AI for Excel in a Week

What’s included

• Five live, 60-minute training sessions
• A free ebook copy of Modern Data Analytics in Excel
• Clear notes, handouts, and resource guides
• Full workshop recordings shared after each session
• Certificate of attendance for professional development or internal documentation

What you’ll cover, day by day

Five focused sessions that connect data preparation, analysis, automation, and AI into one coherent system. All sessions run 12:00 to 1:00 PM Eastern and are recorded.

Day 1, Monday: Excel’s Foundation Layer, From Files to Shared Data

You’ll learn how to move beyond fragile spreadsheets and work with data that is reliable, shared, and ready for AI. You will learn how to:

• Connect Excel to governed cloud data instead of emailing files around
• Reduce version chaos and manual refreshes
• Understand why clean, shared data is the prerequisite for Copilot and automation

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Day 2, Tuesday: Preparing Data So Analysis and AI Actually Work

You’ll see how modern Excel users clean and shape data once, then reuse it everywhere. You will learn how to:

• Build repeatable data preparation workflows instead of one-off fixes
• Create data pipelines that support analysis, reporting, and AI tools
• Spend less time fixing data and more time answering questions

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Day 3, Wednesday: AI Inside Excel, From Assisted Analysis to Real Insight

This session shows where AI actually helps inside Excel and where human judgment still matters. You will learn how to:

• Use Copilot to accelerate formulas, charts, and explanations without losing control
• Apply Python in Excel for analysis that would be painful or impossible with formulas alone
• Understand how multi-step AI workflows fit into real analytical work

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Day 4, Thursday: Automating the Work You Should Not Be Doing by Hand

You’ll focus on removing repetitive effort from your Excel workflows. You will learn how to:

• Turn repeated Excel actions into reusable automation
• Trigger workflows automatically instead of remembering to run them
• Connect Excel work to email, Teams, and shared processes

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Day 5, Friday: Designing Copilots for Real Business Work

You’ll step back and learn how to design AI helpers that fit how teams actually work. You will learn how to:

• Build a Copilot that supports your own workflows
• Connect Excel, automation, and collaboration tools into one flow
• Think clearly about where AI adds leverage and where it does not

Excel is the front door to Microsoft’s AI stack. This is how you use it.

Excel is no longer just a calculation tool. It has become the entry point to Microsoft’s AI and automation ecosystem. Across five focused sessions, you’ll learn how modern Excel workflows connect data preparation, analysis, automation, and AI into a single, coherent system. Instead of chasing tools, you’ll learn how the pieces fit together and how to use them responsibly in real work. The goal is to leave feeling oriented, not overwhelmed, and confident about how Excel, AI, and automation fit into your role.

Sessions are participative, with guided demos and structured practice rather than passive watching, authoritative, taught by a Microsoft MVP and O’Reilly author, and practical, focused on workflows you can use immediately.

What people are saying

George has a solid core of knowledge on everything Excel and does excellent webinar training sessions.

Scot H., Analytics Principal

George is a tremendous teacher. Makes the topics easy to understand and relatable.

Jorge C., Senior Operations Analyst

Very informative and to the point.

Marcello D., Project Analyst

Before you register

Software: Excel for Windows (Microsoft 365 desktop), plus access to Power BI, Power Automate, and Copilot features where available. You’ll get the most from the hands-on portions with these in place, but every session is designed so you can follow along and apply the ideas either way.

After you register: You’ll receive access details and session logistics before the workshop begins. Recordings and supporting resources are shared during the event, and certificates of attendance plus free access to the ebook are provided upon completion. Refunds are available up to 7 days before the event.