AIPTDEst. 1995
Workshop · Data Analysis

AI For Data Analysis

From spreadsheet to insight: clean, explore, chart, and explain your data with AI, with the verification habits to know when the numbers can be trusted.


AI has collapsed the distance between a business question and a defensible answer. Work that used to require an analyst, a week, and a pivot-table specialist (cleaning messy exports, exploring a dataset, charting a trend, drafting the findings) can now be done conversationally by the person who owns the question.

This workshop teaches that workflow end to end, using the data-analysis capabilities of modern AI assistants against real, messy, spreadsheet-shaped data. You will clean and reshape exports, run exploratory analysis, produce charts a decision-maker can read, and extract trends and simple forecasts, all without writing code.

Half the curriculum is about trust, because numbers are where AI errors are most expensive and least visible. You will build the verification habits professional analysis requires: tracing figures to source, sampling, reconciliation checks, and knowing which questions an AI answers reliably and which it does not. The capstone is an end-to-end analysis of a real dataset, delivered as a one-page decision memo.


Participants will learn to:

  • Frame a business question so an AI assistant can analyze it usefully
  • Clean and reshape messy spreadsheet data with AI assistance: duplicates, formats, joins, and gaps
  • Run exploratory analysis conversationally: distributions, segments, outliers, and comparisons
  • Produce decision-grade charts and choose the right visualization for the claim
  • Extract trends and simple forecasts, and state their limits honestly
  • Verify AI-produced numbers: source tracing, sampling, and reconciliation checks
  • Package findings as a one-page decision memo a leader can act on

Topic Outline

Six Modules Across Two Sessions

Delivered across two hands-on sessions

Module 01The Loop

The New Analysis Loop

  • Ask, compute, verify: the conversational analysis workflow
  • What AI analysis tools actually do with your file, and what they cannot see
  • Matching the question to the method: description, comparison, trend, or driver
  • When the spreadsheet beats the AI, and when the AI beats the spreadsheet
Module 02Cleaning

Cleaning & Shaping Data

  • The messy export: duplicates, inconsistent formats, and merged-cell damage
  • Reshaping: long vs. wide, joins across sheets, and derived columns
  • Documenting transformations so the analysis is reproducible
  • Hands-on: clean a realistic dataset from raw export to analysis-ready
Module 03Exploration

Exploration & Visualization

  • Exploratory questions: distributions, segments, outliers, and surprises
  • Choosing the chart form that fits the finding, so the visual carries the claim
  • Iterating visuals conversationally to presentation quality
  • Hands-on: from dataset to three charts a decision-maker can read
Module 04Trends

Trends, Forecasts & Their Limits

  • Trend extraction and seasonality at the level a business decision needs
  • Simple forecasting: what light-touch projection can and cannot tell you
  • Anomaly detection to surface the rows worth a human look
  • Stating uncertainty honestly: ranges, assumptions, and caveats
Module 05Verification

Verification & Governance

  • Where AI gets numbers wrong: invented figures, silent unit errors, and bad joins
  • The verification ladder for analysis: trace, sample, reconcile, recompute
  • Keeping the trail from source data to final figure, so the analysis is reproducible
  • Data governance: what data may go into which tool, and anonymization basics
Module 06Capstone

The Decision Memo

  • End-to-end capstone: a real dataset, from raw file to finding
  • Writing the one-page decision memo: claim, evidence, caveat, recommendation
  • Anticipating the questions a skeptical reader will ask of your numbers
  • Capstone review: defend your analysis and its verification trail

Upcoming Sessions

Cohort 01Live online

September 21 & 23, 2026

Schedule
9:00 AM – 12:00 PM PST
Tuition
US$495
Instructors
Josh Alpert
Cohort 02Live online

November 2 & 4, 2026

Schedule
9:00 AM – 12:00 PM PST
Tuition
US$495
Instructors
Josh Alpert
Cohort 03Live online

January 25 & 27, 2027

Schedule
9:00 AM – 12:00 PM PST
Tuition
US$495
Instructors
Josh Alpert

Programs can be customized for your organization. Delivered on-site, in-person, live-online, or asynchronously as a course library.
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