Excel supported by AI – modern data analysis and work automation

Training process

Training needs analysis

If you have specific requirements regarding the training programme, we will carry out a training needs analysis for you. This will guide us on which aspects of the programme should receive greater emphasis, so that the training programme meets your specific needs.

What will you gain?

Clean up data efficiently - You will learn how to clean datasets, remove duplicates, and fix common spreadsheet errors, so you can prepare files faster for analysis, reporting, and further calculations.

Build practical formulas - You will master logical, text, date and time, and lookup functions, so you can create formulas for everyday analysis and combine data from multiple tables with less manual work.

Create flexible spreadsheets - You will learn how to use tables, named ranges, and conditional formatting to build clear worksheets that are easier to expand, update, and reuse in your daily work.

Speed up pivot analysis - You will learn to summarize large datasets with pivot tables, filters, slicers, and timelines, helping you reach conclusions faster without relying on overly complex formulas.

Design clear dashboards - You will learn how to choose the right charts and combine them with tables and KPIs, so you can build dashboards that present results clearly and support better decisions.

Automate work with Power Query - You will learn how to import, merge, filter, and transform data in Power Query, reducing repetitive manual steps and making recurring company reports easier to refresh.

Use AI for formulas and analysis - You will practice writing prompts that generate or improve formulas and help you ask better questions about data, so you can spot trends, relationships, and possible errors faster.

Work with AI safely - You will learn how to use Copilot and other AI tools without exposing company data, and how to verify model outputs before using them in analyses, reports, or business decisions.

Training programme

1. Efficient sorting and preparation of data for further analysis in Microsoft Excel

cleaning data, removing duplicates and correcting the most frequently occurring errors in statements. Participants will learn ways to quickly prepare data for further calculations and reporting,
splitting, combining and transforming the contents of columns using the available functions of the Excel program. The exercises will include work on real examples of business data.

2. Advanced work with formulas and functions used in daily business analyses

the use of logical, text, date and time functions as well as conditional functions in practical summaries. Participants will learn to combine many functions into more complex formulas,
the use of lookup functions and referring to data located in different tables. Among others, XLOOKUP, INDEX, MATCH and modern dynamic functions will be discussed.

3. Creating flexible summaries using tables, named ranges and conditional formatting

transforming ordinary data ranges data into tables enabling more convenient management of large summaries. Participants will learn the principles of using structured references and automatic formula expansion,
designing conditional formatting rules allowing automatic highlighting of the most important values and deviations. Exercises will show the application of formatting in sales, financial and operational reports.

4. Data analysis using pivot tables and interactive reporting tools in Excel

creating pivot tables enabling quick summarization of large data sets data according to various criteria. Participants will learn to group, filter and compare andformation without building complicated formulas,
use of slicers, timelines and calculated fields to create more interactive analyses. Good practices for designing clear reports for business audiences will also be discussed.

5. Creating charts and dashboards supporting the presentation of results and decision-making

selecting the appropriate type of chart for the nature of the analyzed data and the purpose of the presentation. Participants will learn to avoid the most common errors reducing the readability of visualizations,
combining charts, pivot tables, indicators and control elements into clear dashboards. The exercises will include preparing a report enabling quick tracking of the most important business indicators.

6. Automation of data preparation and transformation using the Power Query tool

importing data from various files and automatically performing repetitive operations related to its preparation. Participants will learn the basic mechanisms of creating queries that can be refreshed multiple times,
combining, filtering, grouping i and transforming data without the need to manually perform subsequent operations. Examples of using Power Query in cyclical company reports will be shown.

7. Using artificial intelligence to create, improve and explain formulas in Excel

formulating commands for AI tools in order to generate a formula corresponding to a specific business problem. Participants will learn to provide the context and data structure needed to obtain the correct answer,
analyzing and explaining existing formulas with the help of artificial intelligence and identifying potential errors. The exercises will also show ways of simplifying overly complicated solutions.

8. Using AI for data analysis, searching for relationships, and generating business conclusions

asking questions regarding data and using AI to identify trends, differences and potential anomalies. Participants will practice creating prompts supporting the analysis of sales, costs, and operating results,
generating summaries and recommendations based on prepared statements and reports from the Excel program. The principles of verifying the correctness of answers and limiting the risk of incorrect andterpretation of data will be discussed.

9. Supporting the creation of reports and visualizations through Microsoft Copilot and other AI tools

using natural language to indicate the expected analyses, summaries and methods of presenting information. Participants will learn examples of using Copilot during everyday work with spreadsheets,
comparison of Copilot's capabilities with external language models supporting work with data. Situations in which individual solutions can provide the best results will be discussed.

10. Safe and conscious work with company data when using artificial intelligence tools

recognition of data confidential, personal and business, which should not be provided to unapproved AI tools. Participants will learn the basic principles of safe use of artificial andtelligence in the organization,
verification of results generated by AI before their use in analyses and business reports. The most common errors of language models and ways of reducing the risk of incorrect results will be discussed.

What are the prerequisites for participating in the training?

Basic Excel skills - You should be comfortable moving around a worksheet, editing cells, copying data, and using basic formatting options, so you can focus on more advanced tasks during the course.

Simple formulas and functions - You should know how to enter simple formulas and use basic functions such as SUM or IF, so you can move more easily into advanced formula building during the training.

Working with data tables - You should have experience working with simple Excel tables and data lists, including sorting and filtering, so you can complete the practical exercises smoothly during training.

Understanding business data - You should understand basic reporting and data analysis concepts, so you can interpret results correctly and ask more precise questions when working with Excel and AI tools.