Module 1
The Evolution of Excel Analytics
- From spreadsheets to analytics platforms
- Why static dashboards no longer meet modern decision needs
- Becoming an intelligent analyst rather than a spreadsheet operator
2-Day Programme
Course Agenda
A hands-on applied programme covering AI-assisted analytics, Python in Excel, advanced visualisation, forecasting and dashboard automation.
Day One
Foundations, analysis and visualisation.
Delegates set up an AI-assisted Excel analytics workflow and prepare the first dashboard-ready dataset.
Module 2
Understanding the AI-Powered Excel Ecosystem
- Python in Excel architecture and capability overview
- AI-assisted analytics tools and dashboard workflows
- Power Query for automated data preparation
Module 3
AI-Assisted Analysis
- Using AI tools to explore datasets
- Generating insights and initial visualisations
- Turning analytical results into business narratives
Modules 4-7
Advanced Data Analysis and Visualisation
- Data transformation using Python libraries
- Feature engineering, correlations and performance drivers
- Python-powered visuals, forecasting fundamentals and anomaly detection
Day Two
Dashboard design, automation and capstone project.
Delegates develop a practical AI-powered analytical dashboard framework.
Module 8
Integrating Analytics into Excel Dashboards
- Embedding Python visualisations
- Linking analysis outputs to Excel dashboards
- Structuring dashboards for reporting cycles
Module 9
Advanced Dashboard Design
- Designing dashboards for decision-making using AI
- Visual hierarchy, layout strategies and KPI design
- Dashboards that tell a clear analytical story
Modules 10-12
Predictive Analytics, Automation and Insight Generation
- Forecasting models, Monte Carlo simulations and what-if analysis
- Automated data refresh and reproducible pipelines
- AI-generated summaries for executive reporting
Capstone
AI-Powered Dashboard Development
- Data ingestion and preparation
- Python-based analytics and automated visualisations
- Interactive components, AI insights and expert feedback