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In today’s fast-changing digital workplace, Excel skills alone are no longer enough. professionals are expected to work faster, analyse data smarter, automate repetitive tasks, and create impact reports with greater efficiency. The integration of Artificial Intelligence (AI) with Microsoft Excel is transforming the way businesses handle data and decision-making.
The Excel with AI – 2 Day Course is designed to help participants combine the power of Excel with modern AI tools to improve productivity, accuracy, and reporting capabilities. This hands-on training program introduces practical techniques for using AI to simplify formulas, automate data cleaning, generate dashboards, create reports, analyse trends, and save value time in daily work
This course will help you upgrade your Excel skills for the Artificial Intelligence (AI).
Contents:
| Day 1: Excel with AI & Data Analytics Fundamentals | Day 2: Power BI & Business Intelligence
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Session 1: Introduction to Data Analytics (1 Hour)
Session 2: Excel for Data Analysis (2 Hours) Data Preparation
Essential Excel Functions
Data Analysis Tools
Hands-on Exercise
Session 3: AI-Powered Excel (2 Hours) Microsoft Copilot in Excel
AI Use Cases
Generative AI for Analysts
Hands-on Lab
Session 4: Data Visualization Best Practices (1 Hour)
Mini Project Create an Excel dashboard for management reporting.
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Session 1: Introduction to Power BI (1 Hour)
Session 2: Data Modeling in Power BI (2 Hours) Data Connectivity
Power Query
Data Modeling
Hands-on Exercise Build a clean data model from raw business data. Session 3: DAX Fundamentals (1.5 Hours) Key DAX Concepts
Common DAX Functions
Hands-on Practice Create KPI calculations and business metrics. Session 4: Power BI Dashboard Development (2 Hours) Visualizations
Interactive Features
Dashboard Design
Hands-on Exercise Build an interactive business dashboard. Session 5: Publishing & Sharing Reports (30 Minutes)
Capstone Project (1 Hour) Business Scenario: Retail Sales Analytics Participants will:
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Who should attend: Accountant, Analyst, HR Executive, Sales Professional, Business Owners, Student, Working Professional, Marketing, HR, Finance, Admin, Operations, Purchase, Logistics.
Trainer Profile: Yogini Bagade is highly experienced corporate trainer with extensive expertise in Microsoft Office Suite, Advanced Excel, Power BI, VBA Automation, and various data analytics tools.
With a strong training portfolio across leading organizations such as Infosys, Bank of America, HPCL, L&T, Bajaj Finserv, Reliance, and many more, she has delivered impact programs in data analysis, reporting automation, dashboards, and Office 365 with AI.
She also brings rich academic experience as a visiting faculty at prestigious institutes. including ICAI Pune, MIT, CDAC, PIBM, and SIMS. Certified as a Microsoft Office Specialist (Excel Expert).
Ms. Yogini blends technical mastery with strong communication and soft skills training, making her a highly sought-after trainer for corporate and academic programs.
Delivery: ZOOM Meeting
