AI & Excel Training Course

• Kick-off and needs framing Review of each participant’s reporting processes
• Identification of the time-consuming tasks to automate
• Definition of a target workflow aligned with individual business goals
• Data retrieval and cleansing Importing CSV and XLSX files exported from ticket-management tools
• In-depth cleansing: removing duplicates, handling empty cells, standardising formats and checking column consistency
• Advanced formulas for KPIs Hands-on use of COUNTIF, SUMIF, SUMPRODUCT, VLOOKUP/XLOOKUP, IFS, UNIQUE, FILTER and SORT
• Calculating volumes, rates, lead times, service levels and trends
• PivotTables and dashboard Multi-criteria PivotTables, slicers and timelines
• PivotCharts
• Building a clear, synthetic dashboard
• File comparison Comparing several Excel extracts (periods, teams, categories) using reconciliation formulas
• Spotting discrepancies, changes and anomalies, with automatic highlighting
• Day wrap-up Summary, Q&A and a self-guided exercise to consolidate learning

• Correction of Day 1 exercises.
• VBA fundamentals:the VBE environment and the macro recorder; variables, data types and scope; For/Next and Do/While loops; If/Then/ElseIf/Select Case conditions.
• Files and data:opening, reading and copying files; iterating through folders; referencing cells, ranges and sheets; automated cleanup routines.
• VBA for PivotTables and charts:creating and refreshing PivotTables via macro; generating dynamic charts; configuring styles, colours and axes through code.
• Hands-on lab:building a complete import macro covering import, cleaning, KPI calculation and dashboard generation. Error handling with On Error and MsgBox.

• Correction of Day 2 exercises.
• Automated file comparison:a macro comparing two Excel extracts, automatically identifying discrepancies, colour-coding them and compiling a structured report.
• PowerPoint automation:the PowerPoint object model (Slide, Shape, TextFrame); creating, editing and deleting elements through code.
• Full presentation generation:a macro building a complete slideshow — title slide, KPIs, charts, key points and actions — applying the corporate template and brand guidelines.
• One-click lab:complete macro chain: import → dashboard → comparison → PowerPoint generation.

• Correction of Day 3 exercises and macro adjustments.
• AI tools overview:ChatGPT and Microsoft Copilot — features, reporting use cases, and an introduction to prompt engineering: precision, context, output format and iteration. Understanding why prompts succeed or fail.
• Writing effective prompts:anatomy of a good prompt (role, context, task, response format, examples); prompts for reporting commentary, anomaly detection, alert wording and data summarisation; reusable vs. throwaway prompts.
• Building a prompt library:classification method by functional objective, domain and criteria; creating named, versioned text files for each prompt; organising the library folder.
• Lab:each participant writes and classifies their first 10 business prompts, one text file per prompt, named by functional objective. First real-world tests.

• Correction of Day 4 and prompt-library adjustments.
• Building Table 1 — Prompt library:table structure with Domain, Functional objective, Prompt name, File link and Criteria columns; data entry from the library; formatting, named ranges and data validation.
• Slicers and navigation for Table 1:adding slicers to filter by domain and criteria; macro: one click on a functional objective displays the matching prompt in a text box or message. Testing and validation.
• Building Table 2 — VBA function library:same structure applied to VBA functions; Domain, Functional objective, Function name, Source-module link and Criteria columns; populated with the functions developed on Days 2 and 3.
• Slicers and navigation for Table 2:filtering slicers; macro: one click on a functional objective shows the corresponding VBA code on screen. Unified navigation between the two tables. Optional UserForm interface.

• Correction of Day 5 and centralised-system adjustments.
• Enriching and evolving the system:how to add new prompts and VBA functions over time; best practices for naming, versioning and file organisation; treating the system as a living tool.
• Orchestrating the complete workflow:connecting all components — file intake → import macro → dashboard → comparison → PPT generation → AI prompts for commentary. One-button execution. Robustness and maintainability.
• Final simulation lab:full run on the participant’s real data: import → VBA processing → dashboard → generated presentation → AI commentary via the prompt library → Copilot review. Goal: a complete report; live demonstration of the full workflow and centralised system on real data.
• Deliverables provided:turnkey centralised system (Prompt table + VBA table with navigation macros); initial prompt library; complete VBA macros; Excel and PPT templates; course materials; 3-month access to resources.

• This training:
• Doesn’t just teach isolated tools — it shows how to connect them into a single, smooth automated workflow.
• Is 100% geared toward reporting professionals, with no unnecessary technical detours.
• Produces a concrete, immediately operational result: a complete system you own and can evolve on your own.

Combining AI (ChatGPT, Microsoft Copilot) with Excel and VBA automates the entire reporting cycle: data import, cleaning, dashboard building (PivotTables, KPIs), discrepancy detection between files, automatic PowerPoint generation and narrative commentary. The MFE-IT training teaches you to build a complete workflow that produces a management report in under 15 minutes, with a reusable library of prompts and VBA functions.

Two AI families are especially useful with Excel: ChatGPT (OpenAI) for generic prompts — writing, summarising and generating VBA code; and Microsoft Copilot (natively integrated into Excel with a Microsoft 365 Copilot licence) to query your workbooks directly, generate formulas, analyse data and produce visualisations. The training helps you combine both effectively.

Microsoft 365 Copilot in Excel requires a specific Microsoft 365 Copilot licence in addition to a Microsoft 365 licence (Business Standard/Premium, E3/E5). Once enabled by the Microsoft 365 administrator, the Copilot icon appears in the Excel ribbon. The MFE-IT training covers practical use (prompts, data analysis, formula generation, chart creation) and writing effective, reusable prompts.

Our new-generation AI & Excel training at MFE-IT lasts 6 days, i.e. 36 hours, delivered remotely (recorded sessions). Complete format in 6 modules: advanced Excel, VBA fundamentals, advanced VBA + PowerPoint, AI and prompt engineering, centralised two-table system (prompts + VBA functions), complete workflow. 60% hands-on, turnkey deliverables, sessions guaranteed from a single registrant, maximum 3 participants.