AI & Excel tips/advice/guidance

I'm looking for any advice/guidance/ideas with regard to using Excel with the aid of AI possibly to help manage data.

Context:

We deliver 4 different types of training (one being First Aid for example). All the training has a refresher date (eg. Once a year, every two years etc)

All data - employee name, shift time (day/evening/nights) training type, completion date/recertification date is input into an excel file.

They are finding it difficult to stay on top of all the different recertification dates for everyone per training type and their respective shift.

Is there anyway of using AI in excel (or any other application) to help manage or highlight when employees are due for recertification? Or to help streamline the data to make it easier to manage the data so it captures and helps plan for future training needs of staff?

Hitting a brick wall. Thanks in advance