Who it is for
- Administrators, assistants, accountants, salespeople, management controllers
- Anyone who works with spreadsheets every day
Office softwareCourse by toolLevel Intermediate
AI in Excel: analyse your data and make it reliable
Make your spreadsheets talk: formulas generated and explained, data cleaning, analysis and charts, with Copilot or an AI assistant.
Programme updated on 6 November 2026. Our courses are delivered in French. If you need another language, contact us: we will tell you honestly what is possible.
Learning objectives
By the end of the course, participants are able to
- Obtain, understand and correct a formula generated by AI (XLOOKUP, nested IFs, SUMIFS, pivot tables)
- Clean and structure imported data (duplicates, formats, text to split) with AI's help
- Analyse a spreadsheet in plain English: trends, variances, summaries, charts
- Automate repetitive tasks: conditional formatting, macros or scripts generated and explained
- Stay in control: check results, document, protect sensitive data
Programme
How the course is structured
1 day (7 hours). Timings are adjusted to the group's level and your priorities.
01What AI changes in Excel
45 min- Copilot in Excel, ChatGPT or Claude with an attached file, the Analyze Data tool
- What works, what does not, how to check
02Assisted formulas and functions
2 hrs- Describe the need, get the formula, understand it line by line
- Fix a formula that returns an error
- Useful functions: XLOOKUP, SUMIFS, FILTER, UNIQUE, LET
03Cleaning and preparing data
1 hr 30 min- Remove duplicates, normalise formats (dates, phone numbers, amounts), split text
- Power Query guided by AI
- Build a reliable structured table
04Analysing and presenting
1 hr 45 min- Pivot tables and charts generated then refined
- Write a summary with figures for management
- Simple dashboards
05Automating
45 min- VBA macros or Office Scripts generated and explained
- When to automate, when to hold back
- Document for the team
06Action plan
15 min- Your three Excel projects
- Quiz and resources
Details
Audience, prerequisites, methods and assessment
Prerequisites
- Regular Excel practice: sorting, filters, simple formulas (SUM, IF, VLOOKUP or XLOOKUP)
Teaching methods
- Short explanations alternating with hands-on AI workshops on the participants' real cases.
- Each participant works on their own computer, with the company's tools or trial accounts we provide.
- Materials handed over at the end of the session: practical guides, prompt library, reusable templates.
- Groups of 4 to 10 participants (8 recommended) to keep individual support possible.
Assessment and follow-up
- Self-assessment questionnaire before or at the start of the session.
- Hands-on exercises assessed during the course (trainer's observation grid).
- End-of-course quiz and immediate satisfaction survey.
- Certificate of completion issued to each participant.
Our courses are open to people with disabilities: contact us beforehand so we can adapt the pace, materials, tools or venue. All practical information
Funding this course
For companies established in France, this course falls under the company's skills development plan: depending on your OPCO, your headcount and the programme, the course fee may be covered in full or in part, sometimes with nothing left to pay. Funding is never automatic; it is checked case by case before the training and confirmed in writing by the OPCO. We prepare the file with you (detailed programme, quote, agreement). Companies outside France can take the course online and fund it from their own budget or through their national schemes, which we help you identify without promising anything.
OPCO funding applies only to companies established in France; it depends on the company's and the programme's eligibility and is checked case by case before any booking. Companies elsewhere fund the training from their own budget or through their national schemes. Boost Activity does not currently hold Qualiopi certification (the French quality standard for training providers).
Frequently asked questions
Before you book
Where and how is the 'AI in Excel' course delivered?
In-house, at your premises ; Online, live virtual classroom ; Open sessions, mixed companies. Duration: 1 day (7 hours), in groups of 4 to 10 participants. Dates are agreed with you and the programme is adapted to your tools and your real cases. Sessions are delivered in French; contact us for other languages.
What are the prerequisites and what equipment is needed?
Regular Excel practice: sorting, filters, simple formulas (SUM, IF, VLOOKUP or XLOOKUP). Each participant works on their own computer, with the company's tools or trial accounts we provide.
How much does this course cost and can it be funded?
In-house course: quoted on request, based on group size, duration and location, excluding VAT, plus any travel costs. In France, OPCO funding depends on your company's and the programme's eligibility and is checked case by case before booking; Boost Activity does not currently hold Qualiopi certification. Outside France, the course is self-funded or funded through your national schemes.
What do participants receive at the end?
A certificate of completion (non-accredited course), the course materials and practical guides (prompt library, templates), and a personal action plan of three uses to put in place the following week.
Going further
Related courses
Microsoft 365 Copilot
Microsoft 365 Copilot
Use Copilot in Word, Excel, Outlook, Teams and PowerPoint to write, summarise and analyse faster, without sacrificing quality or confidentiality.
1 day (7 hours) · All levels · At your premises, Online (live), Open sessions
View the programmeFinance
Accounting, finance and payroll
Data entry, reconciliations, analysis, reminders, regulatory reading: make accounting and finance work faster and more reliable with AI, while staying in control.
1 day (7 hours) · Intermediate · At your premises, Online (live)
View the programmeAutomation
No-code automation
Reminders, data entry, summaries, publishing: build your first automations with Power Automate, Make, Zapier or n8n, and plug AI into them.
1 day (7 hours) · Intermediate · At your premises, Online (live), Open sessions
View the programme
Train your team: AI in Excel
Tell us your tools, the number of participants and your availability. We come back to you with an adjusted programme, a quote and the funding options worth checking.