Personal Competency

AI-Powered Mirosoft Excel: Smarter Data Analysis, Reporting & Automation

Turn raw data into meaningful business insights with AI-Powered Microsoft Excel. This hands-on programme equips professionals with the skills to analyse data, streamline reporting, build dynamic dashboards and automate repetitive tasks, enabling smarter workflows and more confident, data-driven decisions.

4.5

Course rating

8

Modules Covered

Overview

This practical 2-day programme equips participants with the skills to combine Microsoft Excel and AI-powered tools for smarter data analysis, reporting and automation. Participants will learn to prepare and analyse business data, generate AI-assisted formulas, develop interactive dashboards, uncover meaningful insights and streamline repetitive reporting tasks. Through hands-on exercises, practical business scenarios and an integrated capstone project, participants will gain the confidence to transform raw data into actionable insights and support more informed business decisions.

Your Learning Outcomes

Prepare and organise business data using structured data management, cleaning and validation techniques.

1

Apply intermediate Excel functions to perform practical business analysis.

2

Leverage AI-assisted techniques to generate, explain and validate Excel formulas, as well as identify trends, patterns, anomalies and business insights.

3

Analyse, clean, transform and consolidate datasets using PivotTables, PivotCharts, interactive tools and Power Query.

4

Develop effective Excel-based reports and dashboards, leveraging AI for data storytelling and management reporting.

5

Identify opportunities to automate repetitive Excel and reporting tasks while applying responsible practices when using AI with business data.

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8

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Designed for

• Managers and Team Leaders • Business & Data Analysts • Finance & Accounting Professionals • HR & Operations Professionals • Executives & Administrative Professionals

Training Modules

Modules framework for professional development

• Understanding the evolving role of Excel and AI in today's business environment.
• Exploring AI-assisted Excel workflows.
• Introduction to Microsoft Copilot in Excel.
• Crafting effective prompts for Excel and data analysis.

• Structuring and organising data using Excel Tables.
• Applying data quality and validation techniques.
• Cleaning inconsistent data and managing missing values.
• Identifying and removing duplicate records.
• Sorting, filtering and preparing datasets for analysis.

• Applying logical functions: IF, IFS, AND, OR and IFERROR.
• Performing conditional calculations using SUMIFS, COUNTIFS and AVERAGEIFS.
• Retrieving data with XLOOKUP and related lookup techniques.
• Applying text, date and dynamic array functions, including FILTER, SORT and UNIQUE.
• Using formulas to solve practical business analysis tasks.

• Generating, understanding and explaining Excel formulas with AI.
• Applying natural-language prompts for data analysis.
• Identifying trends, patterns and anomalies using AI.
• Interpreting, validating and refining AI-generated findings.

• Creating and structuring PivotTables.
• Summarising and analysing business data.
• Grouping, filtering and sorting datasets.
• Using slicers for interactive data exploration.
• Creating PivotCharts to visualise business performance.
• Analysing KPIs, trends and variances.
• Applying AI-assisted techniques for PivotTable analysis.

• Exploring Power Query and its capabilities.
• Importing and connecting data from multiple sources.
• Cleaning and transforming datasets.
• Changing data types and standardising information.
• Combining datasets using Merge and Append Queries.
• Applying Pivot and Unpivot techniques.
• Consolidating multiple files.
• Creating refreshable data workflows.

• Identifying and defining meaningful Key Performance Indicators (KPIs).
• Conducting Actual vs Target, variance and trend analysis.
• Designing effective Excel dashboards and visualisations.
• Generating insights and summaries through AI-assisted analysis.
• Applying data storytelling techniques for management reporting.
• Translating data findings into actionable business recommendations.

• Identifying opportunities to automate repetitive Excel and reporting tasks.
• Exploring Office Scripts and Power Automate for Excel workflows.
• Applying AI-assisted automation concepts.
• Designing efficient human and AI workflows.
• Applying integrated skills through a practical business case.
• Completing the workflow: Data Preparation Analysis  Dashboard Insights Recommendations Automation.

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Subject Matter Expert

Vasugi Punampalam

With over eight years of experience in education, corporate learning and organisational capability development, she is the Founder of VAS Academy, an HRD Corp-registered training provider. She holds a Master's degree in Educational Management from the University of Malaya and professional certifications in coaching, NLP and artificial intelligence. As an AI CERTs® Certified Trainer and Authorised Training Partner, her expertise spans leadership development, AI literacy, digital skills adoption and workplace productivity. Her learner-centred and interactive facilitation approach emphasises practical application, equipping professionals with the knowledge and confidence to embrace emerging technologies and enhance workplace performance.

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What participants are saying about their learning experience with us.

Ready for the next step?

Get the skills, structure and hands-on experience to launch your career.

RM 2,000

MIM Member

RM 2,300

Non-MIM Member

All the fee is subject to 8% SST.

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