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All levels 4 hours of video 27 lessons Exercise files included Certificate of completion

AI for Productivity

Use AI assistants for analysis, documentation and drafting — with the verification habits that keep you safe.

About this course

AI assistants are genuinely useful for analytical work: explaining an inherited formula, drafting documentation, suggesting a transformation approach, converting a vague request into a specification. They are also confidently wrong on a regular basis. This course covers both sides honestly.

What you will be able to do

  • Write prompts that produce specific, usable output instead of generic text
  • Use AI to explain, document and refactor formulas you inherited
  • Draft DAX and M with an assistant, and verify the result before trusting it
  • Turn a vague stakeholder request into a written specification
  • Recognise the failure modes: fabricated functions, plausible wrong logic, outdated syntax
  • Apply a verification routine to every AI-generated calculation
  • Understand the confidentiality rules that apply to company data
  • Decide honestly which tasks are worth delegating and which are not

Course content

7 modules · 27 lessons · approximately 4 hours of video

Module 1 — What these tools actually do

A practical mental model, without hype. Where they are strong, where they are unreliable.

Module 2 — Prompting for analytical work

Context, constraints, examples and output format. Iterating instead of accepting the first answer.

Module 3 — Working with existing files

Explaining an inherited formula, documenting a workbook, and proposing a clean-up plan.

Module 4 — Generating formulas and code

Excel formulas, DAX measures and M steps — and the test you run before shipping any of them.

Module 5 — Verification discipline

Cross-checking totals, edge cases, and the habit of never pasting an unverified calculation into a live model.

Module 6 — Confidentiality and policy

What not to paste into a public tool, and how to write a simple internal usage rule.

Module 7 — Choosing what to delegate

A frank list of tasks where AI helps, tasks where it wastes time, and tasks where it is dangerous.

Requirements

  • A computer with Microsoft Excel installed. Microsoft 365 is recommended; where a feature is version-dependent, the lesson states this and shows the alternative approach.
  • No software is provided with this course. Learners must hold their own licence for any Microsoft product used.
  • Roughly 4 hours of study time, which you can spread over as long as you like — access does not expire.

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