07 · Everyday Productivity & Automation
AI-Powered Excel, Reporting & Data Analysis
Use AI and Codex to improve Excel productivity, generate formulas, clean data, automate workbooks, and produce management reports.
Course overview
Use AI and Codex to improve Excel productivity, generate formulas, clean data, automate workbooks, and produce management reports. During this 2-day instructor-led course, you work through the practical problem behind this work with OpenAI Codex as a guided coding and workflow assistant. You begin by defining the intended outcome, users, inputs, constraints, and success checks. With starter materials and instructor demonstrations, you build Excel reporting toolkit., so you can inspect Codex’s suggestions and explain how the result works. Exercises use fictional or approved sample data; keep sensitive records, passwords, and keys out of prompts and source files. The final workshop checks functionality, calculations, edge cases, and output clarity. The course is designed for Analysts, managers, finance, operations, HR, sales.. Prerequisites: Basic Excel skills.. You leave with project files where appropriate, reusable prompts, exercises, reference notes, and an adaptation checklist. The result is a learning prototype rather than automatically production-ready software; further security, deployment, accessibility, and maintenance review may be required before live use.
Every course follows the same practical path:
The Copiloted Build Method
- 01Discover
Choose a real work problem or opportunity.
- 02Design
Define requirements, inputs, constraints, and success checks.
- 03Build
Use OpenAI Codex to create a practical solution.
- 04Validate
Test behavior, calculations, privacy, and security risks.
- 05Apply
Plan how to adapt the deliverable at work.
Who should attend
- Analysts
- managers
- finance
- operations
- HR
- sales.
Prerequisites
Basic Excel skills.
Tools and access
OpenAI Codex, a browser, and the course-specific applications listed in the curriculum. Our instructors explain setup, access, and any usage limits. Use fictional or approved information only.
Participants need access to OpenAI Codex through an account and plan suitable for the exercises. Access and usage may involve separate provider charges; plans and limits vary. We will confirm the setup before training. Never share passwords, API keys, or secrets in prompts.
What you will learn
- Clean data in a guided exercise, then verify and explain the result
- Understand formulas in a guided exercise, then verify and explain the result
- Validate calculations in a guided exercise, then verify and explain the result
- Create KPIs in a guided exercise, then verify and explain the result
- Analyze trends in a guided exercise, then verify and explain the result
- Build PivotTables in a guided exercise, then verify and explain the result
- Generate charts in a guided exercise, then verify and explain the result
- Automate a repeatable report with review checks
- Summarize findings in a guided exercise, then verify and explain the result
- Test accuracy in a guided exercise, then verify and explain the result
Complete curriculum
Six instructional hours, excluding breaks Day. Each module includes instructor-led teaching, practical demonstration, a guided exercise with OpenAI Codex, and verification of the work.
Day 1 · Six instructional hours, excluding breaks
Excel Productivity
Module 1 · 90 minutes
AI and Codex for spreadsheet work.
- Learn the workflow and business concepts behind AI and Codex for spreadsheet work.
- Follow an instructor demonstration using a fictional or approved sample scenario
- Use OpenAI Codex in a guided exercise connected to Excel reporting toolkit.
- Test the result, review errors and limitations, and record what needs human approval
Module 2 · 90 minutes
Formula generation and explanation.
- Learn the workflow and business concepts behind Formula generation and explanation.
- Follow an instructor demonstration using a fictional or approved sample scenario
- Use OpenAI Codex in a guided exercise connected to Excel reporting toolkit.
- Test the result, review errors and limitations, and record what needs human approval
Module 3 · 90 minutes
Data cleaning and validation.
- Learn the workflow and business concepts behind Data cleaning and validation.
- Follow an instructor demonstration using a fictional or approved sample scenario
- Use OpenAI Codex in a guided exercise connected to Excel reporting toolkit.
- Test the result, review errors and limitations, and record what needs human approval
Module 4 · 90 minutes
Lab: prepare and analyze a fictional sales dataset.
- Learn the workflow and business concepts behind Lab: prepare and analyze a fictional sales dataset.
- Follow an instructor demonstration using a fictional or approved sample scenario
- Use OpenAI Codex in a guided exercise connected to Excel reporting toolkit.
- Test the result, review errors and limitations, and record what needs human approval
Daily deliverable: Validated analytical workbook
Day 2 · Six instructional hours, excluding breaks
Reporting
Module 5 · 90 minutes
KPIs and performance analysis.
- Learn the workflow and business concepts behind KPIs and performance analysis.
- Follow an instructor demonstration using a fictional or approved sample scenario
- Use OpenAI Codex in a guided exercise connected to Excel reporting toolkit.
- Test the result, review errors and limitations, and record what needs human approval
Module 6 · 90 minutes
PivotTables, charts, and dashboards.
- Learn the workflow and business concepts behind PivotTables, charts, and dashboards.
- Follow an instructor demonstration using a fictional or approved sample scenario
- Use OpenAI Codex in a guided exercise connected to Excel reporting toolkit.
- Test the result, review errors and limitations, and record what needs human approval
Module 7 · 90 minutes
Codex-assisted workbook automation.
- Learn the workflow and business concepts behind Codex-assisted workbook automation.
- Follow an instructor demonstration using a fictional or approved sample scenario
- Use OpenAI Codex in a guided exercise connected to Excel reporting toolkit.
- Test the result, review errors and limitations, and record what needs human approval
Module 8 · 90 minutes
Lab: create an automated management report.
- Learn the workflow and business concepts behind Lab: create an automated management report.
- Follow an instructor demonstration using a fictional or approved sample scenario
- Use OpenAI Codex in a guided exercise connected to Excel reporting toolkit.
- Test the result, review errors and limitations, and record what needs human approval
Daily deliverable: Excel reporting toolkit
Hands-on project
Use AI and Codex to improve Excel productivity, generate formulas, clean data, automate workbooks, and produce management reports. The guided capstone produces Excel reporting toolkit.. Participants use a defined problem, sample or approved data, and visible success checks; they inspect generated work, test likely failure cases, and document unresolved risks.
What you take home
- Excel reporting toolkit.
- Project files and source code where applicable
- Reusable prompts, exercise materials, and reference notes
- A practical checklist for adapting and validating the work
The workshop produces a learning prototype, not automatically production-ready software. Further security, deployment, accessibility, and maintenance review may be needed before live use.
Pricing
Prices are in USD per course. Individual pricing is for live online training; corporate pricing covers up to 10 participants.
On-site delivery requires a custom quote. Travel and accommodation are separate.
Request a quote ↗Instructor-led delivery
Private remote training is available, with on-site delivery discussed when required. The session language is agreed in advance. Public-course language depends on the scheduled session.
Course FAQs
What will I build?
The course project is Excel reporting toolkit.. You will work through it in guided stages and leave with the daily deliverables and a practical plan for adapting the result.
Do I need coding experience?
Basic Excel skills. Our instructors use starter materials and explain Codex suggestions. Technical experience is helpful only where the course description requires it.
What Codex access and software do I need?
The course uses OpenAI Codex and the software named in the curriculum. Access may require a separate account or paid plan. We confirm setup and costs before training; never share credentials or API secrets.
Will the project be ready for production?
The workshop creates a tested learning prototype. Production use can require additional privacy, security, accessibility, deployment, and maintenance reviews.
Don't Just Learn AI. Build Something That Works.
Private remote training is available, with on-site delivery discussed when required. The session language is agreed in advance. Public-course language depends on the scheduled session.
Book a discovery call ↗