📊 AI EXCEL DATA & REPORTING

Data Processing, Cleaning, and Building Reports with AI

You already know basic Excel and can write Prompts for AI, but when you step into real data, everything starts to become more complicated?

You often encounter situations like:

• 📁 Data scattered across multiple Excel files, PDFs, or images.
• 🧹 Data is duplicated, missing, incorrectly formatted, or inconsistent.
• 🧩 Formulas are getting longer and have too many conditions.
• 📊 Don't know whether to use formulas or PivotTable for aggregation.
• 📑 Have numbers but don't know how to turn them into a clear report.
• 🤖 Want AI to help analyze and write comments, but worry AI might misjudge the numbers.
• 👔 Need to make reports for management but don't know which KPIs, charts, and content to choose.

AI EXCEL DATA & REPORTING was built to help you solve that entire process.

This is an Intermediate-level course, focused on using Excel combined with AI to turn raw data into clean, structured data and finally into a report that can be used in real work.

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🎯 What Will You Be Able to Do After the Course?

After the course, you can:

✨ Use AI to assist in handling multi-condition Excel formulas.

✨ Analyze the problem before asking AI to write formulas.

✨ Extract data from PDFs, images, text, and various data tables.

✨ Clean data that is erroneous, has extra whitespace, wrong formatting, duplicates, or anomalies.

✨ Standardize data to be ready for aggregation and analysis.

✨ Split, merge, and reorganize data according to work requirements.

✨ Translate and standardize bilingual data while keeping the Excel table structure intact.

✨ Aggregate data using SUMIFS, COUNTIFS, AVERAGEIFS, and PivotTable.

✨ Know when to use formulas, PivotTable, or AI assistance.

✨ Build more professional revenue reports and management reports.

✨ Ask AI to help write comments, insights, and Executive Summary based on real numbers.

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📚 Course Content

🧮 Chapter 1 – Advanced Excel Formulas with AI

When a problem no longer has just one condition, you need to know how to describe the requirements to AI more precisely.

You will practice with:

• SUMIFS.
• COUNTIFS.
• AVERAGEIFS.
• FILTER.
• IF combined with AND and OR.
• Combining multiple functions in the same problem.

More importantly, you will learn how to analyze the problem before writing the formula:

• What is the input data?
• What conditions are there?
• Are there any exceptions?
• What final result needs to be returned?

You will also know how to ask AI to break down, review, and rewrite complex formulas to make them easier to understand and maintain.

💼 Practice Exercise

• Calculate salary and bonuses.
• Calculate tax based on revenue.
• Aggregate revenue by multiple conditions.

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📄 Chapter 2 – Extracting Data with AI

Work data isn't always already in a neat, complete Excel table.

It can be in:

• Invoices.
• Contracts.
• Quotes.
• PDF reports.
• Images.
• Text strings.
• Data files organized in different ways.

You will learn how to use AI to help recognize, extract, and convert data into a structured format.

Additionally, the course covers Excel tools such as:

• LEFT.
• RIGHT.
• MID.
• TEXTSPLIT.
• Text to Columns.
• Related string-handling functions.

You will also practice splitting a master data table into multiple groups like:

Business, Marketing, Accounting, Human Resources.

🛠️ Practice Exercise

Build a complete process from:

PDF or images → AI processing → Excel → Data standardization.

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🧹 Chapter 3 – Cleaning and Standardizing Data

A good report must start with good data.

You will learn how to detect common problems such as:

• Empty data.
• Wrong formatting.
• Extra whitespace.
• Unnecessary characters.
• Inconsistent capitalization.
• Duplicate data.
• Abnormal values.
• Incorrect business logic.

Tools to practice include:

• TRIM.
• CLEAN.
• SUBSTITUTE.
• UPPER.
• LOWER.
• PROPER.
• Methods for splitting and merging data.

You will also learn how to classify duplicate data into:

• Definitely duplicates.
• Likely duplicates.
• Requires manual review.

In particular, you will know how to ask AI to create a data quality checklist before using the data for reports.

🧪 Practice Exercise

Merge three Excel files and perform the entire process:

Merge data, clean, standardize, check, and create a complete data table.

