Training course · Google Gemini · Data Analysis & Excel

Google Gemini for Data Analysis and Excel

Make productive use of Google Gemini and Gemini in Workspace: Docs, Sheets, Gmail, Meet, custom Gems and NotebookLM for your sources.

Duration
1 day (7 hrs)
Format
Online or on-site
Language
German or English
Participants
open dates or exclusive for your team
Certificate
Certificate of attendance

Overview

“Google Gemini for Data Analysis and Excel” is designed for roles such as Business users who work regularly with Excel and reports, Controllers and finance staff and Sales and marketing analysts and shows step by step how to use Google Gemini productively, safely and transparently in Data Analysis & Excel – from the fundamentals to advanced workflows.

For organisations running on Google Workspace, Gemini is the natural AI assistant: it is available as a standalone app and is also built directly into Gmail, Docs, Sheets, Slides, Drive and Meet. In this practical day you learn to combine both access points deliberately. You summarise email threads and draft replies, create document drafts based on existing files in Drive, structure and analyse spreadsheets in Sheets and have Meet take meeting notes automatically – always with a focus on your own day-to-day workflows.

You also build your own Gems: specialised assistants with fixed instructions and knowledge files that standardise recurring tasks across the team. With Deep Research you produce well-founded research reports, and you use NotebookLM as a source-grounded workspace that answers only from your own documents and cites the relevant passages. A dedicated module covers data protection and administration in Workspace environments. You leave with tested prompts, a working Gem and a clear picture of which Google tool suits which task.

In almost every department, decisions are made on the basis of spreadsheets, exports and reports – and much working time goes into cleaning, combining and analysing that data. Generative AI dramatically lowers the barrier to sophisticated analysis. It explains and writes Excel formulas, builds Power Query steps and macros, suggests pivot analyses and charts, generates Python or SQL code for larger datasets and drafts commentary on KPIs. AI agents can prepare recurring reports automatically. This empowers business users to answer questions themselves that once meant waiting for IT or an analytics team. What remains essential is checking results rigorously and keeping an eye on data quality.

The course is delivered live – either online in a virtual classroom or on-site in our training rooms in Munich, Salzburg, Berlin, Augsburg, Hanover, Bremen, Stuttgart and Kaiserslautern. We can also run it exclusively for your team.

Who is this course for?

  • Business users who work regularly with Excel and reports
  • Controllers and finance staff
  • Sales and marketing analysts
  • Business analysts and reporting teams
  • Team leads responsible for KPIs

Typical challenges we address

  • Time-consuming manual data cleaning and copy-and-paste processes
  • Complex formulas and macros that only a few people understand
  • Data from different systems in inconsistent formats
  • Error-prone spreadsheets without traceable calculation logic

What you will be able to do

  • You use Gemini in Gmail, Docs, Sheets, Slides and Meet for your recurring tasks.
  • You write prompts that bring existing Drive files and emails into the context.
  • You build a custom Gem and share it with your team.
  • You work source-grounded in NotebookLM and obtain referenced answers from your own documents.
  • Create and understand complex Excel formulas, Power Query steps and macros with AI.
  • Clean, analyse and visualise data faster and more transparently with AI support.
  • Automate recurring reports and check AI results methodically for accuracy.

Course outline

Module 1 Gemini fundamentals and effective prompts
  • The Gemini app and Gemini in Workspace: access points and use cases
  • Prompts with task, context, format and references to Drive files
  • Web search, Deep Research and checking sources
  • Limitations, hallucinations and critical evaluation of output
Module 2 Gmail, Docs and Slides
  • Summarising email threads and drafting context-aware replies
  • Drafting, rewriting and tailoring documents in Docs
  • Pulling in and combining content from Drive files
  • Creating presentation content and images in Slides
Module 3 Sheets and Meet
  • Structuring tables, generating formulas and cleaning data
  • Analyses, summaries and charts in Sheets
  • Letting Meet take meeting notes automatically
  • Deriving action items and decisions from meeting notes
Module 4 Gems and NotebookLM
  • Creating custom Gems with instructions and knowledge files
  • Testing, improving and sharing Gems with the team
  • NotebookLM as a source-grounded workspace for your own documents
  • Generating summaries, study aids and audio overviews from sources
Module 5 Data protection, administration and rollout
  • Privacy commitments for Workspace customers versus personal accounts
  • Drive sharing settings and how they affect Gemini results
  • Handling personal and confidential data in line with GDPR
  • Usage policies and quality assurance within the team
Module 6 Practice lab: Data Analysis & Excel
  • Writing and explaining formulas
  • Cleaning and combining data
  • Analyses and charts
  • Python and SQL for large datasets
  • Commenting on KPIs
  • Automating reports
Module 7 Data protection, quality & transfer to daily work
  • Spreadsheets often contain personal data about customers or employees as well as confidential business figures, which may only be processed in approved AI environments and ideally anonymised or aggregated. Analyses relating to employees may be subject to works council rights, and responsibility for the accuracy of reports remains with the business unit.
  • Ground rules for safe AI use in your team
  • Checking results: facts, sources, tests and the four-eyes principle
  • Personal action plan for the next 30 days
  • Open questions, outlook and resources for further learning

