Advanced formulas · PivotTables · Dashboards · Macros · Manual troubleshooting
AI5 PROFESSIONAL CERTIFICATE · BY TGC INDIA · UPDATED SEPTEMBER 2026
Advanced Excel + AI: Formulas, Data Analysis, Dashboards, Power Query & Smart Automation
LEARN EXCEL PROPERLY. USE AI TO WORK FASTER.
Learn Excel from fundamentals to advanced workplace applications. Master formulas, data cleaning, PivotTables, dashboards, Power Query and reporting, then use ChatGPT and Microsoft Copilot to work faster while checking every result.
Excel remains the main skill. Learn formulas, data cleaning, PivotTables, dashboards, Power Query and reporting, then use ChatGPT and Microsoft Copilot to speed up analysis, troubleshoot formulas and automate repetitive work.
THE MAIN COURSE OUTCOME
Learn Advanced Excel properly, then use AI to complete workplace work faster.
Excel skill → Business logic → AI assistance → Verification → Management-ready output
Advanced formulas · PivotTables · Dashboards · Power Query · Basic automation · AI-assisted formulas, analysis, troubleshooting and reporting · Copilot
We do not replace Excel skills with AI. We teach both. Every AI-generated formula, calculation and conclusion must be checked against the source data.
NEXT START OPTIONS
Choose a live batch.
COURSE OVERVIEW
What this course
is built to do.
Learn Excel properly, from foundations to advanced workplace applications. Master formulas, cleaning, PivotTables, Power Query, dashboards and MIS reporting, then use ChatGPT and Microsoft Copilot to work faster without giving up Excel understanding or result checking.
Each module combines a live trainer demonstration, guided lab, assignment and review before the next stage.
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CONNECTED CAREER DIRECTIONS
FULL DATA ANALYST CAREER PATH
Want to move into a full Data Analyst career?
Advanced Excel + AI → SQL → Power BI → Python/Pandas → AI-Assisted Analytics
TAKE THE NEXT STEP
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An AI5 Academy advisor can help you compare mode, schedule and starting level.
IS THIS COURSE RIGHT FOR YOU?
Choose it for the right reason.
You are a student, graduate or beginner who wants a proper Advanced Excel foundation
You work in MIS, finance, accounts, HR, sales or operations
You want stronger formulas, Power Query, dashboards and reporting with practical AI assistance
You are a manager or small business owner who needs clearer monthly reporting
You plan to progress toward a Data Analyst career
YOUR LEARNING ARC
From guided foundation to finished work.
Understand
Learn what Excel can do and select the right feature for the problem.
Ask AI
Describe the required result in normal language and use AI to assist the work.
Verify
Check formulas, totals, source data, conclusions and automation safety.
Deliver
Complete and explain a realistic workplace assignment.
INDUSTRY TASKS
Practise the work, not only the tool.
- Analyse sales targets, territories, products and customers
- Reconcile finance records and report expense variance
- Prepare HR attendance and workforce reports
- Consolidate monthly operations and inventory files
- Build MIS dashboards and management summaries
LED
YOUR TRAINING TEAM
Learn from experienced working professionals.
Live demonstrations, guided practice and direct project feedback are part of the course. Trainers update examples and tool coverage as professional practice changes.
WHAT YOU WILL BE ABLE TO DO
Course outcomes
Complete a plain-language workplace request
A raw dataset is converted into a checked Excel analysis and management report.
Build and understand advanced formulas
Formula work is completed using established Excel methods, with AI assistance explained and tested.
Automate recurring preparation
A refreshable Power Query process plus recorded macro and light Power Pivot exposure.
Create business dashboards and summaries
An interactive Excel MIS workbook with supported conclusions.
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DETAILED COURSE FLOW
6 learning modules
Learn Excel properly from foundations to advanced workplace use, then use AI to work faster while understanding and checking every formula, calculation and conclusion.
