Data Analyst Using Excel and Gen Ai

Categories: Ai, Anatytics, Data
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About Course

🧠 Excel with AI for Smarter Analysis

🎯 Module Objective

Equip participants with powerful Excel capabilities enhanced by AI-driven features, including automation, prediction, insights, and integration with Microsoft 365 Copilot. Learners will become proficient in creating intelligent spreadsheets and interpreting data with greater speed and accuracy.


🎓 Target Audience

  • Business analysts & data professionals
  • Finance and operations teams
  • Educators & administrative staff
  • Anyone looking to modernize Excel workflows using AI

📂 Module Breakdown

Week Topics Key Activities & Tools
1 Excel Refresher + Power Features Tables, formulas, PivotTables, conditional formatting
  AI in Excel: Copilot Overview Using Microsoft 365 Copilot inside Excel
2 Data Analysis & Automation Flash Fill, dynamic arrays, LOOKUPs, automation tips
  Insights & Trends with AI AI-generated summaries, outlier detection
3 Predictive Analytics & Forecasting Regression, trendlines, What-If Analysis, Forecast Sheets
  Visualization & Dashboarding Smart charts, conditional formatting, Copilot design help
4 Integration & Real-World Projects Excel + Power BI, Excel + Teams, Copilot for reporting
  Final Capstone Project AI-assisted report/dashboard for business scenario

🔧 Tools & Features Covered

  • Excel functions: XLOOKUP, TEXTSPLIT, IFS, UNIQUE, etc.
  • Microsoft 365 Copilot: suggestions, summaries, Q&A
  • Power Query & Power Pivot
  • AI-powered data analysis features (Insights, Ideas)
  • Excel + Power BI integration

📘 Learning Outcomes

By the end of this module, learners will:

  • Navigate and apply Excel’s latest AI-powered features
  • Automate workflows and generate actionable insights
  • Visualize complex data intelligently
  • Use Copilot to write formulas, analyze data, and summarize findings
  • Build professional reports using data and generative AI

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What Will You Learn?

  • 📊 Excel Mastery
  • - Use advanced functions like XLOOKUP, IFS, and dynamic arrays
  • - Build powerful PivotTables and conditionally formatted dashboards
  • - Automate tasks using formulas and built-in Excel features
  • 🤖 AI-Powered Insights
  • - Apply Microsoft 365 Copilot inside Excel for intelligent suggestions
  • - Summarize data, spot trends, and ask natural-language queries
  • - Generate charts and reports with AI assistance
  • 📈 Data-Driven Decision Making
  • - Use predictive tools: Forecast Sheets, trendlines, regression analysis
  • - Interpret visual data clearly using smart dashboard techniques
  • - Detect outliers and hidden patterns in large datasets
  • 🔗 System Integration
  • - Connect Excel with Power BI and Microsoft Teams for collaborative analytics
  • - Use Copilot across apps for real-time reporting and streamlined workflows
  • 🎓 Capstone Project Skills
  • - Create an AI-assisted business report or dashboard tailored to a real-world scenario
  • - Showcase automation, insights, and visualization in one cohesive output