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Course Description

The ChatGPT for Data Analysis and Insights training program is designed to help professionals use ChatGPT effectively as a productivity and analytical support tool for data exploration, interpretation, reporting, and decision-making. Participants will learn how to use ChatGPT to clean and summarize datasets, generate insights, automate analytical tasks, create dashboards narratives, and support business intelligence reporting. The course also covers prompt engineering techniques, data privacy considerations, and responsible AI usage to ensure safe and effective adoption in organizational environments.

Course Objectives

 Upon the successful completion of this course, each participant will be able to:

  • Understand how ChatGPT supports data analysis and business insight generation.
  • Apply prompt engineering techniques for data exploration and analytical problem solving.
  • Use ChatGPT to summarize, clean, structure, and interpret data outputs.
  • Generate KPI reports, executive summaries, and insight narratives using AI.
  • Support BI workflows such as trend analysis, variance analysis, and forecasting support.
  • Use ChatGPT for Excel formulas, SQL queries, and data visualization guidance.
  • Apply ethical, compliance, and confidentiality best practices when using AI tools.
  • Build reusable prompt templates to improve reporting and decision-making productivity.

Who Should Attend?

This course is designed for business analysts, data analysts, finance professionals, managers, and reporting teams who want to use ChatGPT to enhance data analysis and insight generation.

Course Agenda

Registration

Welcome & Introduction

Pre-Test

Day 1: Introduction to ChatGPT for Data Analysis & AI Fundamentals

  • Overview of ChatGPT and Generative AI for analytics
  • Understanding what ChatGPT can and cannot do
  • AI use cases in business intelligence and reporting
  • Data analysis workflow: collect → clean → analyze → visualize → report
  • AI limitations, hallucinations, and verification methods
  • Structuring questions for accurate insights
  • Introduction to prompt engineering for analysts

Day 2: Data Cleaning, Preparation & Spreadsheet Productivity

  • Using ChatGPT to support data cleaning tasks:

           missing data handling

          duplicate detection logic

          formatting consistency

          normalization and categorization

  • ChatGPT for Excel productivity:

          generating formulas (IF, XLOOKUP, INDEX-MATCH, SUMIFS, COUNTIFS)

          PivotTables guidance and automation steps

          conditional formatting logic

          error checking and reconciliation support

  • Building data dictionaries and column definitions
  • Generating reusable templates for data cleaning workflows

Day 3: Analytical Thinking, KPI Development & Trend Interpretation

  • How to ask analytical questions (diagnostic thinking)
  • ChatGPT support for KPI selection and dashboard logic
  • Creating business KPIs:

          financial KPIs

          operational KPIs

         customer and service KPIs

         HR and productivity KPIs

  • Trend analysis and anomaly detection concepts
  • Variance analysis and root cause explanation using AI
  • Forecasting support (basic methods and scenario planning)
  • Translating numbers into insights (business storytelling)

Day 4: SQL Queries, BI Dashboards & Visualization Narratives

  • Using ChatGPT for SQL support:

          SELECT, JOIN, GROUP BY, HAVING, subqueries

          writing optimized queries

          troubleshooting query errors

  • Creating BI dashboards using AI support:

          Power BI / Tableau dashboard planning

          suggested visuals for different KPI types

          DAX formula support (Power BI)

  • Chart selection best practices
  • Creating executive summaries for dashboards
  • Writing insight-driven reporting narratives for senior management

Day 5: Reporting Automation, Decision Support & Responsible AI Use

  • Creating automated reporting workflows using ChatGPT prompts
  • Drafting business reports:

        monthly performance reports

         financial analysis summaries

         management presentations

         board-level reporting formats

  • AI-driven decision support techniques:

         scenario comparison          

          risk identification

          opportunity analysis

  • Data confidentiality and responsible AI use:

           handling sensitive data

          organizational AI policy overview

          organizational AI policy overview

          avoiding leakage of confidential datasets

  • Building an AI Prompt Library for analysts
  • Final revision and real-world case study application

Post Test

End of the Course

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.