AI for Excel: ChatGPT and Beyond Course

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AI for Excel: ChatGPT and Beyond For Your Team

AI Integrated Training Courses – Intelligent Data Analysis & Reporting for Business

Our AI Integrated training courses are designed to help organisations combine artificial intelligence with everyday business tools to analyse data, automate insight, and improve reporting accuracy. These courses focus on practical, real‑world AI integration, enabling teams to use AI confidently alongside Excel and other data tools—without losing control of data quality or governance.

Half‑Day or Full‑Day | Online or On‑Site Training

Training is delivered using realistic workplace scenarios, ensuring delegates can apply AI techniques immediately to live data, reports, and business questions.

Our AI Integrated Course Portfolio

ChatGPT Integrated Data Analysis & Reporting

This course focuses on using ChatGPT alongside business data to accelerate analysis and reporting. Delegates learn how to:

  • Explore and interpret datasets using AI‑assisted questioning
  • Generate summaries, insights, and narratives from data
  • Support management reporting, trend analysis, and decision‑making
  • Validate AI‑generated insights to maintain accuracy and trust

Ideal for teams producing regular operational, performance, or management reports.

AI for Excel: ChatGPT and Beyond

This course shows how AI tools, including ChatGPT and emerging AI assistants, can be integrated into Excel workflows to improve productivity. Delegates learn how to:

  • Use AI to support data preparation, analysis, and reporting tasks
  • Generate formulas, explanations, and analysis suggestions
  • Improve speed and confidence when working with complex spreadsheets
  • Understand limitations and risks when using AI alongside Excel

Designed for professionals who rely heavily on Excel for analysis and reporting.

AI for Excel: Formulas & Functions

A focused, practical course on using AI to support Excel formulas and functions. Delegates learn how to:

  • Use AI to explain, generate, and troubleshoot formulas
  • Build logical, lookup, text, and date functions more efficiently
  • Reduce spreadsheet errors and improve formula accuracy
  • Understand and verify AI‑suggested calculations

Ideal for users working with large or complex spreadsheets who want to improve accuracy and confidence.

What Delegates Will Gain from AI Integrated Training

  • Faster, more confident data analysis and reporting
  • Improved use of Excel with AI assistance
  • Better understanding of where AI adds value – and where human judgement is required
  • Reduced time spent troubleshooting formulas and reports
  • Practical experience applying AI safely in real business scenarios

Why Choose Phoenix Solutions4all for AI Integrated Training

  • Delivered by expert trainers with experience in AI, Excel, and data analysis
  • Instructor‑led, hands‑on training focused on business outcomes—not theory
  • Online or on‑site delivery, tailored to your organisation’s data, tools, and reporting requirements
  • Aligned with responsible AI use, data security, and governance best practice

Our approach ensures AI is used to enhance skills, not replace understanding.

Who These AI Integrated Courses Are For

These courses are ideal for:

  • Analysts, finance teams, project teams, and reporting professionals
  • Managers and decision‑makers working with data
  • Excel power users and advanced spreadsheet users
  • Organisations exploring AI adoption within existing tools
  • Teams seeking productivity gains without compromising accuracy or compliance

Please select the Course that you’re interested in

AI-INtegrated Excel Courses

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AI for Excel: ChatGPT and Beyond

Course Overview

  • Use built-in AI tools right in Excel
  • Create, troubleshoot, and understand complex formulas using AI
  • Analyse data in Excel with AI
  • Write good prompts for accurate results from ChatGPT

Audience:

This session is ideal for Intermediate level users  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 Microsoft AI for Excel: ChatGPT and Beyond course to unlock the full potential of AI with Excel and supercharge your data analysis and automation capabilities. Using AI with Excel makes complex formulas, data transformations and automation scripts available to everyone. This will provide you with practical advice and examples of how to effectively use the AI tools in Excel and integrate ChatGPT to supercharge your work.

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: ChatGPT and Beyond 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: ChatGPT and Beyond Course Outline

Introduction to AI Integration

Discover how AI can seamlessly integrate with Excel, enhancing data analysis, decision-making, and automation

ChatGPT in Action

Witness real-world examples of ChatGPT’s capabilities within Excel, such as generating creating and troubleshooting formulas, providing insights, and generating reports

Best Practices

Understand the best practices for harnessing AI in Excel, such as useful prompts and methods of integration

 

 

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One to One

(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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Extras

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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