Microsoft Tools · MIC-75

Microsoft Excel AI for Business

Microsoft Excel AI for Business is a course in using AI to build Excel formulas with Microsoft Copilot, the Claude AI add-in and Claude Cowork, and to clean data, write M code, analyse text and create dashboards in Excel. It suits intermediate to advanced Excel users, data and business analysts, and accounting and finance teams who produce regular reports.

Updated 21 Aug 2026

From 8,010 THB / person 8,900 −10% excl. VAT 7% · group rates available

Corporate training quote See open rounds

PDFDownload the course outline

Duration12 hours · 2 days
FormatOnsite / live online
Next round17–18 Nov 26
CertificateIncluded

Course overview

Microsoft Excel remains the primary data tool in almost every organization, but how it is used has changed completely. Users no longer need to memorize complex formulas or write M code or VBA entirely themselves - just describe what you want in natural language and AI can build formulas, clean data, analyze and produce reports in seconds. Microsoft Excel AI for Business is designed to help intermediate-to-advanced Excel users systematically adopt AI as a real working assistant, covering every AI channel that reaches Excel today: Microsoft Copilot in Excel, AI Add-Ins from the Office Store, the Claude AI Add-In for Excel, and Claude Cowork Mode that works directly

with local Excel files across continuous multi-step tasks. The course's highlight is not teaching one specific AI but the AI Selection Framework, which lets learners decide which tool fits which situation for the best cost-effectiveness and accuracy, together with how to validate AI-generated results - the most important skill for using AI in business where numbers cannot be wrong. Everything is hands-on through workshops based on real business tasks in sales, accounting/finance and HR, ending with designing an AI-Powered Workflow you can apply to daily work immediately. (Hands-on training, 2 days, 6 hours per day, 12 hours in total, hybrid classroom or online via Microsoft Teams.)

What you’ll gain

Understand the full AI landscape for Excel - Microsoft Copilot, AI Add-Ins, the Claude AI Add-In and Claude Cowork Mode - and compare their capabilities, pros, cons and cost
Use AI to help create and explain Excel formulas from intermediate to advanced level
Build and verify financial formulas (NPV, IRR, XNPV, XIRR, PMT, PPMT, IPMT) with AI confidently
Clean and transform Thai-language data with AI, and use AI to write M code in Power Query to build a refreshable automated cleansing pipeline
Analyze text with AI Add-Ins - sentiment analysis, translation and entity extraction
Build PivotTables, charts and executive dashboards with AI prompts from real business data
Build automation in Excel with AI - Macro, VBA and Excel Agent Mode - and use Claude Cowork Skills to build financial reports and automated monthly reporting
Apply the AI Selection Framework to choose the right AI tool, and validate AI-generated results before real use

Who this course is for

Intermediate-to-advanced Excel users who want to boost productivity with AI
Data analysts and business analysts who work with Excel data regularly
Accountants, finance and budget-control staff who build reports and financial models
Sales, marketing and HR staff who summarize and present data regularly
Executives, team leads and IT / digital transformation teams driving AI adoption

Prerequisites

Intermediate Microsoft Excel skills and understanding of basic functions such as VLOOKUP, IF, SUMIFS
Able to create and use a basic PivotTable and understand tabular data structure
Some prior use of generative AI such as ChatGPT, Gemini, Copilot or Claude
Basic Power Query knowledge is a plus but not required, as the fundamentals are covered in the course

Curriculum

Course Details

A 2-day hands-on workshop, 6 hours per day (12 hours in total), delivered hybrid - classroom or online via Microsoft Teams. It emphasizes practice through workshops based on real business tasks in sales, accounting/finance and HR. Learners take home a ready-made Prompt Template set, a financial model and executive dashboard template, and the AI Selection Framework for real use (Intermediate to Advanced level; intermediate Excel skills and prior generative-AI experience expected).

