In partnership with Solpedinn
Excel x IA (Copilot, Claude)
Formation hybride de 2 jours pour maîtriser Copilot et Claude dans Excel afin d'automatiser, analyser et générer des rapports professionnels.
Overview
Transform Your Excel Mastery with Artificial Intelligence
This 2-day hybrid training (12-14h) teaches you how to leverage Copilot and Claude directly in Excel to automate repetitive tasks, analyze data faster, and generate reliable reports in just a few clicks.
Why this training stands out:
- 🎯 Sector-specific practical approach: Real use cases for finance, operations, HR, and management control
- 🤖 Dual AI: Master both Copilot (native Microsoft) and Claude (for advanced analysis)
- ⚡ Immediate results: Automate your pivot tables, complex formulas, and recurring reports from day one
- 🏆 Recognized certification: Validate your skills with a certificate issued by our partner
What you will accomplish:
No more hours wasted on manual tasks! You'll learn to delegate formula creation, data transformation, trend analysis, and professional report generation to AI. Whether you're a management controller, HR professional, or financial analyst, you'll leave with concrete automations you can apply the very next day.
Prerequisites: Excel 365 with Copilot OR Claude enabled (or access to our cloud environment)
Objectives
- Master AI fundamentals in Excel: Understand how Copilot and Claude integrate into Excel 365, their differences and optimal use cases
- Automate repetitive tasks: Reduce time spent on data manipulation (cleaning, transformation, formatting) by 60% using AI assistants
- Generate advanced analysis in natural language: Create pivot tables, complex formulas and relevant charts without knowing advanced syntax
- Produce automated professional reports: Design recurring dashboards and reports (finance, HR, management control) with automatic AI-powered updates
- Implement custom AI workflows: Develop automation solutions tailored to your role (budget forecasting, KPI tracking, multi-source consolidation)
Program
Module 1: Introduction to AI in Excel (1h45)
- AI tools landscape in Excel (Copilot vs Claude)
- Work setup and data security considerations
- First prompts and effective AI communication
- Hands-on lab: first simple automation
Module 2: AI-assisted Formulas and Calculations (2h15)
- Generating simple to complex formulas via prompts
- AI-assisted pivot tables (Pivots) and calculated fields
- Formula debugging and optimization
- Hands-on lab: industry case (finance/HR/ops)
Module 3: Advanced Automation with Power Query and AI (2h15)
- Power Query fundamentals and M language
- Automated cleaning and data consolidation
- Data merging and fuzzy matching
- Hands-on lab: automated data pipeline
Module 4: AI-driven Analysis and Insights (2h)
- Automated exploratory analysis and descriptive statistics
- Simple forecasting and clustering-based segmentation
- AI-guided visualizations and auto dashboards
- Hands-on lab: exploratory analysis templates
Module 5: Automated Report Generation (2h)
- IA-driven report structure with embedded narratives
- Advanced formatting and professional templates
- Automatic charts and multi-sheet integration
- Hands-on lab: auto-generated multi-sheet report
Module 6: Practical Cases and Certification (2h)
- Capstone project per business function (Finance / HR / Ops)
- Practical assessment and result presentation
- Resources and community for ongoing growth
You code from minute one
No slides for 3 hours. No demo where you watch someone code. Here, you open your terminal and code with Claude — while your instructor sees exactly what you're doing.
An instructor who sees your screen in real time
When you're stuck, no need to raise your hand. The instructor sees your terminal live and steps in immediately. It's individual coaching, at group scale.
Zero setup, zero cost for you
No Anthropic account to create. No credit card. No API key to configure. You copy a single command into your terminal, and Claude Code is ready.
Your data stays yours
The API key is encrypted (AES-256), active only during the session, and revoked automatically when it ends. The instructor sees your terminal in read-only mode — they can't write anything.
You leave knowing how to do it
By the end of the session, you'll have used Claude Code on real use cases. Not watched a demo — done it yourself, with a safety net.
Prerequisites
- Excel 365 with Copilot enabled OR Claude access (API or web)
- Intermediate Excel knowledge (basic formulas and pivot tables)
- Stable internet connection
- Provided anonymized datasets (Finance/HR/Ops)
In partnership with
Solpedinn
https://www.solpedinn.com