Using AI to Create Excel Files

Your VP doesn’t want a spreadsheet. They want an answer.

The AI-Enhanced Analyst shows managers how to use AI tools like Copilot, Claude, and ChatGPT to turn raw Excel data into clear line, bar, and pie charts in minutes, not hours. Learn to frame the right question, clean your data, pick the best chart, and write a headline that tells leadership exactly what matters. Then check the AI’s work so no wrong number ever reaches the boardroom.

Includes step-by-step Excel instructions, a sample dataset, a 10-minute report challenge, and a copy-and-paste prompt library.

13 pages. Instant PDF download.