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Course Description

Learn how to harness the power of AI within Microsoft Excel, using tools like Excel’s Copilot to enhance your productivity and decision-making. In this advanced course, you’ll develop the skills to write clear, effective prompts, evaluate AI-generated insights, and apply these solutions responsibly in your daily work.

Through hands-on exercises, real-world scenarios, and interactive discussions, you will gain practical experience integrating AI into your workflow. By the end of the course, you’ll be able to use AI in Excel with confidence—improving efficiency while maintaining accuracy, critical thinking, and ethical standards.

Course Outline

Session 1: Introduction to AI in Excel
  • Overview of Copilot features and interface
  • Understanding AI’s strengths and limitations
  • Guidelines for effective prompting
  • Discussion: Check and verify AI suggestions
  • Practice: Work with guided prompts to solve a straightforward problem using a small dataset and compare solutions generated by AI with ones you create manually.
Session 2: Solving Real Problems Step-by-Step
  • Presenting a real-world Excel problem
  • Demonstrating step-by-step use of AI for solutions
  • Dos and don’ts: Reviewing AI suggestions for accuracy, avoiding guesswork
  • Improving and validating AI-generated outputs
  • Practice: Tackle an AI-assisted solution with instructor support and discuss challenges
Session 3: Advanced Prompting & AI Refinement
  • Structuring prompts for complex tasks
  • Breaking problems into manageable steps for AI
  • Combining multiple AI outputs into cohesive solutions
  • Addressing data sensitivity and privacy
  • Practice: Work through a second scenario, compare AI and ideal solutions, and review and improve AI outputs step-by-step
Session 4: Capstone AI Problem & Best Practices
  • Applying learned techniques to a final project, individually or in small groups
  • Reviewing and discussing solutions together
  • Summarizing best practices for responsible AI use in Excel
  • Practice: Students will be tasked with a final scenario that will challenge your AI implementation

Learner Outcomes

  • Identify what AI tools in Excel can—and cannot—do
  • Write effective prompts to guide AI problem-solving
  • Use AI to analyze data, generate formulas, and build practical solutions
  • Assess and improve AI-generated results for reliability
  • Apply AI-assisted solutions to realistic business scenarios
  • Integrate AI responsibly into everyday Excel tasks, balancing automation with manual checks

Prerequisites

Students should have completed Excel for Data & Decision-Making or possess comparable advanced Excel skills before enrolling.
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Enroll Now - Select a section to enroll in

Section Title
AI Solutions: Microsoft Excel
Type
In-Person
Days
M, W
Time
6:00PM to 8:30PM
Dates
Nov 30, 2026 to Dec 09, 2026
Schedule and Location
Contact Hours
10.0
Location
  • Harper Professional Center, Schaumburg
Course Fee(s)
Tuition & Fees non-credit $325.00
Instructors
Thank you for your interest.