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🌐 Chapter 4 – Translating and Standardizing Bilingual Data

When working with English reports or data from multiple countries, manually translating each cell takes a lot of time.

In this chapter, you will learn how to use AI to:

• Translate content in Excel tables.
• Keep the number of columns and data order.
• Translate according to business context.
• Standardize terminology.
• Check the consistency of the translation.

You will practice with contexts such as:

💰 Finance. 👥 Human Resources. 💻 Technology. 📈 Business.

In addition, you will build a Glossary – a standard bilingual terminology table so that AI uses it consistently throughout the report.

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📊 Chapter 5 – Aggregating Data with Excel and AI

After the data is clean, the next step is turning thousands of data rows into meaningful numbers.

You will learn two important groups of methods:

Formulas

• SUMIFS.
• COUNTIFS.
• AVERAGEIFS.
• Related aggregation functions.

PivotTable

• Rows.
• Columns.
• Values.
• Filters.
• Group data by day, month, or year.

More importantly, you will understand:

When should you use formulas? When should you use PivotTable? When should you ask AI for help?

The goal is not to use as many tools as possible, but to choose the right tool for the right problem.

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📈 Chapter 6 – Building Excel Reports with AI

This section helps you transition from a data processor to a creator of decision-supporting information.

Before building a report, you will learn to answer 5 questions:

• Who is this report for?
• What does the reader want to know?
• Which KPIs really matter?
• What time period needs to be analyzed?
• What decisions will the report support?

Then, you will use AI to help propose a suitable report structure.

You will practice creating revenue reports by:

• Time.
• Product.
• Employee.
• Region.
• Important KPIs.

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🤖 Not Just Numbers – AI Also Helps You Write Comments

A table of numbers is not yet a complete report.

You will learn to use AI to assist in:

• Identifying trends.
• Comparing results.
• Detecting highlights.
• Identifying issues.
• Suggesting content to pay attention to.

However, the course applies an important principle:

Numbers first → Comments after → Verify the numbers again.

AI assists in writing, but users still need to control the accuracy of the report.

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👔 Executive Summary – Report Summary for Management

A manager doesn't always have time to read dozens of data tables.

You will learn to use AI to create a short but valuable Executive Summary, following the structure:

Key Results → Notable Points → Issues → Recommendations

The goal is to help readers quickly understand:

• What is happening?
• What is notable?
• Where is the problem?
• What action should be taken?

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🏆 Final Course Exercise

You will receive data from multiple sources and perform a complete process:

1. Extract data.
2. Merge data.
3. Clean data.
4. Standardize data.
5. Check data quality.
6. Aggregate numbers.
7. Create PivotTable.
8. Build the report.
9. Write comments with AI.
10. Finalize Executive Summary.

This exercise helps you connect all the knowledge in the course into a real-world data processing and reporting workflow.

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👨‍💼 Who Is This Course For?

The course is suitable for:

📊 Office employees who frequently handle Excel data.

💰 Accounting, finance, business, or operations staff.

👥 HR staff who need to compile employee data and reports.

📈 Sales and Marketing professionals who need to aggregate and track numbers.

📑 People who frequently have to prepare reports for management.

🎓 Students who already have an Excel foundation and want to advance their data processing skills.

🤖 People who already know how to use ChatGPT and prompts but want to apply AI more deeply to Excel.

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🔥 What Makes This Course Different

The course doesn't just teach:

“Which tool do you click in Excel?”

It focuses on a more important capability:

“How do you turn raw data into valuable information with the support of Excel and AI?”

You will go through the entire workflow:

Raw Data → Extraction → Cleaning → Standardization → Aggregation → Analysis → Report → Executive Summary

Each step combines:

🧠 Data processing mindset 📊 Excel skills 🤖 AI support capability

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🎯 After the Course, Your Goal Is:

“I can turn raw data into a complete Excel report with the support of AI.”

You don't only know how to use a few more Excel functions.

You will understand a complete data workflow:

Receive data → Check → Clean → Standardize → Aggregate → Analyze → Present → Provide comments.

🚀 AI EXCEL DATA & REPORTING is the next step for you to upgrade from an Excel user to someone capable of processing data and building professional reports with AI.