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ACLM Institute of Professional Studies

ChatGPT, Copilot with Excel

Boosting Excel Productivity with ChatGPT and Copilot: A Game-Changer for Professionals - Online Courses & Certifications

02 MonthsOnline / OfflineIntermediateACLM CertificationACLM Certification
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In today’s fast-paced, data-driven world, Microsoft Excel remains one of the most powerful tools for data analysis, financial modeling, reporting, and automation. However, mastering Excel’s full potential can be overwhelming, especially when dealing with complex formulas, macros, or large datasets. That’s why AI-powered tools like ChatGPT and Microsoft Copilot come in — revolutionizing the way professionals interact with Excel and significantly enhancing productivity.
COURSE OVERVIEW

Course Overview

ChatGPT, Copilot with Excel is a two-month intermediate course by ACLM Institute of Professional Studies designed for students and working professionals who want to improve Excel productivity with AI assistance. The programme combines Excel, Advanced Excel, ChatGPT and Microsoft Copilot with practical work in reporting, formula development, spreadsheet customisation and data-related tasks. Learners develop a structured approach to prompting, testing and reviewing AI-supported outputs while retaining control over spreadsheet logic, accuracy and final decisions. Training is available Online / Offline through instructor-led, one-to-one, group, college-level and corporate workshop formats, supported by ACLM notes, assignments and practical projects.

WHY THIS COURSE

Why Learn This Course?

Excel is widely used for reporting, analysis, administration and operational work, but complex formulas, repetitive formatting and recurring reports can take considerable time. This course introduces practical ways to use ChatGPT and Microsoft Copilot alongside Excel for formula support, explanations, troubleshooting, reporting and workflow customisation. Learners practise using natural-language instructions while applying a review-first approach so that AI assistance supports productivity without replacing professional judgement.

LEARNING OUTCOMES

What You Will Learn

  • Review and organise Excel workflows for AI-assisted productivity.
  • Use ChatGPT to support Excel formulas, explanations, troubleshooting and task planning.
  • Use Microsoft Copilot with Excel for natural-language assistance and data-related work.
  • Write clear, specific and context-rich prompts for spreadsheet tasks.
  • Develop, refine, test and document formulas with AI assistance.
  • Create structured reports and summaries from spreadsheet information.
  • Customise recurring Excel workflows for practical professional requirements.
  • Review AI-generated formulas, summaries and recommendations for logic, assumptions and accuracy.
  • Combine Advanced Excel knowledge with responsible use of AI tools.
  • Apply reporting, formula development and customisation skills through practical projects and assignments.
SKILLS

Skills You Will Gain

  • Using AI with Excel
  • Writing effective prompts for Excel-related tasks
  • Creating and refining formulas with AI assistance
  • Checking formula logic and validating expected results
  • Building structured Excel reports
  • Customising recurring spreadsheet workflows
  • Using natural language to explain spreadsheet requirements
  • Interpreting AI-supported summaries
  • Troubleshooting Excel tasks with structured prompts
  • Applying a review-first approach to AI-generated outputs
WHO SHOULD JOIN

Who Should Join?

The course is intended for students and working professionals who already know how to operate Excel and want to improve their productivity with Excel, Advanced Excel, ChatGPT and Microsoft Copilot.

PREREQUISITES

Prerequisites

The required prerequisite is the ability to operate Excel. Familiarity with common spreadsheet tasks is helpful, but advanced Excel or AI knowledge is not required.

TRAINING APPROACH

Training Methodology

ACLM Institute of Professional Studies delivers the programme over 02 Months through Online / Offline training. Depending on the learning arrangement, delivery may include instructor-led sessions, one-to-one instruction, group training, college-level training and corporate workshops. Learning is supported by ACLM notes, demonstrations, practical assignments, guided exercises and projects. Offline training is available in Greater Noida West, Greater Noida, Noida, Ghaziabad and Delhi NCR. Online learning is available for learners in India and international markets.

