Data Analyst Using Excel and Gen Ai
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