All Excel classes include
Free retake
Detailed curriculum
Live instructor
Flexible rescheduling
Certificate of Completion
Small class sizes
Course recording
Skills learned in this Excel AI course
- Use Microsoft Copilot to automate repetitive Excel tasks
- Ask natural language questions to analyze and summarize data
- Generate formulas and explain complex logic with AI assistance
- Create AI-generated charts, PivotTables, and dashboards
- Clean, merge, sort, and filter data using AI commands
- Import and analyze data from web sources and your organization
- Run statistical analysis and visualizations using Python in Excel
- Integrate Copilot with Excel for smart automation and content generation
Excel Copilot AI course - Course Dates
All classes are led by a live instructor. Class times listed are Eastern time.
AI Course with Excel topics covered
Introduction to AI in Excel
- Understanding AI and its role in modern data workflows
- Overview of AI tools integrated with Excel
- Microsoft 365 Copilot
- Python in Excel (via Copilot)
- OpenAI tools (e.g., ChatGPT with Excel)
- Power Platform AI features (Power Automate, Power BI AI visuals)
Getting started with Copilot in Excel
- Enabling and accessing Copilot in Excel
- Microsoft 365 licensing requirements
- Supported platforms and versions
- Interface overview
- Navigating the Copilot Pane
- Chat interface
- Prompt templates
- Context-aware assistance
- Collaborating with Copilot
- Dedicated Copilot-generated analysis sheets
- Preserving original data while working with AI
AI-Powered data interaction
- Asking natural language questions about data
- Text insights and summarization
- Copilot-generated visualizations
- Charts
- PivotTables
Using Copilot in Excel for data analysis
- Identifying patterns, trends, and anomalies
- Scenario analysis and forecasting
- Generating automated insights
- Dashboard and summary sheet generation
Copilot and data manipulation in Excel
- Natural language for highlighting, sorting, and filtering
- Cleaning and formatting data
- Removing extra spaces
- Merging columns
- Deleting duplicates
- Automating repetitive data tasks
Excel formula assistance with Copilot
- Generating formulas with natural language
- Understanding and explaining existing formulas
- Suggesting new formulas for calculated columns
- Debugging and optimizing formulas
AI-Powered external data integration
- Retrieving external data with Copilot
- Web-based content
- Accessing your data sources
- Verifying accuracy and attribution of sources
Advanced data analysis with Copilot in Excel
- Introduction to how Copilot helps you use Python for data analysis in Excel
- Writing and running Python code with Copilot's help
- Statistical analysis
- Data transformation
- Create data visualizations
- AI-assisted advanced modeling in Excel
Enhancing Excel with Copilot
- Using Copilot for formula generation and logic support
- Introduction to Power Automate
- Developing a GPT-powered Excel assistant
- Advanced prompt engineering for Excel contexts
Other AI tools for Excel and business intelligence
- Power BI AI features and visualizations
- Smart narratives
- Key influencers
- Overview of additional tools for analysis
- Sentiment analysis
- Document processing
- Image-to-table AI
Best practices and considerations when using Copilot AI with Excel
- Writing effective AI prompts
- Ensuring privacy, accuracy, and responsible use
- Recognizing the limitations of AI tools
Copilot Excel AI project
- Creating Excel business reporting with AI
- Dashboards
- Forecasts
- Insights
Excel course instructors
AGI instructors are Excel professionals and skilled teachers. You'll learn from a live Excel professional that brings years of experience that will help you learn Excel 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
Custom and private Excel classes
This Excel course is available as a private class. Curriculum can be customized for your specific needs. Excel 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 Excel before this course. Completion of at least the introductory Excel course or knowledge of all topics covered in that course is required.
You will receive a comprehensive course manual for this class developed by the instructors at AGI. AGI instructors have created many of the official training guides and books for Microsoft, including the Microsoft Official Academic Curriculum for Microsoft Office, including Excel.
Frequently Asked Questions for Excel Copilot AI course
Which Excel course covers Pivot tables and V LOOKUP?
You will learn Pivottables and VLOOKUP in the intermediate Excel course. These topics are covered in-depth with hands-on projects, and the ability to ask questions from a live instructor.
Prerequisites for this Excel course
Prior to attending this Excel classes, you should be familiar with all the concepts covered in the: Excel class - Introduction, Excel class - Intermediate. This can be through attending the course or through experience.
What to take after this Excel course
After you have attended this course, you may find it useful to continue your learning and attend: Power BI course - introduction.