MS Excel Advanced with AI Support and Practical Workshop

The training is intended for people who use MS Excel in their daily work and wish to improve their knowledge and skills in data processing, analysis, and automation using MS Excel’s advanced features and AI tools.

The training takes place in a classroom or online, where each learner has access to the Microsoft 365 environment.

Participants with a paid Microsoft 365 Copilot licence can actively complete the topics during the training. Participants without the relevant licence can follow the techniques demonstrated by the instructor. The training does not include a paid licence.

Learning resources: A computer running the Windows operating system. Participants may use their own personal computer if they wish.

Programme: MS Copilot tools are used throughout the training to improve Excel workflows, analyse data, and automate tasks.

• MS Excel formulas and functions

  • formulas using data from different worksheets;

  • absolute and relative cell references in formulas;

  • text formulas;

  • using functions: IF, SUMIF, AVERAGE, ROUND, VLOOKUP, TODAY, etc.;

  • using Copilot to generate formulas and identify errors.

• Formatting tables and visualising data

  • advanced table formatting (Format Cells);

  • copying formatting;

  • conditional formatting (Conditional Formatting);

  • creating charts from data located on different worksheets;

  • using Copilot to create charts and visualisation ideas.

• Data management

  • setting restrictions on data entry (Data Validation);

  • goal-oriented search (Goal Seek);

  • protecting a file, worksheet, and table;

  • Copilot recommendations for data management.

• Table analysis

  • freezing rows and columns;

  • splitting and merging columns;

  • sorting and filtering;

  • subtotals;

  • creating and modifying a PivotTable;

  • using Copilot to interpret data analysis.

Upon completion of the training, the learner:

• creates formulas based on data located on different worksheets and uses functions in those formulas;

• applies relative and absolute references and text formulas when processing data;

• analyses Excel table data using sorting, filtering, subtotals, and PivotTables;

• evaluates the suitability of Copilot tools for supporting Excel formulas, data analysis, and visualisation;

• applies data protection and validation features to improve work tasks;

• uses Copilot tools purposefully while observing the principles of data protection and professional ethics.

Completion requirements: A participant receives a certificate of achievement upon completing all practical exercises assigned during the training. Participants who have not achieved the learning outcomes may, upon request, receive a certificate of attendance.

Learning methods: Participants can attend in the classroom or join the training via Zoom. The training comprises 16 hours, including 12 hours of practical exercises in the training environment.

Assessment method: Practical work in MS Excel and the use of Copilot tools to complete an assignment.

Assessment criteria:
The learner:

• uses Excel functions and formulas correctly;

• creates and formats a table;

• uses data analysis techniques;

• applies Copilot tools purposefully when completing the assignment;

• interprets the analysis results.

The price includes: shared lunches and coffee breaks (lunch is not included on half-days)