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AI for Spreadsheets: Smarter Analysis and Automation

Intended Organizations
Skill LevelGeneral Workforce
Virtual | Live Trainer4 hours/day, 1 Day
In-Person | Onsite6 hours/day, 1 Day
Course DetailsGroup PricingRequest Quote
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Course Overview

AI for Spreadsheets: Smarter Analysis and Automation training course explores how artificial intelligence can transform the way professionals organize, analyze, and present data in Microsoft Excel and other spreadsheet applications. Participants learn how to use AI to generate formulas, automate repetitive tasks, clean and analyze data, create charts and dashboards, and uncover actionable insights more efficiently. The course emphasizes practical, real-world techniques that improve accuracy, productivity, and data-driven decision-making while maintaining human oversight and validation.

Learning Objectives

  • Use AI to create and improve spreadsheet formulas.
  • Automate common spreadsheet tasks and workflows.
  • Analyze and summarize data using AI tools.
  • Create charts, dashboards, and visual reports with AI.
  • Validate AI-generated outputs for accuracy and reliability.

Who It's For

  • Business professionals who regularly use Microsoft Excel or other spreadsheet applications to organize and analyze data.
  • Data analysts and reporting specialists looking to improve spreadsheet analysis and visualization using AI.
  • Finance and accounting professionals who work with formulas, calculations, reports, and large datasets.
  • Managers and team leaders responsible for reviewing data, creating dashboards, and making data-driven decisions.
  • Administrative and operations professionals who want to automate repetitive spreadsheet tasks and improve productivity.

Course Agenda

Four modules · 25 topics
1AI-Powered Spreadsheet ContentTopics 1–8
  1. AI-Spreadsheet Partnership Model
  2. Clean Data, Secure Practices
  3. 5-Element Prompting Framework
  4. Quality Assurance: 4-Point Verification
  5. Quality Assurance: Verification Process
  6. Creating a Formula with AI
  7. Prompting Best Practices & Pro Tips
  8. Common Prompting Mistakes
2Automating Spreadsheet WorkTopics 9–14
  1. Real Data Problem: Messy Datasets
  2. AI Data Cleaning Prompt
  3. Data Cleaning: Early QA
  4. Data Cleaning Payoff
  5. Complete Analysis Workflow
  6. Knowing What You Want AI To Do
3Data Analysis & VisualizationTopics 15–18
  1. Chart Selection: Matching Chart to Data
  2. Chart Design Essentials
  3. Data Storytelling: Fact to Action
  4. Creating Interactive Reports
4Advanced Productivity TechniquesTopics 19–25
  1. What to Automate: ROI Analysis
  2. Workflow Architecture: 5-Step Design
  3. Governance: Rules for Safe Automation
  4. Scaling Across Your Team
  5. Measuring Impact & ROI
  6. Foundation for AI Mastery
  7. Risk Management

About our Trainers

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Our Mission

Our facilitators are committed to delivering the latest industry trends, job-specific best practices, and the essential soft and hard skills needed in today’s workforce. PTR offers small and large organizations the choice between onsite and virtual training. Collaborate with our specialists to address challenges, bridge skill gaps, and tailor the learning experience to meet your company’s goals.

Meet the Experts

Frequently Asked Questions

What is the AI for Spreadsheets: Smarter Analysis and Automation course about?

This course teaches professionals how to use artificial intelligence to improve spreadsheet management, data analysis, and reporting. Participants learn to generate formulas, clean datasets, automate workflows, create visual reports, and extract actionable insights using AI tools.

Who should attend this AI spreadsheet training course?

The course is suitable for business professionals, data analysts, finance teams, accountants, reporting specialists, managers, and anyone who regularly works with spreadsheets and wants to improve productivity through AI.

How can AI help create and improve spreadsheet formulas?

AI can help generate formulas based on instructions, explain existing formulas, and suggest improvements for spreadsheet calculations. The course covers formula creation with AI and prompting techniques for obtaining more useful results.

How can AI help with spreadsheet data analysis?

AI can support data analysis by organizing information, summarizing datasets, identifying useful patterns, and helping professionals develop insights. The course also covers building a complete analysis workflow.

What is data storytelling, and why is it important?

Data storytelling involves communicating insights through relevant facts, visualizations, and explanations that support decision-making. The course explores how to turn spreadsheet findings into meaningful actions.

How can I apply AI spreadsheet skills in my daily work?

You can use these skills to generate formulas, clean datasets, automate reports, analyze business information, create dashboards, and improve data presentation. These techniques can help reduce repetitive work and support more informed business decisions.

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AI for Spreadsheets: Smarter Analysis and Automation

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