CURRICULUM

Detailed Course Syllabus

ModuleTopics / Lessons
Module 1: Excel Productivity and AI-Assisted Workflows
Build the foundation for combining Excel knowledge with ChatGPT and Microsoft Copilot. Learners identify suitable use cases and establish a disciplined process for checking AI-supported work.
  • Course Orientation and Productivity Goals — Understand the course outcomes, project approach and ways AI can support Excel-based professional work. 45 min
  • Review of Essential Excel Workflows — Refresh worksheet organisation, tables, data preparation and common reporting activities required for AI-assisted tasks. 60 min
  • Where ChatGPT and Copilot Fit into Excel Work — Examine how ChatGPT and Microsoft Copilot can assist with formulas, explanations, summaries, customisation and reporting. 60 min
  • Responsible Use and Output Review — Learn to check assumptions, data context, formula logic and results before accepting AI-supported suggestions. 45 min
Module 2: Prompting ChatGPT for Excel Tasks
Develop practical prompt-writing skills for requesting useful, specific and reviewable Excel assistance from ChatGPT.
  • Anatomy of a Useful Excel Prompt — Identify the task, spreadsheet context, expected output, constraints and required format within a prompt. 60 min
  • Prompts for Formula Creation and Explanation — Practise requesting formula suggestions, plain-language explanations and alternative approaches for spreadsheet requirements. 75 min
  • Prompts for Troubleshooting and Refinement — Use structured prompts to describe errors, unexpected results and desired corrections without losing the original business context. 60 min
  • Prompt Iteration and Output Comparison — Improve an initial request through follow-up prompts and compare responses for clarity, suitability and reviewability. 60 min
Module 3: Advanced Excel Foundations for AI-Supported Work
Strengthen the Excel practices needed to obtain reliable results from AI assistance, including structured data, consistent layouts and clear reporting requirements.
  • Organising Worksheets and Source Data — Prepare logical worksheet structures, consistent headings and usable source ranges for reporting and analysis. 60 min
  • Tables, Sorting and Filtering Workflows — Use structured data practices to make recurring tasks clearer and easier to explain to AI tools. 60 min
  • Data Quality and Preparation Checks — Identify incomplete, inconsistent or unclear data before requesting formulas, summaries or insights. 60 min
  • Translating Business Requirements into Excel Tasks — Break a professional requirement into inputs, calculations, outputs and review steps before using AI assistance. 60 min
Module 4: Formula and Formulation Development with AI
Practise using ChatGPT and Advanced Excel knowledge to create, explain, refine and validate formulas for practical reporting requirements.
  • Planning a Formula Before Writing It — Define the required result, input fields, conditions and expected behaviour before requesting or building a formula. 60 min
  • Generating Formula Options with ChatGPT — Request alternative formula approaches and assess them against the structure and purpose of the workbook. 75 min
  • Testing Formula Logic and Results — Use sample values, expected outcomes and edge cases to check whether a formula behaves as intended. 75 min
  • Correcting Errors and Documenting Changes — Troubleshoot incorrect outputs, refine the formula and record the reason for the final approach. 60 min
Module 5: Microsoft Copilot with Excel
Explore natural-language interaction with Microsoft Copilot in Excel-related work and practise reviewing its assistance in the context of spreadsheet data.
  • Introduction to Copilot-Assisted Excel Work — Understand the role of Microsoft Copilot in supporting spreadsheet questions, task instructions and data-related activities. 60 min
  • Natural-Language Requests for Spreadsheet Tasks — Frame clear requests for summaries, explanations, calculations or workflow support using relevant spreadsheet context. 60 min
  • Reviewing Copilot-Supported Results — Check generated suggestions, summaries and outputs against the source data and the intended task. 60 min
  • Combining Copilot Assistance with Excel Skills — Decide when to use natural-language support and when to apply direct Excel knowledge for greater control and clarity. 60 min
Module 6: AI-Assisted Reporting and Summarisation
Apply ChatGPT and Microsoft Copilot to the planning, development and explanation of professional Excel reports while maintaining accuracy and traceability.
  • Planning a Structured Report — Define the report purpose, audience, data requirements, calculations and presentation structure. 60 min
  • Supporting Report Calculations and Layout — Use AI assistance to explore formula requirements, layout options and recurring reporting steps. 75 min
  • Creating Clear Summaries from Spreadsheet Information — Practise turning organised spreadsheet information into concise summaries while distinguishing facts from interpretation. 60 min
  • Report Review and Presentation Readiness — Check calculations, labels, assumptions, consistency and readability before sharing a report. 60 min
Module 7: Excel Customisation and Recurring Workflows
Design practical, repeatable Excel workflows for recurring requirements and use AI assistance to improve consistency and efficiency.
  • Identifying Repetitive Excel Activities — Map recurring steps in report preparation, worksheet standardisation and routine spreadsheet tasks. 60 min
  • Designing a Reusable Workflow — Create a clear sequence of inputs, actions, checks and outputs for a repeatable Excel requirement. 75 min
  • Using AI to Suggest Workflow Improvements — Request ideas for simplification, documentation and consistency, then assess their suitability before adoption. 60 min
  • Customisation, Testing and Handover Notes — Customise the workflow, test it with suitable examples and document instructions for future use. 60 min
Module 8: Integrated Project, Review and Professional Application
Bring together prompting, Advanced Excel, formula development, reporting, customisation and validation in an integrated practical assignment.
  • Project Brief and Requirement Analysis — Interpret a reporting or productivity requirement and define the workbook structure, expected outputs and quality checks. 60 min
  • Building the AI-Assisted Workbook — Develop the workbook using Excel, ChatGPT and Microsoft Copilot where appropriate, while recording key decisions and prompts. 120 min
  • Validation, Refinement and Documentation — Test formulas and outputs, correct issues, review assumptions and document the final workflow. 90 min
  • Project Presentation and Learning Review — Present the completed work, explain the role of AI assistance and identify improvements for future Excel tasks. 60 min
HANDS-ON EXPERIENCE

