Model Online / On-Site
Duration
Modules 5 modules

Course Objective & Scope

Most teams working with spreadsheets spend significant time writing formulas, cleaning data and rebuilding the same monthly report. This course demonstrates AI-assisted formula generation (XLOOKUP, LET, LAMBDA), Power Query steps, pivot analysis, quick statistics with Python in Excel and KPI interpretation through hands-on exercises.

Participants work on anonymised company data or sample datasets, have AI interpret variances and trends, and verify every result with an independent check. Deliverables are reusable analysis prompts and a KPI summary template.

Who Should Attend?

  • Finance, budgeting and controlling teams
  • Sales operations, supply chain and HR analytics staff
  • Managers and specialists producing weekly and monthly KPI reports
  • Prerequisite: basic working knowledge of Excel or Google Sheets

Key Takeaways

  • Generate correct formulas and Power Query steps from plain-language requirements
  • Clean and standardise messy data with AI assistance
  • Interpret KPI performance with pivot, variance and trend analysis
  • Verify AI output through sampling and cross-checks
  • Turn analysis into management-ready tables, charts and commentary

Curriculum

Generating Formulas and Functions
  • XLOOKUP, LET, LAMBDA and dynamic arrays
  • Having AI explain and fix broken formulas
Data Cleaning and Power Query
  • Fixing duplicate, missing and inconsistent records
  • Reusable transformation steps
Pivot, Variance and Trend Analysis
  • Exploratory analysis with Copilot in Excel and ChatGPT
  • Quick statistics with Python in Excel
KPI Design and Interpretation
  • Target, actual and variance commentary
  • Root-cause questions and action proposals
Verification and Reporting
  • Cross-checks and sample tests
  • Management summary and a simple dashboard template

Other Courses in This Category

  • AI for Decision Support and Scenario Analysis

    Use LLMs as a thinking partner for scenario analysis, option comparison, pre-mortems and risk assessment, applying decision frameworks that reduce cognitive bias and a human-approved decision memo template.

    AI-Powered Productivity Corporate
    Live Course
    5 modules
  • Canva AI and Magic Studio for Business Content

    Produce social media visuals, posters, infographics and short videos with Canva Magic Studio, Magic Design, Magic Write and Brand Kit, and set up an on-brand template system with a team approval flow.

    AI-Powered Productivity Corporate
    Live Course
    5 modules
  • AI for Corporate Communications and PR

    Draft press releases, internal announcements, executive messages and crisis statements with ChatGPT, Claude and Gemini, using brand voice guides, stakeholder tailoring and pre-release approval checkpoints.

    AI-Powered Productivity Corporate
    Live Course
    5 modules
  • AI-Driven Content Creation and Repurposing

    Produce blog posts, newsletters, social series, product copy and video scripts with LLMs and visual/video tools, combining SEO/GEO alignment, multi-channel repurposing and editorial quality checks.

    AI-Powered Productivity Corporate
    Live Course
    5 modules
  • No-Code AI Applications for Business Teams

    Build internal mini-apps and knowledge assistants without code using Custom GPTs, Claude Projects, Gemini Gems, Airtable/Notion AI and form tools, and deploy them with clear data and sharing rules.

    AI-Powered Productivity Corporate
    Live Course
    5 modules
  • From Prompt to Live Website and Web App with Lovable

    Turn plain-language prompts into working landing pages, microsites and interactive web prototypes with Lovable, v0 and Supabase, then refine UI components, connect forms/data and publish.

    AI-Powered Productivity Corporate
    Live Course
    5 modules

Get in touch