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Excel Using AI Workshop Notes

The document outlines a workshop on using AI tools in MS Excel to enhance productivity and automate tasks such as data entry, analysis, and report generation. It highlights various AI applications like Optical Character Recognition, Copilot for formula generation, and tools for creating dashboards and presentations. The workshop aims to equip participants with in-demand skills to improve their job prospects and salary potential in an AI-driven job market.

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MayurMahajan007
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© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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0% found this document useful (0 votes)
21 views69 pages

Excel Using AI Workshop Notes

The document outlines a workshop on using AI tools in MS Excel to enhance productivity and automate tasks such as data entry, analysis, and report generation. It highlights various AI applications like Optical Character Recognition, Copilot for formula generation, and tools for creating dashboards and presentations. The workshop aims to equip participants with in-demand skills to improve their job prospects and salary potential in an AI-driven job market.

Uploaded by

MayurMahajan007
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

+

MS EXCEL USING AI
WORKSHOP
Problems you might have right now...

Low Efficiency & Productivity

Low Salary Package

Low Salary Appraisal Every Year

Lack Of In-Demand High Income Skills

Lack Respect / Appreciation In Your Job

Stuck In A Department / Industry You Dislike


You’re on a holiday and…
Your boss sends you a
picture…and asks you to type
all the data in excel and send
it by EOD.
Imagine there are 30 such photos your boss has sent you.

Would that take atleast 3-5 hours of your time & ruin your day?
Enter MS Excel’s Optical Character Recognition (OCR) ....

Problem

Data From Picture


(OCR)
Step 1: Go to your Microsoft excel 365
and click on From picture option under
the insert tab.

Step 2: After that click on Step 3: Then click on any cell


review and check the data and then click on inert to add
the data.
And done your data is ready
and added in the sheet.
Manual Data Entry Automatic Data Entry

Time Saved: ? Hours/Week


Boss sends you one more email...
Please put numerical
rating and send it back in 1
minute…
This is the data that we have,
now we have to match and fill
the numerical score column,
but the problem is we don’t
remember the formula.

Now go to Copilot and enter


this prompt.
It will suggest you ways and
formulas to complete this
task, copy the formula and
paste that in your desired cell
to apply it.

Click on the plus icon at the


bottom right corner of the cell
and drag it to the end to apply
the formula to all the cells.
Remembering Formulas AI Generated Formulas

Time Saved: ? Hours/Week


Impress your bosses by answering
all their questions instantly & do
data analysis using AI
*Boss: Wow*
Your boss is back with some more work:

PFA the excel file. Analyze the data & create a report out of your
findings. We have a meeting with the CEO. Its urgent!
Takes 4-5 hours to create 20-30 pivot charts,
tables, timelines, slicers, formulas..

AI..
use
you
ntil
U
How so?
A LLM that is.....

Trained on more data than ChatGPT

Gives you real time information

Allows you to upload files for free

Can be used for free

Google is an Investor (100% secure) Claude AI


Here is the data for stocks of a
company that we want to
analyze using AI.

Now go to claude and enter


this prompt.
After starting the chat, it will
start generating the output
according to your prompt.

You can also ask it make


visualization of your data.
Do you also want to..

Create mind blowing presentations

Without putting any significant effort

That too in less than 5 mins


Step 1: Go to [Link]

Step 2: Click on generate new

Step 3: After that you will get


this interface choose the type
of card that you want it to do
Step 4: Copy the content for Step 6: Adjust the
which you have to make presentation content
presentation and paste it in type and style
[Link]

Step 5: After pasting select the type of what you want


to make, like here we are selecting Presentation
Step 7: Pick a desired
theme

Step 8: Start
generating the PPT

Your PPT will be


generated in couple
of minutes
Step 9: Download the
PPT as per your
required format

Step 10: Here we


have selected
Powerpoint type

Step 11: Remove the


Gamma app logo and
edit it more
according to you,
from here
Your boss is back with some more work:

Good work with the analysis, report & PPT.


