Mastering Excel: From Formulas to AI-Driven Insights

Name: Mastering Excel: From Formulas to AI-Driven Insights
Rating: 4.9 (15 reviews)

Master Excel with formulas, Pivot Tables, dashboards, and AI-powered data analysis for smarter decisions.

Highest Rated

Created byRajiv Garodia

Last updated 3/2026

English

English [Auto],

What you'll learn

Create and manage organized, professional Microsoft Excel spreadsheets from scratch
Use core Excel functions to support day-to-day business decisions.
Clean and prepare raw data for reliable business insights.
Analyze data using filters, sorting, and structured workflows.
Build executive dashboards to support data-driven decisions.
Leverage ChatGPT for Excel to automate tedious tasks and generate deep data insights.

Course content

7 sections • 50 lectures • 4h 59m total length

Course Structure and Outline4:53
Instructor profile1:06
Meet Rajeev Garodia, a chartered accountant and CFA with over 20 years in valuation, financial modeling, and strategy consulting, who teaches practical Excel fundamentals for analysis, reporting, and decision-making.
Course Tips for a Better Learning Experience0:42

Formulas - Introduction1:50
Understand how Excel formulas work and how to apply them confidently in real-world scenarios
Use lookup functions like VLOOKUP, HLOOKUP, XLOOKUP, INDEX, and MATCH to retrieve accurate data
Work with modern dynamic array functions such as UNIQUE, FILTER, and SORT for faster and cleaner data analysis
Apply ranking and logical functions like CHOOSE, LARGE, and SMALL for comparative analysis
Perform financial calculations using NPV, IRR, XIRR, and PMT for investment and cash flow analysis
Analyze large datasets using conditional formulas like SUMIFS, COUNTIFS, and AVERAGEIFS
Avoid common formula errors and understand best practices for reliable results
Build a strong foundation to use Excel formulas in finance, analytics, valuation, and business decision-making
VLOOKUP and HLOOKUP Function14:03
Master vlookup and hlookup to retrieve data from vertical and horizontal tables using exact matches, table arrays, and automate column references with match and fix ranges for multi-record pulls.
VLOOKUP with approximate match3:51
Master VLOOKUP's approximate match to assign grades from percentage ranges, using an ascending table, with true versus false, to avoid errors when exact matches are unavailable.
Index and Match Function7:52
XLOOKUP Function (Part 1)9:55
Explore the Xlookup function in Excel for flexible lookups across columns or rows, including if not found, and compare it with vlookup and hlookup using practical examples.
XLOOKUP Function (Part 2)9:52
Learn how to use the XLOOKUP function with wildcard matches and the search mode to pull company names and sales amounts from a table, including Nike and HM International.
Unique Function3:53
Learn to extract unique values from a range using Excel's unique function, a dynamic array tool in Excel 2021 and 365, with syntax for array, by column, and exactly once.
Filter Function4:19
Sort Function4:16
SortBy Function5:26
Using Sort and Filter Function together2:59
Combine sort and filter functions to analyze data by filtering sales greater than $5,000 and sorting the results in descending order for powerful Excel insights.
Large and Small Function5:35
Most used Finance Functions - NPV, IRR, XIRR, PMT14:27
Master finance functions in excel, including npv, irr, xirr, and pmt, by calculating cash flows, discount rates, and loan EMIs to assess value creation.
Sumifs, Countifs and Averageifs11:29
Master sumifs, countifs, and averageifs to sum revenue or profit by country across segments, using multiple criteria and synchronized ranges with practical examples.
Choose Function7:30
Explore the Excel choose function, its index-based lookup, and how it compares to if formulas, with examples using product lists, sums, and range handling.
Test Your Understanding

Interactive Data Tools & What-If Analysis - Introduction2:58
Data Validation in Excel8:00
Flash Fill4:55
Sorting and Filtering data in excel6:14
Sort by location and date of joining, then filter by department or salary in Excel to quickly extract insights from large data with headers.
Creation of dynamic dropdown lists in excel5:31
Create a two-level drop-down in Excel by converting country and city lists into tables, then using data validation and indirect to filter cities by country and auto-update with new entries.
What if analysis - Goal Seek4:16
What if analysis - Data tables5:44
Master the data table under the what-if analysis menu to run single- and two-variable sensitivity analyses of loan EMI in Excel, linking PMT formulas to interest rate and tenure.
What if analysis - Scenario Manager7:35
Test Your Understanding
Leave a rating1:08