Day 1 The AI Landscape for Excel and Building Formulas with AI

Section 1: The AI Landscape for Microsoft Excel

How working with Excel is changing in the AI era, and the AI usable with Excel today: Microsoft Copilot, AI Add-Ins, the Claude AI Add-In and Claude Cowork Mode
The difference between embedded AI and file-level AI, comparing capabilities, pros, cons and cost
Security and privacy precautions for organizational data (data privacy & compliance)

Section 2: Setup & Configuration

Getting to know Copilot in Excel and how to invoke it (demo), and installing and configuring the Claude AI Add-In for Excel
Installing Claude for Desktop, enabling Cowork Mode and trying it with an Excel file for the first time
Selecting and installing AI Add-Ins from the Office Store safely and verifying the environment before the workshop

Section 3: The AI Selection Framework

Principles for choosing an AI tool by task: data size, complexity and repetition frequency
When to use Copilot, when to use the Claude Add-In and when to use Cowork, with cost-per-task assessment and the licenses needed
The limits of each AI, and a demo comparing results on the same task across all four AI tools

Section 4: Intermediate Formulas with AI

Principles of good prompts for building Excel formulas (prompt anatomy) and using AI to build VLOOKUP, INDEX-MATCH and XLOOKUP
Building complex logic with IF, IFS, SWITCH and conditional aggregation SUMIFS, COUNTIFS, AVERAGEIFS via prompts
Array and dynamic-array formulas (FILTER, SORT, SORTBY, UNIQUE, SEQUENCE) and having AI explain existing formulas to understand inherited files

Section 5: Advanced Formulas with AI

Designing multi-level nested functions with AI structuring and step-by-step explanation, plus modern functions: LET, LAMBDA, TEXTSPLIT, TEXTBEFORE, TEXTAFTER, VSTACK, HSTACK
Using regular expressions in Excel (REGEXEXTRACT, REGEXMATCH, REGEXREPLACE)
Using AI to fix formula errors, diagnose #N/A, #VALUE!, #REF!, and optimize slow formulas

Section 6: Financial Formulas with AI

NPV, IRR, XNPV, XIRR for investment analysis, and PMT, PPMT, IPMT for loans, installments and interest
Depreciation functions SLN, DB, DDB and building a ready-made financial model with AI plus an assumption sheet
Scenario analysis and sensitivity analysis with a Data Table

Section 7: Copilot vs Claude - Comparing Quality and Validating Results

Comparing the quality of formulas each AI produces on the same task, and common problems (syntactically correct but wrong logic, wrong range references)
How to validate systematically: test cases, cross-checks and reconciliation, plus Formula Auditing and Evaluate Formula
Workshop: build a financial calculation sheet from a real business task with full validation at every step

Day 2 Data Cleansing, Analytics, Dashboards and Automation with AI

Section 8: Data Cleansing with AI

Classic raw-data problems in Thai organizations and their hidden costs, and cleaning Thai-language data (names, addresses, phone numbers, ID numbers)
Handling duplicates, missing values and inconsistent formats, and converting mixed date, number and currency formats
AI Extract to turn free text into structured data, and data-quality checks after cleansing

Section 9: Power Query + AI Pipeline

Power Query basics (Connect, Transform, Load) and ordering Applied Steps correctly
Using AI to write and fix M code for complex transformations, and merging data with Append and Merge
Building an automated cleansing pipeline that yields clean data on a single refresh

Section 10: AI Add-Ins for Text Analytics

Sentiment analysis of reviews and customer feedback, and translating directly within a cell
Entity extraction, text classification and summarization to extract, categorize and summarize text
Workshop: cleanse and analyze three datasets (Sales, HR, Finance) from raw data to analysis-ready

Section 11: PivotTable & AI-Powered Insights

Building PivotTables with AI prompts from business questions and using Copilot Analyze Data to find hidden insights
Grouping, Calculated Fields, Slicers, Timelines and Show Values As for comparing proportion and growth
Having AI interpret results and write a business narrative (narrative insight)

Section 12: Chart & Executive Dashboard

Best practices for choosing chart types to fit the data, and using Copilot to build charts automatically
Executive dashboard design principles (layout, priority, color) with Conditional Formatting and Sparklines
Using Claude Cowork to build an interactive HTML and Chart.js dashboard from Excel data, plus a workshop building an executive dashboard from real sales data

