Name: AI-Powered Excel: Work Smarter with ChatGPT & Microsoft Copilot
Start: 2026-07-22T09:00
End: 2026-07-22T14:00
Location: Concorde Hotel Kuala Lumpur

AI-Powered Excel: Work Smarter with ChatGPT & Microsoft Copilot

22 Jul, 2026, Concorde Hotel Kuala Lumpur

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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

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: The New Era of Excel with AI
Module 2: Mastering Prompts for Excel Tasks
Module 3: Using ChatGPT for Excel Formulas & Functions
Module 4: Data Cleaning & Preparation with AI with ChatGPT
Module 5: Microsoft Copilot in Excel – Smart Analysis
Module 6: Automating Reports & Dashboards with CoPilot
Module 7: Advanced Use Cases for Productivity using CoPilot
Module 8: Risks, Limitations & Best Practices for both AIs

OBJECTIVES

Most professionals use Excel daily, yet many still rely on manual formulas, repetitive tasks, and trial-and-error analysis.

With tools like ChatGPT and Microsoft Copilot, Excel has evolved into a powerful AI-assisted productivity platform.

This course equips participants with practical skills to integrate AI into Excel workflows—enabling faster analysis, smarter formulas, automated reporting, and better decision-making.

AFTER ATTENDING THIS COURSE YOU WILL RETURN TO YOUR JOB…

Using ChatGPT to generate, explain, and troubleshoot Excel formulas.
Applying Copilot in Excel to analyse, summarise,
and visualise data.
Automating repetitive Excel tasks using AI prompts.
Cleaning, transforming, and preparing data efficiently with AI assistance.
Building faster reports and dashboards using AI- generated insights.
Designing effective prompts for accurate and reliable outputs.

WHO SHOULD ATTEND

Executives, Analysts, and Administrators working with Excel
Managers who need quick, data-driven insights
Trainers and Educators teaching Excel skills
Administrative staff handling repetitive data tasks
Anyone looking to improve productivity using AI tools
Beginners to intermediate Excel users

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: THE NEW ERA OF EXCEL WITH AI Evolution of Excel: From manual ? automated ? AI-assisted Overview of ChatGPT vs Copilot (when to use which) Real-world use cases in business: -Reporting -Data Cleaning -Forecasting -Decision Support

MODULE 2: MASTERING PROMPTS FOR EXCEL TASKS

What makes a good AI prompt
Prompt structure:
-Context
-Task
-Output format
Common mistakes when prompting AI

10.45

MODULE 3: USING CHATGPT FOR EXCEL FORMULAS & FUNCTIONS

Generate formulas instantly:
-IF, IFS, XLOOKUP, INDEX-MATCH
-TEXT, DATE, logical functions
Convert business logic into formulas
Debug and fix broken formulas
Translate formulas into simple explanations

MODULE 4: DATA CLEANING & PREPARATION WITH AI WITH CHATGPT

Common data problems:
-Duplicates
-Inconsistent formats
-Missing values
Using ChatGPT for:
-Cleaning logic
-Data structuring

12.00

MODULE 5: MICROSOFT COPILOT IN EXCEL – SMART ANALYSIS

Introduction to Copilot interface in Excel
Ask Copilot questions like:
-“Summarise this data”
-“Show trends”
-“Identify outliers”
Auto-generate:
-Insights
-Pivot tables
-Charts

1:00

Lunch

2:00	MODULE 6: AUTOMATING REPORTS & DASHBOARDS WITH COPILOT Using AI to design reports Generate: -KPI summaries -Executive insights Combine Excel + ChatGPT: -Draft report narratives -Create presentation-ready summaries

MODULE 7: ADVANCED USE CASES FOR PRODUCTIVITY USING COPILOT

AI-assisted:
-Scenario analysis
-Data storytelling
Integrating AI into daily workflow:
-Email reporting
-Weekly summaries

3:45	MODULE 8: RISKS, LIMITATIONS & BEST PRACTICES FOR BOTH AIS AI limitations: - Data privacy risks Validation techniques: -Cross-checking formulas -Verifying outputs Best practices for corporate use

5:00	End of Course