AI for Spreadsheets: Smarter Analysis and Automation
Formats⟩Live Virtual: 4 hrs./1 Day |In-Person: 6 hrs./1 Day
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.
Course Agenda
AI-Powered Spreadsheet Content
AI-Spreadsheet Partnership Model
Clean Data, Secure Practices
5-Element Prompting Framework
Quality Assurance: 4-Point Verification
Quality Assurance: Verification Process
Creating a Formula with AI
Prompting Best Practices & Pro Tips
Common Prompting Mistake
Automating Spreadsheet Work
Real Data Problem: Messy Datasets
AI Data Cleaning Prompt
Data Cleaning: Early QA
Data Cleaning Payoff
Complete Analysis Workflow
Knowing What You Want AI To Do
Data Analysis & Visualization
Chart Selection: Matching Chart to Data
Chart Design Essentials
Data Storytelling: Fact to Action
Creating Interactive Reports
Advanced Productivity Techniques
What to Automate: ROI Analysis
Workflow Architecture: 5-Step Design
Governance: Rules for Safe Automation
Scaling Across Your Team
Measuring Impact & ROI
Foundation for AI Mastery
Risk Management
AI for Spreadsheets: Smarter Analysis and Automation
Formats⟩Live Virtual: 4 hrs./1 Day |In-Person: 6 hrs./1 Day
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.
Course Agenda
AI-Powered Spreadsheet Content
AI-Spreadsheet Partnership Model
Clean Data, Secure Practices
5-Element Prompting Framework
Quality Assurance: 4-Point Verification
Quality Assurance: Verification Process
Creating a Formula with AI
Prompting Best Practices & Pro Tips
Common Prompting Mistake
Automating Spreadsheet Work
Real Data Problem: Messy Datasets
AI Data Cleaning Prompt
Data Cleaning: Early QA
Data Cleaning Payoff
Complete Analysis Workflow
Knowing What You Want AI To Do
Data Analysis & Visualization
Chart Selection: Matching Chart to Data
Chart Design Essentials
Data Storytelling: Fact to Action
Creating Interactive Reports
Advanced Productivity Techniques
What to Automate: ROI Analysis
Workflow Architecture: 5-Step Design
Governance: Rules for Safe Automation
Scaling Across Your Team
Measuring Impact & ROI
Foundation for AI Mastery
Risk Management
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