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Excel Using AI Workshop Notes

The document outlines a workshop on using AI tools in MS Excel to automate data entry, generate formulas, analyze data, and create visualizations. It introduces various tools such as OCR for data extraction, Microsoft Copilot for formula generation, and Claude AI for data analysis, among others. Additionally, it promotes a program aimed at enhancing AI skills for career advancement, offering live coaching and job assistance.

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yeshaswini gr
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0% found this document useful (0 votes)
25 views94 pages

Excel Using AI Workshop Notes

The document outlines a workshop on using AI tools in MS Excel to automate data entry, generate formulas, analyze data, and create visualizations. It introduces various tools such as OCR for data extraction, Microsoft Copilot for formula generation, and Claude AI for data analysis, among others. Additionally, it promotes a program aimed at enhancing AI skills for career advancement, offering live coaching and job assistance.

Uploaded by

yeshaswini gr
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
Tool #1

Want to quickly add data


(Invoices/Raw Data) to Excel
automatically?
OCR-Data From Picture
APPLICATION:
Quickly add thousands of
Data From Picture
rows of data ( printed or (OCR)
handwritten)
Review added data
Open you excel workbook
and go to Get Data option
under the Data tab.

Select picture from file


option.
Select the file from which you
have to extract data in your
excel sheet.

You will see a section pop up like this on


the right side of your excel sheet, review
and click on insert data to add your
image data in your sheet.
Tool #2

Want to quickly write formulas


but dont know/remember the formula?
Copilot Prompt

You're an excel expert. I have ratings from column e2 to e213. Rate


table in column a2 to b8. Help me get the exact numerical score
by matching rating from column e and column a and numerical
score in column b
Go to microsoft copilot , you will
see a interface like this, give the
desired prompt according to your
need.

Start the chat and done, in few


seconds it will give you formulas or
any other output according to your
prompt with detailed steps to perform
those operations.
Move back to your excel sheet
and follow those steps to apply
the formula and review it once
after applying

Similarly you can give it multiple more


prompts based on your need and get
the manual work done in seconds.
Copilot/Gemini/ChatGPT
APPLICATION:
Quickly add any formula
by simple prompting
Any formula/any data
Tool #3 & 4

Want to quickly write formulas


without having to copy paste?
AI-Aided Formula
APPLICATION:
Quickly add any formula
by simple prompting
Any formula/any data
To get the add-ins, go to
Add-ins under the Home tab
and search for the AI Formula
Generator add-in

Once you install it,


go to the Add-ins
section and click on
AI Formula Editor.
A tab will pop up. Enter your query as per
your need and click Submit. It will generate
the formula based on your query.
ChatGPT for Excel
APPLICATION: APPLICATION:
[Link] [Link]
[Link] [Link]
[Link] [Link]
[Link]
Go to Add-ins, search for ChatGPT for Excel,
and install the add-in.

The formula for this starts with =[Link]


Write the formula, specify the cell where
the prompt is written, and press Enter.
Within a few seconds, it will generate the
response.
Similarly, you can use [Link] to
extract specific data from a cell.

Specify the cell from which


you want to extract the data
and mention what you want
to extract. It will return the
result accordingly.
To use [Link], select all the cells that can be used as examples, and then
select the cells where you want the data to be filled.
To use [Link], select the cell to be translated and then select the
cell specifying the language into which it should be translated.
To generate data, you can use [Link], where you need to provide the
prompt and the headers.
Tool #5

Want to analyze data and gather


key insights and create model Excel files ?
Claude
APPLICATION:
Analysis
Visualization
Coding
Model Creation
Claude AI
Go to [Link], you will see a
interface like this.

Attach the file that you want to


analyze, and give it a desired
prompt based on what analysis
you need and start the chat.
Wait few seconds and boom
your analysis will be done in-
front of you, with each and every
detail as per your needs.

You can further give it prompts to make


charts or if you have any specific
requirements.
You can create an Excel file with the help of Claude AI.

Provide a prompt as per your need and start the chat.


