Download The Course Brochure Link

Microsoft Excel Intermediate and Advanced with AI Tools is a practical training programme designed to help professionals strengthen their Excel skills while exploring how AI can support data management, analysis, reporting and everyday spreadsheet tasks.

Participants will work with intermediate and advanced Excel features including complex sorting and filtering, database functions, advanced formulas, PivotTables, PivotCharts, scenario analysis, conditional formatting and macros. The programme also introduces practical ways AI tools can support data cleaning, information analysis, formatting and productivity.

By combining advanced spreadsheet techniques with AI-assisted workflows, this Microsoft Excel Intermediate and Advanced with AI Tools training helps participants work more efficiently with larger datasets, create clearer reports and improve their approach to everyday data-driven tasks.

What Will You Learn in This Microsoft Excel Intermediate and Advanced with AI Tools Training?

• 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 with AI Tools Training?

This Microsoft Excel Intermediate and Advanced with AI Tools programme is designed for professionals who already understand basic Excel functions and want to develop stronger skills for managing, analysing and presenting workplace data.

Participants will explore techniques that can help them work more efficiently with larger spreadsheets, improve data accuracy and create more useful reports. The programme covers practical Excel features such as advanced functions, PivotTables, PivotCharts, filtering, conditional formatting, scenario analysis and macros.

AI-assisted techniques are introduced alongside these Excel skills to help participants explore more efficient ways to clean data, identify patterns, review information and support repetitive spreadsheet activities. The emphasis remains on using Excel effectively while understanding where AI can complement existing workflows.

Who Should Attend?

This programme 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 useful for participants who are comfortable with basic Excel but want to progress to intermediate and advanced functions while gaining exposure to AI-assisted productivity techniques.

No programming or advanced AI knowledge is required.

Course Outline

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

Looking for more spreadsheet skills? Explore our Microsoft Excel training courses at Excel Academy Malaysia for other Excel programmes and learning levels.