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From Excel data to conclusions with AI
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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.

  • Length 4 hours
  • Format On-site
  • Level Beginner
  • Group up to 15 participants
  • Audience This training suits managers and specialists who use Excel to analyse reports, results or other business data, and who want AI to help them get answers of substance out of that data faster. A good fit if your work involves comparing results, noticing changes, looking for the causes behind a problem, or explaining to others what the numbers show.
  • Materials Exercise files. Please bring: a laptop with Microsoft Excel, and a paid ChatGPT or Claude account.

Course structure

Tap a module to see its contents

    • 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
    • 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
    • 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
    • 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

Learning outcomes

What you'll be able to do

  1. use ChatGPT or Claude as a data-analysis assistant, and put a clear analysis task into words for it

  2. use AI to build Excel formulas, summaries and comparisons

  3. find trends, changes, differences and outliers in your data

  4. interpret the results, and tell a fact that follows from the data apart from an assumption AI has offered

  5. choose visualisations that support the analysis and build a simple dashboard in Excel

  6. put clear, well-founded conclusions into words on the strength of the analysis