Excel specialist and artificial intelligence (AI) and prompting for executives and project managers

First, you will learn about AI technologies and their possible applications. The course then covers basic and advanced spreadsheet topics. This will enable you to work confidently with formulas and functions, use pivot tables and make good use of references.
  • Certificates: Certificate "Excel Specialist"
    Certificate "Artificial intelligence (AI) and prompting for managers and project managers"
  • Additional Certificates: Microsoft Excel" certificate
    Certificate "Microsoft Excel for advanced users"
  • Examination: Praxisbezogene Projektarbeiten mit Abschlusspräsentationen
    Modulprüfung Microsoft Excel
  • Teaching Times: Full-time
    Monday to Friday from 8:30 a.m. to 3:35 p.m. (in weeks with public holidays from 8:30 a.m. to 5:10 p.m.)
  • Language of Instruction: German
  • Duration: 5 Weeks

Artificial intelligence (AI) and prompting for managers and project managers

Basics of artificial intelligence (AI) (approx. 0.5 days)

What is AI?

How AI works and areas of application

Importance and relevance for managers and project managers


Prompting - Effective collaboration with AI systems (approx. 1 day)

Introduction to prompting and AI dialogs

Prompting strategies: Zero-Shot, Few-Shot, Chain-of-Thought, Multi-Prompting

Key components for effective prompting

Application in a management and project context

Recognizing pitfalls (bias, hallucination)


Use Cases and Applications of AI in Business (approx. 0.5 days)

Practical examples and tools such as ChatGPT and Gamma

Management Perspective – Workforce Development, Communication, Decision Support

Project Perspective – Project Planning, Resource Allocation, Monitoring, and Reporting


Legal basics (approx. 0.5 days)

EU AI Act and implications for companies and projects

Copyright, right of use, data protection, GDPR


Opportunities, risks and ethical issues (approx. 0.5 days)

Bias, hallucination and data quality

Responsible use of AI in the company


Effects of AI on the understanding of leadership (approx. 1 day)

Communication in the age of AI - human-machine collaboration

Preparing employees for the use of AI

Making management tasks more efficient with AI

AI-supported control, change management in hybrid teams


Project work (approx. 1 day)

To consolidate the content learned

Presentation of the project results

Spreadsheet calculation with Microsoft Excel

Spreadsheet calculation with Excel (full-time 10 days/part-time 20 days)

Basics of table editing

Working with formulas and functions

Formatting cells, editing and printing tables

Filling, moving and copying (auto-fill, flash preview)

Sorting and filtering data

Calculating with date and time

Creating and editing charts

Chart templates and chart layouts

Manage workbooks (sheet protection, workbook protection)

Use individual print settings

Using Excel templates

Formula help and troubleshooting with AI

Microsoft Excel for advanced users

Spreadsheet Analysis with Excel (approx. 8 days)

Create Excel spreadsheets (structured ranges) and use them for analysis

Special filters for complex, multi-level criteria

Removing duplicates

Complex formulas and functions: cell references, nested functions, error handling, logical and conditional functions

Lookup and reference functions: VLOOKUP, HLOOKUP, XLOOKUP, INDEX/MATCH (including AI-powered error detection for lookup formulas)

Working with names or named ranges

Text functions and data cleaning

Dynamic arrays and matrix calculations with cell ranges: FILTER, SORT, UNIQUE, SUMPRODUCT

Power Query: Import, clean, transform, and merge data from Excel, text, and CSV files

Creating, editing, and analyzing PivotTables and PivotCharts

Special features such as conditional formatting, data validation, and custom formats

What-if analysis: Goal Seek, data tables, Scenario Manager

Advanced chart types

Macro recording


Project work (approx. 2 days)

To consolidate the content learned

Presentation of the project results



Changes are possible, the course content is updated regularly.

You also understand the concept of spreadsheets and can use Excel quickly and confidently. You can work confidently with formulas and functions and create, edit and evaluate large tables. You will also be able to use pivot tables and make good use of references.

In addition, you have a basic understanding and practical skills in the application of AI technologies in a corporate and project context. You are proficient in using tools such as ChatGPT and Gamma and can develop strategies to understand, evaluate, and select AI systems. Furthermore, you are able to take legal and ethical considerations into account and successfully support employees and project teams in the use of AI.

This course is aimed at specialists, managers and project managers from all areas of the company who are involved in digitally networked, global work structures and want to use AI technologies to make processes and decisions more efficient.

In-depth knowledge of Microsoft Excel is in demand across all sectors, for example in banking and insurance, accounting and controlling, purchasing and supply chain management, logistics, production planning and control, and administration.

Additional know-how in artificial intelligence (AI) helps you as a specialist and manager to advance companies in the digital transformation and to use AI as a tool to improve efficiency, decision-making and innovative strength.

Your meaningful certificate provides a detailed insight into the qualifications you have acquired and improves your career prospects.

Didactic concept

Your lecturers are highly qualified both professionally and didactically and will teach you from the first to the last day (no self-study system).

You will learn in effective small groups. The courses usually consist of 6 to 25 participants. The general lessons are supplemented by numerous practical exercises in all course modules. The practice phase is an important part of the course, as it is during this time that you process what you have just learned and gain confidence and routine in its application. The final section of the course involves a project, a case study or a final exam.

 

Virtual classroom alfaview®

Lessons take place using modern alfaview® video technology - either from the comfort of your own home or at our premises at Bildungszentrum. The entire course can see each other face-to-face via alfaview®, communicate with each other in lip-sync voice quality and work on joint projects. Of course, you can also see and talk to your connected trainers live at any time and you will be taught by your lecturers in real time for the entire duration of the course. The lessons are not e-learning, but real live face-to-face lessons via video technology.

 

The courses at alfatraining are funded by Agentur für Arbeit and are certified in accordance with the AZAV approval regulation. When submitting a Bildungsgutscheinor Aktivierungs- und Vermittlungsgutschein, the entire course costs are usually covered by your funding body.
Funding is also possible via Europäischen Sozialfonds (ESF), Deutsche Rentenversicherung (DRV) or regional funding programs. As a regular soldier, you have the option of attending further training courses via Berufsförderungsdienst (BFD). Companies can also have their employees qualified via funding from Agentur für Arbeit (Qualifizierungschancengesetz).

We will gladly advise you free of charge.

0800 3456-500 Mon. - Fri. from 8 am to 5 pm
free of charge from all German networks.

Contact

We will gladly advise you free of charge. 0800 3456-500 Mon. - Fri. from 8 am to 5 pm free of charge from all German networks.