Data Analysis and Making Decisions with AI

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Data Analysis and Making Decisions with AI

This training focuses on transforming AI from a simple response tool into a structured analytical and decision-support assistant. Participants learn how to design reusable, role-based, and multi-step prompts that mirror real workplace thinking—covering data analysis, reporting, visualization, process improvement, and governance. This level emphasizes control, consistency, and scalability, ensuring AI outputs are accurate, defensible, and aligned with business and compliance needs.

Objectives

By the end of this course, participants will be able to:

Design multi-step prompt chains for complex tasks
Create reusable prompt templates using variables and placeholders
Apply role-based prompting for different job functions
Use AI to analyze data, identify trends, and generate insights
Leverage Copilot for Excel-based analysis and reporting
Create and refine charts using AI tools
Use AI to analyze and improve business processes
Customize prompts for regulated and domain-specific environments
Identify AI bias, errors, and risks
Establish team-level AI governance and guardrails

Who This Course Is For

Analysts, planners, and decision-makers
Trainers and instructional designers
HR, Compliance, and Operations professionals
Finance, Audit, and Quality teams
Managers and supervisors using AI for analysis and reporting

Methodology 1: Structured Prompt Engineering Labs
Participants design, test, and refine chained, role-based, and reusable prompts using real business scenarios. Emphasis is placed on logic flow, validation checkpoints, and output consistency.

Methodology 2: Data-Driven AI Application Workshops
Learners work directly with Excel datasets, Copilot, and AI tools to analyze transactions, generate insights, create visuals, and produce executive-ready outputs. Outputs are reviewed for accuracy, bias, and compliance.

Outline
Advanced Prompt Engineering Overview

Review: One-Shot Prompts
Review: Few-Shot Prompting
Review: Evaluating Your Prompts
Editing a Processed Prompt
Comparing Original vs Edited Prompts

Advanced Techniques in Prompting

Prompt Chaining for Multi-Step Tasks
Designing Multi-Step AI Workflows
Making Reusable Prompts with Placeholders (Variables)
Role-Based Prompts

AI for Analysis and Strategic Decision Making

AI for Data Analysis and Insights
Using AI to Interpret Business Metrics
AI-Assisted Reporting and Recommendations

Using Copilot for Data Analysis

Copilot Add-In Overview
Installing and Enabling Copilot
Copilot Chat vs App Skills
Using Copilot for Data Cleaning
Using Copilot for Conditional Formatting
Sorting and Filtering with Copilot
Creating Pivot Tables with Copilot
Limitations and Issues with Copilot

AI for Charts and Visual Analytics

AI-Assisted Chart Analysis
AI-Assisted Chart Creation
Editing and Enhancing Charts with AI
Visual Data Storytelling

AI for Process Improvement

AI as an Innovation Partner
Prompting for Process Analysis and Optimization

Customizing Prompts for Domain-Specific Use

Domain-Specific Prompting
Prompting in Regulated or Sensitive Environments

Governance, Risk, and Responsible AI

Identifying Biases in AI Outputs
Mitigating Errors and Assumptions
Building AI Guardrails
Creating Team AI Governance Policies

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