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AI for Excel: Automate Reporting and Build Dashboards Faster
New
Rating: 4.5 out of 5(1 rating)
6 students
Last updated 4/2026
English

What you'll learn

  • Automate Excel Reporting with AI Use AI tools to generate formulas, automate repetitive calculations, and streamline Excel workflows.
  • Clean and Structure Messy Data for Reliable Analysis Identify common spreadsheet data issues and use AI-assisted methods to clean, standardize, & prepare data.
  • Analyze Business Data and Identify Key Insights Transform raw spreadsheet data into meaningful insights by creating summary tables, and identifying trends.
  • Build Professional Dashboards and Executive Reports Create clear Excel dashboards and executive-ready reports that communicate key metrics and recommendations.

Course content

8 sections38 lectures2h 1m total length
  • Welcome: How AI is Transforming Excel Workflows5:35

    Outcome:
    You will understand how AI reduces Excel work from hours to minutes.

    Topics:
    • Why Excel is still the #1 business tool
    • The biggest inefficiencies in traditional Excel workflows
    • How AI changes everything

  • The AI Tools You’ll Use in This Course5:26

    Outcome:
    You will set up the exact tools used throughout the course.

    Tools:

    • ChatGPT
    • Excel Copilot (if available)
    • AI formula assistants
    • Prompting frameworks

  • The AI Prompt Framework for Excel6:09

    Outcome:
    You will learn how to ask AI for the exact formulas and analysis you need.

    Topics:

    • Prompt structure
    • How to describe datasets to AI
    • Getting reliable results

  • Download the Course Files and Datasets4:51

    Outcome:
    You will prepare the messy datasets used in the course to clean them up.

    Files included:

    • messy sales dataset
    • messy customer dataset
    • clean dataset
    • dashboard example

  • Your First AI Excel Task4:26

    Outcome:
    Students generate their first AI formula.

    The answer to this exercise is in the downloadable video.

    Hint: This was a trick question to have AI diagnose an issue with the formula as well.

    Exercise:

    Ask AI to build:

    • SUMIFS
    • lookup formulas
    • conditional formulas

Requirements

  • Some exposure to Excel is helpful but no advanced skills are necessary, the course will take you step by step.

Description

Stop spending hours struggling with Excel.

Most professionals still use Excel the old way.

They manually write formulas, clean messy datasets one row at a time, and spend hours building reports that should take minutes.

But AI is changing how Excel works.

In this course, you will learn how to combine Excel with AI to automate reporting, clean data faster, generate formulas instantly, and build professional dashboards.

Instead of fighting with spreadsheets, you’ll learn a smarter workflow that allows you to move from raw data → insights → professional reports quickly.

By the end of this course, you’ll be able to take messy data and turn it into clear insights that decision-makers can use.

What You Will Learn

In this course, you will learn how to:

  • Use AI to generate complex Excel formulas instantly

  • Clean messy spreadsheets in minutes

  • Analyze datasets and identify important trends

  • Build professional dashboards that communicate insights clearly

  • Automate recurring reports

  • Generate executive summaries using AI

You will also learn a complete workflow used by analysts and managers in real organizations.

The Real Value of This Course

Most Excel courses teach formulas.

This course teaches how to think like an analyst.

You’ll learn how to:

  1. Diagnose messy datasets

  2. Clean and structure data

  3. Analyze patterns and trends

  4. Build dashboards

  5. Generate executive reports

These are the skills professionals use every day in roles such as:

  • Business analyst

  • Marketing analyst

  • Operations manager

  • Sales manager

  • Data analyst

  • Consultant or freelancer

Who This Course Is For

This course is ideal for:

  • Professionals who use Excel for reporting

  • Analysts who want to work faster

  • Managers who need clearer insights from data

  • Freelancers who want to offer data analysis services

  • Anyone who wants to combine AI with Excel to increase productivity

No advanced programming skills are required.

What Makes This Course Different

This course is highly practical.

You won’t just watch lectures.

You’ll work through real datasets and build:

  • automated formulas

  • dashboards

  • executive reports

  • reusable templates

  • AI prompt libraries

By the end of the course, you will have a complete AI-powered Excel workflow you can use immediately in your job or business.

Course Includes

Real-world datasets
Excel dashboards
AI prompt libraries
reporting templates
step-by-step exercises
a complete final project

After This Course

You will be able to take messy spreadsheets and quickly transform them into:

  • clean datasets

  • meaningful analysis

  • professional dashboards

  • executive-ready reports

This is the skill that turns spreadsheet users into data-driven professionals.

Who this course is for:

  • • A basic familiarity with Microsoft Excel, such as entering data, navigating spreadsheets, and using simple formulas like SUM or AVERAGE. • Access to Microsoft Excel or a similar spreadsheet program like Google Sheets. • Access to an AI tool such as ChatGPT or another AI assistant to follow along with the exercises. • A willingness to practice with real datasets and apply the workflows demonstrated in the course. No advanced Excel skills, programming knowledge, or data science experience are required. The course is designed to guide you step-by-step from basic spreadsheet tasks to using AI for automation, analysis, and reporting.