Within a few seconds, it will create the Excel sheet.
Tool #6

Want to do analysis and create


mindblowing 3-d dashboards ?
Julius
APPLICATION:
Analysis
Dashboard
3-d Visualization
Go to [Link], you will find a
interface like this

Upload the file, provide the


prompt as per your need,
and start the chat.
Within a few seconds, it will provide a complete analysis of the
report you uploaded.
Tool #7

Want to use Google Sheets


and Gemini instead of Excel?
Gemini and Google Sheets
APPLICATION:
Analysis
Dashboard
3-d Visualization
When all the data is in one column and you need to split it into
separate columns, go to the Gemini icon, provide a prompt as
per your need, and start the chat.
Gemini will do everything. Just click Insert, and it will give you
the desired result.
For data cleaning, provide a prompt to Gemini specifying the
columns that need to be cleaned, and then start the chat.
To get key insights from the data, provide the prompt and start
the chat.
To perform sentiment analysis, go to the sheet containing the
data, click on the Gemini icon, provide the prompt as per your
need, and start the chat.
With the help of Gemini, you can also create data. For this,
provide a prompt as per your need and start the chat.
Tool #8

Want to go Agent Mode in Excel?


Agent Mode in Excel
APPLICATION:
Automation
New Data creation
To use AI Agent Mode, go to the Copilot icon in the Home tab.
Provide a prompt as per your need and start the chat. Within a
few seconds, it will generate the response.
Tool #9

Keep All data completely private?


No LLMs, no online tools?
Welcome to the

FUTURE.
Microsoft Excel

Analyze Data
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.
Load the data in your
excel sheet that you want
to analyze.

Then click on that analyze data option under the Data tab.
After that you will find a section like this on the right hand
side of the sheet with multiple types of analysis, charts,
pivot table and more.

You can ask it questions also


if you need any specific
analysis, it will provide you
with that also.
Tool #10

Automate with the help of Macros?


Copilot/Gemini/ChatGPT
APPLICATION:
Write Macros
Automation
Printing
Emails
To create macros to perform certain functions, go to ChatGPT,
provide a prompt as per your need, and start the chat.
Follow the instructions provided by ChatGPT and paste the code it
generates.
After that, run the code by following the instructions, and the
macro will perform its intended functionality.
SO FAR, WE HAVE GONE FROM ZERO/LITTLE
KNOWLEDGE ON AI IN EXCEL TO...

Automatic Data Entry


using Data From Picture-
Optical Character
Recognition Technology
SO FAR, WE HAVE GONE FROM ZERO/LITTLE
KNOWLEDGE ON AI IN EXCEL TO...

USING COPILOT TO GENERATE


ANY ADVANCED EXCEL
FORMULAS WITHOUT HAVING TO
REMEMBER OR MEMORIZE THEM
SO FAR, WE HAVE GONE FROM ZERO/LITTLE
KNOWLEDGE ON AI IN EXCEL TO...

ANALYZING EXCEL FILES


USING CLAUDE AI
SO FAR, WE HAVE GONE FROM ZERO/LITTLE
KNOWLEDGE ON AI IN EXCEL TO...

MAKING COMPLETE
VISUALIZATIONS USING AI
WITHIN 30 SECONDS
SO FAR, WE HAVE GONE FROM ZERO/LITTLE
KNOWLEDGE ON AI IN EXCEL TO...

CREATING MODEL EXCEL FILES


IN CLAUDE
SO FAR, WE HAVE GONE FROM ZERO/LITTLE
KNOWLEDGE ON AI IN EXCEL TO...

CREATING EXCEL
DASHBOARDS
USING AI VIA
JULIUS
SO FAR, WE HAVE GONE FROM ZERO/LITTLE
KNOWLEDGE ON AI IN EXCEL TO...

AUTOMATING REPORT
CREATION USING GEMINI IN
GOOGLE SHEETS
SO FAR, WE HAVE GONE FROM ZERO/LITTLE
KNOWLEDGE ON AI IN EXCEL TO...

AUTOMATING REPORT
CREATION USING AGENT MODE
IN EXCEL
SO FAR, WE HAVE GONE FROM ZERO/LITTLE
KNOWLEDGE ON AI IN EXCEL TO...

GETTING AMAZING INSIGHTS


OUT OF YOUR DATA IN 5
SECONDS USING EXCEL'S
ANALYZE DATA AI
SO FAR, WE HAVE GONE FROM ZERO/LITTLE
KNOWLEDGE ON AI IN EXCEL TO...