Practical scenarios from your field

Writing and explaining formulas

AI creates formulas such as XLOOKUP, SUMIFS or dynamic arrays from a plain-language description and explains existing nested formulas step by step. Common pitfalls are pointed out as well.

Cleaning and combining data

For inconsistent exports, AI suggests cleaning steps, builds Power Query queries or scripts for merging, de-duplicating and normalising, and documents the transformations. The steps can be repeated with one click next time.

Analyses and charts

From a business question, AI derives suitable pivot tables, metrics and chart types and helps present results clearly and accurately. Misleading displays such as truncated axes are avoided.

Python and SQL for large datasets

When Excel reaches its limits, AI generates Python or SQL code for analysing larger datasets, which business users run, understand and adapt step by step.

Commenting on KPIs

Variances, trends and anomalies in reports are translated into clear written commentary for management and departments; hypotheses about causes are checked by experts. Reports become self-explanatory in meetings.

Automating reports

Recurring monthly or weekly reports are automated with macros, scripts or AI agents so that data is retrieved, prepared and distributed as a report. Manual steps and transfer errors largely disappear.

Prerequisites

Confident everyday use of Google Workspace (Gmail, Drive, Docs, Sheets); no prior AI knowledge is required. Confident everyday use of Excel; no programming skills required.

Technical requirements

A laptop with an up-to-date browser and a Google Workspace account with Gemini features enabled; alternatively a Google account for the Gemini app and NotebookLM.

Data protection & compliance

Spreadsheets often contain personal data about customers or employees as well as confidential business figures, which may only be processed in approved AI environments and ideally anonymised or aggregated. Analyses relating to employees may be subject to works council rights, and responsibility for the accuracy of reports remains with the business unit.

Suggested dates

All dates are suggestions – your preferred date is always possible.

  • Wed, 25 November 2026 Online Request
  • Mon, 30 November 2026 Kaiserslautern Request
  • Fri, 11 December 2026 Online Request
  • Mon, 11 January 2027 Augsburg Request
  • Thu, 28 January 2027 Online Request
  • Wed, 10 February 2027 Salzburg Request

Frequently asked questions

What is the difference between the Gemini app and Gemini in Workspace?

The Gemini app is a standalone chat assistant for research, writing and analysis. Gemini in Workspace works directly inside Gmail, Docs, Sheets, Slides and Meet and can draw on your emails and Drive files. In practice they complement each other: the app for open questions, the integrated version for work on specific documents.

Why would I use NotebookLM in addition to Gemini?

NotebookLM restricts its answers to the sources you upload – policies, studies or project files, for example – and points to the relevant passages. This reduces hallucinations and works well for getting up to speed on a topic, building internal knowledge collections or preparing training material. Gemini is broader in scope and can also draw on the web.

Is my Workspace data used to train Gemini?

For Google Workspace customers, Google commits that content from Gmail, Drive and other services is not used to train models outside your domain without permission. Different rules apply to personal accounts. Either way, GDPR and your internal policies remain decisive – in the course we review the relevant settings together.

Do I need programming skills for data analysis with AI?

No. Good Excel skills are enough to start. AI generates formulas, Power Query steps and, where needed, Python code that you learn to follow step by step. What matters is being able to sanity-check results. The course focuses on exactly these checking techniques alongside hands-on practice.

How reliable are AI-generated formulas and analyses?

Often very good, but not flawless: references, edge cases or wrong assumptions about the data structure lead to silent errors. That is why you verify results with spot checks, control totals and cross-calculations. The course teaches a simple checking routine to apply to every AI-assisted analysis.

How much does “Google Gemini for Data Analysis and Excel” cost?

The course costs a flat €949 plus VAT per participant – whether online or on-site. This includes 1 training day(s) with a live trainer, course materials, a lab environment and a certificate of attendance.

Can I suggest my own date?

Yes. Our suggested dates are just a guide. In the request form you can always describe your preferred date or period in free text – we check availability and confirm within one working day.

Is the course online or on-site?

Both are possible: live online in a virtual classroom or on-site in Munich, Salzburg, Berlin, Augsburg, Hanover, Bremen, Stuttgart or Kaiserslautern. We can also run the course exclusively for your team.

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