Week 1 — Excel Foundations
Build a sound Excel base; use AI only as an assistant at this stage.
- Workbook and worksheet management, tables and formatting
- Relative, absolute and mixed references; named ranges
- Sorting, filtering, validation, conditional formatting and Paste Special
- Keyboard shortcuts and CSV/business datasets
Create a sales and expense tracker with checked calculations.
Sales & Expense Tracker
Week 2 — Advanced Formulas & Data Cleaning
Learn the traditional Excel method, then use AI to draft, explain and debug formulas without skipping verification.
- IF/IFS, AND/OR, IFERROR, SUMIFS, COUNTIFS and AVERAGEIFS
- XLOOKUP, INDEX + MATCH and nested formulas
- LEFT/RIGHT/MID, TEXT, SEARCH/FIND, TODAY/EOMONTH
- FILTER, UNIQUE, SORT/SORTBY, dynamic arrays and dropdowns
Reconcile customer and sales records using checked formulas and cleaning rules.
Customer/Sales Reconciliation Workbook
Week 3 — Analysis, PivotTables & Charts
Turn sales, finance, HR and operations questions into dependable Excel analysis.
- PivotTables, PivotCharts, grouping and calculated fields where suitable
- Slicers, timelines, sorting and filtering
- Contribution, target versus actual, variance and trend analysis
- Basic What-If Analysis, Goal Seek and scenario questions
Analyse sales performance with advanced formulas and PivotTables, then present the findings.
Sales Performance Analysis
Week 4 — Power Query & Automation
Make Power Query a repeatable preparation system and add practical basic automation.
- Import Excel, CSV and multiple files/folders
- Missing values, duplicates, data types, split/merge and standardisation
- Merge, append, group and conditional columns
- Folder consolidation, refreshable reports, recorded macros, buttons and light Power Pivot/Data Model exposure
Consolidate multiple monthly files into a tested, refreshable reporting process.
Automated Monthly Data Consolidation
Week 5 — Dashboards, MIS & Reporting
Build an interactive management dashboard and a repeatable monthly MIS workflow.
- KPI cards, PivotCharts, slicers, timelines and dashboard layout
- Dynamic titles, target versus actual and monthly trends
- Top/bottom performers and variance indicators
- Raw files → Power Query → analysis → PivotTables → dashboard → management summary
Build an interactive MIS dashboard and prepare a checked management summary.
Interactive MIS Dashboard
Week 6 — Business Applications + Final Project
Complete a realistic reporting automation assignment using Excel first and AI where appropriate.
- Finance, sales, HR, operations, marketing and small-business cases
- Import, clean, consolidate and analyse multiple monthly files
- Build a dashboard and answer management questions
- Audit calculations, verify AI assistance and present the management summary
Complete an end-to-end business reporting automation project from raw files to presentation.
Business Reporting Automation Capstone
TAKE THE NEXT STEP
Need fees, syllabus or the right batch?
An AI5 Academy advisor can help you compare mode, schedule and starting level.
HOW THE TRAINING WORKS
Understand. Ask AI. Verify.
First understand the Excel method that fits the problem. Then describe the required result to AI in normal language. Finally, check the formula, totals, source data, analysis and automation before using the output.
Understand
Learn what Excel can do, which feature fits the problem and what a correct result should look like.
Ask AI
Describe the requirement conversationally and use AI to assist formulas, transformations, analysis, reports or automation.
Verify
Reconcile totals, test formulas, inspect source data, confirm conclusions and check automation before use.
BUSINESS USE CASES
Use Excel + AI across daily work
Practical assignments use ordinary workplace requirements rather than theory-led demonstrations.
Finance & Accounts
Analyse expenses and budgets, compare actuals, reconcile records and prepare receivables/payables reports.
Sales
Build sales MIS covering targets, territories, products and salesperson performance.
HR
Report attendance, headcount, attrition and employee records.
