Workshop: AI in Excel Masterclass

Hosted by George Mount
Microsoft MVP, O’Reilly author, and Modern Excel instructor whose courses have been taken by 300,000+ people

AI isn’t replacing Excel – it’s supercharging it.

Like it or not, Excel is still where most data work happens — planning, analysis, forecasting, reporting. What’s changing is how that work gets done.

Modern Excel — powered by AI, Python, and Copilot — can do more than formulas ever could.
Don’t learn new software. Relearn the one you already use every day.

This masterclass shows you how.

In this 60-minute workshop, you’ll learn how to:

• Build structured data foundations with Tables and Power Query that make AI analysis effortless

• Turn PivotTables and charts into instant insight engines — powered by Copilot

• Tap into Python in Excel for fast, flexible analysis — without leaving your workbook

• See how Agent Mode and Copilot Studio are redefining what’s possible with self-service data science

This is the workflow evolution every professional will need in the next year — taught by one of the world’s best Excel educators.

Agenda

Part 1: Foundations for Intelligent Excel

• Why structured data is the backbone of any AI workflow

• Hands-on with Power Query and Tables to automate manual prep work

Part 2: Insights with AI

• Using PivotTables and charts to surface trends automatically

• How Copilot augments your analysis and storytelling

• Case study: Turning raw data into business insight in minutes

Part 3: Self-Service Data Science

• Python in Excel: real analytics without switching tools

• Agentic AI inside Excel — what’s possible now and what’s next

• The future of Copilot, Agent Mode, and Excel automation

Part 4: Q&A + Workbook Toolkit

• Get the workbook templates and AI prompt examples

• Ask George your implementation and workflow questions

This is for you if:

• You use Excel daily and want to work smarter — not just faster

• You’re a business leader, consultant, or analyst curious about AI’s real potential

• You want to modernize your analytics stack without learning new tools

You’ll leave with:

1. A practical, working understanding of AI’s role in Excel

2. Step-by-step workflows to automate everyday analysis

3. A front-row look at how Copilot, Python, and Agent Mode reshape spreadsheet productivity