What you will learn in this AI data analysis course
- How to build prompts that help AI summarize and analyze data in Excel spreadsheets.
- Techniques to extract key findings, themes, and inconsistencies from PowerPoint decks.
- Methods for using AI to interpret PDF reports, condensing large volumes of text into executive insights.
- Practical skills for supporting advanced analysis in Excel and Power BI, including working with PivotTables, KPIs, and dashboards.
- Best practices for iterative prompting, refining questions to get more precise business insights.
- How to evaluate and select secure AI deployment options to keep your data safe and compliant
AI Data Analysis Course - Course Dates
All classes are led by a live instructor. Class times listed are Eastern time.
AI Data Analysis Course Topics Covered
Introduction to AI for Data Analysis
- Understanding what AI can do with external data including Excel, PowerPoint, and PDF.
- Differences between Gemini, ChatGPT, and Copilot for data analysis
- Security and privacy considerations when evaluating data using AI systems.
Prompt Engineering for Data Analysis
- Crafting precise prompts for accurate results.
- Iterative prompting: refining analysis through feedback loops.
- Summarizing data, reviewing financial data into insights, extracting facts from documents
Hands-On: Excel and PDF Data Analysis
- Summarize and detect trends in Excel tables.
- Identify anomalies, risks, or exceptions.
- Extract and compare insights from large PDF reports.
- Practice extracting data from Excel and PDF files
Advanced Data Analysis with Excel + Power BI
- Using AI for formula building and error detection.
- Insights that match or exceed PivotTables with simple prompts
- Summarizing dashboards and identifying KPIs in Power BI.
- Hands-on exercises
Data Analysis from External Sources
- How AI ingests and interprets presentation files.
- Summarize slide decks and reports into key findings.
- Identify recurring themes, inconsistencies, or gaps across slides.
- Compare insights across multiple presentations and sources
- Develop analysis from presentation files to extract data and summarize
Best Practices & Secure Deployment Options
- Risks of data leakage and compliance requirements.
- Evaluating secure deployment options
- Choosing the right tool and AI deployment option for your organization.
Data analysis projects
- Confirm understanding of data analysis process through hands-on projects
AI course instructors
AGI instructors are AI professionals and skilled teachers. You'll learn from a live AI professional that brings years of experience that will help you learn AI quickly and easily.

Grace
MS, Information Design
BA, Digital Communications
Adjunct Professor, St. Olaf

Shirley
MLA, Harvard
MS, Bentley
BS, Bentley

Elizabeth
BS, Finance
Teaching Assistant, Virginia Tech
Accounting & Finance Roles

Fred
MIT, Data Science
SCRUM Master
Certified Technical Trainer
Custom and private AI classes
This AI course is available as a private class. Curriculum can be customized for your specific needs. AI classes can be delivered at your location, online, or in our classrooms. For more information, call 781-376-6044 to speak with a training consultant or contact us.
You should have experience with using a web browser and general computer applications such as Excel, Word, and PowerPoint prior to this course.
You will receive course curriculum for this class developed by the instructors at AGI. AGI instructors have created many of the official training guides and books for Microsoft, including Microsoft Official Academic Curriculum.
What to take after this AI course
After you have attended this course, you may find it useful to continue your learning and attend: Copilot Training Course, Gemini Course, AI Graphic Design Course.
