AI · Excel · Formulas
Accountable AI-Assisted Excel
Use AI around Excel without losing control of formulas, checks, documentation, and review.
This class teaches government employees how to use AI around Microsoft 365 Excel without handing control of the workbook to the tool. Participants turn spreadsheet requests into clear briefs, make assumptions and checks visible, test AI-generated formulas, and create workbook documentation for review and handoff.
Duration2 Days
Who this course is forGovernment analysts, coordinators, managers, and teams that maintain accountability workbooks, recurring reports, source packets, formulas, and handoff notes.
What you will learn
- Explain how language models produce answers, where they help, and why context and human review matter.
- Turn a vague request into a structured brief with audience, purpose, sources, constraints, sensitivity, and approval points.
- Make workbook inputs, assumptions, transformations, outputs, checks, and review notes visible.
- Translate business rules into Excel formulas, test them against expected results, and document the accepted version.
- Create data dictionaries, refresh instructions, owner checks, and one-page guides that support a safe handoff.
- Review accuracy, privacy, tone, accessibility, missing context, and weak claims while keeping final judgment human.
Course modules
- Understanding AI
- AI Work Intake
- Spreadsheet Accountability
- AI Formula Support
- Workbook Documentation
- AI Review Controls