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Excel AI tools

The document outlines various skills and techniques for enhancing productivity and data analysis using Excel and AI tools. Key topics include data extraction, AI-assisted functions, chart creation, pivot tables, and the use of platforms like Claude AI and DataSquirrel.ai. It also emphasizes the importance of prompt engineering and communication skills through AI feedback.

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parikshitnarang123
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17 views3 pages

Excel AI tools

The document outlines various skills and techniques for enhancing productivity and data analysis using Excel and AI tools. Key topics include data extraction, AI-assisted functions, chart creation, pivot tables, and the use of platforms like Claude AI and DataSquirrel.ai. It also emphasizes the importance of prompt engineering and communication skills through AI feedback.

Uploaded by

parikshitnarang123
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Certainly.

Here's a detailed summary of the skills and


techniques taught in the document, focusing on the
practical aspects:

1. Data Extraction in Excel:


o Using "Insert Data from Picture" to convert
image-based tables into editable Excel data
o Steps for reviewing and inserting extracted
data
o Importing data from Text/CSV files

2. AI-Assisted Excel Functions:


o Using Copilot to generate formulas based on
prompts
o Applying AI-generated formulas to appropriate
columns
o Creating rating data and using VLOOKUP
formula

3. Chart Creation in Excel:


o Selecting data for visualization
o Choosing appropriate chart types from the
Insert tab
o Customizing charts with titles, labels, colors,
and fonts

4. Pivot Tables in Excel:


o Using Copilot to generate pivot tables
o Steps for inserting a pivot table manually
o Customizing pivot tables for data analysis
5. Using Claude AI:
o Uploading Excel sheets to Claude
o Getting AI-generated summaries of data
o Using natural language queries for data
analysis

6. DataSquirrel.ai Usage:
o Uploading Excel sheets to the platform
o Using AI to auto-analyze datasets
o Interpreting AI-generated analysis results

7. Microsoft 365 Web Version:


o Accessing free web-based versions of Office
tools
o Using the "Analyze" feature in Excel online for
automatic chart generation

8. Yoodli for Communication Skills:


o Recording speeches or importing pre-recorded
ones
o Receiving AI feedback on metrics like pace,
filler words, pauses, sentiment, clarity, and
eye contact

9. General AI Integration:
o Understanding the importance of working with
AI rather than competing against it
o Using AI to enhance productivity and decision-
making in various tasks
10. Power BI Skills:
o While not detailed in the provided content, the
document mentions Power BI training as part
of the workshop
11. SQL Skills:
o Also mentioned as part of the workshop,
though specific details are not provided
12. Prompt Engineering:
o Emphasized as a key skill, particularly for
interacting with AI tools effectively

These skills focus on leveraging AI tools to enhance


data analysis, visualization, and productivity in Excel
and related platforms, as well as improving
communication skills through AI-powered feedback.

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