AI-Powered Data Analytics & Interactive Reporting with Excel, Microsoft Copilot & Power BI

23-24 Sep, 2026, Concorde Hotel Kuala Lumpur

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FAKHRUL SYAHMI

Data Analytics & Data Science Consultant | Certified Trainer | AI & Automation Specialist Master’s Degree in Data Science

 

Fakhrul Syahmi is an accomplished data analytics and AI specialist with a proven track record in helping organisations harness technology for smarter decision-making and enhanced productivity. Armed with a Master’s Degree in Data Science, he brings deep expertise in data analytics, business intelligence, automation solutions, and AI-powered workplace tools.

 

His technical proficiencies span Microsoft Excel, Power BI, Power Platform (Power Apps, Power Automate), Looker Studio, AppSheet, AI tools (Microsoft Copilot, ChatGPT), and advanced automation workflows. He has also delivered data science solutions in predictive analytics, machine learning, time series forecasting, and text mining.

 

As a certified trainer, Fakhrul is known for his dynamic, hands-on training style that blends real-world scenarios, case studies, and interactive exercises. His sessions consistently equip participants with immediately applicable skills while driving both individual capability and organisational growth.

 

Fakhrul has designed and delivered customised training programmes, data solutions, and analytics projects for a wide range of industries — including banking, manufacturing, oil & gas, and government-linked companies. His holistic approach focuses on knowledge transfer, capability development, and measurable business outcomes.

 

Training & Project Specialties

• Data Science: Predictive Analytics, Machine Learning, Time Series, Text Mining

• Advanced Excel & Data Analytics

• Business Intelligence & Dashboard Development (Power BI, Looker Studio)

• Automation Solutions (Power Platform, AppSheet)

• AI-Powered Data Analysis for Decision-Making

• Workplace Productivity with AI Assistants (Copilot, ChatGPT, Notion AI)

 

Notable Clients

Petronas Chemicals Bhd, AgroBank, Bank Simpanan Nasional (BSN), Al-Rajhi Bank, Shell, Teleperformance Malaysia, Berjaya Group, Menteri Besar Incorporated (MBI), Medivest, and more.

 

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

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

ADDRESS
A-28-5, 28th Floor, Menara UOA Bangsar,
No.5, Jalan Bangsar Utama 1,
59000 Kuala Lumpur
www.ipa.com.my

FOCUSING ON

EXCEL & COPILOT FOR DATA ANALYSIS

  • Module 1: Excel for Modern Data Work
  • Module 2: Data Cleaning & Preparation in Excel
  • Module 3: Core Excel Functions for Analysis
  • Module 4: Data Analysis with PivotTable
  • Module 5: Microsoft Copilot with Excel

POWER BI & COPILOT FOR DASHBOARDING

  • Module 6: Introduction to Power BI
  • Module 7: Data Transformation with Power Query
  • Module 8: Data Modeling & DAX Basics
  • Module 9: Building Interactive Dashboards
  • Module 10: Copilot with Power BI & Wrap-Up
INTRODUCTION

In today’s data-driven workplace, professionals are expected to analyse data efficiently, present insights clearly, and leverage AI tools to improve productivity.

 

This course is designed to equip participants with practical skills in Microsoft Excel, Power BI, and Microsoft Copilot to support effective data analysis, reporting, and decision-making.

 

Participants will begin by strengthening their data analysis foundation using Excel, focusing on data preparation, analysis, and summary reporting. The course then progresses to Power BI, where participants learn how to build interactive dashboards and visual reports that transform data into actionable insights.

 

In addition, participants will be introduced to Microsoft Copilot, enabling them to use AI responsibly to assist with data analysis, formula creation, insight exploration, and report preparation. Emphasis is placed on validating AI-generated outputs and applying Copilot as a productivity support tool rather than a replacement for analytical judgement.

 

This hands-on course is suitable for business users and professionals with little to no technical background who want to enhance their analytical capabilities, improve reporting efficiency, and confidently adopt AI-assisted tools in their daily work.

