Zomalex | Data and AI Training
Use AI Models to help with Excel Challenges Course
You will learn how to use generative AI models such as ChatGPT, Copilot, Gemini and Claude, to help with common Excel challenges: for example, get advice on how to perform an Excel task, understand an Excel spreadsheet, understand how to use an Excel function, write Excel formulas and to diagnose and fix Excel errors.
Who Should Attend
People who use Excel regularly and experience some of the challenges building Excel spreadsheets.
Learning Objectives
By the end of this course, attendees will be able to use generative AI models to solve common Excel challenges such as writing formulas, understanding spreadsheets and diagnosing errors.
Course Content
The course will cover how generative AI models can help with several typical Excel challenges, for example:
- get advice on how to perform an Excel task. Attendees describe a problem in English to the AI model and it will write the formulas required and explain how to apply (and possibly build an example spreadsheet);
- understand the formulas and functions Excel spreadsheet (one you may have inherited for example);
- understand how to use an Excel function (for example, choose good values for the arguments) or choose the appropriate function to use: e.g., is VLOOKUP or XLOOKUP better in a particular case?
- write Excel formulas, and
- diagnose why Excel cell contains an error value e.g., #N/A, #NAME?, #NULL!, and suggest how to fix the formula or problem that caused it.
Course Length
This is a full day course.
Pre-requisites
It is useful to have a basic familiarity with Excel, for example by attending our Excel Foundation Course. If this is your first time using an AI model, it may be worth taking our Introduction to Generative AI course before this one.
Snapshots from the course exercises
Copilot integrated within Excel