AI-Powered Business Excel

Course Objective

This hands-on course empowers students to master business decision-making using Microsoft Excel augmented with AI tools. Students will build advanced spreadsheet skills, apply statistical and predictive models, and integrate AI-powered platforms such as Copilot, ChatGPT, and Power BI into business problem-solving. The course emphasizes digital fluency, data analytics, and strategic communication.

Learning Outcomes

• Apply advanced Excel formulas, pivot tables, and dashboards for business analytics.
• Use Excel in combination with AI tools for forecasting, optimization, and scenario planning.
• Automate data cleaning, analysis, and visualization with AI assistants.
• Design interactive business models and reports using Power BI and Excel integration.
• Communicate insights through data storytelling and strategic dashboards.

AI-Powered Business Excel Syllabus T30

Session No.	Topics	Tool/Reading/Activity	Skill Focus
1	Introduction to Excel as a Business Tool	Excel 365 Demo	Digital Fluency
2	Excel Shortcuts, Data Entry & Formatting	Practice Files	Productivity
3	Data Cleaning & Validation	Power Query	Data Hygiene
4	Using Formulas: Logical, Lookup, Date & Text	Winston Ch.3-5	Analytical Modelling
5	Advanced Excel Functions (INDEX, MATCH, XLOOKUP)	Winston Ch.6-7	Decision Support
6	Pivot Tables & Pivot Charts	Winston Ch.8	Insight Discovery
7	Dashboards: KPI, Metrics, Visual Design	Excel + Templates	Data Visualization
8	Statistical Functions & Descriptive Analytics	Winston Ch.9	Quantitative Reasoning
9	Forecasting Techniques in Excel	Winston Ch.11	Predictive Modelling
10	Regression Analysis & Trendlines	Winston Ch.12	Business Forecasting
11	Solver & Goal Seek for Optimization	Excel Lab	Optimization Strategy
12	What-If Analysis: Scenarios, Data Tables	Excel Interactive Models	Scenario Planning
13	ChatGPT for Excel Formula Generation & Support	Live Demo	AI-Assisted Productivity
14	Copilot in Excel: Predictive & Natural Language Tools	Copilot Use Case	AI Automation
15	Connecting Excel to Power BI	Power BI Setup	Integrated Reporting
16	Data Modeling in Power BI	Power BI Workspace	BI Architecture
17	Power BI DAX Functions & Calculated Fields	DAX Lab	Analytical Logic
18	AI in Forecasting: Copilot + Excel + ChatGPT	Hands-on Project	Predictive Analytics
19	Final Project Lab: Building a Business Dashboard	Team Work	Solution Design
20	Project Presentations & Strategic Insight Discussion	Student Teams	Leadership Communication

 

Textbook & Resources

Primay Tools

• Microsoft Excel 365 with Copilot, Power BI, ChatGPT (OpenAI)

Reference Books:

• Data Smart by John Foreman
• Microsoft Excel Data Analysis and Business Modeling by Wayne Winston