Microsoft Tools · MIC-75

Microsoft Excel AI for Business

12 hours 2 days

Last updated 25 Sep 2026

Microsoft Excel AI for Business is a 12-hour training course by IT Genius Institute. 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…

Training schedule

No public rounds are open right now — register your interest and we will contact you when the next round opens, or request an in-house session for your team.

Corporate training quote

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.)

Objectives

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

Frequently asked questions

Who is Microsoft Excel AI for Business for, and what background is needed?

Built 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 Background you should have: 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 Not sure the fit is right? Talk to our team on LINE @itgenius or call 02-570-8449.

How much does Microsoft Excel AI for Business cost and how long does it run?

THB 8,900 (currently THB 8,010 on promotion). The course runs 12 hours. The fee covers course materials, lunch and refreshments throughout. Pay by bank transfer to the company account, confirm it on our payment page, and we can issue the receipt or tax invoice in your company's name.

Do I get a certificate?

Yes. Everyone who completes the course receives a Certificate of Completion from IT Genius Institute. Each certificate carries its own number, and anyone holding that number can verify it online on our certificate page, so you can add it to your portfolio or pass it to HR as evidence of training.

Where does the training take place, and is there an online option?

You can attend onsite at IT Genius Institute or arrange to join online, and we also run it as a private in-house session for your team. Ask about dates and venues on LINE @itgenius or call 02-570-8449.

What if I fall behind or miss a session — can I retake it?

Yes. You may retake the same course free of charge in a later round, under the institute's conditions. Tell our team which course and round you attended, and we will check it and offer you the rounds that still have seats. Ask us on LINE @itgenius or call 02-570-8449.

How do I enrol, or request a quotation for my company?

Enrol online with the registration form on this page. You can register several attendees at once and enter your tax ID and billing address for the tax invoice. Or request a company quotation straight from the quote button. For anything else call 02-570-8449 or reach us on LINE @itgenius.