Course Overview
Effective Use Of AI Tools In Microsoft Excel (Basic To Intermediate): This course combines essential Microsoft Excel skills with the practical application of Artificial Intelligence (AI) tools such as ChatGPT, Microsoft Copilot, and GPT-based tools from the GPT Store. It is designed to help participants transform traditional spreadsheet work into a faster, smarter, and more efficient process using AI-assisted workflows.
Participants will learn how to leverage AI to generate formulas, troubleshoot errors, clean data, explain complex functions, and automate repetitive Excel tasks. The programme bridges the gap between Excel fundamentals and modern AI productivity tools, enabling users to work more accurately and efficiently in real business environments.
By the end of the training, participants will not only master core Excel functions but also develop effective prompting techniques that allow them to “talk to Excel” through AI, improving speed, accuracy, and decision-making in daily tasks.
Course Objectives
By the end of this course, participants will be able to:
- Master Excel essentials including formulas, formatting, sorting, filtering, and table structures
- Use AI tools (ChatGPT, Copilot, GPT Store) to generate, explain, and troubleshoot Excel formulas
- Automate common Excel workflows using AI-assisted prompts and shortcuts
- Differentiate between Excel tables and ranges and apply them appropriately
- Create PivotTables and apply conditional formatting for data analysis
- Apply data validation, Name Manager, and data cleaning techniques effectively
Learning Outcomes
Upon completion of this course, participants will be able to:
- Apply SUM, IF, COUNTIF, XLOOKUP, and more confidently
- Use AI prompts to explain, fix, and generate formulas
- Format and analyze data using built-in and AI-supported tools
- Improve accuracy and save time using shortcut keys and AI helpers
- Build dynamic dashboards using PivotTables and conditional formatting
Who Should Attend
This programme is suitable for:
- Office professionals who use Excel regularly in their daily work
- Administrative, Finance, HR, Sales, and Operations staff
- Beginners to intermediate Excel users
- Individuals interested in improving productivity using AI tools
Training Methodology
This workshop is highly practical and hands-on, focusing on real-world applications.
- 60% Hands-On Practical Exercises
- 30% Demonstrations and Case Scenarios
- 10% Peer Learning and Prompt Collaboration
Tools Used: Microsoft Excel, ChatGPT, Microsoft Copilot, GPT Store
Course Duration
2 Days (16 Hours Total)
9:00 AM – 5:00 PM (Including 1-hour lunch break daily)
Course Content
Day 1 – Excel Essentials + AI-Assisted Workflows
Module 1: Introduction to AI in Excel
- What is ChatGPT, GPT Store & Copilot
- Prompting to generate Excel formulas (sum, if, countif)
- Demo: “Explain this formula”, “Fix this formula error”
- Use ChatGPT to generate nested IF or lookup formulas
Module 2: Excel Basics + Shortcuts
- Ctrl A, Ctrl T, Ctrl E (Flash Fill), Ctrl H
- Excel interface, range vs table, converting to table
- Text to Columns, AutoFill, basic formatting
- Hands-on: Practice table creation & autofill with AI help
Module 3: Essential Formulas
- SUM, AVERAGE, MIN, MAX, COUNT
- IF, COUNTIF, IFS, nested IFs
- AI prompts for building formulas from problem statements
- Activity: “Ask AI to generate 3 formulas from business cases”
Module 4: AI for Troubleshooting and Explanation
- Use ChatGPT to fix formula errors
- Ask Copilot to rewrite formulas or explain cell references
- Hands-on: Copy a broken formula and use AI to correct and simplify it
- Use prompt: “What does this Excel formula do?”
Day 2 – Data Tools, Cleaning & Automation
Module 5: Data Tools + Table Formatting
- Sorting, filtering, table design
- Remove duplicates, standardize number/date format
- Use Copilot to auto-apply format settings
- Hands-on: Clean a raw dataset using AI-suggested steps
Module 6: Validation & Name Manager
- Apply data validation (drop-down, dates, text length)
- Set formula-based validation (e.g. “only numbers > 0”)
- Use Name Manager for dynamic ranges
- Activity: Create a reusable form with validation + named range
- AI Prompt Example: “Write formula to limit input to dates only”
Module 7: XLOOKUP, VLOOKUP & AI Lookup Tips
- When to use XLOOKUP vs VLOOKUP
- Common lookup errors and how to solve them with AI
- Create dependent lookups with AI-generated formulas
- Hands-on: Sales or HR lookup case study
Module 8: PivotTables + Conditional Formatting with AI
- Build summary reports with PivotTables
- Add slicers, filters, grouping
- Use AI to recommend pivot layout from business goal
- Create rules-based formatting (top 10%, thresholds)
- Final Task: Build an AI-assisted mini dashboard using Excel + GPT
