AI for Excel
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- Live or Self-paced
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Book live on Noble DesktopSummary
This course teaches experienced Excel users how to use artificial intelligence to reduce time spent on repetitive spreadsheet tasks. Participants learn to work with AI tools, including ChatGPT, Claude, and Microsoft Copilot, to assist with formula creation, data cleaning, analysis, and automation.
Through hands-on demonstrations and practical exercises, you’ll learn how to prompt AI to generate complex formulas, clean and restructure messy datasets, create VBA macros without starting from scratch, and turn raw data into actionable insights. Designed for professionals who rely on Excel daily, this course shows how AI can be integrated into real-world workflows to improve speed, accuracy, and productivity.
Who this course is for
This course is designed for professionals across all industries and job functions who use Excel regularly and want to dramatically increase their productivity. Ideal participants include analysts, managers, administrative professionals, and anyone who spends significant time working with spreadsheets.
Prerequisites
Attendees must have beginner Excel skills equivalent to our Excel Level I: Fundamentals, including basic functions and formulas, printing, formatting, basic charts, and tables.
Curriculum
What you'll learn
- Write precise AI prompts to generate reliable Excel formulas, including advanced nested functions that would otherwise require extensive trial and error.
- Use AI to streamline data cleaning tasks such as standardizing formats, splitting or combining text, removing duplicates, and correcting inconsistencies.
- Rely on AI assistants to interpret existing formulas, diagnose errors, and recommend improvements for inefficient or slow spreadsheets.
- Apply AI to speed up data analysis by uncovering insights, creating visualizations, and generating VBA macros for repetitive tasks.
Course syllabus
Module 1: AI Fundamentals for Excel Users
- Understand what AI can (and cannot) do for your Excel work
- Overview of AI tools: ChatGPT, Claude, Microsoft Copilot, and others
- How AI "thinks" about spreadsheets—and why that matters for getting good results
- Setting realistic expectations: AI as assistant, not replacement
- Security and data privacy considerations when using AI with sensitive data
Module 2: Mastering AI Prompts for Formula Generation
- The anatomy of an effective Excel prompt: context, examples, and constraints
- Generating simple to complex formulas on demand (VLOOKUP, INDEX-MATCH, nested IFs, array formulas)
- Prompt techniques for dynamic formulas that adapt to your data
- Troubleshooting formulas with AI: explaining errors and suggesting fixes
- Hands-on practice: Building a prompt library for your most common formula needs
Module 3: Automating Data Cleaning with AI
- Identifying data cleaning tasks AI handles best
- Prompting AI to standardize inconsistent data (dates, names, addresses, phone numbers)
- Using AI to generate formulas for splitting and combining text
- Detecting and handling duplicates, outliers, and missing values
- Hands-on practice: Cleaning a messy real-world dataset using AI-generated solutions
Module 4: AI-Assisted Data Analysis and Insights
- Asking AI the right questions about your data
- Generating summary statistics and identifying trends with AI guidance
- Using AI to suggest appropriate chart types and visualization approaches
- Creating data narratives: Having AI help explain what the numbers mean
- Hands-on practice: Analyzing a dataset and generating insights with AI assistance
Module 5: VBA and Macro Generation with AI
- When automation makes sense: Identifying repetitive workflows to streamline
- Prompting AI to write VBA macros for common tasks (formatting, reporting, data manipulation)
- Understanding and modifying AI-generated code (even if you're not a programmer)
- Testing, debugging, and refining macros with AI support
- Hands-on practice: Creating a macro to automate a repetitive reporting task
Module 6: Building Your AI-Enhanced Excel Workflow
- Integrating AI into your daily Excel routine without disrupting productivity
- Creating a personal prompt library for recurring tasks
- When to use AI vs. when to do it yourself: A practical decision framework
- Keeping up with rapidly evolving AI capabilities
- Developing an action plan for continued AI skill-building
What's included
- Free course retake within one year to refresh the material and gain practice.
- Class recordings
Stated by the provider. Confirm what your tuition covers before enrolling.
Live classes
Choose dates and book your instructor-led class on nobledesktop.com.
