AI-Powered Spreadsheets for Small Business
Excel Analysis, Formulas & Dashboards

This course teaches small-business owners, solo consultants, and small teams how to use AI-assisted Excel workflows to organize business data, generate and understand formulas, analyze performance, build PivotTables and charts, and create decision-ready dashboards. The course uses Microsoft Copilot in Excel as the primary example while teaching transferable practices for reviewing AI-generated calculations, protecting sensitive information, and turning spreadsheet activity into clear business decisions.

What this course covers

Spreadsheet Readiness Checklist.
AI Formula Prompt Library.
Data-Quality and Calculation Review Checklist.
Small-Business KPI Dictionary.
Monthly Performance Dashboard Template.
Dashboard Review and Decision Log.

Modules

Module 1: Start With the Business Question

Learners identify the decision a spreadsheet must support before asking AI to analyze data or create a dashboard.

Module 2: Prepare Clean, AI-Ready Business Data

Learners organize spreadsheet data so AI tools and human reviewers can interpret it reliably.

Module 3: Generate and Understand AI-Assisted Formulas

Learners use AI to draft formulas, translate business questions into calculations, and understand each formula before applying it across a workbook.

Module 4: Ask Better Questions of Your Data

Learners use natural-language prompts to investigate trends, patterns, exceptions, and performance drivers while avoiding unsupported conclusions.

Module 5: Build PivotTables and Charts That Explain Performance

Learners use AI to create and refine summaries that make large datasets understandable for non-technical decision makers.

Module 6: Create a Small-Business Dashboard

Learners combine selected metrics, charts, and context into a simple dashboard designed to support a recurring decision or conversation.

Module 7: Verify Calculations, Insights, and AI Output

Learners apply a quality-control process before using AI-generated formulas, summaries, charts, or recommendations in business decisions.

Module 8: Build a Repeatable Reporting and Decision Workflow

Learners turn the course skills into a monthly or weekly operating rhythm that saves time while keeping data current, secure, and useful.

Course features

SCORM 1.2 or 2004 Audio Narration Captions Transcript Knowledge Checks Locked Navigation Certificate

Frequently asked questions

Who should take AI-Powered Spreadsheets for Small BusinessExcel Analysis, Formulas & Dashboards?

How long does the course take?

About 30 minutes, delivered across 8 modules with knowledge checks.

What does the course cover?

Spreadsheet Readiness Checklist; AI Formula Prompt Library; Data-Quality and Calculation Review Checklist; Small-Business KPI Dictionary; Monthly Performance Dashboard Template; Dashboard Review and Decision Log.

Do learners receive a certificate?

Yes. The course issues a certificate on completion. It ships SCORM 1.2 or 2004 with audio narration, captions, transcript, and runs on the Provisant learning platform.