AI for Excel: ChatGPT and Beyond Course

AI for Excel: ChatGPT and Beyond For Your Team

AI Integrated Training Courses UK | ChatGPT, Excel & AI-Powered Data Analysis for Businesses

AI Integrated Training – Combine Artificial Intelligence with Excel, Data Analysis & Business Reporting

Unlock the full potential of Artificial Intelligence by integrating it into your everyday business applications. Phoenix Solutions4all delivers practical, instructor-led AI Integrated Training Courses that teach organisations how to combine ChatGPT, Microsoft Copilot, Excel and other AI tools with existing business processes to improve productivity, accelerate data analysis and produce more meaningful business insights.

Rather than replacing existing software, our courses demonstrate how AI can enhance the tools your employees already use every day. Delegates learn how to combine AI with Microsoft Excel, reporting systems and business data while maintaining accuracy, governance, security and compliance.

Training is available as half-day or full-day courses, delivered online, on-site anywhere in the UK, or at our training centres, with every programme tailored to your organisation’s data, reporting requirements and AI maturity.

Using realistic workplace scenarios, delegates gain practical experience applying AI to live business challenges, enabling them to return to work with skills they can use immediately.


Our AI Integrated Training Courses

ChatGPT Integrated Data Analysis & Reporting

Discover how ChatGPT can accelerate business reporting and support better decision-making.

This practical course teaches delegates how to combine AI with business data to produce faster, clearer and more insightful reports.

Topics include:

  • Analysing business datasets using ChatGPT
  • Asking effective AI questions to explore data
  • Generating executive summaries and management reports
  • Identifying trends, patterns and business opportunities
  • Producing data-driven narratives for stakeholders
  • Supporting operational and performance reporting
  • Validating AI-generated insights for accuracy and reliability
  • Understanding where human expertise remains essential

Ideal for organisations producing operational reports, management information, KPI dashboards and business performance analysis.


AI for Excel – ChatGPT, Microsoft Copilot & Beyond

Learn how AI tools can transform Microsoft Excel into a more intelligent productivity platform.

Delegates learn how to:

  • Integrate ChatGPT and Microsoft Copilot into Excel workflows
  • Generate formulas and calculations using AI
  • Analyse spreadsheets more efficiently
  • Clean, organise and prepare data
  • Automate repetitive spreadsheet tasks
  • Create reporting summaries
  • Improve productivity when working with complex workbooks
  • Understand the strengths and limitations of AI-generated recommendations

This course is ideal for professionals who rely on Excel for business analysis, forecasting, reporting and decision-making.


AI for Excel – Formulas & Functions

Master one of the most practical uses of AI in Microsoft Excel.

This specialist course focuses on using Artificial Intelligence to improve formula creation, troubleshooting and spreadsheet accuracy.

Delegates learn how to:

  • Generate Excel formulas using AI
  • Understand and explain existing formulas
  • Troubleshoot complex calculations
  • Build logical, lookup, text, financial and date functions
  • Improve spreadsheet accuracy
  • Reduce common formula errors
  • Verify AI-generated calculations before implementation
  • Apply AI responsibly within business spreadsheets

Ideal for finance teams, analysts, accountants and advanced Excel users.


What You’ll Learn During AI Integrated Training

Across our AI Integrated courses, delegates develop practical skills that can be applied immediately in the workplace.

Key learning outcomes include:

  • Combining Artificial Intelligence with Microsoft Excel and business reporting tools
  • Improving productivity using ChatGPT and Microsoft Copilot
  • Analysing data more quickly while maintaining accuracy
  • Creating better business reports and executive summaries
  • Understanding prompt engineering for business users
  • Identifying where AI adds value and where human judgement remains essential
  • Validating AI-generated outputs before business use
  • Applying responsible AI principles within existing workflows
  • Understanding data security, governance and compliance when using AI

Every course includes hands-on exercises based on realistic business scenarios rather than theoretical demonstrations.


Why Choose Phoenix Solutions4all for AI Integrated Training?

Our AI Integrated Training is designed for organisations that want practical business benefits—not simply an introduction to AI.

Benefits include:

  • Experienced trainers with expertise in Artificial Intelligence, Microsoft Excel, Microsoft Copilot and business analytics
  • Live instructor-led workshops with practical, hands-on exercises
  • Courses tailored to your organisation’s reporting processes, datasets and business systems
  • Online, classroom and on-site AI training across the UK
  • Practical workplace examples using real business scenarios
  • Guidance on responsible AI adoption, governance and security
  • Small class sizes with personalised support
  • Suitable for beginners through to experienced Excel and reporting professionals

Our approach ensures AI enhances employee capability, improves decision-making and increases productivity without compromising accuracy or compliance.


Who Should Attend These AI Integrated Courses?

Our AI Integrated training is ideal for professionals who work with business data, reporting and decision-making, including:

  • Business Analysts
  • Data Analysts
  • Finance Teams
  • Accountants
  • Reporting Professionals
  • Project Managers
  • Operations Managers
  • Business Intelligence Teams
  • Managers and Executives
  • Excel Power Users
  • Microsoft 365 Users
  • Organisations introducing AI into existing business processes

These courses are suitable for both organisations beginning their AI journey and businesses looking to embed AI into established reporting and analytical workflows.


Benefits of AI Integrated Training

After completing these courses, delegates will be able to:

  • Analyse business data more efficiently using AI
  • Improve Excel productivity with ChatGPT and Microsoft Copilot
  • Generate clearer reports and management insights
  • Reduce time spent creating formulas and analysing spreadsheets
  • Improve reporting accuracy through AI-assisted validation
  • Apply AI responsibly within existing business processes
  • Support faster, data-driven decision-making
  • Increase productivity while maintaining governance and compliance

Flexible AI Integrated Training Delivery

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

  • Instructor-led online AI training
  • On-site AI training at your offices
  • Private corporate AI workshops
  • Half-day and full-day AI courses
  • Tailored AI programmes using your own business data where appropriate
  • Bespoke AI adoption workshops for departments and leadership teams

Every course is customised to reflect your organisation’s AI strategy, reporting requirements and business objectives.


Book AI Integrated Training

Looking for AI Integrated Training in the UK? Phoenix Solutions4all delivers practical, instructor-led courses that help organisations combine ChatGPT, Microsoft Copilot, Excel and other AI technologies to improve productivity, reporting and business decision-making.

Whether you’re looking to enhance Excel with AI, improve business reporting or introduce AI into existing workflows, our training provides the practical skills your teams need to work faster, smarter and more confidently.

Contact us today to discuss your requirements and create an AI Integrated Training programme tailored to your organisation.

Please select the Course that you’re interested in

AI for Excel: ChatGPT and Beyond

Course Overview

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.

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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.