The Excel Skills You Actually Need as a PM (+ How AI Makes You 10x Faster)
The Problem
You're stuck manually updating spreadsheets. Spending hours on formulas that should take minutes. Googling "VLOOKUP tutorial" for the third time this month.
Meanwhile, your stakeholders are asking for data you know exists somewhere in that messy spreadsheet, but you can't extract it fast enough.
Sound familiar?
What If You Could...
✓ Summarize findings into simple charts for decks
✓ Identify and Mintor daily/weekly KPIs
✓ Consolidate data from multiple sources without copy-paste hell
✓ Ask AI to debug your formulas instead of rage-Googling
✓ Actually understand what your formulas do (not just copy-paste blindly)
This is what happens when you combine essential Excel skills with AI as your learning partner.
What You'll Walk Away With
5 Excel Skills Every PM Uses Daily:
Data Sorting/Filtering – Find what matters in messy datasets
SUM, COUNT, AVERAGE – Track budgets and performance metrics
IF/IFS Functions – Build status checks and risk alerts
VLOOKUP/INDEX/MATCH – Pull data from multiple sources
Pivot Tables – Turn raw data into insights
Plus: Your AI-Powered Learning System
Prompt templates to explain any Excel function instantly
How to debug formulas using ChatGPT/Claude
Generate custom solutions for your specific PM challenges
Never feel stuck on a spreadsheet again
Who This Is For
You should come if:
You're a PM who needs data skills but didn't come from a technical background
You know some Excel but feel like you're missing key skills
You waste time on manual spreadsheet tasks that should be automated
You want to learn faster and more efficiently using AI tools
You're preparing for a role that requires stronger data chops
This isn't for you if:
You're already a pivot table wizard building complex macros
You're looking for advanced VBA or Python Excel automation
Your Instructor: Nidhika Loomba
TEDx Speaker | Sr. Manager, Analytics at HealthCentral Corporation
Nidhika is a data professional who’s built her career from pure curiosity to being at the forefront of analytics. A decade of experience in Web Analytics, BI, and Data Science has given her firsthand insight into how PMs actually use Excel in the real world.
Her specialty? Teaching people to learn smarter using modern tools—including AI—to accelerate their growth.
Master's in Business Analytics from Bentley University. Also a professional Kathak dancer (because data people contain multitudes).
What to Bring
Laptop with Excel
Free ChatGPT account
Your actual PM problems—we'll solve them together
Spots are limited to keep this hands-on and interactive.
Ready to stop Googling and start building?