AI for Excel: Formulas and FunctionsTraining Course

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AI for Excel: Formulas and Functions For Your Team

AI for Excel: Formulas & Functions Training Course | ChatGPT & Microsoft Copilot for Excel

AI for Excel Training – Master Excel Formulas & Functions with ChatGPT and Microsoft Copilot

Boost productivity and improve spreadsheet accuracy with our practical AI for Excel: Formulas & Functions training course. Phoenix Solutions4all delivers instructor-led training that teaches professionals how to use ChatGPT, Microsoft Copilot and other AI tools to create, understand and troubleshoot Microsoft Excel formulas with confidence.

Designed for business users who regularly work with spreadsheets, this course demonstrates how Artificial Intelligence can simplify complex calculations, reduce formula errors and accelerate everyday Excel tasks. Rather than replacing Excel knowledge, AI acts as an intelligent assistant that helps users work faster while improving their understanding of formulas and functions.

Training is available online, on-site anywhere in the UK, or at our training centres, with practical exercises based on real business scenarios.

What You’ll Learn During Our AI for Excel: Formulas & Functions Course

Our hands-on course focuses on using AI to improve formula creation, troubleshooting and spreadsheet productivity.

AI-Enhanced Formula Creation in Excel

Discover how Artificial Intelligence can simplify one of the most challenging areas of Microsoft Excel.

Topics include:

  • Using ChatGPT and Microsoft Copilot to generate Excel formulas
  • Creating formulas from plain English instructions
  • Building logical, lookup, text, mathematical and date functions
  • Improving formula accuracy and consistency
  • Understanding how AI supports complex spreadsheet calculations
  • Best practices for validating AI-generated formulas

Delegates gain practical experience using AI to create formulas more quickly while maintaining confidence in the results.

ChatGPT’s Role in Excel Formulas

See how ChatGPT can become your intelligent Excel assistant.

During this session, delegates will learn how to:

  • Generate complex Excel formulas using natural language prompts
  • Explain existing formulas created by colleagues
  • Troubleshoot broken or incorrect formulas
  • Refine and optimise existing calculations
  • Create advanced reports using AI-assisted formula generation
  • Understand how AI can support complex spreadsheet modelling
  • Recognise AI limitations and verify outputs before implementation

Practical demonstrations show how AI can reduce the time spent searching for solutions while improving spreadsheet productivity.

Adopting AI for Excel Formulas

Successfully integrating AI into Excel requires more than simply asking questions.

Delegates will learn:

  • Best practices for using AI within Microsoft Excel
  • Writing effective prompts to generate accurate formulas
  • Integrating AI into everyday spreadsheet workflows
  • Improving productivity without sacrificing quality
  • Maintaining spreadsheet governance and accuracy
  • Reviewing and validating AI-generated calculations
  • Applying responsible AI principles within business reporting

This section helps organisations adopt AI confidently while ensuring users remain in control of their spreadsheets.

Why Choose Phoenix Solutions4all for AI for Excel Training?

Our AI for Excel training is designed specifically for organisations looking to improve spreadsheet productivity through practical AI adoption.

Benefits include:

  • Experienced trainers with expertise in Artificial Intelligence and Microsoft Excel
  • Live instructor-led training with practical demonstrations and hands-on exercises
  • Courses tailored to your organisation’s spreadsheets and business processes
  • Online, classroom and on-site training across the UK
  • Real business examples rather than theoretical AI concepts
  • Small class sizes for personalised support
  • Guidance on responsible AI usage, governance and spreadsheet accuracy

Our approach ensures delegates understand both how to use AI effectively and how to validate AI-generated results before relying on them in business-critical spreadsheets.

Who Should Attend This Course?

This course is ideal for professionals who regularly create or manage Excel spreadsheets, including:

  • Finance Teams
  • Accountants
  • Business Analysts
  • Data Analysts
  • Project Managers
  • Operations Teams
  • Reporting Professionals
  • Excel Power Users
  • Microsoft 365 Users
  • Managers and Decision Makers

Suitable for intermediate and advanced Excel users, as well as anyone looking to improve spreadsheet productivity using Artificial Intelligence.

Benefits of AI for Excel Training

After completing this course, delegates will be able to:

  • Generate Excel formulas using ChatGPT and Microsoft Copilot
  • Understand and troubleshoot complex formulas more efficiently
  • Improve spreadsheet accuracy and productivity
  • Write better AI prompts for Excel tasks
  • Apply AI responsibly within business reporting
  • Reduce time spent creating and correcting formulas
  • Increase confidence when working with advanced Excel functions

Flexible AI for Excel Training Delivery

Phoenix Solutions4all offers flexible AI for Excel training throughout the UK, including:

  • Instructor-led online AI for Excel training
  • On-site AI for Excel training at your offices
  • Private corporate AI workshops
  • Half-day and full-day courses
  • Tailored training using your own business spreadsheets where appropriate

Every course can be customised to match your organisation’s Excel skill levels, reporting requirements and AI adoption goals.

