Excel Foundations with Generative AI
Learn Excel fundamentals and analyze data with AI
Course Overview
This hands-on course helps beginners build a strong foundation in Microsoft Excel for data analysis and reporting. Participants will learn essential Excel features, formulas, PivotTables, dashboards, and data visualization techniques. The course concludes with an introduction to Microsoft Copilot Chat for analyzing Excel data, generating insights, and improving productivity using AI.
What You'll Learn
- β Navigate Excel confidently and work with structured datasets
- β Use essential formulas to perform calculations and analysis
- β Analyze data using PivotTables, filters, and conditional formatting
- β Create interactive dashboards and business reports
- β Use Microsoft Copilot Chat to analyze and summarize Excel data
Prerequisites
- π Basic knowledge of Microsoft Excel
- π Familiarity with spreadsheets and tables
- π Interest in data analysis
- π Basic understanding of business reporting
- π Access to a Generative AI tool
Curriculum
Excel Foundations βΎ
- βΈ Introduction to Microsoft Excel
- βΈ Understanding the Excel Interface
- βΈ Ribbon, Worksheets and Workbooks
- βΈ Keyboard Shortcuts
- βΈ Working with Rows, Columns and Cells
- βΈ Data Types (Text, Numbers and Dates)
- βΈ Creating and Formatting Tables
- βΈ Sorting and Filtering Data
- βΈ Using Flash Fill for Data Cleaning
Formula Thinking and Logic Building βΎ
- βΈ Understanding Cell References
- βΈ Relative vs Absolute References
- βΈ SUM
- βΈ AVERAGE
- βΈ COUNT
- βΈ IF Function
- βΈ VLOOKUP
- βΈ XLOOKUP
- βΈ Formula Auditing and Error Checking
Data Analysis Techniques βΎ
- βΈ Creating PivotTables
- βΈ Summarizing Large Datasets
- βΈ Using Slicers
- βΈ Conditional Formatting
- βΈ Data Validation
- βΈ Basic Data Exploration
Dashboard Development βΎ
- βΈ Choosing the Right Chart
- βΈ Bar, Line, Pie and Combo Charts
- βΈ Creating KPI Cards
- βΈ Building Interactive Dashboards
- βΈ Dashboard Design Best Practices
- βΈ Formatting and Layout
AI with Microsoft Copilot Chat βΎ
- βΈ Introduction to Microsoft Copilot Chat
- βΈ Preparing Excel Data for AI Analysis
- βΈ Uploading and Analyzing Excel Files
- βΈ Summarizing Large Datasets
- βΈ Identifying Trends and Patterns
- βΈ Generating Business Insights
- βΈ Creating Executive Summaries
- βΈ Writing Effective Prompts for Data Analysis
System Requirements
Hardware
- β’ Minimum 4 GB RAM
- β’ Dual-Core Processor
- β’ Stable Internet Connection
Software
- β’ Microsoft Excel 365 or Excel 2021
- β’ ChatGPT, Copilot, Claude, or Gemini
- β’ Modern Web Browser
- β’ Sample Excel Datasets
Upcoming Batches
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Your Trainer
Vaidehi Nair
Corporate Trainer
15+ of experience Β· Corporate Trainer | Python Developer | Power BI Consultant | AI Solutions
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