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AI Agents for Microsoft Excel

Published by Pearson

Beginner content levelBeginner

Learn Excel Automation from Data to Dashboards

  • Learn all about Excel automation with AI Agents —from data to dashboards.
  • Automate reports, trackers, and dashboards with Excel and AI Agents.
  • Visualize and analyze data — no formulas necessary.

Learn to use AI Agents in Excel to automate pivot table analysis and turn complex datasets into clear, actionable insights. Through real-world scenarios, you'll identify trends, compare performance over time, and pinpoint causes behind revenue drops or campaign underperformance. Move beyond basic operations to create presentation-ready summaries for coworkers and informed decision-making on company changes.

What you’ll learn and how you can apply it

  • Build powerful Excel tools like budget trackers, marketing dashboards, and roadmaps in seconds with Excel Agents
  • Utilize AI Agents in Excel to automate data entry quicker than ever before
  • Generate formatted reports from raw data
  • Connect databases to your Excel workflow with custom AI Agents

This live event is for you because...

  • You’re a project manager needing to automate recurring reports in Excel and consolidate data from multiple sources using AI Agents
  • You’re a marketing or sales specialist and need to use AI Agents in Excel track campaign performance and ROI across multiple platforms
  • You’re an IT specialist and want to use AI Agents with Excel to pull data from a database and into a spreadsheet without writing SQL
  • You’re a business analyst and need to prototype dashboards in Excel using AI Agents to complete the task in minutes before building them into production BI systems.

Prerequisites

  • Basic familiarity with Excel

Course Set-up

  • Microsoft Excel
  • Microsoft Copilot

Recommended Preparation

Recommended Follow-up

Schedule

The time frames are only estimates and may vary according to how the class is progressing.

Segment 1: From Zero to Budget Tracker! Building Excel Tools with AI Agents (60 minutes)

  • Understanding when we have a problem we can solve with an AI Agent in Excel
  • Consolidating data from diverse sources automatically with AI Agents
  • Creating a professional project budget tracker using natural language prompts with AI Agents in Excel
  • Customizing your tracker on-the-fly by simply describing what you want changed
  • Diversifying your options with different AI Agent models from ChatGPT and Claude
  • Q&A
  • Break

Segment 2: Using Agents in Excel to Conduct Root Cause Analysis on Red-Alert Problems (60 minutes)

  • Using AI Agents in Excel to generate presentation-ready insights for C-suite meetings
  • Spotting signs of trouble in massive sales sheets using AI Agents
  • Using AI Agents to automatically create powerful dashboards in Excel for root cause analysis
  • Problem solving with AI Agents in Excel, ChatGPT, and Claude
  • Q&A
  • Break

Segment 3: Cleaning and Organizing Data with Agents in Excel (60 minutes)

  • Cleaning messy data instantly with Agents in Excel to cut time on menial tasks
  • Understanding the difference between robotic "App Skills" functions and creative Agent solutions in Excel
  • Building custom workflows for your specific business needs with AI Agents in Excel
  • Diversify your Excel tool set by creating multiple business templates in minutes with AI Agents
  • Q&A
  • Break

Segment 4: Connecting Databases to Excel Without Writing Code (60 minutes)

  • Getting data directly from your company database using a connection string without SQL – i.e., technical know-how
  • Using MCP (Model Context Protocol) to ask questions about your database before pulling data - Generating Excel reports with exactly the columns you need from complex database tables
  • Q&A
  • Break

Course wrap-up and next steps (5 minutes)

Your Instructor

  • Lydia Evelyn

    Lydia Evelyn is the author of Beginning ChatGPT for Python: Build Intelligent Applications with OpenAl APls. She’s also the author of The Complete Beginner’s Guide to Using ChatGPT: Generative AI Made Simple. She is a proficient technical writer and a skilled Python developer with a professional background in ChatGPT. She has effectively utilized ChatGPT, coupled with Prompt Engineering, in multiple client projects within the realm of technical publishing. Lydia boasts extensive programming expertise in both Python and Java.

Skill covered

Microsoft Excel