【课程简介】

在智能化技术快速发展的时代背景下，Excel依然是职场人士日常办公的核心工具。随着以DeepSeek为代表的AI技术革命性突破，传统表格操作技能正经历智能化升级的深刻变革。各领域从业者都需掌握AI技术，将其与Excel深度结合，从而突破工作效率与数据处理能力的瓶颈。

在实践应用中，职场人常常面临多重挑战：面对种类繁多的AI工具如何精准选择？当传统表格功能难以处理复杂数据场景时，如何通过AI实现智能化改造？大量重复性工作仍依赖人工操作，怎样构建自动化解决方案......

本课程将AI技术深度融入Excel工作全流程，通过系统化教学帮助学员掌握三大核心能力：智能工具选型方法论、多模态数据处理技巧、工作流自动化实现。课程设计遵循由浅入深的学习路径，助力学员完成从基础操作到智能办公的跨越式升级，为数字化转型背景下的职业发展提供持续竞争力。

【Course Description】

In the context of the rapid development of intelligent technology, Excel is still the core tool for the daily office of the workplace. With the revolutionary breakthrough of AI technology represented by DeepSeek, the traditional form operation skills are experiencing a profound change of intelligent upgrading. Practitioners in various fields need to master AI technology, combine it with Excel in depth, so as to break through the bottleneck of work efficiency and data processing ability.

In practical application, workplace people often face multiple challenges: how to choose accurately in the face of a wide variety of AI tools? When traditional form functions are difficult to handle complex data scenarios, how to realize intelligent transformation through AI? A large number of repetitive tasks still rely on manual operation, how to build automation solutions ......

This course integrates AI technology into the whole workflow of Excel, and helps students master three core competencies through systematic teaching: intelligent tool selection methodology, multimodal data processing skills, and workflow automation. The course design follows the learning path from shallow to deep to help students complete the leapfrog upgrade from basic operation to intelligent office, and provide sustainable competitiveness for career development in the context of digital transformation.

【适用对象】

财务人员、数据分析人员、对AI感兴趣的职场人士

【Applicable Objects】

Financial personnel, data analysts, interested in AI workplace people

【课程目标】

1)认知突围：厘清AI能力边界，提升对AI工具的理解和运用，有效规避技术应用误区。

2)效率革命：熟练掌握提升Excel数据处理能力的6大AI增强技能，实现工作效率的指数级增长。

3)决策升级：解锁智能建模与自动化工作流，让Excel从日常工具进化为动态决策中枢。

【Course Objectives】

1) Cognitive breakthrough: clarify the boundaries of AI capabilities, enhance the understanding and use of AI tools, and effectively avoid technical application misunderstandings.

2) Efficiency Revolution: Become proficient in the 6 AI-enhanced skills that improve Excel's data processing capabilities and realize exponential growth in work efficiency.

3) Decision-making upgrade: unlock intelligent modeling and automation workflow, so that Excel from the daily tools to evolve into a dynamic decision-making hub.

【课程大纲】

一、基础阶段：AI与Excel融合基础

1.认识AI，厘清AI能力边界

• 能力边界：AI可替代/不可替代的Excel高频操作
• 工具推荐：国内外主流工具能力对比
• 典型误区：AI幻觉识别与防范
• AI数据隐私与数据安全

2.人机协同方法论——如何用好AI

• 人机协同：需求拆解→指令生成→结果验证闭环
• 提示词工模板（公式生成/数据清洗/代码生成/报告解读）
• 本土化适配（DeepSeek/Kimi/通义千问等对接指南）
• 让AI更懂你（建立定制化知识库）

二、提升阶段：AI增强Excel数据处理

1.如何借助AI实现Excel智能数据治理

• 多源数据自动整合（电子发票/多excel文件/图片型表格）
• 数据智能合并与拆分（多表数据合并/数据拆分为多表）
• 文本智能整理（地址标准化/情感分析/智能分类）
• 异常数据检测（生成数据验证规则/智能下拉可多选列表/复杂规则条件格式）

2.如何借助AI进行Excel动态数据处理

• 从自然语言到Excel复杂公式的转化技巧（多层逻辑判断/多条件查找/中国式排名等）
• 公式改错（识别错误类型/提供修改建议/一键修复）
• 中国式报表自动化（合并单元格/复杂表头）
• Excel直接调用AI接口进行高级数据处理（VBA调用AI API）

三、晋级阶段：AI驱动Excel高阶应用

1.AI助力智能建模与分析

• 助力Excel新功能（动态数组/LET+LAMBDA函数开发）
• DAX度量值AI生成（自然语言生成数据模型）
• 数据解读（从表格数据中发现潜在业务规律或隐藏的问题）
• 智能数据叙事（自动生成图表注释/关键指标解读）

2.拓展-自动化工作流构建

• AI自动生成报告（AI + Excel + VBA）
• 用AI重构现有工作流程（AI + Excel + RPA联动）

Event Details

Date & Time

14 October (Tuesday), 2025

9:00 - 16:00

Location

Online via Microsoft team meeting platform

Price

Members: 1080 RMB

Non-member: 1280 RMB

Group Tickets for 5 people: 5000 RMB

Cancellation Policy

If you cannot attend a training for which you have registered, please cancel your registration no later than seven business days prior to the event. If you fail to notify us of your cancellation in a timely fashion, you will be charged for the training costs.

Fapiao (VAT Invoice)

Apply fapiao when purchasing a ticket, by inputting the Chinese entity name and tax ID (if the title is wrong, you will be unable to receive the Fapaio). Make sure your IT has whitelisted the domain "XX@hlzrkj.xyz​. E-Fapiao will be sent to your e-mail within 7 days after completed event (check spam folder). If the fapiao can not be received, please provide an alternative email or contact finance@swedcham.cn.