Introduction to Excel Pivot tables0:52
Explore pivot tables to summarize, analyze, and reorganize large data sets with a few clicks, gaining quick insights without writing complex formulas.
Getting Started with Pivot table data2:07
Creating a Pivot table7:48
Working with multiple values and dimensions in a Pivot table5:15
Filtering data with Pivot table slicers6:04
Updating the Pivot table data2:05
Test Your Understanding

Sales Dashboard - Introduction2:18
Sales Dashboard - Data and Wireframe2:44
Sales Dashboard - Data analysis using Pivot Tables14:10
Sales Dashboard - Inserting Slicers7:04
Sales Dashboard - Dynamic Charts9:13
Pull annual revenues and profits, create a chart for the dashboard using pivot tables, and show annual sales and margins by regions and product category.
Sales Dashboard - Revenue for Top 5 Customers8:35
Pull the top five customers by revenue, display their names and revenues by region and product in a dashboard chart, and finalize a dynamic clustered column chart with data labels.
Sales Dashboard - Automatic data refresh5:48
Sales Dashboard - Locking dashboard sheet5:50
Sales Dashboard - Summary1:27

Using Chat GPT with Excel: Smart Productivity Tools - Introduction1:53
Combining Excel with Chat GPT to generate formulas7:16
Creating an index sheet in Excel using Chat GPT5:26
Generating insights from data using Chat GPT4:42
Learn to generate high-level insights from a 10,000-row data set by attaching the data to chart GPT and prompting for actionable trends in sales, profit, and regions.
Next-Gen Excel with ChatGPT AI (Part 1)15:35
Next-Gen Excel with ChatGPT AI (Part 2)11:17
Sentiment analysis using ChatGPT9:38
Master sentiment analysis of customer reviews using ChatGPT and ChatGPT for Excel, classifying feedback as positive, neutral, or negative in a tabular format and enabling AI-powered Excel workflows.

Requirements

Basic Excel Knowledge is required.
Microsoft Excel 2016-2024 or Microsoft 365 Excel Loaded on Computer to Follow Along with Instructor Lectures is Recommended

Description

Unlock the full power of Excel with “Mastering Excel: From Formulas to AI-Driven Insights”! This course is designed for anyone who wants to go beyond the basics and learn how to analyze, visualize, and automate data like a pro.

You’ll start by mastering core formulas and functions that form the backbone of Excel. Then, you’ll explore data validation and what-if analysis to make your spreadsheets smarter and more interactive. Learn how to create Pivot Tables to summarize and analyze large datasets effortlessly, and turn them into dynamic dashboards that provide actionable insights at a glance.

In the final section, we dive into the cutting-edge world of AI in Excel, showing you how artificial intelligence can help clean, analyze, and interpret data faster and more efficiently than ever before.

By the end of this course, you’ll be able to:

Work confidently with formulas and functions to automate calculations
Validate and control data for accuracy
Create Pivot Tables and slicers to analyze complex datasets
Build interactive dashboards for data visualization
Leverage AI tools for smarter data analysis

Whether you’re a professional, student, or entrepreneur, this course will transform the way you work with Excel, saving you time and helping you make better data-driven decisions.

Who this course is for:

Students and beginners who want to build strong Excel skills from scratch.
Working professionals who use Excel for day-to-day reporting and analysis.
Finance, accounting, and audit teams looking to improve accuracy and speed.
Job seekers aiming to strengthen their resume with practical Excel skills.
Anyone looking to create clean reports, dashboards, and business presentations.

Mastering Excel: From Formulas to AI-Driven Insights

What you'll learn

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Course content

Introduction3 lectures • 7min

Excel formulas for data analysis and decision making15 lectures • 1hr 47min

Data validation and What if analysis9 lectures • 46min

Data analysis with Excel Pivot Tables6 lectures • 24min

Creation of Sales Dashboard9 lectures • 57min

Using ChatGPT with Excel: Smart Productivity Tools7 lectures • 56min

Conclusion1 lecture • 2min

Requirements

Description

Who this course is for: