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AI for Excel Data and Business Insights
Use ChatGPT to look through spreadsheet data, calculate summaries and explain patterns.
Course 08
Workplace Skills
Use ChatGPT to look through spreadsheet data, calculate summaries and explain patterns. Check the numbers before you use them and avoid conclusions the data does not support.
Course summary
4 hours
Live online via Zoom
ChatGPT Plus recommended. Pro is not needed.
Make Sense of Your Numbers
Looking at rows of data without knowing what matters? Unsure whether a total is right? Need a clear way to explain a chart?
CTAD guides you through a small spreadsheet in ChatGPT. Practise checking the data, calculating useful summaries and turning the results into a short, understandable insight.
Course overview
Use ChatGPT to look through spreadsheet data, calculate summaries and explain patterns. Check the numbers before you use them and avoid conclusions the data does not support.
What you will learn
- Check the data and agree how to clean it.
- Calculate and check simple summaries.
- Create a suitable chart and explain what it shows.
- Write a short note about the findings and their limits.
Your course takeaway
Checked summaries, a chart and a short note explaining the practice data.
Who this course is for
Staff who work with spreadsheet reports in operations, sales, administration and business support, and need to explain what the numbers show.
What to prepare
- Recommended: Basic knowledge of ChatGPT and familiarity with spreadsheet rows, columns and simple totals.
- No coding is needed.
- Use fictional or approved information with personal details removed.
How you learn at CTAD
CTAD’s ALA means Adaptive Learning Architecture. You learn by doing. Watch the trainer demonstrate tasks and practise along for three hours. Then try your own idea for one hour, with trainer feedback. As AI tools change, learn how to find information, test it and adjust the way you work.
Course curriculum
First three hours of live demonstration and practice: Choose a question for the data; check data quality; create summaries and charts; check calculations and explain the findings. Final hour: try your own task in the playground and check it with the trainer.
What you need for training
Required
- A laptop or desktop with spreadsheet software to open the practice data.
- Reliable internet.
- Zoom.
- Speakers and a microphone that work.
- A ChatGPT account with file tools. Plus is recommended for repeated analysis; Pro is not needed. Check file tools and limits before joining.
Recommended
- A second screen.
- A headset.
A second screen is recommended so you can watch the trainer’s demonstration while using your main screen for practice. You can still join with one screen.
Before you enquire
Do I need a paid ChatGPT account?
ChatGPT Plus is recommended for repeated file analysis. Pro is not needed. Check file tools and limits before joining.
Do I need to know Excel or coding?
You should understand spreadsheet rows, columns and simple totals. You do not need coding experience.
Ask about AI for Excel Data and Business Insights
Ask about using AI with spreadsheet data.