Who this course is for
Office staff, accountants, analysts, students and anyone who uses Excel at work and wants to be faster at it. You should know the basics: entering data, simple formulas like SUM, and saving files.
You do not need to know advanced formulas or programming. That is exactly what the AI will help you with.
If you have never used an AI assistant before, take AI for Everyone first.
What you will learn
- How to describe your spreadsheet so the AI gives formulas that actually work
- How to get a formula written for you, and how to check it properly
- How to understand and fix formulas someone else wrote
- How to clean messy names, dates and duplicates in minutes
- How to use XLOOKUP and INDEX/MATCH with AI help
- How to build pivot tables, summaries and charts with AI as your guide
- How to get simple VBA macros written safely, and test them
What you need
- Microsoft Excel (Excel for Microsoft 365 is best; Excel 2016 or later works for most lessons)
- Any AI assistant: ChatGPT, Gemini, Claude or Microsoft Copilot
- A sample spreadsheet to practise on. Use your own data with private details removed, or make up a small table
How to take this course
Each lesson takes 10 to 15 minutes and ends with a practice task in Excel. Keep Excel and your AI assistant open side by side.
One rule for the whole course: the AI writes, you check. Every formula and macro gets tested on your data before you rely on it.
Click Mark as complete at the end of each lesson to track your progress.
Course content
- 1 How AI Assistants Understand Your Spreadsheet The AI cannot see your file. Learn the five things to tell it about your sheet so every formula it writes fits your data. 9 min
- 2 Your First AI-Written Formula (and How to Check It) Get a working SUMIFS formula from AI, put it in Excel, and use three quick checks to make sure the answer is actually right. 12 min
- 3 Explaining and Fixing Formulas Someone Else Wrote Use AI to understand long, inherited formulas in plain language, find the cause of errors like #N/A and #VALUE!, and fix them safely. 11 min
- 4 Cleaning Messy Data: Names, Dates and Duplicates Fix extra spaces, mixed capitals, text dates, split names and duplicate rows using AI-suggested formulas and Excel's built-in tools. 13 min
- 5 Lookups Made Easy: XLOOKUP and INDEX/MATCH With AI Pull matching values from another table with XLOOKUP, or INDEX/MATCH in older Excel, and handle missing matches the right way. 12 min
- 6 Pivot Tables and Summaries With AI as Your Guide Turn thousands of rows into clear summaries with pivot tables, using AI to plan the layout, explain each step and answer follow-up questions. 13 min
- 7 Charts and a One-Page Report From Raw Data Choose the right chart, build it cleanly, and use AI to write the summary text for a one-page report your manager will actually read. 13 min
- 8 Simple VBA Macros: Asking for Them Safely and Testing Them Get AI to write small VBA macros for repetitive Excel jobs, then run them safely on a copy, understand what they do and save them correctly. 15 min