From Excel data to conclusions with AI
An Excel spreadsheet or a dashboard does not yet tell you what the numbers actually mean. The value appears once you can find what matters in the data, read the results correctly, and draw conclusions from them.
On this hands-on training you will learn to use ChatGPT or Claude alongside Excel, so you get from data to answers of substance faster. AI helps you find the right questions, pick suitable techniques, notice trends and outliers, and make sense of what comes back.
What you'll be able to do
- use ChatGPT or Claude as a data-analysis assistant, and put a clear analysis task into words for it
- use AI to build Excel formulas, summaries and comparisons
- find trends, changes, differences and outliers in your data
- interpret the results, and tell a fact that follows from the data apart from an assumption AI has offered
- choose visualisations that support the analysis and build a simple dashboard in Excel
- put clear, well-founded conclusions into words on the strength of the analysis
Who this course is not for
No analyst background is needed. Basic working knowledge of Excel is assumed. No previous experience with AI is needed.
Course structure
AI as an analysis partner
- How to use ChatGPT or Claude when analysing data (10:00–10:45)
- How to give AI enough information about the data, the situation, and the result you are after
- How to turn a general question into a concrete analysis task
- Which data you can share with AI, and where you need to be careful
Analysing data in Excel with AI
- Building Excel formulas, summaries and comparisons with AI (11:00–12:15)
- Finding a suitable way to analyse something even when you do not yet know which formula you need
- Finding trends, changes, differences and outliers
- How to check your results with AI
What do these numbers actually mean?
- Using AI to interpret the results and find the explanations that might account for them (12:45–13:30)
- Telling apart what the data really shows and what AI is inferring from the results
Visualisations, conclusions and a hands-on wrap-up
- Choosing visualisations that support the analysis, and using AI to find the right charts (13:30–14:00)
- Moving from a business question to an analysis and a visualisation, and putting well-founded conclusions into words
- A recap of the techniques that matter, and questions
We started to see where AI could actually be of help.
Even though AI has existed for over a decade, it's only now becoming a mainstream tool. We were aware of it, but our use was sporadic and, at times, skeptical. The greatest value of working with Eneli and her team was that we began to see where AI could truly help us and how to use this tool to achieve various goals. This journey is just beginning, but we can confidently say that our entire team is now on this accelerating train, rather than waiting on the platform. It's a good feeling because the next train won't be coming anytime soon.
JOEL VOLKOV
Creative Agency TANK,
Partner and Creative Director