Zealand Data / AI in Business / AI for Excel and Data
AI for Excel and Data Analysis
AI for Excel.
Get more out of your data.
Use Copilot directly in Excel and Copilot or Claude alongside it. We’ll help you turn AI into practical assistance with formulas, data, analyses, and repetitive tasks.
In your
, how long does data processing take?
Perhaps you need to prepare a data extract, explain a formula, or compile several files into a report. We start with the specific task and choose the best approach based on your data, tools, and staff. Business Central is not a prerequisite.
01 / AI in the Project Folder
Copilot directly
in Excel.
Work with AI while your project folder is open. In supported Excel experiences, Copilot can help you explore data, suggest and explain formulas, and create charts and pivot tables, among other things.
We'll help you define the task, provide the necessary data, and evaluate the results. The options available depend on your version of Excel, your license, and your setup.
Questions About the Data and Possible Explanations
Formulas, Calculations, and Visualization
Verification of Results and Assumptions
02 / AI as a Sparring Partner
Copilot and Claude
alongside Excel.
Use an approved AI tool as a sounding board for a formula, an analysis, or the structure of a spreadsheet. You can work with a described problem, anonymized examples, or files that the company has approved for this purpose.
Claude can also be used to create and edit Excel files in a chat. We distinguish between receiving a suggestion, working with an uploaded file, and editing the open workbook. These are different workflows with different levels of control required.
Understand existing spreadsheets and formulas
Test procedures and create drafts
Compile the analysis and explanation into a report
From Spreadsheet to Workflow
Help with the assignments that
you're actually working on.
Formulas and Understanding
Describe the calculation you want in plain language. Get help with a suggested formula, or have an existing formula explained before you change it. We also test what happens with empty fields, errors, and other exceptions.
Data Ready for Analysis
Examine how data can be structured, compiled, and verified. This may involve different date formats, duplicates, or information from multiple files. A good solution might be a repeatable workflow rather than yet another manual cleanup.
From Analysis to Decision
Examine a sales report, a budget variance, or another relevant data set. Use AI to ask questions, develop calculations, and formulate explanations. The figures, assumptions, and conclusions must be reviewable by the responsible employee.
Skills in Everyday Life
's AI and Excel courses and training.
Our course offerings are currently under development. We will list the specific courses here once the content, level, and format have been finalized. Until then, please feel free to contact us regarding your needs for working with AI, Excel, and data.
AI in Excel
Possible topics include clear instructions, data sources, formulas, analyses, and verifying Copilot's suggestions.
AI alongside Excel
Possible topics include Copilot and Claude as discussion partners on spreadsheets, file analysis, and the development of work methods.
A More Practical Everyday Data Experience
Possible topics include preparing data, repeating reporting tasks, and translating analyses into a clear basis for decision-making.
Control, Safety, and Responsibility
Use AI with
to get the basics right.
Approved Tools and Data
Clarify account details, access, data usage, and upload terms with the company’s designated representative. Use only the information required for the task. Anonymized or fictitious training data can be a good place to start.
Also read about governance, security, and responsibility regarding AI in the workplace.
Also read about governance, security, and responsibility regarding AI in the workplace.
Check the calculations and conclusions
Review the data set, formulas, references, and assumptions. Verify totals, test for exceptions, and use random samples. A convincing AI explanation is not, in and of itself, proof of a correct result.
Arrange for assistance and follow-up
We’ll determine whether your needs involve consultation, training, or assistance with a specific workflow. The scope, delivery, and any follow-up or support will be agreed upon separately.
Learn about the tools' capabilities and requirements. Features and access are subject to change.
Excel's Copilot: Features and RequirementsClaude: Create and work with filesCustomer Value as a Starting Point
Your trusted advisor
We combine an understanding of your company’s processes and data with the practical application of AI. The key is that you’ll gain a working method that creates value and can be used responsibly in your day-to-day operations. Sometimes, the best solution is a better formula or a simpler process.
A relevant first step
From your assignment
to a practical method.
We'll start with a conversation about your situation. The next steps will be determined based on your needs.
01
Understand the assignment
What takes time, who uses the results, and what needs to be improved?
02
Define the framework
What data, tools, accounts, and skills are available?
03
Test and verify
Examine a relevant method and verify the results using specific examples.
04
Agree on the next steps
Select the appropriate coaching, training, or additional assistance for your workflow.
Questions and Answers
s asks its customers this
How can AI help with Excel and data work?
AI can help suggest and explain formulas, structure data, identify patterns, and draft analyses and reports. At Zealand Data, we start with your specific task and explore how the tool can help. The results must be verified before they are used.
What is the difference between Copilot in Excel and AI alongside Excel?
Copilot in Excel operates within the supported Excel environment using the workbook and functions that are available. Alongside Excel, Copilot or Claude can be used to discuss methods and formulas or to analyze information and files that you grant access to. A response in a chat does not, in and of itself, change the open Excel file.
Do we need Copilot in Excel to get help?
No. The work can also be based on an approved AI tool in addition to Excel. We’ll clarify your tasks, accounts, licenses, and setup before deciding on a workflow. Specific features depend on the tool and the access you have.
Can we upload our company's data to an AI tool?
It depends on the company’s policies, the information involved, and the specific service and agreement. Clarify the approved account and tools, access, data usage, and upload terms with your supervisor. Feel free to start with anonymized or fictitious practice data, and share only the information required for the task.
How do we verify AI-generated formulas and analyses?
Check the data sources, formulas, cell references, and assumptions. Compare totals with a known calculation, test for exceptions, and review random samples. Ask the AI to explain its methodology, but do not rely solely on the explanation as proof that the result is correct.
Do you offer courses in Copilot, Claude, and Excel?
Courses and training in AI for Excel and data work are part of the service offering we are developing. Specific course offerings will be announced separately once the content and structure have been finalized. Please contact us to discuss your needs so we can explore relevant topics and options.
Should we use Business Central?
No. This service area is also relevant for companies that use other systems. If you use Business Central, data extracts from that system can be used as a data source, provided that access and data usage have been clarified.
Start with your assignment
What would you like
to make easier in Excel?
Tell us about your data work and what your employees need to accomplish. Then we’ll determine the next appropriate step.
Talk to us about your Excel tasks
Discussion about opportunities, needs, and next steps.