Copilot Excel& Data Training
Learn to use AI for data analysis and Excel work, from generating formulas to analyzing datasets and creating visualizations.
What you'll learn
Generate formulas with AI
From XLOOKUP to complex calculations
Analyze datasets
Spot patterns, trends, and anomalies
Create visualizations
Charts, dashboards, and data storytelling
Clean and validate data
Transform and structure raw data
Who is it for?
Specifically designed for professionals who work with data and spreadsheets daily. Data analysts, controllers, finance staff, and anyone who wants to speed up complex Excel tasks with AI. Basic Excel knowledge is enough — you don't need to be a formula expert.
Program
Formulas & Functions
AI as assistant · 1 hour
- • Generate complex formulas
- • XLOOKUP, INDEX/MATCH
- • Debug formulas with AI
Formula library
Data Analysis
Discovering patterns · 1 hour
- • Describe datasets for AI
- • Find trends and anomalies
- • Pivot analysis with AI
Analysis templates
Visualization & Reporting
Storytelling · 1 hour
- • Create charts with AI
- • Dashboard design
- • Data storytelling
Visualization examples
AI for data analysis and Excel work
Excel is still the workhorse for many professionals. But building complex formulas, cleaning datasets, and compiling reports eats up hours. With AI you can automate the routine work and focus on the analysis itself.
Where AI makes the difference in Excel
In this course you’ll learn to use AI for the tasks that currently take you the most time:
- Generating formulas: describe what you want to calculate in plain language and let AI build the formula. From nested IF statements to complex VLOOKUP combinations.
- Cleaning data: inconsistent formatting, missing values, duplicates. AI helps you whip a dataset into shape in minutes instead of hours.
- Running analyses: setting up pivot tables, spotting trends, flagging outliers. You’ll learn to ask AI the right questions about your data.
- Creating visualizations: from raw numbers to clear charts. AI picks the right chart type and formats the result.
Copilot in Excel vs. ChatGPT
Both tools are useful for data work, but in different ways. Copilot works directly inside your spreadsheet — it can insert formulas, add columns, and generate charts without leaving Excel. ChatGPT is stronger at explaining complex formulas, writing VBA macros, and analyzing data you paste in as text.
In this course you’ll learn when to reach for which tool and how to combine them for the best result.
How the course works
We work with your own data as much as possible (anonymized where needed). You’ll go through four exercises: cleaning a dataset, running an analysis, generating a report, and optimizing an existing spreadsheet. Each exercise builds on templates you can reuse right away.
What you walk away with
You’ll receive a formula library with the most commonly used AI-generated formulas by category (finance, HR, operations) and analysis templates you can use as a starting point for your own projects.
Want to learn more about writing effective prompts for structured work? The TCRF framework we describe in that article applies to data work too.
After just two sessions, our team was experimenting with Copilot on their own. We honestly didn't expect that.
Hester van Meurs
UNICEF
Practical information
| Duration | 3 hours |
| Format | On-site or online |
| Group size | 8-12 participants |
| Language | NL / EN |
| Investment | €2.450 per group |
| Prerequisites | Basic Excel knowledge, access to Copilot or ChatGPT |
| Materials | Formula library + analysis templates |
Your trainers
Robert Vos
AI & Copilot Skills, Innovation, Workflow Design
Eric Haase
Excel, Power BI, Data Analytics, AI
Frequently asked questions
What Excel knowledge do I need?
Do we work with Copilot in Excel or ChatGPT?
Can I bring my own datasets?
Is this suitable for financial analyses?
Book this course for your team
In a quick 30-minute call, we'll figure out if this course is the right fit for your team.
We respond within 2 business days