Generative AI
ChatGPT
Microsoft Copilot
Claude
Prompt Engineering
AI for Data Analysis
Generative AI Tools for Business & Data Analysis ChatGPT, Microsoft Copilot & Claude for Practical Business Workflows
Know when to use which AI tool and how to leverage it effectively
Course Overview
This practical Generative AI program introduces ChatGPT, Microsoft Copilot and Claude through real business and data-analysis scenarios. Rather than learning the tools in isolation, participants will understand when to use each tool, how to write effective prompts, and how to leverage AI for Excel analysis, data understanding, Power BI support, reporting, insight generation and presentation preparation.
What You'll Learn
- ✓ Understand the role of Generative AI in business workflows
- ✓ Compare ChatGPT, Microsoft Copilot and Claude
- ✓ Understand when to use which AI tool
- ✓ Write effective prompts using context, task, format and constraints
- ✓ Use AI to generate and debug Excel formulas
- ✓ Use AI to profile, clean and analyze datasets
- ✓ Use AI to support Power BI and DAX activities
- ✓ Generate business insights and executive summaries
- ✓ Use AI to structure presentation content and storytelling
- ✓ Validate AI outputs and handle hallucinations responsibly
Prerequisites
- 👉 Basic computer knowledge
- 👉 Basic familiarity with Excel or business data is recommended
- 👉 No prior Generative AI knowledge required
Curriculum
Generative AI Tools & Prompt Engineering ▾
- ▸ Introduction to Generative AI for professionals
- ▸ ChatGPT, Microsoft Copilot and Claude
- ▸ Understanding the strengths of different AI tools
- ▸ When to use ChatGPT vs Copilot vs Claude
- ▸ Understanding prompts, context and instructions
- ▸ Prompt framework: Context, Task, Output Format and Constraints
- ▸ Zero-shot and few-shot prompting
- ▸ Iterative prompting and refinement
- ▸ Common prompting mistakes
AI for Excel, Data Analysis & Power BI ▾
- ▸ AI-assisted Excel formula generation
- ▸ Explaining and debugging Excel formulas
- ▸ AI-assisted data profiling
- ▸ Identifying missing values, duplicates and inconsistencies
- ▸ Generating data-cleaning recommendations
- ▸ Using AI to identify trends and patterns
- ▸ Generating business insights from datasets
- ▸ Using AI for DAX assistance
- ▸ Using AI to understand Power BI analytical requirements
- ▸ AI-assisted visualization recommendations
- ▸ Generating executive summaries from analysis
AI for Reporting, Presentations & Responsible Usage ▾
- ▸ Using AI to convert analysis into business narratives
- ▸ Creating management summaries
- ▸ Generating presentation structures using AI
- ▸ Building PPT content from data insights
- ▸ Using AI for slide storytelling and talking points
- ▸ Comparing outputs from different AI tools
- ▸ Data privacy and confidentiality
- ▸ Understanding AI hallucinations
- ▸ Validating AI-generated analysis
- ▸ Responsible AI usage in business
- ▸ Practical tool-selection exercise
System Requirements
Software
- • ChatGPT access
- • Microsoft Copilot access
- • Anthropic Claude access
- • Microsoft Excel
- • Power BI Desktop recommended
- • Google Chrome or Microsoft Edge
- • Stable Internet connection
Course Details
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Your Trainer
Vaidehi Nair
Corporate Trainer
15+ of experience · Corporate Trainer | Python Developer | Power BI Consultant | AI Solutions
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