Building Interactive Excel Dashboard with AI

Module 1: VLOOKUP & Lookup Tools
In this module, participants will learn how VLOOKUP retrieves data across tables, why it fails (and how to stop it from doing so), and how to apply it confidently using a realistic dataset.

Module 2: PivotTable Essentials

Raw data is just numbers until you give it structure. PivotTables are one of the fastest ways to turn a cluttered spreadsheet into a clear summary without writing a single formula. Participants will learn how to set one up from scratch, organise it meaningfully, and extract answers that would otherwise take hours to compile manually.

Module 3: Dashboard for Reporting
By the end of this module, participants will be able to build and describe what makes a dashboard genuinely useful versus visually cluttered.

Module 4: Introduction to AI for Spreadsheets

This module cuts through the noise and gives participants a clear, practical understanding of how tools like ChatGPT and Gemini work, and how to use them as a genuine productivity partner in Excel.

Module 5: AI as Your Formula Co-Pilot

This module turns AI into a personal formula tutor that is available on demand. Participants will learn to describe what they need in plain English, let AI write the formula, and then verify and understand the result.

Module 6: Dashboard Ideation & Business Insights
This module shifts the focus from technical skills to strategic thinking, using AI as a brainstorming partner to help participants figure out what their audience actually needs to see. Participants will explore how to frame data around decisions, not just numbers.

Module 7 (Bonus): AI-Generated Automation
In this bonus module, participants will discover how to use AI to write simple VBA macros even with zero coding experience and run them directly inside Excel. The goal is not to turn participants into programmers, but to show them that repetitive tasks they do every week can be automated with a well-written prompt.