AI-assisted data analysis and dashboards for finance teams
Finance teams learn to analyse spreadsheet data and draft dashboards with AI assistants such as Claude in Excel and Microsoft Copilot. Trainees practise asking precise questions, checking numbers and turning clean data into charts and summaries. Exercises use sample or anonymised data.
Who this is for
Finance, MIS and business-analysis staff who work in Excel and want to analyse data faster, and managers who want dashboards that are repeatable and reviewable.
What your team gets
- ✓Plain-language questions turned into formulas, pivots and charts that can be checked
- ✓A first dashboard from clean sample data
- ✓Verification of AI-generated numbers against source totals
- ✓Guidance on choosing tools based on licences and approvals
- ✓A repeatable workflow with human sign-off
Modules you can keep, drop or rebuild
Treat this as a starting point. We customise the plan to your software, industry and team level.
Foundations
- How AI analysis tools work with spreadsheets
- Preparing data so columns and formats are understood
- Asking precise questions and providing context
- Which data must not be shared
Analysis and dashboards
- Variance, trend and ageing analysis
- Building charts, pivots and summary tables
- Dashboard layout for managers
- Explaining results in plain language
Checking and governance
- Verifying formulas, totals and filters
- Spotting wrong assumptions and silent errors
- Comparing Claude and Copilot for approved use cases
- Review checklist and sign-off
Choosing between Claude and Copilot
No tool is right for every organisation. Decide based on approved tools, licences, workflow and review requirements.
| Question | Why it matters |
|---|---|
| Which tools has your company approved? | Company policy determines which tools may be used with real data. |
| Which licences are available? | Features vary by plan, so check before rollout. |
| Where does the team work? | Copilot may already be part of a Microsoft workflow; Claude in Excel depends on current availability and plan. |
| What is the task? | Formula help, deeper analysis and dashboard drafting can suit different tools. |
| Who reviews the result? | A named person must check figures before they are shared. |
Sample data, no endorsement
Dashboard exercises use sample or anonymised data. PR Skill Education does not claim official partnership, reseller status or certification from Anthropic or Microsoft.
Every programme ends with scored results
Baseline test
Know each person's starting level before training begins.
Practical tests
Hands-on tasks on sample company data, scored on accuracy and time.
Error-spotting
Files with planted mistakes: wrong ledger, missed ITC, wrong TDS section.
Manager scorecard
Per-person and team report with strengths, gaps and sign-off advice.
Onsite across Maharashtra, and in Gujarat by arrangement
Frequently asked questions
What is Claude in Excel?
It is an Anthropic integration for working with Claude within Excel. Features and plan availability can change, so check current Anthropic documentation before a rollout.
Do you teach Claude or Copilot?
Both, plus habits that apply across AI tools. We compare them on sample data and company use cases.
Do we need to upload company data?
No. Training uses sample or anonymised data. IT or compliance should approve the tool and data before any real data is used.
Can AI build a dashboard without mistakes?
No. It can apply a wrong filter or misread a column, so totals and samples must be checked by a person.
Do trainees need subscriptions?
Access depends on company licences and tool plans. We confirm what is available before the batch.
Related training
Tell us about your team. We'll send a clear quote.
Takes two minutes. We call you within one working day to understand your needs.
- ✓Custom modules and number of days for your team
- ✓Onsite pricing including travel, where needed
- ✓Assessment plan and sample scorecard
Prefer to talk? Call +91 85548 31442 or WhatsApp us.