Data Analysing & Reporting

18-19 May, 2026, Concorde Hotel Kuala Lumpur

Register Now
PDF Brochure

IPA Training is Registered with

Learn from the Best

Theresa Morgis
Microsoft Application Trainer

 

Theresa Morgis is certified Microsoft Trainer and a certified HRDF trainer. She has more than 20 years of training experience in Microsoft products. Theresa is well versed in Microsoft Application products: MS Excel, Word, and PowerPoint (Basic to Advance Level).

 

Her years of experience in this field has also encouraged her to develop and customize her own training materials and she occasionally customise specific course manuals upon requests.

 

Theresa has conducted training for CEO’s, vice presidents, directors, accountants, managers, secretaries, production operators and clerical staffs.

 

Her Clients include Shell Malaysia, ASTRO, Bolton Bhd, SMBC Bank, Pos Malaysia, TNB, Petronas, Honda, Ingram Micro, Maybank Bhd, Bank Simpanan Nasional, Telekom Malaysia, Nippon Oil, RHB Bank, Public Bank Bhd, CIMB, Hilton Hotel, Touch N Go, PLUS, Ansat Broadcast, Sunway University, Monash University, UNITAR, Ambank, Zuellig Pharma, HERO and more.

 

Venue Details

Concorde Hotel Kuala Lumpur
2 Jalan Sultan Ismail, 50250 Kuala Lumpur, Malaysia,
Phone : 03 2144 2200

https://kualalumpur.concorde hotelsresorts.com/

Contact us

Juliany,
03 2283 6109
juliany@ipa.com.my

Phoebe,
03 2283 6100
phoebe@ipa.com.my 

FOR CUSTOMISED IN-HOUSE TRAINING
Jane,
03 2283 6101
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
  • MODULE 1: NAME RANGE
  • MODULE 2: WORKING WITH TABLE & DATA MANAGEMENT
  • MODULE 3: DYNAMIC ARRAY FUNCTIONS
  • MODULE 4: IF FUNCTIONS
  • MODULE 5: LOOKUP FUNCTIONS
  • MODULE 6: DATA VISUALISATION WITH CONDITIONAL FORMATTING
  • MODULE 7: WHAT-IF ANALYSIS
  • MODULE 8: PIVOT TABLE & PIVOT CHARTS
  • MODULE 9: SPARKLINE
  • MODULE 10: MANAGE & PROTECT FILE/SHEET
INTRODUCTION

This advanced Excel training course is designed specifically for spreadsheet users who are
already proficient and looking to take their skills to an advanced level.

Participants will use advanced techniques necessary to generate report using pivot tables, Advance Functions, analyze worksheet data and utilize data tools.

AFTER ATTENDING THIS COURSE YOU WILL RETURN TO YOUR JOB…
  1. Converting and cleaning data to build impressive presentation in Excel.
  2. Summarizing large data into dynamic reports using Query in Excel
  3. Generating interactive reports using Pivot & Slicers
  4. Being able to learn on data visualising techniques that will provide impactful and simplified summary of information.
  5. Knowing about dynamic formulas to present your data.
WHO SHOULD ATTEND

This advanced Excel training course is designed specifically for spreadsheet users who are
already proficient and looking to take their skills to an advanced level.

Participants will be using advanced techniques necessary to generate report using pivot tables,
Advance Functions, analyze worksheet data and utilize data tools.

PREREQUISITES: To ensure success, each student is expected to have above average skills with Microsoft Excel.

METHODOLOGY
This training is Instructor Led Training – interactive lectures which includes discussions and
practical exercises
DAY 1
9:00

MODULE 1: NAME RANGE

  • Understanding Named Ranges
  • Name Range Rules
  • Creating Named Ranges
  • Using Named Ranges in Formulas


10.45

MODULE 2: WORKING WITH TABLE &
DATA MANAGEMENT

  • List Table vs Range Table
  • Create and manage List Table
  • Automatic calculation in tables
  • Sorting & Filtering Data in Table
  • Slicers in Table
  • Data Validation

 

12.00

MODULE 3: DYNAMIC ARRAY FUNCTIONS

  • UNIQUE Function (Office 2021 and above only)
  • SORT Function (office 2024 and above only)
  • FILTER Function (office 2024 and above only)
  • Sequence Function (office 2024 and above only)

 

1:00 Lunch
2:00

MODULE 4: IF FUNCTIONS

  • Sumif, Countif, Sumifs, Countifs
  • Maxifs & Minifs (Office 2019 and above only)
  • Using AND & OR conditions
  • Logical If & Ifs (Office 2019 and above only)
  • If Error

 

3:45

MODULE 5: LOOKUP FUNCTIONS

  • Vlookup
  • Hlookup
  • Vlookup Vs Index & Match
  • Xlookup (Office 2021 and above)

 

5:00 End of Day 1
DAY 2
9:00

MODULE 6: DATA VISUALISATION WITH CONDITIONAL FORMATTING

  • Applying Cel Highlights
  • Applying Top, Bottom, and Average Rules
  • Applying Data Bars and Icon Sets
  • Creating a Customised Rule
  • Editing Rules


10.45

MODULE 7: WHAT-IF ANALYSIS

  • Goal Seek
  • Data Tables
  • Scenarios

 

 

MODULE 8: PIVOT TABLE & PIVOT CHARTS

  • Creating Pivot Tables
  • Formatting Pivot Tables
  • Calculation in Pivot Table
  • Pivot Chart
  • Slicers & Timeline
  • Presenting Pivot Table and Charts as a Dashboard

 

1:00 Lunch
2:00

MODULE 9: SPARKLINE

  • Overview of Sparklines
  • Column Sparklines
  • Line Sparklines
  • Win/Loss Sparkline

 

3:45

MODULE 10: MANAGE & PROTECT FILE/ SHEET

  • Worksheet Protection
  • Workbook Worksheet
  • Range Protection
  • File Protection

 

5:00 End of Course