Can you visualise this data better and make a dashboard out of it
as well?
Secret tool that can...

Use AI to clean your data

Use AI to Create Charts in 30 Seconds

Use AI to build stunning dashboards

Can be used for free

DataSquirrel
Step 1: Sign in and create an account in Data Squirrel
Step 2: Dashboard of Data Squirrel
Step 3: Upload the excel sheet in the software
Step 4: Ask the query or Automate the AI analyze the dataset
Step 5: Analyezed Data
Dashboards only acceptable
in MS Excel format
at your office?
Want to create an analysis
dashboard in Excel itself?
Prompt:

Analyse this excel file properly. Make a proper excel dashboard out
of this data. final output should be a downloadable excel file having
atleast 10 beautiful and interesting visualisations in 1 sheet only
which will be shown to stakeholders of a private equity company
(match that level)
Step 1: Go to [Link]

Step 2: Go to new and


then click on thread.

Step 3: Don't forget to


choose your dataset.
Step 4: Upload your
dataset from here.

Step 5: Give it the


prompt to analyze your
data set.

After starting the chat


it will analyze the data
and provide the
insights to you.
You can also ask it to
make visualization
based on the analysis.

Graphs and
visualization will be
generated.

You can also make 3d visualizations, download


all the visuals by asking it make a download link.
Very strict data security
norms at office?
Welcome to the

FUTURE.
Microsoft Excel

Analyze Data
This is the dataset that we
want to analyze.

After opening the excel


sheet containing the data,
now click on analyze data.

After that it will give you


multiple analysis all with
visualizations and graphs,
just click here on insert to
add those visualizations.
MS Excel's AI Power - Analyze Data
Function (MS Office 365)

Insight #1
How did the total cost vary per
day?
MS Excel's AI Power - Analyze Data
Function (MS Office 365)

Insight #2
What was the total cost per month?
Show it as a column chart instead
of line chart.
Old way of Data Analysis Using Analyze

Time Saved: ? Hours/Week


Want to automate report
generation in Excel?
USING MACROS?
AI..
use
you
til
Un
Prompt:

I want to automate report generation from this excel file. i want to


automate Generating Attrition Summary Report using macros. Tell
me the steps and give me the macros code to do this. Give me the
steps for both Windows and Macbook
Again go to julius ai and
start new chat.

Enter this prompt and


start the chat.

It will give you all the steps


to perform the required
operations and analysis,
perform it step by step.
Old way of learning &
Using AI
using Macros

Time Saved: ? Hours/Week


SO FAR, WE HAVE GONE FROM ZERO/LITTLE
KNOWLEDGE ON AI IN EXCEL TO...
1. Automatic Data Entry using Data From 7. Creating Dashboards using AI via
Picture-Optical Character Recognition DataSquirrel ✅
Technology ✅ 8. Creating Excel Dashboards using AI via
2. Using Copilot to generate any advanced excel Julius ✅
formulas without having to remember or 9. Getting amazing insights out of your
memorize them ✅ data in 5 seconds using Excel's Analyze
3. Analyzing Excel files using Claude Al ✅ Data Al ✅
4. Working smarter & faster by making Al 10. Answering any question in 5 seconds to
generated word doc summary ✅ impress your boss using Excel's Al ✅
5. Making Complete Presentations using Al 11. Automating Report Generation in Excel
for any topic within 30 seconds ✅ using Macros (the AI way) ✅
6. Auto cleaning data using AI via
DataSquirrel ✅
1. Now do you understand the TRUE POTENTIAL of Artificial
Intelligence in your day-to-day tasks?

2. Now do you understand how AI can easily take over most of your
work & how you can soon be out of a job if you do not master it?

3. Now do you see why Prompt Engineers who have the skill of
talking to AI are getting paid an average of 39.3 LPA in India?

