AI for Excel in a Week

What you'll get:

• Five sixty-minute live sessions of live Excel training with Microsoft MVP
• Free ebook copy of Modern Data Analytics in Excel: Using Power Query, Power Pivot and More for Enhanced Data Analytics
• Demo notes and handouts
• Workshop recordings
• Certificate of attendance

Day 1: Monday, December 8, 2025
Power BI and Dataverse – The Foundation Layer
Connecting Excel to the Cloud
You will learn how to:

• Connect Excel to Power BI and Dataverse
• Use live, governed data instead of static CSVs
• Understand how shared data sources make Copilot and automation reliable

Day 2: Tuesday, December 9, 2025
Power Query and Dataflows – The Preparation Layer
Cleaning Data the Modern Way
You will learn how to:

• Build repeatable cleaning workflows with Power Query
• Push those transformations to the cloud with Dataflows
• Feed clean data into Copilot Studio and the Power Platform

Day 3: Wednesday, December 10, 2025
Excel Intelligence Layer – Copilot, Python, and Agent Mode
AI Inside Excel
You will learn how to:

• Use Copilot to generate formulas and charts
• Run Python in Excel for analysis and forecasting
• Understand how Agent Mode handles multi step tasks

Day 4: Thursday, December 11, 2025
Office Scripts and Power Automate – The Execution Layer
Automate Your Workflows
You will learn how to:

• Record and edit Office Scripts to automate Excel actions
• Build Power Automate flows that trigger scripts on a schedule or event
• Connect Excel automation to Teams, Outlook, and SharePoint

Day 5: Friday, December 12, 2025
Copilot Studio – The Orchestration Layer
Designing Your Own Copilot
You will learn how to:

• Build your first Copilot in Copilot Studio
• Connect it to Excel, Power Automate, and Teams
• Design copilots for your department or business use case

Description:

Excel is evolving fast. It is no longer just formulas and cells. It is now the front door to Microsoft’s AI and automation ecosystem.

Across five one hour sessions, you will learn how Excel connects to Power BI, Dataverse, Copilot, Python, Power Automate, and Copilot Studio. Together these form the Modern Excel AI Stack.

You will see how these layers work together to clean, analyze, automate, and orchestrate data across Microsoft 365. All starting from your spreadsheet.

Schedule:

Each session runs for 60 minutes and begins at 12 PM Eastern. Recordings will be shared within 24 hours after each session ends.

What makes this workshop different

• Participative. Guided demos and hands on practice in every session.
• Authoritative. Led by an O’Reilly author and Microsoft MVP.
• Practical. Real business workflows you can implement right away. No outdated fluff and filler.

What people are saying

• “George has a solid core of knowledge on everything Excel and does excellent webinar training sessions.” — Scot H., Analytics Principal
  “George is a tremendous teacher. Makes the topics easy to understand and relatable.” — Jorge C., Senior Operations Analyst
  “Very informative and to the point.” — Marcello D., Project Analyst

Who should attend

Anyone who wants to bring AI and automation into their Excel workflows. Great for:

• Data analysts and financial analysts
• Accountants and controllers
• Operations and project managers
• BI professionals and IT leads working with the Power Platform

Basic familiarity with formulas, tables, and PivotTables is ideal. No coding experience required.

About your instructor

George Mount is the founder of Stringfest Analytics, a Microsoft MVP, and the author of O’Reilly’s Modern Data Analytics in Excel. He has trained thousands of professionals on how to use Excel as the bridge between analytics, automation, and AI.

Software Required

• Excel for Windows 365 desktop
• Access to Power BI, Power Automate, and Copilot features where available

After you register:

• Information on all other resources will be provided during the event.
• An ebook copy of the book will be sent to the email used to register upon completion of the class.