Excel Data Modeling
Who Is This Certification For?
Aimed at professionals who need to level up Excel proficiency with AI‑driven workflows to stay competitive and efficient.
AI‑Disrupted Professionals (Finance, Admin, HR)
Excel users at risk of being replaced byautomation or more AI‑savvy coworkers
Job Seekers Pursuing Data & Business Roles
Individuals transitioning into operationswithout modern Excel + AI credentials
Entrepreneurs Falling Behind AI‑Centric Productivity
Business operators and solo professionals stillrelying on manual reporting
Skills You Will Get
Six chapters covering Excel fundamentals, essential formulas, pivot tables, charts & tables, Copilot & AI in Excel, and a capstone project—each featuring hands‑on, AI‑enhanced deliverables.
- Create a multi-tab business workbook (Sales, Inventory, KPI Summary)
- Use Excel Copilot to format layouts, apply themes, and create headers automatically
- Build a real-world KPI summary using only basic functions and structured layout
- Use GPT to explain any formula in plain English to reinforce understanding
- Navigate 100% via keyboard for speed — log time saved vs manual clicks
- Build a conditional logic dashboard (e.g. performance flags via IF statements)
- Use SUMIFS and COUNTIFS to filter KPIs by department, region, or status
- Replace VLOOKUP with INDEX+MATCH in a business decision scenario
- Use Copilot to debug formula errors and explain what went wrong
- Ask GPT to generate a formula based on a natural-language prompt
- Build a dynamic sales dashboard using PivotTables + slicers
- Create calculated fields for profitability or growth metrics
- Use Excel “Analyze Data” (Copilot) to detect trends and outliers
- Design a visual summary for leadership using PivotCharts
- Use GPT to explain “What is driving revenue change?” based on PivotTable output
- Create 3 chart types from the same data, each focused on different business insights
- Use Excel’s AI-powered chart recommendations and tweak using Copilot
- Create a clean, filterable Excel Table with summary rows
- Design a dashboard combining chart + table + summary in one page
- Use GPT to automatically generate chart titles and captions that explain key takeaways
- Generate a monthly sales report from a raw CSV using Copilot
- Ask Copilot “What changed this month?” — get trend summary + insights
- Create charts with Copilot’s suggestions for layout and formatting
- Auto-categorize customer types using AI and highlight VIPs
- Use GPT/Copilot combo to write an email summary of your findings
- Build a capstone project: full Excel dashboard, Pivot report, and dynamic chart section
- Use Copilot to run scenario analysis and explain outcome implications
- Package your Excel project with GPT-written executive summary slide
- Add a stock control model using formulas + Copilot-assisted alert logic
- Export your final project as a PDF + portfolio slide deck labeled “AI-Enhanced Excel”