This training will be delivered in Chinese

此培训语言为中文

【Course Description】

In the context of the rapid development of intelligent technology, Excel is still the core tool for the daily office of the workplace. With the revolutionary breakthrough of AI technology represented by DeepSeek, the traditional form operation skills are experiencing a profound change of intelligent upgrading. Practitioners in various fields need to master AI technology, combine it with Excel in depth, so as to break through the bottleneck of work efficiency and data processing ability.

In practical application, workplace people often face multiple challenges: how to choose accurately in the face of a wide variety of AI tools? When traditional form functions are difficult to handle complex data scenarios, how to realize intelligent transformation through AI? A large number of repetitive tasks still rely on manual operation, how to build automation solutions ......

This course integrates AI technology into the whole workflow of Excel, and helps students master three core competencies through systematic teaching: intelligent tool selection methodology, multimodal data processing skills, and workflow automation. The course design follows the learning path from shallow to deep to help students complete the leapfrog upgrade from basic operation to intelligent office, and provide sustainable competitiveness for career development in the context of digital transformation.

【Applicable Objects】

Financial personnel, data analysts, interested in AI workplace people

【Course Objectives】

1. Cognitive breakthrough: clarify the boundaries of AI capabilities, enhance the understanding and use of AI tools, and effectively avoid technical application misunderstandings.
2. Efficiency Revolution: Become proficient in the 6 AI-enhanced skills that improve Excel's data processing capabilities and realize exponential growth in work efficiency.
3. Decision-making upgrade: unlock intelligent modeling and automation workflow, so that Excel from the daily tools to evolve into a dynamic decision-making hub.

【Course Outline】

I. The basic stage: AI and Excel integration foundation：

1.Recognize AI and clarify the boundaries of AI capabilities

• Competency boundary: AI replaceable/non-replaceable high-frequency Excel operations
• Tool Recommendation: Comparison of Domestic and International Mainstream Tool Capabilities
• Typical Misconceptions: AI Illusion Recognition and Prevention
• AI Data Privacy and Data Security

2.Human-computer collaboration methodology - how to use AI well

• Human-computer collaboration: requirements disassembly → instruction generation → result verification closed loop
• Prompt work template (formula generation/data cleaning/code generation/report interpretation)
• Localized adaptation (DeepSeek/Kimi/Tongyi Qianqian etc. docking guides)
• Making AI more knowledgeable (building a customized knowledge base)

II. Enhancement phase: AI-enhanced Excel data processing

1. How to achieve intelligent data governance in Excel with AI

• Automatic integration of data from multiple sources (electronic invoices/multiple excel files/image-based forms)
• Intelligent data merging and splitting (multi-table data merging/data splitting into multiple tables)
• Intelligent collation of text (address normalization/sentiment analysis/intelligent classification)
• Anomaly Data Detection (Generate Data Validation Rules/Smart Dropdown Multiple Selectable Lists/Complex Rule Conditional Formatting)

2. How to use AI for Excel dynamic data processing

• Transformation techniques from natural language to complex formulas in Excel (multi-layer logical judgment/multi-conditional lookup/Chinese ranking, etc.)
• Formula correction (recognizing error types/suggesting changes/one-click fixes)
• Chinese report automation (merging cells/complex table headers)
• Excel directly calls AI interface for advanced data processing (VBA calls AI API)

III. The advanced stage: AI-driven Excel high-level applications

1.AI Enabling Intelligent Modeling and Analysis

• Help with new Excel features (dynamic arrays/LET + LAMBDA function development)
• DAX Metrics AI Generation (Natural Language Generative Data Model)
• Data interpretation (identifying potential business patterns or hidden issues from tabular data)
• Intelligent Data Narrative (automatic generation of chart annotations/interpretation of key indicators)

2. Expansion - automated workflow construction

• AI automatic report generation (AI + Excel + VBA)
• Reconstructing Existing Workflow with AI (AI + Excel + RPA Linkage)

Notes:

• Registration is required and link will be provided the day before the event.
• Please notify us at least 24 hours before the event if you want to cancel your ticket; otherwise, no refund will be issued.