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

25 Sep, 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,

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

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…
  1. Using ChatGPT to generate, explain, and troubleshoot Excel formulas.
  2. Applying Copilot in Excel to analyse, summarise,
    and visualise data.
  3. Automating repetitive Excel tasks using AI prompts.
  4. Cleaning, transforming, and preparing data efficiently with AI assistance.
  5. Building faster reports and dashboards using AI- generated insights.
  6. 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