Data Toolbox – Excel with AI | Virtual Registration

29 Oct Data Toolbox – Excel with AI | Virtual Registration

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BSIA of BC · Excel & AI Workshop · In-Person + Virtual

The Data Toolbox Excel Power Tools + AI Helpers

A hands-on, one-day workshop for the building supply industry. In the morning, an Excel expert covers the power tools behind your branches, inventory and product data. In the afternoon, an AI instructor gives a live demonstration of how Claude AI can build, clean, analyze and visualize spreadsheets for you.

📅 Wednesday, December 16, 2026 · 10:00 AM – 3:00 PM PT
📍 In-Person or 💻 Live Online
From $130 for BSIA members
Branch_Inventory.xlsx Live
E3
fx
=IF(C3<D3,"Reorder","OK")
A
B
C
D
E
1
Branch
Product
Stock
Min
Status
2
Surrey
2x4 SPF Stud
1,240
500
OK
3
Kelowna
Drywall 4x8
85
300
Reorder
4
Victoria
Plywood ½"
310
400
Low
5
Langley
Cedar Decking
760
250
OK
6
Burnaby
Shingles
420
350
OK

Stock by branchPivotChart

SurreyKelownaVictoriaLangleyBurnaby
InventoryPivot✨ AI

Workshop Begins In

fx ="2026-12-16 10:00" - NOW()

00
Days
00
Hours
00
Minutes
00
Seconds
11
hands-on sections
2
expert instructors
4
hours of learning
1
app built live with AI

Sheet1!A1 Workshop Highlights

Sharper Tools for Your Data

Practical skills you can use at your branch, counter or desk the next morning.

A1=TABLE()

🗂️
Organize Your Data
Turn messy lists into structured tables with filter slicers you can sort in a click.

B1=PIVOT()

📊
Summarize by Branch & Product
Use Pivot tables to group sales and stock by branch, category and product.

C1=IF(...)

📦
Manage Inventory Smarter
Flag low stock and spot trends with logical functions and conditional formatting.

D1=AI()

✨
See AI in Action
Watch Claude AI build templates, fill in, clean, analyze and chart spreadsheets, live.

E1=SUM(KIT)

🧰
Leave With a Kit
Take home a cheat sheet and prompt library so you can keep using what you saw.

Sheet2!A1 Curriculum

What's in the Toolbox

Two worksheets, two instructors. An Excel expert covers the power tools in the morning; an AI instructor demonstrates the AI helpers live in the afternoon using Claude AI. Follow along on your own laptop if you like.

Part 1 · Excel Expert

Excel Power Tools

10:00 – 12:00

A
B
1
§1
Structuring your data — why use "Structured Tables" & table filter slicers
2
§2
Summarizing data with Pivot tables — group by branch, category and product
3
§3
Managing inventory with logical, conditional formatting and nesting functions
4
§4
Using conditional formatting to visualize & analyze data
5
§5
Taking MS Excel Co-pilot on a test drive - an introduction to using Ai in spreadsheets

Part 2 · AI Instructor · Live Demo

AI Helpers

1:00 – 3:00

A
B
1
§6
Overview — extending spreadsheet functionality with AI
2
§7
Creating spreadsheet templates with AI CASE STUDY
3
§8
Populating spreadsheets with AI CASE STUDY
4
§9
Cleaning data with AI CASE STUDY
5
§10
Analyzing data with AI CASE STUDY
6
§11
Visualizing data with AI CASE STUDY
7
★
Capstone — making a basic app with AI

Sheet3!A1 Formats & Pricing

Join Us In the Room or Online

Same workshop, same instructors, same take-home kit. Pick your format and work out your team's cost below.

Registration 📍 In-PersonLunch included 💻 VirtualLive online
BSIA Member$150$130
Non-Member$250$230
Prices are per person. Virtual attendees receive a joining link by email before the workshop.

Team cost calculator

Sending a few people? Run the numbers.

Format

Membership

Attendees

1
fx=1 * $150
Total (CAD)$150

Estimate only. Each attendee registers through the form below.

Sheet4!A1 Who It's For

Built for the Building Supply Industry

For anyone who works with spreadsheets and wants to spend less time wrestling with them. Basic Excel familiarity is helpful; no AI experience needed.

Branch & Store Managers Inventory & Purchasing Staff Sales & Counter Teams Office, Admin & Finance Staff Owners & Operators BSIA Member Companies

Sheet5!A1 Schedule

The Day at a Glance

Wednesday, December 16, 2026 · All times Pacific.

10:00 AM – 12:00 PM

Part 1 — Excel Power Tools

  • Structured tables & filter slicers
  • Pivot tables by branch, category and product
  • Inventory management with logical & nested functions
  • Conditional formatting to visualize & analyze
  • VLOOKUP to pull in information from a source

12:00 PM – 1:00 PM

Lunch Break

Lunch is provided for in-person attendees.

1:00 PM – 3:00 PM

Part 2 — AI Helpers

  • Live demonstration using Claude AI; follow along if you like
  • Overview: extending spreadsheets with AI
  • Case studies: templates, populating, cleaning, analyzing and visualizing data with AI
  • Capstone: making a basic app with AI
  • Wrap-up with both instructors: cheat sheet, prompt library and Q&A

Before you join

What to Bring

A laptop with Microsoft Excel installed for the hands-on Excel session. The AI session is a live demonstration using Claude AI; to follow along and try everything yourself, you’ll need a Claude Pro subscription ($28/month). Virtual attendees will receive a joining link by email ahead of the day.

Registration Open Now

Reserve Your Spot

Join us in person or online on Wednesday, December 16, 2026. A confirmation will follow by email once you register.

Registration.xlsx

Questions? Contact the BSIA at 604-513-2205 or info@bsiabc.ca.


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