In-house: | Face to Face:

AI-Powered Excel Smart Data Analysis & Reporting with Copilot and AI Tools

18-19 Jan, 2027, Concorde Hotel Kuala Lumpur

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Mr Morgan holds a Degree in IT & Tech Management from UTM, he has 24 years working experience as a trainer in the field of Information Technology. He is a Microsoft Certified Trainer, Microsoft Certified Power BI Data Analyst & Microsoft Certified Office 365 Specialist & also obtained ITIL Certification. He is PSMB approved trainer (TTT). He has conducted various trainings. His key expertise are:

 

  • Conducting IT Training in the area of Basic Networking, PC Repairing, PC Troubleshooting & Microsoft Office Training
  • Conducting research on the latest development and requirement for training based on customer request Developing & Maintaining a sound marketing strategy
  • Ensure KPI and Customer Satisfaction are meet

 

As a qualified professional educator, he has personally designed and delivered many specialized training courses including the validation and management of over 10 other trainers, operating nationwide in Malaysia.

 

As a qualified professional educator, he has personally designed and delivered many specialized training courses including the validation and management of over 10 other trainers, operating nationwide in Malaysia.

 

He's also a well sought after consultant and works on several key IT projects each year, with leading brands in the region.

 

He has trained in Provater Sectors, Insurance led companies, MNCs, Government Ministries & Government agencies, among them are :

  • Thermos (M) Sdn Bhd
  • Prime Minister Office (PMO)
  • IKBN
  • JKR
  • PNS
  • Bank Negara Malaysia
  • Tenaga Nasional Bhd
  • MAHSA University
  • Ranhill
  • Alam Flora
  • REAL Education
  • Sime Tyres
  • Tawau Polytechnic
  • Dasmesh International School

 

Venue Details

Concorde Hotel Kuala Lumpur
2 Jalan Sultan Ismail, 50250 Kuala Lumpur, Malaysia,

https://kualalumpur.concorde hotelsresorts.com/


Phone : 03 2144 2200

Contact us

FOR COURSE DETAILS

Juliany,

Office: 03 2283 6109

Mobile: +60 122281247

juliany@ipa.com.my

Phoebe,

Office: 03 2283 6100

Mobile: +60 193637822

phoebe@ipa.com.my

Bee Teng,

Office: 03 2282 6112

Mobile: +60 172566121

beeteng@ipa.com.my

FOR CUSTOMISED IN-HOUSE TRAINING

Jane,

Office: 03 2283 6101

Mobile: +60 129418251

jane@ipa.com.my

Keith,

Office: 03 2283 0000

Mobile: +60 162272735

keith@ipa.com.my

ADDRESS

A-28-5, 28th Floor, Menara UOA Bangsar,
No.5, Jalan Bangsar Utama 1,
59000 Kuala Lumpur

FOCUSING ON
  • Module 1: The AI-Enhanced Excel Landscape
  • Module 2: Copilot in Excel Essentials
  • Module 3: Prompt Engineering for Excel Users
  • Module 4: AI-Assisted Data Cleaning
  • Module 5: Analyze Data & Instant Insights
  • Module 6: Smart Formulas with AI
  • Module 7: PivotTables & Dashboards
  • Module 8: AI-Generated Automation
  • Module 9: AI-Powered Report Narratives
OVERVIEW

Artificial Intelligence is transforming the way professionals work with data.

 

This intensive 2-day course equips Excel users with the skills to harness Microsoft Copilot and leading AI tools to analyse data, generate formulas, clean datasets, automate reports, and produce executive-ready insights — all in a fraction of the time.

 

Participants position Excel as the anchor skill, with AI as the productivity multiplier.

AFTER ATTENDING THIS COURSE YOU WILL RETURN TO YOUR JOB…
  1. Using Microsoft Copilot in Excel to analyse data, generate formulas, and create insights using natural language prompts.
  2. Applying AI-assisted functions and features in Excel 365 (Analyze Data, Flash Fill, dynamic arrays) to speed up routine tasks.
  3. Writing effective prompts to generate, troubleshoot, and explain complex Excel formulas using AI tools (Copilot, ChatGPT, Claude).
  4. Cleaning and transforming messy Datasets using Power Query with AI-guided workflows
  5. Building automated, refreshable reports and dashboards combining PivotTables, charts, and AI- generated insights
  6. Using AI to generate VBA macros and automate repetitive Excel tasks without prior coding knowledge.
WHO SHOULD ATTEND
Executives, Analysts, Administrative Professionals and Managers who use Excel daily and want to leverage AI to work faster and smarter
METHODOLOGY
This course is delivered through hands-on exercises with sample datasets, live demonstrations, guided AI prompting practice. Participants are required to bring laptops with Microsoft Excel 365, 2021 or 2024 installed.
DAY 1
 

Day 1 - AI Meets Excel

9:00

Module 1: The AI-Enhanced Excel Landscape

  • Overview of Excel 365 AI features
  • Copilot vs external AI tools
10.45

Module 2: Copilot in Excel Essentials

  • Natural Language Data Queries
  • Formula Suggestions
  • Formatting and highlighting with prompts
12.00

Module 3: Prompt Engineering for Excel Users

  • Writing Effective Prompts For Formula Generation
  • Error Troubleshooting, And Formula Explanation
  • Hands-On Practice With ChatGPT And Claude
1:00 Lunch
2:00

Module 4: AI-Assisted Data Cleaning

  • Flash Fill And Text Functions With AI Help
  • Power Query Fundamentals
  • Using AI To Generate Transformation Steps
3:45

Module 5: Analyze Data & Instant Insights

  • Excel’s Built-In Analyze Data Feature
  • Asking Questions Of Your Data
  • Identifying Trends And Outliers
5:00 End of Day 1
DAY 2
 

Day 2 - AI Meets Excel

9:00

Module 6: Smart Formulas with AI

• Generated, Explained, And Debugged With AI Assistance

o XLOOKUP

o FILTER

o SUMIFS

o IF logic

10.45

Module 7: PivotTables & Dashboards

  • Building Interactive Dashboards
  • Slicers And Timelines
  • Using AI To Recommend Visualisations
1:00 Lunch
2:00

Module 8: AI-Generated Automation

  • Prompting AI to write macros
  • Recording
  • Editing
  • Running Automation Safely
3:45

Module 9: AI-Powered Report Narratives

  • Turning Data Into Written Insights And Executive Summaries
  • Exporting To PowerPoint And Word With AI
5:00 End of Course