Microsoft Excel : Data Analysis & Automated Reporting

23-24 Feb, 2026, Concorde Hotel Kuala Lumpur

IPA Training is Registered with

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

Day 1: Automating HR Data Analysis & Reporting
Session 1: Excel Essentials for HR
Session 2: Automating HR Reports with Power Query
Session 3: PivotTables for HR Reports
Session 4: HR Dashboards

Day 2: Practical Excel Features, HR Functions & Automation
Session 5: Practical Excel Features for HR
Session 6: HR Formulas & Functions
Session 7: HR Mail Merge for Employee Letters & Notices
Session 8: Final Assignment – Design an HR Report

COURSE OVERVIEW
This course is designed to enhance the efficiency of HR professionals in handling HR data, automating reporting processes, and improving decision-making using Microsoft Excel. By the end of the course, participants will gain hands-on experience in data analysis, Power Query, PivotTables, and Mail Merge to automation techniques and optimize HR reporting workflows.
AFTER ATTENDING THIS COURSE YOU WILL RETURN TO YOUR JOB…
  1. Structuring and cleaning HR data for analysis and reporting.
  2. Utilizing Power Query to automate HR data processing and report generation.
  3. Building PivotTables to analyze employee data, attrition, salary trends, and HR metrics.
  4. Designing interactive HR dashboards for quick decision-making.
  5. Using essential Excel formulas for HR calculations, lookups, and text management.
  6. Implementing Mail Merge to automate HR communication (letters, salary slips, notices).
  7. Applying best practices to create automated HR reports, saving time and effort.
WHO SHOULD ATTEND
  • HR Professionals who work with employee data and reporting
  • Managers, Executives, and Administrators who need data-driven insights for decision-making
  • Professionals handling Payroll, Attendance, Recruitment, and Workforce Planning
  • Anyone who wants to improve Excel skills for data analysis and automation in HR and Business
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.
DAY 1
 

Day 1: Automating HR Data Analysis & Reporting

9:00

Session 1: Excel Essentials for HR

  • Structuring Data Type (Text, Number, Date and Format)
  • Data Cleaning & Preparation Techniques (Remove Duplicates, Text to Columns)
  • Formatting HR Reports (Conditional Formatting, Custom Number Formats)
10.30

Session 2: Automating HR Reports with Power Query

  • Introduction to Power Query for Data Transformation
  • Cleaning & Consolidating Multiple HR Data Sources
  • Automating Monthly HR Reports
1:00 Lunch
2:00

Session 3: PivotTables for HR Reports

  • Creating PivotTables from HR Data
  • Summarizing Employee Data (Headcount, Attrition, Salary Reports)
  • Grouping & Filtering (Department, Age Group, Years of Service)
  • PivotTable Formula: Calculated Fields
  • Pivot Charts for Dynamic Visualization
3:45

Session 4: HR Dashboards

  • Designing an Interactive HR Dashboard
  • Slicers & Timelines for Quick Analysis
  • Creating Dynamic HR Reports with Charts
5:00 End of Day 1
DAY 2
 

Day 2: Practical Excel Features, HR Functions & Automation

9:00

Session 5: Practical Excel Features for HR

  • Copy-Paste Special (Operations, Values, Formats, Transpose)
  • Go-To Special (Select Blanks, Constants, visible Cells only)
  • Worksheet Navigation & Shortcuts (Quick Selection, Sheet Management)
10.30

Session 6: HR Formulas & Functions

  • IF, COUNTIF, SUMIF, AVERAGEIF for HR Metrics
  • VLOOKUP, XLOOKUP, INDEX-MATCH for Employee Database Lookups
  • TEXT Functions (LEFT, MID, RIGHT, CONCATENATE) for Handling Names & IDs
1:00 Lunch
2:00

Session 7: HR Mail Merge for Employee Letters & Notices

  • Creating a HR Employee Database in Excel
  • Using Word Mail Merge to Generate Offer Letters, Salary Slips, & Appraisals
  • Automating Bulk Emailing with Mail Merge
3:30

Session 8: Final Assignment – Design an HR Report

  • Participants will apply what they’ve
    learned to create:
    o A simplified HR dashboard
    o An automated PivotTable report
    o A basic Mail Merge letter
  • Review, feedback & best practices discussion
5:00 End of Course