Excel Training – The Most Comprehensive

Introduction to Excel & AI Training

• Presentation of the syllabus and the impact of AI on productivity
• Interface overview (Ribbon, Quick Access Toolbar, etc.)

Module 1 – Excel Fundamentals

• File structure (workbooks, worksheets, and cells)
• Modifying your data: Incrementing series, Smart Flash Fill, and Freezing panes
• Overview of top shortcuts and time-saving tricks
• Customizing the Ribbon and Quick Access Toolbar
• Creating and managing worksheet tabs

Module 2 – Using Named References

• Creating named references
• Navigating to a named element
• Using the Name Manager
• Using a named reference inside a formula

Module 3 – Tables, Layout, and Smart Analysis

• Automatic table formatting
• Creating and applying custom table styles
• Conditional formatting
• Database functions: Filtering and Sorting
• Cell formatting and layout
• Printing tables and sheets
• AI-guided exploration: Using the “Analyze Data” (Insights) feature to automatically generate visual suggestions

Module 4 – Leveraging Formulas and AI Formula Assistance

• Relative and absolute references
• Searching for and inserting functions
• Using basic formulas: SUM, AVERAGE, MAX, DATE
• Using logical (IF), text, and date functions
• Using lookup functions: VLOOKUP, HLOOKUP, XLOOKUP
• Introduction to AI-powered data types (Connected Stock and Geography data)

Module 5 – Creating Data Visualizations

• Selecting data to include in a chart
• Chart types: Column, line, pie charts in 2D or 3D
• Choosing the right chart type based on needs (Using Recommended Charts powered by Excel’s algorithm)
• Applying chart styles

Module 6 – Pivot Tables & Pivot Charts

• Understanding the utility of a Pivot Table (use cases and examples)
• Creating a Pivot Table (and utilizing Recommended Pivot Tables)
• Formatting a Pivot Table
• Using Slicers for interactive filtering
• Modifying source data and refreshing tables
• Extracting key metrics and statistics from your table
• Customizing Pivot Tables
• Creating a Pivot Chart
• Customizing Pivot Charts

Module 7 – First Steps with Macros and Automation

• Core principles of how a macro works
• Recording, writing, and running macros
• Executing macros via shortcuts (in the ribbon, buttons, etc.)
• Managing macros
• Introduction to modern automation: Differences between Macros (VBA) and cloud-optimized Office Scripts using AI

Module 8 – Using Microsoft Copilot in Excel

• Overview of Copilot in Excel
• Writing Clear Requests in Natural Language
• Generating and Explaining Formulas with Copilot
• Analyzing a Table and Identifying Key Trends
• Creating a Summary from the Data
• Reviewing AI-Generated Formulas and Results
• Workshop: Analyzing a Dataset and Creating Formulas with Copilot

Advanced Training to Go Further

Advanced Training: Mastering Macros, AI, and Introduction to Programming

Other course(s) in this category

→ Excel Training – The Most Comprehensive

→ Excel Essentials Training – Master the Foundations for Professional Efficiency

→ Excel Dashboard Training