AI Data Analysis in Excel: Automate Reports, Improve Insights, Drive Growth
17th - 18th June 2026
Online - Live
Meet Our Trainer
Duncan Williamson
Mr. Duncan Williamson is an Accounting and Management Consultant with extensive international experience across the Middle East, Africa, Central and South Asia, Europe, and beyond. He combines a strong academic and training background with hands-on manufacturing, commercial, and consultancy experience, delivering consistently high-quality results. Recognised for strong analytical, problem-solving, and decision-making skills, he has published widely, including The Bookkeeping and Accounting Coach (Hodder & Stoughton), a Cost and Management Accounting textbook (Prentice Hall), and Excel Solutions for Accountants. His client portfolio includes Saudi Aramco, Dubai Ministry of Finance, Oman Oil Corporation, and other leading public and private organisations.
Learning Outcomes Key Topic
By the end of this training, attendees will be able to:
- Understand how AI tools like Copilot and ChatGPT can enhance productivity within Excel.
- Confidently navigate and utilise the interfaces and key features of leading AI tools.
- Craft effective prompts to solve Excel tasks, troubleshoot issues, and explore new capabilities.
- Manage and organise Excel data more efficiently using AI assisted sorting, filtering, and formatting.
- Use ChatGPT and Copilot to build, explain, and fix Excel formulas from basic lookups to advanced calculations.
- Use AI to extract, clean and prepare datasets for analysis.
- Automate repetitive Excel tasks by generating Power Query and VBA code with AI.
- Analyse data with AI to uncover trends, identify outliers, and produce insightful summaries.
- Integrate AI into everyday workflows to save time, improve accuracy, and support decision making.
Reason To Attend This Training
- Learn from real life demos and hands on activities not just theory.
- Discover how to automate the mundane and unlock Excel’s full potential with AI.
- Stay ahead of technological trends and increase your personal and team productivity.
- Reduce errors and increase data reliability by letting AI assist with complex tasks.
- Future proof your skills for an AI driven work environment.
Course Details
Welcome to AI in Excel
- - Understand how AI is transforming Excel workflows
- - Real world applications and use cases
- - Overview of what AI can and can’t do
Getting Started with AI Tools
- - Exploring ChatGPT, Copilot, and other tools
- - Interfaces, key features, and limitations
- - How to choose the right tool for your needs
Crafting Effective Prompts
- - Elements of a powerful AI prompt
- - Common mistakes and how to avoid them
- - Practice sessions on creating high impact Excel queries
Data Management Made Easy with AI
- - Smart sorting, filtering, and data organization
- - Auto formatting and conditional formatting hacks
- - Exercises using Copilot to streamline messy spreadsheets
Excel Formulas with AI Superpowers
- - Generate formulas from natural language
- - Use AI to explain and debug complex formulas
- - Advanced lookups, nested functions, and text operations
- - Hands-on: Real time formula generation with Copilot
Real Time Application & Recap
- - Exercise: Solve a mini challenge using AI tools
- - Recap of learnings with interactive Q&A
- - Tips and tricks to prepare for Day 2
Data Cleaning & Preparation with AI
- - Identify fix blanks, errors, and duplicates
- - Use AI to transform raw data into usable formats
- - Extract structured data from PDFs and images
- - Hands-on: AI assisted dataset cleaning challenge
Power Query & VBA Automation
- - Use AI to generate Power Query steps
- - Automate Excel tasks with AI generated VBA code
- - Understand what to review in generated scripts
- - Exercise: Automate a workflow from start to finish
Smart Data Analysis
- - Use Copilot to summarize datasets and spot outliers
- - Perform trend analysis and derive insights
- - AI assisted PivotTables and dynamic summaries
- - Exercise: Build an interactive dashboard with AI
Visualizing Data with AI Tools
- - Create charts with Copilot suggestions
- - Customize visuals using ChatGPT prompts
- - Explore AI generated design tips for better storytelling
- - Exercise: Before and after chart redesign
Text & Sentiment Analysis
- - Extract keywords, classify data, and analyze sentiment
- - Use AI for social media or customer feedback analysis
- - Enhance qualitative data interpretation in Excel
- - Hands-on: Run sentiment analysis on sample comments
Wrap Up, Resources & The Road Ahead
- - Recap: What you’ve learned, what’s next
- - Bonus tips, tools, and cheat sheets for AI in Excel
- - Q&A and final reflections on integrating AI into your workflow
Course Fees
Get in Touch_____________________________
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- Branch Office: Office # 209, 2nd floor, Noor Trade Center, Gulshan Iqbal Block 13 - A, Karachi, Pakistan
- +92-301-2938376
- training@corsol.net