Practical Projects

  • AI-Assisted Professional Reporting Workbook — Create a structured Excel reporting workbook from an organised dataset. Use ChatGPT and Microsoft Copilot to support report planning, formula development, summaries and presentation. Review the logic and results of every AI-assisted output before finalising the workbook. Tools: Microsoft Excel, ChatGPT and Microsoft Copilot
  • Formula Development and Validation Task — Develop formulas for a practical reporting requirement using natural-language prompts and Advanced Excel techniques. Compare possible approaches, test expected results, identify errors and document the final corrections or refinements. Tools: Microsoft Excel and ChatGPT
  • Customised Excel Productivity Workflow — Design a reusable workflow for a recurring Excel task, such as preparing a regular report or standardising a worksheet. Use AI assistance to suggest improvements, then customise, test and validate the final workflow for practical use. Tools: Microsoft Excel, ChatGPT and Microsoft Copilot
  • Integrated Excel Productivity Assignment — Complete an end-to-end assignment involving data preparation, formula or formulation development, reporting, AI-supported explanation and final quality review. Present the completed work with a clear record of prompts, changes and validation steps. Tools: Microsoft Excel, ChatGPT and Microsoft Copilot
CAREER APPLICATION

Career Opportunities

The skills developed in this course can support Excel-based responsibilities in reporting, administration, operations, finance support, business analysis and other professional roles involving spreadsheet work. The programme is focused on practical productivity and skill development and does not guarantee employment, placement or salary outcomes.

CERTIFICATION

Certification

Certification is available as an ACLM Certificate of Participation from ACLM Institute of Professional Studies. The certificate offering is subject to the institute's applicable course process.

FAQ

Frequently Asked Questions

Who is this course for?

The course is designed for students and working professionals who can operate Excel and want to use Advanced Excel, ChatGPT and Microsoft Copilot to improve productivity.

What is the duration of the course?

The course duration is 02 Months.

Is the course available online and offline?

Yes. Training is available Online / Offline. Offline training is available in Greater Noida West, Greater Noida, Noida, Ghaziabad and Delhi NCR. Online learning is available in India and international markets.

What are the prerequisites?

The required prerequisite is the ability to operate Excel. Learners do not need to be advanced AI users before joining.

Will the course cover formula development?

Yes. Formula and formulation development is a central part of the programme, including prompting, refinement, testing and documentation.

Will I work on practical projects?

Yes. Practical work includes reporting, customisation, formula development and integrated Excel productivity assignments, supported by ACLM notes and projects.

Which tools and topics are covered?

The course covers Excel, Advanced Excel, ChatGPT and Microsoft Copilot with Excel.

Is certification available?

Yes. Certification is available as an ACLM Certificate of Participation, subject to the institute's applicable course process.

Does the course guarantee employment or placement?

No. The course focuses on practical skill development and does not guarantee employment, placement or salary outcomes.

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