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Course Description

This course equips professionals with modern artificial intelligence tools to streamline data analysis and automate workflows within Microsoft Excel. Participants learn to leverage AI-driven data insights, automate complex formulas, and build predictive models using integrated AI features. Attendees gain practical proficiency in reducing manual data entry errors and accelerating reporting cycles.

Course Objectives

  • Identify key opportunities for AI integration within standard Excel workflows

  • Apply generative AI tools to write, debug, and optimize complex Excel formulas
  • Analyze large datasets rapidly using Excel's built-in AI and machine learning features
  • Develop automated reporting pipelines using AI-assisted macros and scripts
  • Create accurate predictive forecasting models based on historical business data
  • Implement governance and validation checks for AI-generated data outputs

Who Should Attend?

Data analysts, financial professionals, and business managers who spend significant time processing data in Excel and want to leverage AI to increase efficiency.

Course Agenda

Day 1 – Foundations of AI and Excel Integration

  • Overview of AI capabilities within modern spreadsheet environments

  • Using generative AI assistants to draft and troubleshoot formulas
  • Data cleaning and preparation techniques accelerated by AI tools
  • Setting up structured datasets for optimal AI interpretation
  • Hands-on: Participants use an AI assistant to clean a messy, unformatted dataset and write complex nested logical formulas.

Day 2 – Advanced Analysis and Automation

  • Leveraging Excel Ideas and AI-driven insights for automated pattern recognition
  • Automating repetitive data processing tasks with AI-generated scripts
  • Advanced data visualization selection using intelligent recommendations
  • Building dynamic dashboards enhanced by automated data feeds
  • Hands-on: Participants build an automated dashboard from raw transactional data using AI-suggested pivot tables and charts.

Day 3 – Predictive Modeling and Action Planning

  • Applying built-in forecasting and trend analysis tools
  • Validating AI-generated analytical outputs and managing error risks
  • Course wrap-up, comprehensive Q&A, and troubleshooting review
  • Developing an individual workplace action plan for AI adoption
  • Hands-on: Participants complete a capstone project building a predictive sales forecast model and present their documented action plan.

Assessment Methodology

All courses conducted by EdTech will begin with a Pre-evaluation and end with a Post-evaluation. The instructor will evaluate the knowledge and skills of the participants according to the feedback given by participants. This will help to recognize the benefits and the level of knowledge gained by participants through the course.

Training Methodology

Facilitated by a highly qualified specialist, who has extensive knowledge and experience; this program will be conducted using extensively interactive methods, encouraging participants to share their own experiences and apply the program material to real-life work situations in order to stimulate group discussions and improve the efficiency of the subject coverage.

Percentages of the total course hour classification are:

  • ​40% Theoretical lectures, Concepts and approach
  • 20% Motivation to develop individual skill and Techniques
  • 20% Case Studies and Practical Exercises
  • 20% Topic General Discussions and interaction

Course Manual

Participants will be provided with comprehensive presentation material as reference manual. This presentation material is a compilation of core valuable information, references, presentation methods and inspiring reading which will be used as a part of the material guide.

Course Certificate

At the completion of the course, all participants who successfully accomplished the required contact hours will receive an EdTech Training Participation Certificate as a testimony to their commitment to professional development and further education.

Why Edtech ?

  • Industry Experienced; Internationally Qualified Trainers
  • Hands-on Practical Sessions & Assignments
  • Intensive Study materials
  • Flexible Schedules
  • Realistic training methodology
  • High-Quality Training in Affordable Course Fees
  • Achievement Certificate, as approved by the Ministry of Education (Abu Dhabi Center for Technical and Vocational Education Training - ACTVET), HABC, AWS, IAOSHE, SHRM, etc.