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This training course offers a practical and accessible introduction to artificial intelligence applied to Excel, with a focus on Copilot and ChatGPT tools. It allows participants to discover how these technologies can transform the way they explore, analyze, and present data, while supporting you in certain complex tasks in Excel.
- Understand the basic principles of AI applied to Excel
- Use Copilot and/or ChatGPT to support you in your everyday tasks in Excel
- Use Copilot and/or ChatGPT to generate formulas, analyze data, and create visualizations
- Prepare, sort, and interpret data efficiently
- Create pivot tables, charts, and forecasts using AI
- Identify relevant use cases for integrating AI into everyday life
Module 1: Introduction to AI for Excel
- Training schedule
- General information
- Source data used
- Introduction to Copilot for Excel
- Introduction to Copilot Chat
- Introduction to ChatGPT
- Introduction to prompts
- Introduction to data exploration
- Data preparation
- Sorting, filtering, and formatting
- Understanding and interpreting formulas
- Analyzing data with the help of AI
- Generating formulas with Copilot or ChatGPT
- Creating pivot tables
- Generating relevant charts
- Create automatic forecasts
- Create a smart template
- Obtain internal or external data
- Bonus: Learn to learn with AI
- Bonus: Programming support (VBA, scripts)
- Bonus: Clean text data
- Comparison of tools (Copilot vs ChatGPT)
This training course is offered in English.
This training course is aimed at professionals who regularly work with Excel and want to discover how AI can be integrated into their daily work.
This training course is intended for professionals who:
- Are generally comfortable with computers
- Regularly use Excel
Each learner must use a laptop, an Office 365 or Microsoft 365 license, and an active internet connection.
Course registration includes:
- A PDF document with step by step instructions to build the course report
- A series of video clips with demonstrations (one for each step)
- A reference website with additional resources
- A forum to ask questions
This training qualifies for 0.6 continuing education units (CEUs).
Le CFO masqué is a member of the Société de formation et d’éducation continue (SOFEDUC), which defines a Continuing Education Unit (CEU) as 10 hours of participation in a structured training activity organized and conducted by an accredited organization, facilitated by qualified instructors and culminating in an evaluation. Only SOFEDUC members in good standing are authorized to use the graphic symbol.
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Your e-learning course does not come with personalized help. If you have any questions, please ask them on our online forum.
You are not allowed, in any way, to share your training documents and videos with a third party, even if it is a co-worker. This clause is part of our terms of purchase and is intended to preserve our copyright. If you enjoy the content offered by Le CFO masqué, please respect this clause. This will allow us to continue to create quality material. However, we do have an affiliate program in place. Please take advantage of this program to recommend our training to your colleagues and other contacts and we will offer you a 15% commission in return.









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