What this course is about
Build an Excel template once, with formulas, a PivotTable and built-in checks, and get a finished report every month just by pasting in new data.
A monthly report on requests, tickets or expenses is usually rebuilt from scratch: copy the export, recalculate the totals, fix the chart, write a couple of paragraphs. This course shows you how to work {AI_WITH} to build an Excel file once that does all of this by itself. The data sits in an Excel table, totals come from formulas, the PivotTable and chart refresh with one click, and checks catch errors before the report reaches your manager.
What you will learn
- File structure
- Structure: example and check
- An Excel table for your data
- Excel table: before and after
- Report formulas
- Test formulas against a manual count
- PivotTable and chart
- Chart: before and after
- Checks and error protection
- Protection from accidental edits
- Report text from the figures
- Report text: before and after
What's inside
- Four PDF versions of the course: for ChatGPT, Gemini, Claude and Microsoft Copilot — each explains where to find the features you need in that assistant.
- 12 ready-to-use prompts and a prompt library you can copy from.
- Step-by-step tasks, before-and-after examples and a one-page cheat sheet.
- Free updates when the AI assistants change.
Who it's for
Office workers, managers, teachers, freelancers and small-business owners who want practical results from AI without technical knowledge.
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