ANSWERING ANY
QUESTION IN 5 SECONDS
SO FAR, WE HAVE GONE FROM ZERO/LITTLE
KNOWLEDGE ON AI IN EXCEL TO...

AUTOMATING REPORT
GENERATION IN EXCEL USING
MACROS (THE AI WAY)
Not getting enough interview calls
for the jobs you’re applying for?
10X Resume Hack
APPLICATION:
Create ATS friendly
resume
Get shortlisting
[Link]
x8/edit?usp=sharing
Be10x’s ATS Resume Generator

be 10X

[Link]
generator
Step 1: Go to our customized
resume tool.

Step 3: After pasting your resume start


the chat.
After that it will ask you the required job
description.

Step 4: Copy the job description and again


paste it in the tool.

After that it will provide you the updates it


need, your old and new ATS score.
Update your resume after this.
Finally resume got shortlisted but
don’t have enough confidence to
crack such job interviews?
ChatGPT
APPLICATION:
Use ChatGPT’s Voice Feature to
practice real-time mock interviews
and boost your confidence!
Use the ChatGPT Voice feature to
have ChatGPT act as your
interviewer, ask challenging
questions related to the job role,
and help you prepare for your
interview
Difficult to find high paying jobs
where you can apply?

be 10X
Comet
APPLICATION:
Use Comet to find and apply for
high-paying, AI-matched job
opportunities tailored to your profile
and goals.
Step 1: Download the Comet browser
and attach your resume.

Step 2: Give the promt as per your need


and start the chat.
It will go to your LinkedIn and search for jobs based on the prompt you
enter.
Too lazy to type?
Wispr Flow AI
APPLICATION:
No more typos. No more
distractions. Just effortless, voice-
powered writing. Write effortlessly
with AI-powered dictation.
Step 1: Go to [Link]

Step 2: Download it from here


— available for Windows,
macOS, and mobile devices.
Click the trigger button and speak - your words will be captured by the system.
Impact of AI
in todays
Job Market
AI Career Accelerator
Inner Circle
MASTER & GET CERTIFIED
GET A SALARY HIKE OF 40% OFFICIALLY BY IIT ALUMNIS & BY
[3231 OF MY STUDENTS MICROSOFT
ACHIEVE THIS WITHIN IN THE MOST IN-DEMAND SKILLS OF
6 MONTHS OF JOINING THE THE PRESENT & THE AI DRIVEN
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
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PROGRAM
WHEN YOU LEARN & IMPLEMENT IN THE
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MASTERCLASS
You will get a minimum 40%
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an upgraded designation within
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OR

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The Inner Circle
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Who Is This Inner Circle For?

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Program Overview

Phase 1 Phase 2 Phase 3

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22 such
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in 1
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Also, become a Microsoft Certified Global Expert.
1 out of 40,000 people in the world have this certification (0.003%)
All these Learnings
in 1 Program
To make you completely ready for this

AI-DRIVEN WORLD
Aditya Kachave Aditya Goenka Stephen Klein Prakhar Bafna Varun Deo
UC Berkeley guest lecturer IIT Kharagpur Alumni Founder & CEO at [Link], Ex-Hedge Fund AI Generalist Lead
UC Berkeley Lecturer, Ex Harvard Ex - JP Morgan ex-PM Blinkit, Tata AIG
IIT Kharagpur

FROM THE
BEST OF Ruben Hassid Dr. Keith Newton

THE BEST
Katie King Vidhi Agarwal Aman Saurav
Top AI Voice on LinkedIn & Prompt & Generative AI Author & Keynote Mckinsey, Citi Bank IIT Delhi Alumni
Founder EasyGen. International Engineer Speaker on AI MBA from ISB, Hyderabad Program Director
keynote speaker

Eshan Tiwari Bhavishya Pandit Swapnil Narayan Ashneer Grover Boman Irani
Data Science lead at Google Sr. Data Scientist, Ex IBM IIT Dhanbad Alumni, Bharat Pe Founder Communication and
Microsoft Networking
Inner Circle
Learn live like today’s workshop directly from us on weekends for best possible experience

Recordings of ALL live sessions made available in your dashboard to watch at your own pace with absolute convenience

5 Optional LIVE Practical Doubt Solving Sessions every week for 52 weeks after your office hours for Guidance, Project

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