Section 13: Excel Automation with AI (Macro, VBA and Agent Mode)

Using AI to build and explain VBA code for repetitive tasks, and recording a macro then having AI make it more flexible and safe
Macro security precautions in the organization
Getting to know Excel Agent Mode, and a demo: format a document, build a chart and summarize data in a single command

Section 14: Claude Cowork Skills for Automation

The Cowork Skills concept and working directly with local Excel files, with Financial Skills to build financial reports automatically
Corporate Identity Skills to apply templates and branding automatically, and Invoice Processing to read invoices and summarize into Excel
Setting file-access scope and security precautions, plus a workshop building an automated monthly report that reruns itself every month

Section 15: AI-Powered Workflow Design and Course Wrap-up

Designing a workflow that combines multiple AI by their strengths, and connecting Excel with Claude Cowork and Power Query into a single pipeline
Prompt engineering for Excel use cases, building a personal prompt library, and setting AI standards at the team and organization level
Ways to measure results (time saved, error reduction), a course summary, further learning paths and Q&A

Schedule & training options

For individuals — public rounds

17–18November

Classroom17–18 Nov 26

20 seats left

26–27January

Classroom26–27 Jan 27

20 seats left

2–3March

Classroom2–3 Mar 27

20 seats left

26–27July

Classroom26–27 Jul 27

20 seats left

28–29September

Classroom28–29 Sep 27

20 seats left

8–9November

Classroom8–9 Nov 27

20 seats left

18–19May

Online18–19 May 27

20 seats left

For organisations — in-house / private

Tailor the content to your team’s tools and projects
Your dates, at your office or live online
Quotation with tax ID for procurement

Corporate training quote

Instructors

Samit KoyomFounder & CEO, IT Genius Engineering

Frequently asked questions

How do you ask AI to write an Excel formula so that it comes out right?

Describe the data clearly: sheet name, the columns involved, cell ranges and data types. Explain the result you want with a few sample rows and the answers they should produce, and mention your Excel version, since some functions exist only in Microsoft 365. Ask the AI to explain the formula part by part, then test it on rows where you already know the answer before filling it down the whole table.

How does Copilot in Excel differ from Claude Cowork?

Copilot is embedded AI that works inside the open workbook, which suits building formulas, summarising data or creating charts within one file. Claude Cowork is file-level AI that can read and create files in folders on your computer, so it suits multi-step jobs such as combining data from several files and producing a monthly report. Choose by data size, complexity and how often the task repeats.

What is the difference between NPV and IRR when evaluating an investment?

NPV, net present value, converts future cash flows to today's value at your required rate of return and subtracts the investment; a positive figure means the project adds value. IRR is the rate of return at which NPV equals zero and is compared with the cost of capital. In Excel, use NPV and IRR for regular periods, or XNPV and XIRR when cash flows fall on irregular dates, and check that the initial outlay is not discounted by mistake.

Who is the Microsoft Excel AI for Business course for, and what should I know beforehand?

It suits intermediate to advanced Excel users, data and business analysts, accountants and finance staff who build reports and financial models, and sales, marketing or HR teams who summarise data regularly. You should know VLOOKUP, IF and SUMIFS, be able to build a basic PivotTable and have used generative AI before. Power Query knowledge is useful but not required, as the basics are covered.

What will I be able to do after the Microsoft Excel AI for Business course?

You will be able to use AI to build and explain formulas, including financial ones such as NPV, IRR and PMT, clean Thai-language data and have AI write M code in Power Query, run sentiment analysis on text, create PivotTables and executive dashboards from prompts, automate work with macros and VBA, and choose the right AI tool and validate its output. Participants who complete the training receive a Certificate of Completion with its own number, which can be verified online.

Can the Microsoft Excel AI for Business course be run in-house for our team?

Yes. It can be run in-house for your team, with examples adapted to your own work, such as the financial reports or data files your team produces regularly, and a focus on the AI tools your organisation already licenses. You can request a quotation from this page, or contact us on LINE @itgenius or by phone on 02-570-8449.

Articles are published in Thai.