Excel Training Professional Training Solutions Ltd

Courses

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

Artificial Intelligence is transforming the way professionals analyse data, build reports and deliver presentations. This practical course shows you how to harness AI to work smarter in Excel and PowerPoint. You’ll start with a clear, non-technical introduction to AI and learn powerful prompting techniques to generate, refine and summarise content with confidence. The course then moves into AI-enhanced Excel — helping you create and troubleshoot formulas, modernise spreadsheets with advanced features and build interactive dashboards using slicers and controls. You’ll also discover how AI can accelerate slide preparation, generate visuals and infographics, refine messaging and support automation using VBA, Power Query and Power Automate. This course is ideal for professionals who want to boost productivity, modernise their Excel skills and apply AI confidently in real business environments.

Duration
1 day
Format
Instructor-led, in person or live online

What the course covers

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.

Course dates

There are no public dates for this course yet. We also run it on request for teams. Contact us to arrange a date.