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Microsoft Excel Intermediate with AI - Smarter Data Analysis, Reporting & Productivity

08 Jan, 2027, Concorde Hotel Kuala Lumpur

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Siti Suriani binti Shih Othman

Senior Training Consultant | Microsoft Office Specialist (MOS) | PSMB Certified Trainer

 

Siti Suriani brings over 20 years of experience in IT education and professional training, helping professionals become more confident and productive with technology. Her expertise spans Microsoft Excel, Word, PowerPoint, Microsoft 365, Microsoft Project, Power Query and Power BI. Her practical, friendly and easy-to-follow training style focuses on real workplace challenges and skills participants can immediately apply.

 

She holds a Bachelor of Computer Science (Honours) from Universiti Sains Malaysia and a Master of Science in Distributed Computing from Universiti Putra Malaysia. Her professional credentials include Microsoft Office Specialist Associate and Expert certifications, with expert qualifications in Excel and Word.

 

Her notable engagements include conducting customer workshops for Microsoft Malaysia, providing individual technology consultations under Shell Global Solutions Malaysia’s Handyman Project, and serving as lead trainer for ExxonMobil Malaysia’s technology migration project, training approximately 3,000 employees. She also served as a PPSMI Master Trainer, preparing trainers from across Malaysia to deliver training to teachers throughout the country.

 

She has trained participants from leading organisations including PETRONAS, Shell, ExxonMobil, Microsoft Malaysia, IBM Malaysia, Dell, Maxis, Digi, RHB Banking Group, United Overseas Bank, Bank Simpanan Nasional, Securities Commission Malaysia, Sime Darby, Sunway Group, Siemens Malaysia and Western Digital, as well as government bodies including the Prime Minister’s Office.

 

Siti is committed to helping participants simplify everyday tasks, discover smarter ways of working and leave each session with greater confidence and practical skills.

 

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: Managing Data More Efficiently
  • Module 2: Building Smarter Formulas
  • Module 3: Logical & Conditional Functions
  • Module 4: Working with Lookup, Text & Date Functions
  • Module 5: Analysing & Visualising Data
  • Module 6: Working Smarter in Excel with AI Tools
OBJECTIVES

This course is designed for participants who already understand the fundamentals of Microsoft Excel and are ready to develop more efficient and analytical spreadsheet skills.

 

Participants will learn how to work with more advanced formulas and functions, manage and analyse structured data, perform lookups, apply logical calculations, create PivotTables, and build meaningful charts for reporting.

 

The course also introduces the practical use of AI tools with Excel, enabling participants to generate and understand formulas, troubleshoot errors, obtain suggestions for data analysis, and improve productivity when working with business data.

AFTER ATTENDING THIS COURSE YOU WILL RETURN TO YOUR JOB…
  1. Applying efficient techniques for managing and working with larger datasets.
  2. Using relative, absolute, and mixed cell references effectively.
  3. Applying logical and conditional functions to solve business scenarios.
  4. Retrieving information using Lookup functions.
  5. Using text and date functions to clean and manipulate data.
  6. Summarising and analysing data using PivotTables and PivotCharts.
  7. Applying conditional formatting and charts to highlight important information.
  8. Using AI Tools to generate, explain, troubleshoot, and improve Excel formulas and data-analysis tasks.
WHO SHOULD ATTEND

Designed for professionals who already use Excel for everyday work and want to spend less time preparing spreadsheets and more time analysing and reporting on their data.

  • Finance And Accounts Teams who reconcile records, calculate totals by category, and prepare monthly reports.
  • HR and Administration Teams who maintain employee records, track attendance, and summarise departmental data.
  • Sales, Marketing and Customer Service Teams who track targets, analyse sales and customer data, and present trends in charts.
  • Operations, Procurement and Logistics Teams who manage stock and supplier records, match data across worksheets, and flag exceptions.
  • Executives, Supervisors and Team Leaders who prepare regular reports and want to summarise performance using PivotTables and charts.

Recommended starting level — Participants should be comfortable entering and formatting data, navigating worksheets, and using basic formulas such as SUM and AVERAGE. The course suits Excel users who want to build confidence with lookups, conditional calculations, and PivotTables, and learn how to use AI to draft, explain, and check formulas.

METHODOLOGY
  • Instructor-Led Sessions Concept explanations, live demonstrations and guided walkthroughs across AI platforms.
  • Hands-On Practise Participants apply each module‘s skills immediately through structured exercises and mini projects.
  • Real-World Scenarios All exercises use realistic MNC workplace contexts
COURSE CONTENT
9:00

MODULE 1: MANAGING DATA MORE EFFICIENTLY

  • Working efficiently with larger datasets
  • Creating and managing Excel Tables
  • Sorting data using multiple levels
  • Applying advanced filtering techniques
  • Removing duplicate records
  • Using Data Validation to control data entry
  • Applying useful productivity shortcuts
 

MODULE 2: BUILDING SMARTER FORMULAS

  • • Understanding relative, absolute, and mixed references • Using named ranges • Creating formulas across worksheets • Understanding nested formulas • Identifying and troubleshooting common formula errors
10.45

MODULE 3: LOGICAL & CONDITIONAL FUNCTIONS

  • Making decisions with IF
  • Using AND and OR with logical tests
  • Performing conditional calculations with SUMIF and COUNTIF
  • Extending calculations with SUMIFS and COUNTIFS
  • Applying logical functions to practical workplace scenarios
12.00

MODULE 4: WORKING WITH LOOKUP, TEXT & DATE FUNCTIONS

  • Retrieving information using XLOOKUP
  • Understanding lookup values and return ranges
  • Extracting text using LEFT, RIGHT, and MID
  • Cleaning text using TRIM
  • Combining text using CONCAT
  • Working with TODAY, YEAR, MONTH, and DAY
  • Applying functions to clean and restructure business data
1:00 Lunch
2:00

MODULE 5: ANALYSING & VISUALISING DATA

  • Creating a PivotTable
  • Arranging fields to summarise information
  • Filtering PivotTable results
  • Grouping and summarising data
  • Creating a PivotChart
  • Applying conditional formatting to identify trends and exceptions
  • Choosing appropriate charts for business reporting
3:45

MODULE 6: WORKING SMARTER IN EXCEL WITH AI TOOLS

  • Understanding how AI can support intermediate Excel tasks
  • Writing effective prompts for Excel
  • Asking AI to generate formulas from business requirements
  • Using AI to explain complex formulas step- by-step
  • Troubleshooting formula errors with AI assistance
  • Using AI to suggest suitable functions and analysis approaches
  • Asking AI for ideas to summarise and visualise data
  • Reviewing and validating AI-generated formulas and recommendations
5:00 End of Course