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AI Powered Microsoft Excel for HR Smarter Data Analysis, Power Query, Reporting & Automation

21 Dec, 2026, Concorde Hotel Kuala Lumpur

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Mr 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 Trainer, Microsoft Certified Power BI 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

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
  • Module 1: Excel + AI for Modern HR
  • Module 2: Smarter HR Formulas with AI
  • Module 3: Cleaning HR Data with Excel & AI
  • Module 4: HR Data Preparation with Power Query
  • Module 5: HR Data Analysis
  • Module 6: AI Assisted HR Analysis
  • Module 7: HR Dashboard & Visual Reporting
  • Module 8: HR Reporting with AI
OBJECTIVES

AI Powered Microsoft Excel for HR is a practical one-day course designed to help HR Professionals work more efficiently with Employee Data using Microsoft Excel, Power Query and AI. Participants will learn how to clean and consolidate HR Data, generate and troubleshoot formulas with AI, analyse workforce information, and create meaningful Dashboards and Reports.

 

The course focuses on everyday HR applications such as headcount, employee tenure, training records, attendance, leave trends and workforce reporting, without going into complex payroll, tax, EPF or SOCSO calculations.

 

By the end of the course, participants will be able to transform raw HR Data into clear, management ready insights with less manual work

AFTER ATTENDING THIS COURSE YOU WILL RETURN TO YOUR JOB…
  1. Using Microsoft Excel and AI tools to organise and manage HR data efficiently.
  2. Generating, understanding and troubleshooting commonly used Excel formulas with AI assistance.
  3. Cleaning, standardizing and consolidating HR data using Excel and Power Query.
  4. Analysing HR information using formulas, PivotTables and Visualisations.
  5. Developing simple HR Dashboards and converting data findings into management ready insights.
WHO SHOULD ATTEND
HR Managers, HR Executives, HR Administrators, Talent Management, L&D and People Operations Personnel
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 HR organizational functions.
COURSE CONTENT
9:00

MODULE 1: EXCEL + AI FOR MODERN HR

  • Understanding the role of AI in modern HR data work
  • Identifying repetitive HR tasks that can be improved with Excel and AI
  • Structuring HR datasets correctly for analysis
  • Using Excel Tables to manage employee information efficiently
 

MODULE 2: SMARTER HR FORMULAS WITH AI

  • Using AI to generate, explain and improve Excel formulas
  • Applying IF, IFS, COUNTIF, COUNTIFS, SUMIF and SUMIFS for HR scenarios
  • Using XLOOKUP to retrieve employee related information
  • Calculating length of service and categorising employees by tenure, department or employment status
  • Troubleshooting formula errors with AI assistance
10.45

MODULE 3: CLEANING HR DATA WITH EXCEL & AI

  • Identifying and removing duplicate employee records
  • Handling missing and incomplete information
  • Cleaning employee names and text data
  • Standardising department, position, location and employment status
  • Fixing inconsistent date formats
  • Using TRIM, PROPER, CLEAN and relevant text functions
  • Using AI to recommend suitable data cleaning methods
 

MODULE 4: HR DATA PREPARATION WITH POWER QUERY

  • Introduction to Power Query and its practical use in HR
  • Importing HR data from Excel files and worksheets
  • Combining monthly HR records from multiple files into one master dataset
  • Removing unnecessary columns, blank rows and duplicate records
  • Standardising department, position, location and employment status data
  • Splitting and merging columns
  • Changing and correcting data types
  • Handling missing values and data errors
  • Creating repeatable data cleaning steps
  • Refreshing Power Query when new HR data is added
1:00 Lunch
2:00

MODULE 5: HR DATA ANALYSIS

  • Analysing employee headcount
  • Analysing employees by department, position and employment status
  • Performing employee tenure analysis
  • Reviewing training participation and completion
  • Analysing leave and attendance patterns
  • Using PivotTables to summarise HR data quickly
 

MODULE 6: AI ASSISTED HR ANALYSIS

  • Turning HR questions into Excel analysis requirements
  • Asking AI to recommend suitable formulas and analysis methods
  • Using AI to interpret HR datasets and Excel results
  • Identifying patterns, exceptions and areas requiring attention
  • Generating management insights from HR data
  • Verifying AI generated analysis before reporting
3:45

MODULE 7: HR DASHBOARD & VISUAL REPORTING

  • Creating useful HR KPI summaries
  • Selecting suitable charts for HR reporting
  • Visualising headcount by department
  • Visualising employee tenure and workforce composition
  • Tracking training completion and participation
  • Visualising attendance or leave trends
  • Using slicers for interactive HR reporting
  • Creating a simple HR management dashboard
 

MODULE 8: HR REPORTING WITH AI

  • Turning Excel findings into management friendly summaries
  • Using AI to explain HR trends in clear business language
  • Converting numbers and charts into concise HR insights
  • Preparing commentary for monthly HR reports
5:00 End of Course