AFTER ATTENDING THIS COURSE YOU WILL RETURN TO YOUR JOB…
  1. Preparing and Analysing Data using Microsoft Excel for reporting and decision-making.
  2. Creating structured summaries and reports using PivotTables and Excel visualisation tools.
  3. Building Interactive Dashboards using Power BI to present data insights effectively.
  4. Understanding basic Data Modelling and DAX concepts in Power BI.
  5. Using Microsoft Copilot responsibly to assist with Data Analysis, formula creation, and insight exploration.
  6. Integrating Excel, Power BI, and Copilot into a simple end-to-end analytics workflow.
WHO SHOULD ATTEND
  1. Business Analysts: • Individuals responsible for analyzing business data to derive insights and make informed decisions.
  2. Data Analysts: • Professionals working with data to extract meaningful information and create reports.
  3. IT Professionals: • IT staff who are looking to improve their skills in data analysis and reporting using Power BI.
  4. Financial Analysts: • Finance professionals who want to leverage Power BI for financial data analysis and reporting.
  5. Project Managers: • Those who want to use Power BI for project reporting, tracking, and analysis.
  6. Marketing Professionals: • Marketing analysts and managers who want to analyze and visualize marketing data.
  7. Operations Managers: • Professionals responsible for optimizing business operations through data-driven insights.
  8. Human Resources Professionals: • HR staff who are looking to analyze workforce data, employee performance, and other HR metrics.
  9. Entrepreneurs and Small Business Owners: • Individuals who run their own businesses and want to gain insights from their data.
  10. Anyone Interested in Data Visualization: • Individuals with a general interest in data visualization and analysis.
  11. Excel Users: • Individuals familiar with Excel who want to transition to more advanced and scalable data analysis using Power BI.
METHODOLOGY
  • Instructor-led demonstrations to explain Excel, Power BI, and Copilot concepts clearly.
  • Hands-on practical exercises using real-world datasets.
  • Case-based learning to simulate common business reporting scenarios.
  • Step-by-step guided practice to build participant confidence.
  • Interactive discussion and Q&A to reinforce understanding.
  • AI-assisted learning using Microsoft Copilot, with emphasis on responsible and validated usage.
  • End-to-end workflow exposure from Excel data preparation to Power BI dashboards.
DAY 1
 

PART A: EXCEL & COPILOT FOR DATA ANALYSIS

9:00

Module 1: Excel for Modern Data Work

  • Role of Excel in data analysis and reporting
  • Excel vs Power BI – when to use which
  • Structuring data using Excel Tables
10.45

Module 2: Data Cleaning & Preparation in Excel

  • Preparing raw data for analysis
  • Handling missing, duplicate, and inconsistent data
  • Text, number, and date cleaning techniques
  • Best practices for analysis-ready datasets
12.00

Module 3: Core Excel Functions for Analysis

  • Lookup functions (XLOOKUP / VLOOKUP – concept)
  • Logical functions (IF, IFS)
  • Conditional aggregation (SUMIFS, COUNTIFS)
  • Introduction to dynamic arrays (FILTER, SORT, UNIQUE)
1:00 Lunch
2:00

Module 4: Data Analysis with PivotTable

  • Creating PivotTables for analysis
  • Grouping and summarising data
  • Using slicers and filters
  • Designing summary reports for management
3:45

Module 5: Microsoft Copilot with Excel

  • What Copilot can and cannot do in Excel
  • Using Copilot for:

o Data summarisation

o Formula suggestions

o Insight generation

  • Prompting techniques and validation best practices
5:00 End of Day 1
DAY 2
 

PART B: POWER BI & COPILOT FOR DASHBOARDING

9:00

Module 6: Introduction to Power BI

  • Power BI ecosystem overview
  • Power BI Desktop vs Service
  • Connecting Excel data to Power BI
10.45

Module 7: Data Transformation with Power Query

  • Importing and cleaning data
  • Shaping data for reporting
  • Data refresh concepts
  • Preparing data for dashboards
12.00

Module 8: Data Modeling & DAX Basics

  • Understanding relationships
  • Measures vs calculated columns
  • • Basic DAX measures:

o SUM, COUNT, DISTINCTCOUNT

o Introduction to CALCULATE

  • Simple time-based analysis
1:00 Lunch
2:00

Module 9: Building Interactive Dashboards

  • Choosing effective visuals
  • Using slicers, filters, and drill-down
  • KPI cards and summary visuals
  • Dashboard design best practices
3:45

Module 10: Copilot with Power BI & Wrap-Up

  • Asking business questions with natural language
  • Validating AI-generated insights
  • End-to-end workflow:

o Excel ? Power BI ? Copilot

  • Q&A and next steps
5:00 End of Course