By leveraging AI-driven engines for tasks like sentiment analysis, predictive data filling, and automated scripting, attendees will learn to focus on the insights that drive projects forward with less effort.

Presentation Slide Deck

Exercises

Ready to dive in? These exercises offer a practical way to sharpen your skills by applying everything you have learned to real world scenarios. We encourage you to take your time with each task and experiment with different approaches as you get comfortable with the process.

This is a safe space to test your understanding so do not worry about getting everything perfect on the first try. True mastery comes from hands on exploration and trial and error. Please click the link for each exercise below and follow the instructions carefully. Each section also includes a solution area but we recommend using it only after you have made an honest attempt at the task yourself.

Instructions

Use Gemini and Google Sheets to help you calculate Disk-O-Tech "Return On Equity" ROE using the DuPont method. In order to calculate the ROE you will need to calculate the missing information on Income Statement and Balance Sheet, as well as the three financial ratios needed to calculate the ROE.

Exercise Solution
This video shows one way to solve the exercise problem of calculating the Return on Equity (ROE) using the Dupont Method.

Exercise Resources

Here are the resources that can help you solve this session exercises.
Disk-O-Tech Financial Statement
Includes the Excel file needed to do the assignment.

Additional Resources

Explore the links and files below to gain further context and deeper insights. This curated list includes a variety of formats like webpages and videos along with downloadable documents handpicked to complement our training session.
Collaborate with Gemini in Google Sheets
This link takes you to the official documentation on using Gemini in Google Sheets.
Google Sheet Tutorial
This link takes you to an online tutorial on how to use Google Sheets. Remember that you can follow along the tutorial and ask Gemini if you ever have a question or need more information on a specific topic.
Session 5 Meeting Notes
Includes the notes and transcription of Session 5: AI for Data Analysis.