Clean and structure messy spreadsheet information
AI Business Benefit: Improve Reporting and Management Visibility
Turn raw operational and financial information into useful summaries, dashboards, commentary and actions.
Exactly How Streamline Intel Delivers This Advantage
What delegates learn, do and produce during the course.
Each numbered step below states the practical capability taught by Streamline Intel, the business work delegates apply it to and the outputs they can produce. Relevant steps combine several of the nine modules and include reusable methods, automatic generation where supported, verification and human approval.
Combine and compare approved data from multiple spreadsheet sources
Use Streamline Intel Universal Prompts to analyse sales, expenses, debtors, budgets, stock, projects and operations
Create, explain and verify formulas and calculations
Use a Universal Prompt to automatically generate relevant PivotTables, PivotCharts, slicers, timelines, KPIs and an interactive dashboard
Alternatively, use an approved AI add-in or AI assistant directly inside Excel to build and improve the analysis where available
Identify trends, variances, exceptions, risks and possible causes
Automatically turn dashboard results into findings, recommended actions, a Word management report and a PowerPoint executive presentation where supported
Create a repeatable spreadsheet-refresh, dashboard and monthly-reporting workflow
Verify source data, formulas, PivotTables, calculations, visuals and management commentary before approval
Explicit course coverage—built across several modules.
Streamline Intel teaches delegates how to complete these steps using ordinary business language, Universal Prompts, guided exercises, reusable Projects, configured AI work environments, basic AI assistants or agents, repeatable workflows, approved AI capabilities and relevant source information. Available features depend on the organisation's chosen platform, programme scope, subscriptions and permissions.