Operations
Consolidate monthly files, monitor inventory and report operational KPIs.
MIS & Reporting
Build interactive dashboards and checked management summaries.
Marketing
Analyse leads and sources, campaign results and performance comparisons.
Small business owners
Track sales, expenses and margins in a monthly business dashboard.
Managers
Ask questions from business data and prepare decision notes.
PORTFOLIO WORK
Projects you can show
Sales & Expense Tracker
Plan, produce, test and present a finished piece with trainer feedback.
Customer/Sales Reconciliation Workbook
Plan, produce, test and present a finished piece with trainer feedback.
Sales Performance Analysis using Advanced Formulas + PivotTables
Plan, produce, test and present a finished piece with trainer feedback.
Automated Monthly Data Consolidation using Power Query
Plan, produce, test and present a finished piece with trainer feedback.
Interactive MIS Dashboard
Plan, produce, test and present a finished piece with trainer feedback.
Business Reporting Automation Capstone
Plan, produce, test and present a finished piece with trainer feedback.
TAKE THE NEXT STEP
Need fees, syllabus or the right batch?
An AI5 Academy advisor can help you compare mode, schedule and starting level.
TOOLS COVERED
Core hands-on tools
Additional AI exposure
COMMON QUESTIONS
Before you apply
Can I join without knowing Excel?
Yes. The programme starts with the Excel interface, workbooks, worksheets, tables, references and basic calculations before moving into advanced workplace tasks.
+Is this a proper Advanced Excel course or mainly an AI course?
It is an Excel-first programme. Students learn formulas, PivotTables, Power Query, dashboards, MIS and automation. AI is used alongside Excel to make analysis, troubleshooting and repetitive work faster.
+Do you teach VBA?
Students receive practical exposure to recording and using macros and basic AI-assisted automation. Full VBA programming is outside the scope of this 6-week programme.
+Do you teach Power Query?
Yes. Power Query is a major practical component covering data import, cleaning, transformation, consolidation and refreshable reporting.
+Do you teach Power Pivot?
Students receive an introduction to the Excel Data Model, table relationships and Power Pivot. Advanced DAX belongs to the Data Analytics programme.
+Will I learn ChatGPT with Excel?
Yes. ChatGPT is used for formula help, cleaning, analysis, troubleshooting, reporting and automation support. Students must understand and check the result.
+Will I learn Microsoft Copilot in Excel?
Yes. Current Copilot capabilities are demonstrated where available. Some features may require an eligible Microsoft 365 subscription.
+Do I need coding?
No. Coding is not required. Macros and Office Scripts are limited to practical basic automation exposure.
+Is Power BI included?
No. Dashboards, MIS and reporting stay inside Excel. Power BI and advanced DAX belong to the Data Analytics with AI programme.
+Can this course help me move into Data Analytics?
Yes. Advanced Excel is a strong starting point. For a full Data Analyst path, progress to AI5 Academy's Data Analytics with AI programme covering Excel, SQL, Power BI, Python/Pandas and AI-assisted analytics.
+Is the programme suitable for working professionals?
Yes. It uses practical sales, finance, HR, operations, MIS, inventory, marketing and management tasks.
+Do I need coding experience?
No, unless the course level says otherwise. Your advisor will check the right starting level.
+Are classes live or recorded?
Classes are trainer-led in the classroom or live online. Recordings may support revision but do not replace class.
+Will I receive a certificate?
Yes. Course completion requires attendance, assignments and the final project.
+Can working professionals join?
Yes. Weekday, weekend and selected fast-track schedules are available.
+TAKE THE NEXT STEP
Need fees, syllabus or the right batch?
An AI5 Academy advisor can help you compare mode, schedule and starting level.
NEXT BATCH
Choose your course.
Choose your schedule.
Online or offline. Weekdays or weekends. Regular or fast track. Speak with an AI5 Academy advisor about the right starting level.
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