Artificial Intelligence · All levels
AI for Excel & Business Reporting: Analyzing Data and Communicating Findings Accurately
A practical foundational course for business professionals on using generative AI to analyze spreadsheet data, draft business reports, cross-verify calculations, and maintain data confidentiality.
39.9 min8 lessons
What you’ll learn
- Identify suitable everyday workplace tasks and workflows where generative AI tools provide measurable assistance.
- Recognize accuracy limitations, factual hallucinations, and verification requirements before relying on AI outputs.
- Apply safe data-handling practices to protect personal, proprietary, and confidential workplace information.
Who this course is for
Business professionals
Prerequisites
No prerequisites specified in the published course.
Course curriculum
Module 1: Workplace Opportunities for AI in Spreadsheets2 lessons
- Lesson 1.1: Everyday Spreadsheet Tasks Enhanced by AIPreview5 min
- Lesson 1.2: Structuring Effective Analysis Prompts for Tabular Data5 min
Module 2: Managing Risks, Accuracy, and Hallucinations2 lessons
- Lesson 2.1: Understanding Numerical Hallucinations and Reasoning Gaps5 min
- Lesson 2.2: Systematic Verification Protocols for Generated Formulas5 min
Module 3: Safe Data-Handling and Workplace Privacy2 lessons
- Lesson 3.1: Identifying Sensitive, Proprietary, and Personal Data5 min
- Lesson 3.2: Sanitizing Spreadsheets Prior to AI Assistance5 min
Module 4: Communicating Findings in Executive Business Reports2 lessons
- Lesson 4.1: Transforming Table Summaries into Narrative Reports5 min
- Lesson 4.2: Final Review Checklist and Governance Routine5 min
Assessment & credentials
40 lesson-check questions
Complete the course and pass the final assessment with 75% or higher to earn a verifiable OceSha certificate.