🚀 AI EXCEL FOUNDATION

Master AI, Prompt, and Excel formulas with AI

You use Excel every day but still often encounter situations like:

• 😵 Don't know which function to use correctly?
• 🧩 Formulas too long and hard to understand?
• ❌ Encountering Excel errors but don't know where the cause is?
• 🔍 Spending a lot of time searching Google to find formulas?
• 🤖 Have used ChatGPT but the answers are sometimes right, sometimes wrong because you don't know how to ask questions?
• 📊 Want to leverage AI to work with Excel faster but don't know where to start?

AI EXCEL FOUNDATION is designed to help you solve exactly those problems.

This is a Foundation-level (foundational) course, for people who are new to using AI or just starting to apply AI to Excel.

You don't need deep AI knowledge and you don't need to be an Excel expert.

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🎯 What will you learn?

Instead of just memorizing formulas, you will learn how to use AI as an Excel assistant to support your daily work.

After the course, you will be able to:

✨ Use ChatGPT and popular AI tools in your work with Excel.

✨ Know how to write clear, structured Prompts so AI understands your request correctly.

✨ Ask AI to write Excel formulas that fit real-world problems.

✨ Ask AI to explain complex formulas in easy-to-understand language.

✨ Use AI to detect causes and fix formula errors.

✨ Support tasks involving calculation, conditions, lookup, and dates.

✨ Know how to ask AI to re-check results instead of mechanically copying formulas.

✨ Understand AI Hallucination – AI can guess or generate inaccurate information.

✨ Know how to protect personal and business data when working with AI.

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📚 Course content

🤖 Chapter 1 – AI overview and AI for Excel

You will understand:

• What AI is and how AI is supporting office work.
• How ChatGPT, Gemini, Claude, and Microsoft Copilot differ.
• What Excel tasks AI can support.
• What AI does well and where it can go wrong.
• How to use data safely when working with AI.
• How to prepare Excel 365, ChatGPT, and a practice environment.

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💬 Chapter 2 – Prompt writing techniques for Excel

You will learn how to turn a vague request into a Prompt that AI can understand and process more accurately.

The course introduces these methods:

• Zero-shot.
• One-shot.
• Few-shot.
• RTE.
• RCTCO.
• Meta Prompt.

In particular, you will practice the RCTCO Prompt formula with 5 components:

Role → Context → Task → Constraints → Output

From there, you will know how to transform:

❌ A generic Prompt

into

✅ A clear Prompt with full data and a specific desired outcome.

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🧮 Chapter 3 – Using AI to write Excel formulas

This is the core hands-on part of the course.

You will use AI to help write and understand common formula groups such as:

• SUM.
• AVERAGE.
• COUNT.
• IF.
• AND.
• OR.
• COUNTIF.
• SUMIF.
• VLOOKUP.
• XLOOKUP.
• TODAY.
• DATE.
• YEAR.
• MONTH.
• DATEDIF.
• NETWORKDAYS.

The exercises are built around common situations:

📌 Calculate line totals.
📌 Calculate sales.
📌 Calculate percentages.
📌 Evaluate employee KPIs.
📌 Classify sales.
📌 Look up products and unit prices.
📌 Calculate number of working days.
📌 Track contract deadlines.

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🛠️ Chapter 4 – Reading errors and checking formulas with AI

Not only will you ask AI to write formulas, you also need to know how to check and fix formulas when errors occur.

You will practice with common Excel errors such as:

• #VALUE!
• #N/A
• #REF!
• #DIV/0!
• #NAME?

You will learn the process:

Error formula → Describe data → Send to AI → Find the cause → Suggest a fix → Re-check the result

The goal is to help you stop depending on copying a formula without understanding what it does.

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🏆 Final hands-on exercise

You will receive a sales data table and use AI to complete a basic Excel workflow:

1. Understand the structure of the data table.
2. Identify the meaning of each column.
3. Write calculation formulas.
4. Handle conditions.
5. Look up data.
6. Calculate dates.
7. Detect formula errors.
8. Ask AI to analyze the cause.
9. Fix and re-check the results.

This is also the time to combine all the AI + Prompt + Excel skills you have learned in the course.

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👨‍💻 Who is this course suitable for?

The course is especially suitable for:

👩‍💼 Office workers who regularly use Excel.

📊 People working in accounting, administration, HR, business, operations, reporting, or basic data analysis.

🎓 Students who want to improve their Excel and AI skills before entering the workforce.

🤖 People who have used ChatGPT but don't yet know how to write effective Prompts.

📈 People who want to work with Excel faster without having to memorize hundreds of formulas.

🌱 Beginners who are just starting to explore how to apply AI to work.

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🔐 Not only learn how to use AI – you also learn how to use AI safely

A very important part of the course is data safety.

You will learn:

• Which data should not be uploaded directly to AI.
• How to hide personal information.
• How to change customer IDs and employee IDs.
• How to create dummy data with a structure similar to real data to ask AI.
• Why you should always check AI results before applying them to real work.

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🎯 After the course, your goal is:

"I can use AI to support most of my daily basic Excel tasks."

You don't need to become an AI expert.

You also don't need to memorize all Excel formulas.

What matters is that you know:

Ask the right question → Provide the right data → Get the formula → Understand the formula → Check the result → Apply it to your work.

🚀 AI EXCEL FOUNDATION is the first step to turning AI into a true Excel assistant in your daily work.