AI+ Programme for ENTIRE EDIH - AI-Powered Productivity with Excel, Data & Presentations - Day 1

Pre-requisites

No prior experience in AI required. The course covers foundational concepts before delving into how to use AI with MS 365. This course provides an understanding of using ChatGPT and Copilot to enhance your capabilities in data analysis, reporting and decision-making.

Who Will Benefit?

This course is designed for participants seeking to future-proof their skill set and stay at the forefront of technological advancements. Excel users who want to harness the power of artificial intelligence in their work will benefit greatly.

Learning Objectives

By the end of this course, participants will be able to: • Explain AI in practical, non-technical terms, including its capabilities, limitations and risks • Write effective prompts and apply prompt engineering techniques to improve AI outputs • Use AI to generate, summarise, refine and extract information from documents and PDFs • Create, debug and modernise Excel formulas using AI support • Build interactive Excel dashboards using slicers, checkboxes and controls • Apply best practices in spreadsheet design, naming conventions and data modelling • Use PivotTables, reconciliation techniques and modern Excel functions confidently • Generate test data and forms using AI to accelerate development • Use AI to prepare presentation content, create visuals, infographics and refine slide messaging • Understand how AI integrates with Power Query, VBA and Power Automate to streamline workflows

Introduction to Artificial Intelligence

Non-technical description of the technology Simple prompts Predictions Warnings

General AI Examples

AI Generated text Changing the audience / tone Summarising Uploading a pdf and extracting information Uploading a large document and asking a question AI generated images and video Spotting AI generated content Extracting information from documents

Prompts and Prompt Engineering

Prompt engineering Parts of a prompt The importance of context Choosing a persona Examples, Constraints and Methods Proof-reading example

AI For Excel Formulas

Asking AI to assist in: Creating a formula Providing your ranges Explaining a formula Explaining a function in a formula Fixing problems in formulas Explain the LET function Rewrite the formula without using LET Compare the non-LET version with the LET version

Excel / PowerPoint Data Visualisation Primer

Using AI to understand data visualisation principles Using shapes for presenting data Tables, Pivot Tables and Charts Slicers

Importing Data

Using AI to understand advanced Excel features What is Power Query? Getting data into Excel using Power Query Preparing data for presentation

Data Visualisation - Dashboards

Excel Dashboard Fundamentals Using Slicers and Checkboxes to provide interactivity in dashboards

Software setup required

Participants should have Microsoft 365 (Office). To complete the hands-on exercises, participants should also have a Microsoft account to log in to https://copilot.microsoft.com/ and should do this prior to the course. If permitted in your organisation - prior to the course, all participants should register for a free account on ChatGPT.