Book AI for Excel: Formulas & Functions Training

Looking for AI for Excel training in the UK? Phoenix Solutions4all delivers practical, instructor-led courses that help organisations use ChatGPT, Microsoft Copilot and Artificial Intelligence to master Excel formulas, improve spreadsheet accuracy and increase productivity.

Contact us today to discuss your requirements and create an AI for Excel training programme tailored to your organisation.

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AI for Excel: Formulas and Functions

Course Overview

  • Use built-in AI tools to write and edit formulas
  • Use ChatGPT to create formulas – ranging from basic to advanced levels
  • Leverage ChatGPT to explain and troubleshoot formulas for you
  • Write good prompts for accurate results from ChatGPT

Audience:

This session is ideal for Basic, Intermediate and Advanced users of Excel anyone interested in making their data analysis tasks more manageable and insightful, with hands-on examples and easy-to-follow guidance. The course would be beneficial to  Accountants, Data Analysts, Business Analysts and all Excel users

Why attend?

Join our AI for Excel: Formulas and Functions course to unlock the full potential of AI with Excel formulas and functions.
Using AI as your Excel assistant can help you write, interpret, and troubleshoot complex formulas. This will provide you with practical advice and examples of how to effectively use ChatGPT and integrated AI tools in Excel for formulas and functions.

Duration:

Two options:

90 minutes (Webinar/presentation style with limited hands-on practice)

3 hours Classroom (classroom style with more hands-on exercises)

Location:

Our AI for Excel: Formulas and Functions course can be delivered virtually using online training platforms such as MS Teams or Zoom or face-to-face at any preferred location in the UK, Europe or ROW.

AI for Excel: Formulas and Functions Course Outline

AI-Enhanced Formula Creation in Excel

Learn how AI, especially ChatGPT, can be utilized to create and troubleshoot formulas

ChatGPT’s Role in Excel Formulas

See firsthand examples of ChatGPT’s effectiveness in generating, refining, and troubleshooting Excel formulas. Discover how it assists in the generation of complex reports through advanced formula manipulation

Adopting AI for Excel Formulas

Uncover the best practices for leveraging AI in Excel, focusing on creating and optimizing formulas. We will guide you through effective prompts and integration methods to maximize the productivity and accuracy of your Excel tasks

 

 

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(which includes a tailor-made training programme for the individual where they can mix and match the topics from various levels to get the most cost-effective training

Group for up to 8 learners
The Course outlines on our website are standard, however, we would be happy to tailor them to your specific requirements. Please call us on 020 3696 2796 or send us a message to discuss further.