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Live online
Starts at 10:00 · America/New_York (EDT); final session ends at 17:00 EDT
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Live online
Starts at 10:00 · America/New_York (EST); final session ends at 17:00 EST
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Live online
Starts at 10:00 · America/New_York (EST); final session ends at 17:00 EST
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In-person or live online
Starts at 10:00 · America/New_York (EST); final session ends at 17:00 EST
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In-person or live online
Starts at 10:00 · America/New_York (EST); final session ends at 17:00 EST
-
In-person or live online
Starts at 10:00 · America/New_York (EST); final session ends at 17:00 EST
-
In-person or live online
Starts at 10:00 · America/New_York (EDT); final session ends at 17:00 EDT
-
In-person or live online
Starts at 10:00 · America/New_York (EDT); final session ends at 17:00 EDT
-
In-person or live online
Starts at 10:00 · America/New_York (EDT); final session ends at 17:00 EDT
-
In-person or live online
Starts at 10:00 · America/New_York (EDT); final session ends at 17:00 EDT
-
In-person or live online
Starts at 10:00 · America/New_York (EDT); final session ends at 17:00 EDT
-
In-person or live online
Starts at 10:00 · America/New_York (EDT); final session ends at 17:00 EDT
-
In-person or live online
Starts at 10:00 · America/New_York (EDT); final session ends at 17:00 EDT
-
In-person or live online
Starts at 10:00 · America/New_York (EDT); final session ends at 17:00 EDT
-
In-person or live online
Starts at 10:00 · America/New_York (EST); final session ends at 17:00 EST
Confirm current dates and availability on Noble Desktop before booking.
Self-paced course
Learn through recorded lessons on your own schedule.
This course is available for 30 days. You can choose when to start your access period. Once you activate, you will have 30 days to complete it (access the course materials, quizzes, projects and videos). You may request one extension of seven (7) days. Other extension requests will be evaluated on a case-by-case basis. Videos are not downloadable.
- Tuition
- $649
- Course length
- 6 hours
- Schedule
- On your schedule
Learn how to use AI tools like ChatGPT, Claude, and Microsoft Copilot to work efficiently in Excel. In this self-paced course, experienced Excel users will explore practical ways to speed up formula writing, data cleaning, analysis, and automation.
Through self-paced lessons and hands-on exercises, you’ll practice prompting AI to generate formulas, clean messy datasets, build VBA macros, and turn spreadsheet data into useful insights. The course focuses on real-world workflows that can help reduce repetitive work and improve accuracy.
Self-paced prerequisites
Attendees must have beginner Excel skills equivalent to our Excel Level I: Fundamentals, including basic functions and formulas, printing, formatting, basic charts, and tables.
Self-paced curriculum
What you'll learn self-paced
- Write effective AI prompts to generate reliable Excel formulas, including advanced nested functions that can otherwise take significant time to build manually.
- Use AI to simplify data cleaning tasks such as standardizing formats, splitting or combining text, removing duplicates, and fixing inconsistencies.
- Use AI assistants to interpret existing formulas, troubleshoot errors, and suggest improvements for inefficient or slow spreadsheets.
- Apply AI to speed up analysis by uncovering insights, creating visualizations, and generating VBA macros for repetitive tasks.
Self-paced syllabus
Module 1: AI Fundamentals for Excel Users
- Understand what AI can (and cannot) do for your Excel work
- Overview of AI tools: ChatGPT, Claude, Microsoft Copilot, and others
- How AI "thinks" about spreadsheets—and why that matters for getting good results
- Setting realistic expectations: AI as assistant, not replacement
- Security and data privacy considerations when using AI with sensitive data
Module 2: Mastering AI Prompts for Formula Generation
- The anatomy of an effective Excel prompt: context, examples, and constraints
- Generating simple to complex formulas on demand (VLOOKUP, INDEX-MATCH, nested IFs, array formulas)
- Prompt techniques for dynamic formulas that adapt to your data
- Troubleshooting formulas with AI: explaining errors and suggesting fixes
- Hands-on practice: Building a prompt library for your most common formula needs
Module 3: Automating Data Cleaning with AI
- Identifying data cleaning tasks AI handles best
- Prompting AI to standardize inconsistent data (dates, names, addresses, phone numbers)
- Using AI to generate formulas for splitting and combining text
- Detecting and handling duplicates, outliers, and missing values
- Hands-on practice: Cleaning a messy real-world dataset using AI-generated solutions
Module 4: AI-Assisted Data Analysis and Insights
- Asking AI the right questions about your data
- Generating summary statistics and identifying trends with AI guidance
- Using AI to suggest appropriate chart types and visualization approaches
- Creating data narratives: Having AI help explain what the numbers mean
- Hands-on practice: Analyzing a dataset and generating insights with AI assistance
Module 5: VBA and Macro Generation with AI
- When automation makes sense: Identifying repetitive workflows to streamline
- Prompting AI to write VBA macros for common tasks (formatting, reporting, data manipulation)
- Understanding and modifying AI-generated code (even if you're not a programmer)
- Testing, debugging, and refining macros with AI support
- Hands-on practice: Creating a macro to automate a repetitive reporting task
Module 6: Building Your AI-Enhanced Excel Workflow
- Integrating AI into your daily Excel routine without disrupting productivity
- Creating a personal prompt library for recurring tasks
- When to use AI vs. when to do it yourself: A practical decision framework
- Keeping up with rapidly evolving AI capabilities
- Developing an action plan for continued AI skill-building