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Microsoft Excel Intermediate and Advanced Level is a practical training programme designed to help professionals strengthen their intermediate and advanced Microsoft Excel skills while learning how AI can support data management, analysis and reporting.

Participants will work with large datasets using advanced sorting, filtering, database functions, formulas, PivotTables, PivotCharts, scenario analysis, conditional formatting and macros. The programme also introduces AI-assisted techniques that can support data cleaning, pattern identification, reporting and repetitive spreadsheet activities.

By combining advanced Excel techniques with AI-assisted workflows, this Microsoft Excel Intermediate and Advanced Level training helps participants manage information more efficiently, improve reporting accuracy and turn spreadsheet data into clearer business insights.

What Will You Learn in This Microsoft Excel Intermediate and Advanced Level Data Management With AI Tools?

This Microsoft Excel Intermediate and Advanced Level training will help you develop practical skills in:

• Efficiently manage and organize large datasets using complex sorting, filtering, and database
  functions.
• Automate error-checking and validation tasks using AI-enhanced features.
• Create visually compelling reports and dashboards using AI-assisted design
  recommendations.
• Leverage AI tools to identify patterns and trends in large datasets.
• Streamline repetitive tasks by combining Excel macros with AI-powered workflows.
• Enhance decision-making with predictive modeling and AI-driven scenario analysis.
• Build dynamic PivotTables and PivotCharts enriched with AI insights for data storytelling.

Why Attend This Microsoft Excel Intermediate and Advanced Level Data Management With AI Tools?

This Microsoft Excel Intermediate and Advanced Level with AI Tools programme is designed for professionals who already understand basic Excel functions and want to improve the way they manage, analyse and report larger or more complex datasets.

Participants will learn practical techniques for organising information, applying advanced formulas, analysing scenarios and presenting results using PivotTables, PivotCharts and other visualisation tools. These skills can help reduce manual work, improve data accuracy and make business information easier to understand.

AI-assisted techniques are introduced alongside Excel functionality to demonstrate how AI can complement existing spreadsheet workflows. This Microsoft Excel Intermediate and Advanced Level with AI Tools programme helps participants explore ways AI can assist with data cleaning, formula development, identifying patterns, reviewing information and supporting repetitive tasks while maintaining appropriate human review.

Who Should Attend?

This Microsoft Excel Intermediate and Advanced Level training is suitable for executives, analysts, administrators, finance professionals, HR teams, operations staff and other employees who regularly use Microsoft Excel for reporting, analysis or data management.

It is particularly suitable for participants who are already comfortable with basic Excel and want to progress towards more advanced data-management, analysis and automation techniques.

No programming or advanced AI knowledge is required.

Course Outline

The Microsoft Excel Intermediate and Advanced Level course outline progresses from advanced data management and formulas to PivotTables, scenario analysis, visualisation and task automation.

Module 1: Advanced Data Management
– Sorting and Filtering by Multiple Criteria
– Custom Sorting and Advanced Filter Options
– Data Cleaning with AI Assistance (e.g., ChatGPT or Power Query with AI integration)

Module 2: Database Functions for Data Accuracy
– Applying Subtotals, Custom Sorts, and Multi-Level Validation
– Customizing Error Messages and Data Validation Rules
– Extracting Online Data using AI Formulas

Module 3: Using and Customizing Templates
– Modifying Workbook Templates
– Accessing Online Templates
– Creating Custom Templates with AI-Driven Suggestions
– Using AI Translate for Multi Language Data

Module 4: Advanced Charting and Visualization
– Combined Chart Types and Secondary Axes
– Formatting and Customizing Chart Elements
– AI-Assisted Chart Recommendations (e.g., in Excel 365 Insights)
– Applying Sparklines for In-Cell Visualization

Module 5: Advanced Filtering Techniques
– Filtering Data by Complex Criteria
– Using Database Functions (DSUM, DAVERAGE)
– Extracting Unique Values and Removing Duplicates Using AI

Module 6: Securing Data With Worksheet Protection
– Protecting Worksheets and Workbooks with Passwords
– Allowing Selective Editing
– Managing Permissions for Workbook Sharing

Module 7: Auditing Tools and Range Names
– Assigning and Managing Range Names
– Using Auditing Arrows and Formula Auditing
– Locating and Correcting Errors with Trace Features

Module 8: Importing and Exporting Data
– Importing External Data
– Exporting Data for Use in Other Applications
– AI-Based Data Cleaning and Formatting

Module 9: Using Advanced Functions For Analysis
– Logical Functions (IF, AND, OR)
– Lookup Functions (VLOOKUP, HLOOKUP, INDEX, MATCH)
– Statistical Functions (COUNTIF, RANK)

Module 10: PivotTables and PivotCharts
– Constructing and Formatting PivotTables
– Grouping Data, Adding Filters, and Using Slicers
– AI-Powered Data Insights for PivotTables

Module 11: Scenario Analysis and Data Tables
– Setting Up Scenarios for ‘What-If’ Analysis
– Creating and Managing Data Tables
– Generating Scenario Summaries with Predictive AI Tools

Module 12: Collaborative Workbook Tracking
– Tracking Changes and Reviewing History
– Comparing and Merging Workbooks
– AI-Powered Version Management

Module 13: Conditional Formatting and Custom Formats
– Applying Data Bars, Color Scales, and Icon Sets
– Creating Custom Number Formats
– AI-Based Recommendations for Formatting

Module 14: Automating Tasks With Macros
– Recording and Running Macros
– Editing Macros for Flexibility
– Assigning Macros to Buttons and Quick Access Toolbar

By completing the Microsoft Excel Intermediate and Advanced Level programme, participants can build greater confidence in handling complex data, improving reporting accuracy and applying advanced Excel techniques in the workplace.

For more information about our training programmes, visit Excel Academy Malaysia.