What Our Clients Say

Raj was engaging and enthusiastic, made the session more enjoyable.
HamidExcel Basic Formulae and Functions
Thank you for your time and effort. Th course was helpful Raj
ReemExcel Basic Formulae and Functions
Raj, Amazing trainer and really helpful tips.
AliExcel Basic Formulae and Functions
Many thanks for very useful trainings we had with you last week. We will definitely use all the tips and techniques you shared with us in our daily work. I refreshed my knowledge on topics and also learned many useful tips how to work faster and more efficiently. Many thanks for this Raj!
TatyanaWord Track Changes and Mail Merge
Raj you've enriched my knowledge of Outlook a lot, thank you very much!
OlhaOutlook Advanced
Great day, whole team enjoyed it and got a lot from it. many thanks Simon
RichExcel Advanced
Thank you so much Simon, great session that really surpassed my expectations
DeanExcel Advanced
Thank you Simon for great training. It was a pleasure to be part of it. Great training 🙂
MagdalenaExcel Advanced
Dominik thank you for being patient and understanding with us. This was the most productive online training session I've ever had.
AyshaExcel Tailored
Simon was very helpful, accommodating, knowledgeable and would experiment during the breaks to prove things we asked during the session. Always providing the answers we needed. Thank you again!
TrevorPowerPoint Advanced
Thank you so much Mr. Abiola! You really helped me feel confident in excel. I am very surprised how I went from knowing nothing to knowing so much about the basic functioning of excel. I am super satisfied and hope to see you again in future training courses! :))
HindExcel Tailored
It was an amazing session with Mr. Abiola! I am so satisfied with the content of the course as well as how it was designed. As someone who knew nothing in excel I am beyond excited to start applying my new skill into my work. Mr. Abiola was incredibly enthusiastic and very encouraging throughout the course as well. He was very helpful!
HindExcel Tailored
Dear Mr. David, Hope all is well, and we weren't much trouble. Thank you for the amazing session, I learned confidence, how to save time, and most of all how to help others
MajidExcel Tailored
Abiloa, amazing session. putting the personal's level into consideration. amazing teaches.
MajidExcel Tailored
Simon, thank you for such a useful and helpful course - and for your patience is answering all the questions. The shortcuts and use of new functionalities will be beneficial for me.
KatePowerPoint Advanced
Thank you Simon for the very complete training and for your patience and all the tips. I feel so much confident to do a presentation on my own
FERRERPowerPoint Advanced
All the trainings that I have followed with Phoenix are very complete, interesting and enjoyable. The trainers know perfectly well their subjects and we get so much confident about the tools after each session. Thank you to all the team.
FERRERPowerPoint Advanced
thanks for your patience and time! super useful & easy to understand!
KarryExcel Advanced
Thanks Simon, I learn a lot of excel skills today. Please share the code and file to us.
TsangExcel Advanced
Thanks for your enthusiasm to explain my questions Simon. Really appreciate it!
NguyenExcel Advanced
Thanks for the friendly and helpful advise and answers to the questions
ChristopherExcel Advanced
Simon: Excellent expertise Patient trainer Enthusiastic
LornaPowerPoint Advanced
Very informative course, I enjoyed it
MarcusPowerPoint Advanced
Top course Simon, got some very valuable insights out of it and some greater refreshers also. Would appreciate any further code and/or examples on embedding a link into a macro code. Great course, highly recommend it!
SimonPowerPoint Advanced
Thank you very much Tony for delivering this training
LudovicExcel Introduction
Thanks very much for the helpful tips and knowledge!
MelanieExel Introduction
Hi Tony, Thank you for the two-days of training. It has been great and really insightful to see the usability of PowerBI as we look to utilise it more and more. I will be sure to pass on my recommendations to the rest of the team to sign up to this course to learn from you in the future. The training session was great on PowerBI and has given me tools to take initiatives and projects forward. Thank you very much.
MarkPower Bi Introduction
Thank you Tony for a very informative and engaging two day training session!
RyanPower BI Introduction
Really appreciate the way you conducted the training Raj. I learnt a lot from it. Great training services available. Would highly recommend.
SamExcel Intermediate
Raj was excellent at explaining the various functions covered during the course, and was more than happy to stop and explain if things were not understood etc. I would certainly recommend him and his company to others.
TomExcel Intermediate
Top, Job Raj!
AndrewExcel Introduction
Excellent, thank you Raj, I thoroughly enjoyed it and learned a lot.
CarlaExcel Introduction
Thank You Simon. Great training session and material to practice with. Love the new tips.
marilynExcel Advanced
Thanks for your patience and passing along your knowledge Trainer was brilliant, very competent and patience with strong knowledge of what was being taught. Thank you Tony Barrett
SunilExcel Tailored
Tony, Thanks for the training. You have been very helpful and supportive all through and hope to have the next training with you soon.
DebasmitaExcel Tailored
Maggie was excellent. Friendly, approachable and enthusiastic about the course content. Thank you Maggie!
EllieClient Bespoke Application
Lauren, I absolutely love training sessions with you! You make everything so much easier to understand and I appreciate you taking the time out throughout the session to give us the best tips and tricks so that using Google becomes much easier. As always, I will never forget the Google Keep shopping list/location hack, love that one every time!
StephanieGoogle Champions training
Lauren, thoroughly enjoyed my training! It provided a great mix of refresher training and training on the latest updates making the entire session seamless and incredibly useful.
StephanieGoogle Champions training
Thank you, Tony so much! You are very qualified trainer, have a well structured course. Thank you for my new knowledges about power BI capabilities in general, DAX- language, measures, calculated functions etc.
LarisaPOwer BI Introduction
Very intensive, but that's not a negative at all, . Thank you for your assistance Anthony
PriteshPower BI Introduction
Thank you Simon, I really enjoyed this course! It was of tremendous value.
ElinePowerPoint Advanced
Thanks Simon, appreciate your patience and pace.
STPowerPoint Advanced
Thank you Simon. Really enjoyed the course today.
AngelaPowerPoint Advanced
Many thanks Simon, I feel alot more confident creating advance PP presentations
FarahPowerPoint Advanced
Thank you Simon for delivering a informative course and dealing with the queries raised by the group. Overall there has been some good takeaways that will help my current role.
LeePowerPoint Advanced
Thank you very much Lauren! It was a very informative and engaging session. I don't know how you made a full day seem so 'light'. I thought I'd struggle to concentrate for so long but it was the opposite.
HelenGoogle Champions training
5 starts & VIP treatment! Thank you for the brilliant training Maggie. You have been clear, concise, and straight to the point. You are extremely knowledgeable and pleasant to hear. I will only ask for trainings runs by you, Maggie, in the future for my new joiners.
GIOVANNAClient Bespoke Application
It was an excellent training conducted by Alan. Would love to have more from him.
CliveExcel Tailored
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This is a sample of some of the Short training videos. Please note that you can get access to many more, once you have done a course with us and are registered as one of our delegates.

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