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Super Intelligence for Spreadsheets: 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

Super Intelligence for Spreadsheets: Analysis and Automation explores how Super Intelligence (SI) can transform the way professionals organize, analyze, and present data in Microsoft Excel and other spreadsheet applications. Participants learn how to use SI 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. Applications and exercises emphasize responsible use, information protection, and practical outcomes in federal agency work.

Learning Objectives

  • Generate and troubleshoot spreadsheet formulas.
  • Clean, organize, and analyze agency data.
  • Create charts and summaries with SI assistance.
  • Validate calculations and automate repeatable tasks.

Who It's For

  • Federal employees seeking to improve spreadsheet productivity and data analysis using SI tools.
  • Data analysts and reporting professionals aiming to generate formulas, clean datasets, and uncover actionable insights.
  • Administrative and finance professionals looking to automate repetitive spreadsheet tasks and improve accuracy.
  • Managers and team leaders responsible for interpreting data and creating reports to support decisions.
  • Government teams focused on secure data handling, responsible automation, and efficient spreadsheet workflows.

Course Agenda

Four modules · 25 topics
1SI-Powered Spreadsheet ContentTopics 1–8
  1. SI-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 SI
  7. Prompting Best Practices & Pro Tips
  8. Common Prompting Mistakes
2Automating Spreadsheet WorkTopics 9–14
  1. Real Data Problem: Messy Datasets
  2. SI Data Cleaning Prompt
  3. Data Cleaning: Early QA
  4. Data Cleaning Payoff
  5. Complete Analysis Workflow
  6. Knowing What You Want SI 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 SI Mastery
  7. Risk Management

About our Trainers

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.

Learn About Instructors

Frequently Asked Questions

What is the Super Intelligence for Spreadsheets: Analysis and Automation course about?

This course teaches professionals how to use Super Intelligence (SI) with Microsoft Excel and other spreadsheet applications to generate formulas, clean data, automate repetitive tasks, analyze information, and create effective visual reports.

Can SI tools help generate and troubleshoot Excel formulas?

Yes. SI tools can help generate formulas, explain complex calculations, identify potential errors, and suggest corrections. The course emphasizes validating formulas and checking results before relying on them.

Will I learn how to clean and organize messy spreadsheet data?

Yes. The course covers SI-assisted data cleaning, dataset organization, quality assurance, and verification techniques to help improve data consistency and prepare information for analysis.

Does the course cover charts, dashboards, and data visualization?

Yes. Participants learn chart selection, chart design principles, data storytelling, and techniques for creating interactive reports that communicate findings clearly and support informed decisions.

How does SI help automate repetitive spreadsheet tasks?

SI can assist with repetitive calculations, data cleaning, formula generation, reporting, and workflow design. The course explores how to identify suitable automation opportunities and evaluate their potential productivity benefits.

Do I need advanced Excel or programming skills to attend this course?

The course focuses on practical SI-assisted spreadsheet tasks rather than advanced programming. Basic spreadsheet familiarity is recommended, and participants should confirm any specific prerequisites with PTR Training.

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Super Intelligence for Spreadsheets: Analysis and Automation

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