4. Now do you realise how IMPORTANT it is for you to MASTER the


most in-demand technologies in order to not just survive but grow
exponentially in your career & get the salary increment you always
want?
Impact of AI
in todays
Job Market
LEARN TO USE AI TOOLS & PROMPT
ENGINEERING FOR.....
Day-to-Day Automation Research & Project Work

MS Office Work Job hunting

Software development Management & TL

Writing & Designing Data Analysis, etc

Any work that you’re doing irrespective of your profession, age, industry
AI Career Accelerator
Inner Circle
MASTER & GET CERTIFIED
GET A SALARY HIKE OF OFFICIALLY BY IIT ALUMNIS & BY
40% PER MONTH [97% OF MY MICROSOFT
STUDENTS ACHIEVE THIS IN THE MOST IN-DEMAND SKILLS OF
WITHIN 6 MONTHS OF JOINING THE PRESENT & THE AI DRIVEN
THE INNER CIRCLE] FUTURE
(No prior knowledge reqd.)

Build your portfolio so good


GET A HIGH PAYING JOB OF
that recruiters will chase you
>18 LPA WITH OUR 100%
JUST LIKE AFTER AN
GUARANTEED IN-HOUSE JOB
IVY-LEAGUE EXECUTIVE MBA
ASSISTANCE
PROGRAM
WHEN YOU LEARN & IMPLEMENT IN THE
INNER CIRCLE
MASTERCLASS

You will get a minimum 40%


Salary Appraisal in your job with
an upgraded designation within
the next 6 months

OR OR
You Get 200%
Get a better job with a higher Money Back
Salary Package than your current Guaranteed
job within the next 6 months.
WHEN YOU LEARN & IMPLEMENT IN THE
INNER CIRCLE
MASTERCLASS
You become a Microsoft Certified Global Expert.
1 out of 40,000 people in the world have this certification (0.003%)
Who Is This Inner Circle For?

Working Professional wanting to get 18 LPA+ Working Professional wanting to get a


job in the next 6 months, guaranteed via our min. 40% Salary Appraisal in current
in-house job assistance program company with better designation

Student/Fresher wanting to get a Freelancers & Business Owners wanting


10 LPA + job at the start of your career to 2X their income by using AI
Certificate
of Completion

This certificate is proudly presented to

Your Name
19 such
certificates
for completing the
AI Career Accelerator Program

in 1 Program Aditya Goenka Aditya Kachave


Co-founder Co-founder
19 Learnings in
1 Program
To make you completely ready for this

AI-DRIVEN WORLD
FROM THE BEST OF THE BEST

Aditya Kachave Aditya Goenka Stephen Klein Ruben Hassid Dr. Keith Newton Swapnil Narayan
IIT Kharagpur Alumni IIT Kharagpur Alumni Founder & CEO at [Link], UC Top AI Voice on LinkedIn & Founder Prompt & Generative AI Engineer IIT Dhanbad Alumni,
Berkeley Lecturer, Ex Harvard EasyGen. International keynote speaker Microsoft

Katie King Latha TK David Gladson Eshan Tiwari Yogesh Agrawal


AI Researcher, PhD from IIT IIT Madras Alumni
Author & Keynote Speaker on AI Data Science lead at Google Personal Branding Strategist
Bombay Co-Founder & Chief AI Scientist at KhiladiPro
19 Learnings in
1 Program
1:45 PM

Last time we opened the seats for our 1:46 PM

Masterclass 2 months back, all 30 early bird 1:46


1:47 PM

slots got sold out within 9 mins of sharing the 1:48 PM

1:48 PM

link. 1:49 PM

1:50 PM

And the only people who were able to get in 1:51 PM

1:52 PM

were Fast Action Takers. 1:52 PM

1:53 PM

1:53 PM

1:54 PM

1:54 PM
Thank You for Attending.

See y’all in the Basics to Advanced


AI Career Accelerator Masterclass
for 10x faster learning, earning &
Career Growth.

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