In this course, you will learn how to combine Excel’s analytical tools with generative AI to work faster and smarter with data.
You will gain insight into how AI can assist you in analysing, summarising, structuring, and presenting larger datasets - directly within your Excel workflow.
Where relevant, examples and exercises will draw on Corporate Finance contexts, such as structuring financial data, organising model inputs, and supporting investment evaluation.
You will also be introduced to useful keyboard shortcuts and techniques for navigating quickly and efficiently in larger spreadsheets.
During the course, you will learn to:
- analyse larger datasets using pivot tables and advanced lookup functions (XLOOKUP, INDEX, MATCH)
- structure financial inputs and ensure consistency across tables
- navigate quickly and format efficiently using smart keyboard shortcuts
- structure and present data clearly and professionally
- support financial evaluation work (e.g. cash-flow structuring and NPV-style outputs)
The teaching alternates between presentations, practical examples, and exercises, ensuring that you gain hands-on experience with the tools and techniques covered.