AI Excel Data Analysis: Smart Reporting

Important note: This training may demonstrate AI tools that are not approved for use with Stanford data. Inclusion in this session does not imply institutional approval. Participants should refrain from entering Stanford data into unapproved tools. An up-to-date list of approved and reviewed tools is available on the GenAI Evaluation Matrix page at https://uit.stanford.edu/ai/genai-tool-matrix.

Code	Date	Delivery	Cost
ITS-1538	Wed Jul 8, 1:00 pm to 4:00 pm	Live Online : 1 session	$300

Before each live online session, Tech Training will provide a Zoom link for live online classes, along with any required class materials.

Stop wasting hours on data cleanup and formula debugging. Use AI models to turn messy data into polished reports fast: generate formulas, clean datasets, surface insights, and automate repetitive reporting so you focus on analysis.

Program Description

Stop spending hours on data cleanup and formula debugging. Discover how to leverage AI tools to transform messy data into professional reports in a fraction of the time. Explore how AI Playground, ChatGPT, and Microsoft Copilot can write complex formulas, clean datasets, generate insights, and even automate repetitive reporting tasks - all while you focus on strategic analysis instead of technical syntax.

Learning Objectives

Learning Objectives:
- Clean and prepare messy data using AI-powered techniques
- Build pivot tables and data summaries with AI guidance
- Generate complex analysis formulas using natural language
- Apply intelligent conditional formatting with AI recommendations
- Explore automation of recurring reports with AI-written scripts
- Extract AI-generated insights and executive summaries from data
- Discover best practices to create professional reports 10x faster than traditional methods

Topic Outline

Module Breakdown:

Module 1: Data Preparation + AI Cleaning
- Understanding data structure and quality
- Sorting, filtering, and removing duplicates
- Text parsing and data standardization
- AI Integration: AI data quality checker
- "What's wrong with this data? How should I clean it?"
- AI-generated formulas to standardize formats
- Automated data cleaning workflows
- Hands-on: Clean an intentionally messy dataset using AI diagnosis and fixes

Module 2: Data Analysis + AI-Generated Formulas
- SUMIF, COUNTIF, AVERAGEIF functions
- Pivot table fundamentals
- Grouping and summarizing data
- AI Integration: Natural language to Excel formula
- "Calculate total sales by region where amount > $1000"
- Pivot table co-pilot with AI instructions
- Complex analysis made simple (YoY growth, running totals, rankings)
- Hands-on: Complete business analysis using AI-generated formulas

Module 3: Advanced Reporting + AI Insights
- Creating summary reports
- Conditional formatting strategies
- Data validation and quality controls
- Report structure and design
- AI Integration: AI report planner suggests report types and structures
- Intelligent conditional formatting (AI determines "unusual patterns")
- Automated insights (trends, outliers, correlations) using AI models
- Hands-on: Build a monthly performance report with AI recommendations

Module 4: Automated Reporting + AI-Powered Analysis
- Creating reusable report templates
- Formula-driven updates
- Dashboard concepts for ongoing reporting
- AI Integration: AI-written VBA code for report automation
- Natural language queries about data
- AI-generated executive summaries
- Complete workflow: raw data to polished report in 45 minutes
- Hands-on: Create automated business report using the full AI pipeline

Credits: 3 Professional Development Units (PDU)
0.3 Continuing Education Units (CEU
3 Professional Development Hours (PDH)
Stanford Technology Training Program Certificate of Completion Awarded

Custom training workshops are available for this program

Technology training sessions structured around individual or group learning objectives. Learn more about custom training

Special Group Rates

For groups of 5 or more within the same team or department, special rates are available. Please contact techtraining@stanford.edu for more details.

University IT Technology Training sessions are available to a wide range of participants, including Stanford University staff, faculty, students, and employees of Stanford Hospitals & Clinics, such as Stanford Health Care, Stanford Health Care Tri-Valley, Stanford Medicine Partners, and Stanford Medicine Children's Health.

Additionally, some of these programs are open to interested individuals not affiliated with Stanford, allowing for broader community engagement and learning opportunities.