Onsite Training · Johannesburg, South Africa

AI Data Analysis in Excel: Automate Reports, Improve Insights, Drive Growth

The Hands On Blueprint: Master AI Powered Formulas, Automation, and Advanced Data Analysis in Excel.

This 2-day hands-on course is designed to equip professionals with the knowledge and skills to supercharge their Excel capabilities using AI tools like Copilot and ChatGPT.

5th – 6th August 2026 Johannesburg, South Africa

Registration08:30 am – 09:00 am
Morning Sessions09:00 am – 01:00 pm
Networking Luncheon01:00 pm – 02:00 pm
Afternoon Session02:00 pm – 05:00 pm
Secure Your Seat View Agenda
Data Engine Mode
AI Analytics
ACTIVE
Copilot & ChatGPT SYNCED ✓
Automation
VBA & Power Query
Data Cleansing
Intelligent Formatting
Course Duration
2 Days
Format
Onsite Face-to-Face Training
Location
Johannesburg, South Africa
Certification
Certificate of Attendance
Core Focus
AI, Copilot, ChatGPT & Advanced Excel
EXCEL AI

Course Overview

In today’s fast paced digital landscape, Excel remains a cornerstone for data analysis, reporting, and decision making, but AI is transforming how we interact with it.

This 2 day hands on course is designed to equip professionals with the knowledge and skills to supercharge their Excel capabilities using AI tools like Copilot and ChatGPT.

From generating intelligent formulas to automating repetitive tasks via Power Query and VBA, this blueprint will help you integrate AI into everyday workflows to save time, improve accuracy, and confidently support data-driven decision making.

Key Learning Outcomes

✓

Understand how AI tools like Copilot and ChatGPT can enhance productivity within Excel.

✓

Craft effective prompts to solve Excel tasks, troubleshoot issues, and explore new capabilities.

✓

Manage and organise Excel data more efficiently using AI assisted sorting, filtering, and formatting.

✓

Use ChatGPT and Copilot to build, explain, and fix Excel formulas from basic lookups to advanced calculations.

✓

Automate repetitive Excel tasks by generating Power Query and VBA code with AI.

✓

Analyse data with AI to uncover trends, identify outliers, and produce insightful summaries.

Why You Should Attend

Unlock Excel’s full potential with artificial intelligence to supercharge your daily workflows.

🛠️

Hands-On Learning

Learn from real life demos and practical hands-on activities, not just passive theory.

⚡

Automate the Mundane

Discover how to bypass tedious repetitive tasks and let AI generate your VBA and Power Query steps.

🛡️

Reduce Data Errors

Increase data reliability by letting AI assist with complex tasks, dataset cleaning, and formula debugging.

📈

Increase Productivity

Stay ahead of technological trends and immediately increase your personal and team productivity.

🚀

Future Proof Your Skills

The workplace is evolving rapidly. Ensure you are ready for an AI-driven work environment by mastering the tools that will redefine financial and data analysis in the coming years.

