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Excel Using AI Workshop Notes

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0% found this document useful (0 votes)
56 views

Excel Using AI Workshop Notes

Uploaded by

gayatri.bala82
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Become 10x: Boost your

productivity and increase


your Salary
Notes
Benefits

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ADITYA GOENKA
IIT Kharagpur Alumni | AI Tools Powered User

Hi, I am Aditya Goenka and I will be your mentor for the


upcoming Power BI Domination workshop.
I am an alumni of IIT Kharagpur 2019 batch. During my
undergrad years, I had done internships at Stanford
university, UIUC, etc.
I have built 2 eight figure companies with the help of AI tools
and a super efficient team of just 5 people.
I am excited to share my knowledge and experience with
you, and to help you increase your productivity using AI tools.
Join me in this workshop and let’s take the first step towards
your success together.
Data Extraction

Data extraction is the


process of converting data
from one format to another.
AI can help Excel users
extract data from sources
such as images, PDFs, or web
pages.
Insert Data from Picture

Turn images that have table


data into data that you can
edit in Excel
Step 1: Click on the Data ribbon menu and the From Picture
button in the Get and Transform Data options. You can just
select the image that you just saved and click OK.
Step 2: When you click OK, the image is processed and the
data is extracted. After a couple of seconds, the data will be
extracted and you can choose to insert it into your worksheet
immediately or check it first by clicking on the Review button.
Step 2: When you click OK, the image is processed and the
data is extracted. After a couple of seconds, the data will be
extracted and you can choose to insert it into your worksheet
immediately or check it first by clicking on the Review button.
Step 3: Clicking the Review button will highlight the items in the
data that Excel is not sure about. You can then go through
them one by one and visually check that the data is correct.
Step 4: Once you have reviewed all the items, you can click on
the Insert Data button – the data will then be inserted into the
worksheet.
IMPORT OR EXPORT EXCEL
Step 1: On the Data tab, in the Get & Transform Data group, click
From Text/CSV. In the Import Data dialog box, locate and double-
click the text file that you want to import, and click Import.
Step 2: Files uploaded in the excel sheet and ready for formatting
Step 1: Using Copiolot to Generate the formula with the suitable
prompt
Step 2 : Apply the formula in the suitable column and complete
the editing.
Step 3 : Apply the formula in the suitable column and complete
the editing.
Step 1: Create a rating data for the excel sheet
Step 2: Write the prompt in the copilot to get the desired formula
Step 3: Using Vlookup formula to complete the execution
Charts in excel

A chart is a graphical
representation for data
visualization, in which "the
data is represented by
symbols, such as bars in a
bar chart, lines in a line
Step 1: Select Your Data:
First, choose the data you want to visualize in your chart. This data can
be in a table or range of cells.
Step 2: Choose a Chart Type:
Excel offers various chart types, such as bar graphs, pie charts, line graphs, and
more.
To create a chart:
Select the data you want to use.
Go to the “Insert” tab.
In the “Charts” group, click the type of chart you prefer (e.g., line chart, bar
chart).
Step 3: Customize Your Chart:
After inserting the chart, you can customize it:
Add a title by clicking on “Chart Title.”
Adjust axis labels, colors, fonts, and other formatting options.
Explore the “Chart Design” tab for additional customization.
PIVOT TABLE

A Pivot Table is a powerful


tool to calculate, summarize,
and analyze data that lets
you see comparisons,
patterns, and trends in your
data.
Step 1: Steps to generate pivot table using copilot .
Step 2: Select Your Data:
First, choose the data you want to use for your pivot table. This
data can be in a table or a range of cells.
Step 3: Insert a Pivot Table:
Click any single cell inside your data set.
Go to the Insert tab.
In the Tables group, click PivotTable.
The Create PivotTable dialog box will appear.
Excel will automatically select the data for you. The default location for a new
pivot table is a New Worksheet.
Step 4: Customize Your Pivot Table
Claude AI

Claude is capable of
understanding natural language
prompts and dialoguing with
people. You can use slang and
idioms in your prompts, and
Claude will understand them.
Step 1: Open the Claude and create your account
Step 2: Upload the excel sheet in the app
Step 3: Calude will summarize the data
Step 4 : According to the query all the relevant data will be solved
DataSquirrel.AI

DataSquirrel is a Business
Intelligence platform designed to
help individuals and teams
analyze data and make
decisions independently. With
features like auto-cleaning,
auto-analyzing, and auto-
visualizing data, it aims to make
data analysis quick, easy, and
user-friendly.
Step 1: Sign in and create an account in Data Squirrel
Step 2: Dashboard of Data Squirrel
Step 3: Consider Your Model (& Budget)
Step 4: Upload the excel sheet in the software
Step 5: Ask the query or Automate the AI analyze the dataset
Step 6: Analyezed Data
Analyse Data in Microsoft Excel

Microsoft 365 for the web is a


free version of Microsoft 365 that
you can use in a web browser. All
you need is to sign up for a
Microsoft account with a new or
existing email address. Use
Word, Excel, PowerPoint and
more for free on the web.
Step 1: Upload the excel sheet and click on Analyze
Step 2: Analyzed the data with 35 different charts
SO FAR, WE HAVE GONE FROM ZERO/LITTLE
KNOWLEDGE ON AI IN EXCEL TO...
1. Automatic Data Entry using Data From 6. Auto cleaning data using AI via
Picture-Optical Character Recognition DataSquirrel ✅
Technology ✅ 7. Creating Dashboards using AI via
2. Using Copilot to generate any advanced DataSquirrel ✅
excel formulas without having to 8. Getting amazing insights out of your data
remember or memorize them ✅ in 5 seconds using Excel's Analyze Data Al ✅
3. Analyzing Excel files using Claude Al ✅ 9. Answering any question in 5 seconds to
4. Working smarter & faster by making Al impress your boss using Excel's Al ✅
generated word doc summary ✅
5. Making Complete Presentations using Al
for any topic within 30 seconds ✅
IF YOU TRY TO COMPETE WITH AI,

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IF YOU TRY TO WORK WITH AI,

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