In-house: | Face to Face:

Excel Automation & Data Analysis Using ChatGPT & Claude

25 Nov, 2026, Concorde Hotel Kuala Lumpur

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Learn from the Best

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 Power Bl 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

ADDRESS

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

FOCUSING ON
  • Module 1 – Introduction to AI for Excel
  • Module 2 – Formula Writing Made Easy
  • Module 3 – Data Cleaning & Data Preparation
  • Module 4 – Excel Automation with AI
  • Module 5 – Data Analysis & Dashboard Creation
  • Module 6 – Advanced AI Productivity with Excel
OBJECTIVES

This 1-day Excel Automation & Data Analysis using ChatGPT & Claude course equips participants with practical skills to use Generative AI as an Intelligent Excel Assistant.

 

Through hands-on activities and real-world business scenarios, participants will learn to create formulas, clean and prepare data, automate repetitive tasks using VBA , build dashboards and analyze data, troubleshoot Excel issues, and generate management-ready reports - helping them work faster, smarter.

 

By the end of the course, participants will be able to give AI clearer instructions, assess its output, and turn time-consuming spreadsheet work into more efficient, repeatable processes.

AFTER ATTENDING THIS COURSE YOU WILL RETURN TO YOUR JOB…
  1. Writing formulas with greater confidence for tasks such as sales commissions, attendance, inventory, payroll, and HR reporting.
  2. Cleaning messy data faster by identifying duplicates, missing values, inconsistent formats, and other common issues.
  3. Automating recurring Excel tasks with AI-assisted VBA macros or Office Scripts, where available.
  4. Turning raw data into useful insights using PivotTables, charts, KPIs, and dashboards.
  5. Preparing clearer management reports that highlight trends and key findings.
  6. Troubleshooting independently by using AI to explain errors, debug formulas, and improve existing spreadsheets.
  7. Taking away reusable resources, including an Excel prompt checklist, formula bank, macro template, and completed dashboard.
WHO SHOULD ATTEND

This course is designed for beginner to intermediate Excel users who want to save time and get more value from their data, including:

• Executives and Administrative Staff who prepare spreadsheets and recurring reports.

• Analysts and Reporting Teams who clean data, track KPIs, or build dashboards.

• HR, Finance, Sales, Operations and Production Staff who work with Excel data.

• Managers who need to interpret figures and present clear, timely insights.

• Trainers and Educators who want to introduce practical AI-assisted Excel techniques.

• Anyone who wants to save time & increase efficiency in compiling reports and formulas

 

No prior experience with VBA or AI tools is required.

METHODOLOGY
  • Guided Learning, group-paced, hands-on classroom training with real life examples for business applications.
  • Challenging exercises are set based on practical applications for typical organizational functions such as HR, Admin, Production, Sales etc.
COURSE CONTENT
9:00

MODULE 1 – INTRODUCTION TO AI FOR EXCEL

Understand what Generative AI is, how it applies to Excel work, and how to write effective prompts.

Topics Covered

  • What is Generative AI?
  • Why AI is transforming Excel
  • ChatGPT vs Claude – Which should you use?
  • Free vs Paid versions
  • AI Ethics & Data Privacy
  • Writing effective prompts for Excel

 

Hands-on Activities

  • Create your first Excel prompt
  • Compare ChatGPT and Claude responses side by side
  • Improve poor prompts into effective, results- driven prompts

Deliverable: A personal prompt-writing checklist for Excel tasks


10.45

MODULE 2 – FORMULA WRITING MADE EASY

Generate accurate Excel formulas using AI without memorising syntax.

Topics Covered

  • IF, IFS, SUMIFS, COUNTIFS, AVERAGEIFS
  • XLOOKUP, FILTER, UNIQUE, SORT
  • TEXT functions
  • Date calculations
  • Dynamic Arrays

Hands-on Activities

  • Ask AI to create formulas based on business scenarios
  • Practice sets: Sales Commission, Attendance, Inventory, Payroll, HR Reports

 

Deliverable: A working formula bank for the five business scenarios

11.00

MODULE 3 – DATA CLEANING & DATA PREPARATION

Use AI to clean and prepare messy datasets efficiently and accurately.

Topics Covered

  • Remove duplicates
  • Standardise names
  • Fix date formats
  • Correct inconsistent text
  • Split & Merge Columns
  • Extract information
  • Detect missing values
  • Create validation rules
  • AI Prompting: describing data problems to ChatGPT and Claude

 

Hands-on Activities

  • Clean a messy Excel dataset using AI guidance, step by step

 

Deliverable: A fully cleaned, validated dataset ready for analysis

12.00

MODULE 4 – EXCEL AUTOMATION WITH AI

Generate macros and scripts with AI to automate repetitive Excel tasks.

Topics Covered

  • VBA Macros
  • Office Scripts
  • Automating repetitive tasks
  • Batch formatting
  • Report generation
  • Automatic PDF creation
  • Email automation
  • Create reusable templates

 

Hands-on Activities

  • Generate macros using ChatGPT and Claude
  • Practice sets: Auto formatting, Monthly report generation, Attendance summary, Payroll calculation, Dashboard refresh

 

Deliverable: A reusable macro template participants can apply at work

1:00 Lunch
2:00

MODULE 5 – DATA ANALYSIS & DASHBOARD CREATION

Use AI to analyse data and build professional dashboards.

Topics Covered

  • Sales, customer and financial analysis
  • HR dashboards
  • Trend analysis & forecasting
  • KPI creation
  • PivotTables with AI assistance
  • PivotCharts
  • Executive summaries

 

Hands-on Activities

  • Create a dashboard from raw data with AI support

 

Deliverable: A functioning KPI dashboard with PivotTable/PivotChart support

3:45

MODULE 6 – ADVANCED AI PRODUCTIVITY WITH EXCEL

Use AI as an on-demand Excel assistant to explain, debug and optimize work.

Topics Covered

  • Explain existing formulas
  • Debug broken formulas
  • Optimise complex formulas
  • Convert formulas to VBA and VBA to formulas
  • Explain Excel errors
  • Build reusable prompt templates
  • Best practices for AI prompting

 

Hands-on Activities

  • Hands-on Challenge: a real-world business case covering data cleaning, formula creation, PivotTables, dashboard design, automation, and a management report — all produced using AI

 

Deliverable: A completed end-to-end business case, presented to the group

5:00 End of Course