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Executive Summary
Generative Artificial Intelligence (GenAI) is changing the way professionals use Microsoft Excel. From writing formulas to building dashboards, AI now acts as a co-pilot that saves time, reduces errors, and provides faster insights.
This 2-day hands-on workshop is designed to help participants master Generative AI for Excel. It blends demonstrations, practical exercises, and business-focused use cases across Finance, HR, Sales, and Marketing.
Why This Course?
· Productivity Boost: Automate repetitive tasks like data cleaning, reporting, and
· summarization.
· Better Decisions: Use AI-driven insights to spot patterns, forecast trends, and evaluate
· scenarios.
· Skill Upgrade: Equip employees with future-ready Excel + AI skills.
· Cross-Function Relevance: Applications tailored for multiple business domains.
Who Should Attend?
· Business leaders, analysts, managers, and professionals who rely on Excel daily.
· Teams looking to save time, improve accuracy, and make data-driven decisions.
Key Outcomes by the end of the workshop, participants will:
· Confidently use AI to write formulas, clean data, and analyse trends.
· Create dashboards and management reports faster with AI guidance.
· Apply AI in Excel to solve real-world problems in Finance, HR, Sales, and Marketing.
· Understand governance, best practices, and responsible adoption of AI tools.
Format: Instructor-led, hands-on sessions with real-world datasets
Course Agenda
Day 1: Foundations & Core Applications
Session 1: Introduction to Generative AI in Excel
Objective: Understand how GenAI enhances Excel beyond traditional capabilities.
Outcomes:
• Awareness of AI integration in Excel.
• Recognize how natural language prompts simplify Excel tasks.
Session 2: Formula Assistance & Explanations
Objective: Learn to use AI for writing, debugging, and explaining formulas.
Outcomes:
• Ability to ask AI to generate formulas from plain English.
• Confidence in explaining complex formulas in simple terms.
Session 3: Data Cleaning & Transformation
Objective: Apply AI to clean and prepare datasets efficiently.
Outcomes:
• Remove duplicates, fix formatting, and standardize data using AI.
• Save significant time in preparing reports.
Session 4: Data Analysis & Insights
Objective: Use AI to interpret data and identify patterns.
Outcomes:
• Generate quick insights from raw data.
• Detect anomalies and trends without deep statistical expertise.
Session 5: Pivot Tables & Dashboards
Objective: Leverage AI to design pivots and dashboards that tell a story.
Outcomes:
• Build pivot tables guided by AI suggestions.
• Create executive-ready dashboards with AI support.
Wrap-Up & Reflection
Objective: Consolidate Day 1 learning.
Outcomes:
• Identify most valuable AI features for participants’ roles.
• Prepare for advanced applications on Day 2.
Day 2: Advanced Applications & Business Scenarios
Session 6: Scenario Analysis & Forecasting
Objective: Use AI for projections, what-if analysis, and trend forecasting.
Outcomes:
• Apply AI to simulate business scenarios.
• Forecast sales, budgets, or resource needs more effectively.
Session 7: Automating Reports with AI
Objective: Generate management-ready reports from raw data.
Outcomes:
• Create summaries, charts, and tables instantly.
• Automate repetitive reporting tasks.
Session 8: Business-Specific Use Cases
Objective: Apply GenAI in Excel for functional areas.
Outcomes:
• Finance: Budgeting, variance analysis.
• HR: Attrition trends, headcount dashboards.
• Sales & Marketing: Campaign ROI, sales pipeline reporting.
Session 9: Integration with Copilot & ChatGPT
Objective: Understand how to use Microsoft Copilot and external AI tools with Excel.
Outcomes:
• Learn when to use Copilot vs. ChatGPT.
• Apply natural language queries directly inside Excel.
Session 10: Best Practices & Governance
Objective: Ensure responsible use of AI with Excel.
Outcomes:
• Awareness of data privacy considerations.
• Techniques for error checking and validation.
Closing Lab & Action Plan
Objective: Demonstrate mastery by building an AI-assisted dashboard.
Outcomes:
• Showcase practical use of GenAI for Excel in a business context.
• Leave with an action plan for real-world adoption.
Key Takeaways for Participants
• Hands-on experience applying AI to Excel tasks.
• Practical skills in formulas, cleaning, analysis, dashboards, and reporting.
• Awareness of risks, governance, and best practices.
• Confidence to apply GenAI in daily work across Finance, HR, Sales, and Marketing.
Trainer Profile:
Aman, over the last three decades, had the opportunity to work across some of the world’s most respected technology companies—Microsoft, Oracle, HP, and HCL. His career has spanned the full spectrum of IT and consulting sales, helping clients make confident technology decisions during times of transformation. This long journey has given me a front-row seat to how digital tools evolve, how businesses adapt, and most importantly, how people respond when change arrives at their doorstep. Corporate AI Enablement Leader and GenAI Learning Architect Today. His sessions are grounded in real-life business conversations. He use simple, relatable analogies—often drawn from daily life—to demystify complex topics like Generative AI and Agentic AI. His strength lies in connecting dots across functions and helping business teams see not just how a tool works, but how it fits into their world and their goals. Complementing this, He has been a certified data privacy professional and consultant since 2016, having worked closely with teams on responsible data practices. This background adds depth to AI work—ensuring that innovation is always balanced with governance, ethics, and trust.
Delivery: ZOOM Meeting