AGENDA

Training Agenda

2-Day Onsite Face-to-Face Programme

Day 1
Foundations of AI in Excel & Formula Intelligence
💡
Session 1: Welcome to AI in Excel
  • Understand how AI is transforming Excel workflows.
  • Real world applications and use cases.
  • Overview of what AI can and can’t do.
Session 2: Getting Started with AI Tools
  • Exploring ChatGPT, Copilot, and other tools.
  • Interfaces, key features, and limitations.
  • How to choose the right tool for your needs.
Session 3: Crafting Effective Prompts
  • Elements of a powerful AI prompt.
  • Common mistakes and how to avoid them.
  • Practice sessions on creating high impact Excel queries.
Session 4: Data Management Made Easy with AI
  • Smart sorting, filtering, and data organization.
  • Auto formatting and conditional formatting hacks.
  • Exercises using Copilot to streamline messy spreadsheets.
Session 5: Excel Formulas with AI Superpowers
  • Generate formulas from natural language.
  • Use AI to explain and debug complex formulas.
  • Advanced lookups, nested functions, and text operations.
  • Hands-on: Real time formula generation with Copilot.
Session 6: Real Time Application & Recap
  • Exercise: Solve a mini challenge using AI tools.
  • Recap of learnings with interactive Q&A.
  • Tips and tricks to prepare for Day 2.
Day 2
Data Cleaning, Automation & AI-Powered Analysis
📊
Session 1: Data Cleaning & Preparation with AI
  • Identify fix blanks, errors, and duplicates.
  • Use AI to transform raw data into usable formats.
  • Extract structured data from PDFs and images.
  • Hands-on: AI assisted dataset cleaning challenge.
Session 2: Power Query & VBA Automation
  • Use AI to generate Power Query steps.
  • Automate Excel tasks with AI generated VBA code.
  • Understand what to review in generated scripts.
  • Exercise: Automate a workflow from start to finish.
Session 3: Smart Data Analysis
  • Use Copilot to summarize datasets and spot outliers.
  • Perform trend analysis and derive insights.
  • AI assisted PivotTables and dynamic summaries.
  • Exercise: Build an interactive dashboard with AI.
Session 4: Visualizing Data with AI Tools
  • Create charts with Copilot suggestions.
  • Customize visuals using ChatGPT prompts.
  • Explore AI generated design tips for better storytelling.
  • Exercise: Before and after chart redesign.
Session 5: Text & Sentiment Analysis
  • Extract keywords, classify data, and analyze sentiment.
  • Use AI for social media or customer feedback analysis.
  • Enhance qualitative data interpretation in Excel.
  • Hands-on: Run sentiment analysis on sample comments.
Session 6: Wrap Up, Resources & The Road Ahead
  • Recap: What you’ve learned, what’s next.
  • Bonus tips, tools, and cheat sheets for AI in Excel.
  • Q&A and final reflections on integrating AI into your workflow.
08:30 – 09:00 amRegistration & Coffee Break
09:00 – 11:00 amCourse Session
11:00 – 11:30 amNetworking & Coffee Break
11:30 – 01:00 pmCourse Session
01:00 – 02:00 pmNetworking & Luncheon Break
02:00 – 03:00 pmCourse Session
03:00 – 03:30 pmNetworking Break
03:30 – 05:00 pmCourse Wrap-up

Who Should Attend?

This intensive onsite program is designed for data-driven professionals who want to supercharge their analysis and automate reporting workflows.

  • 💼
    Financial Analysts & Finance Managers looking to speed up reporting and forecasting.
  • 📑
    Audit Officers & Accountants needing to quickly clean data and spot outliers/anomalies.
  • 📈
    FP&A and Treasury Professionals building complex models and dashboards.
  • 📊
    Business, Data, and Strategy Analysts who want to leverage AI for rapid insights and sentiment analysis.
  • ⚙️
    Operations Managers & IT Specialists tasked with streamlining organizational data workflows and VBA automation.

Course Deliverables

Everything you need to master AI-powered Excel analytics

  • 🎓
    Certificate of Attendance

    Recognized documentation of your advanced AI data analysis training.

  • 📚
    Digital Course Materials

    Soft copies of all presentations, interactive exercise files, and sample datasets.

  • 🛠️
    Prompt Cheat Sheets

    Ready-to-use prompt templates for Copilot and ChatGPT tailored for Excel functions.

  • 🎯
    VBA & Automation Guides

    Step-by-step instructions on generating and reviewing safe, effective macro codes.

FAQ

Frequently Asked Questions

A 2-day hands-on course designed to equip professionals with the knowledge and skills to supercharge their Excel capabilities using AI tools like Copilot and ChatGPT.

Financial Analysts, Audit Officers, FP&A Professionals, BI Specialists, Business Analysts, Operations Managers, and IT Specialists.

The course covers ChatGPT, Copilot, Power Query & VBA automation via AI, intelligent data cleaning, advanced formula generation, and sentiment analysis.

The course is delivered as an Onsite Face-to-Face Training spanning 2 days (5th - 6th August 2026) at the Johannesburg, South Africa

Individual delegates are USD 2,795, groups (2-4) are USD 2,595/delegate, and corporate groups (5+) are USD 2,395/delegate. The fee covers all course material, lunch, and refreshments.

Yes, all participants will receive a Certificate of Attendance from Indulead International upon successfully completing the training.

Investment & Registration

Event Code: IL-AIDA-020  |  5th – 6th August 2026  |  Johannesburg, South Africa

Delegate 1

USD 1,295

Book 1 delegate

Per delegate

Group

USD 995

Book 2 to 4 delegates

Per delegate · Best Value

Corporate

USD 795

Book 5 or more

Per delegate · All pricing excl. taxes

Enrollment Application

Payment is required within 5 working days of receiving the invoice. For 6+ delegates, contact us directly at training@indulead.com