Excel and presentations with AI
Step 1 / 3·Excel: formulas and data cleaning
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Learning objectives — after this module you will:
- Use AI for formulas and data cleaning in Excel
- Build a presentation outline from a rough outline
- Verify AI results before using them for decisions
Excel: formulas and data cleaning
Have AI do the technical part of the spreadsheet.
Can't remember XLOOKUP syntax or how to split full names? Describe it in words to AI: 'write an Excel formula in B2 to compute tenure in years from the start-date column'. For messy data (different date formats, extra spaces, inconsistent department names), AI suggests cleaning steps. Copilot in Excel can also propose charts and pivot tables right on your data.
Excel tasks you can hand to AI
- Write/explain formulas from a verbal description
- Suggest ways to clean and standardize data
- Propose pivot tables and suitable charts
- Detect anomalies/outliers for you to check
Always verify the numbers
AI can write a wrong formula or misread data. For any number used to MAKE A DECISION (salary, headcount, budget), re-check it on a small sample before trusting it. Use AI to go faster, not to skip verification.
Key takeaway: Hand the technical part of Excel to AI (formulas, cleaning, pivots) but always verify the numbers.