A 2-hour self-paced course that transforms intermediate users into Excel power users. Automate data prep with Power Query, build dynamic dashboards with advanced slicer/timeline techniques, combine multiple formulas to solve complex business problems, automate workflows with VBA, and unlock high-level AI productivity.
12 lessons
Syllabus
Everything you'll get at a glance — outcomes, prerequisites, audience, and modules.
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What you'll learn
By the end of this course, you'll be able to:
✓Automate repetitive data preparation with Power Query (import, clean, merge, refresh)
✓Build dynamic PivotCharts and multi-table dashboards controlled by a single slicer
✓Combine two or more formulas (dynamic arrays, lookup, logic, aggregation) to solve complex problems
✓Apply advanced date and workplace functions for HR, finance and operations reporting
✓Record and write VBA macros to automate your workflows
✓Use AI (Copilot / ChatGPT / Claude) for high-level Excel productivity
✓Integrate every skill into a complete, end-to-end automated reporting solution
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Prerequisites
◆Completed the Intermediate course or have solid formula and PivotTable experience
◆Comfortable with VLOOKUP / XLOOKUP, the IF family and PivotTables
◆Hands-on experience with Excel workflows and report building
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Who this is for
•Senior executives and data analysts
•Finance professionals, HR leads and operations managers
•Experienced Excel users who want to automate workflows and build professional reporting solutions
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Topics covered
Module 1 — Power Query: Data Transformation (ETL)
•Part A: Introduction to Power Query
•1.1 What is Power Query, and why it matters
•1.2 Getting into Power Query (Get & Transform Data)
•1.3 The PQ Editor interface + Applied Steps
•Part B: Importing & cleaning data
•1.4 The 5 data sources (Excel / CSV / folder / Web / database)
•1.5 8 essential data-cleaning tools
•1.6 Unpivot columns — turn wide tables into long
•Part C: Merge & Append queries
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Why this course
•Real Malaysian workplace scenarios — 12-month branch consolidation, CFO-level dashboards, a fully automated sales system
•Rich visuals & complete code samples — every advanced concept illustrated and explained
•Real automation case studies — from "8 hours" to "30 seconds", from monthly overtime to one click
•Capstone project — one week to build a portfolio-ready automated workbook
•Taught by Excel & AI trainer Clara Tan
•Certificate of completion — awarded on passing the final assessment (25 questions + Capstone); lifelong, LinkedIn-ready
•1.7 Merge queries — 10× more powerful than VLOOKUP
•5.2 Copilot / ChatGPT / Claude — strengths for advanced tasks
•5.3 Advanced prompting — the 5-part formula (role + context + task + constraints + output format)
•Part B: Advanced AI applications
•5.4 AI writes complex formula combinations (FILTER + IFERROR + multi-condition)
•5.5 AI writes VBA macros + debugs error code
•5.6 AI writes Power Query M code
•5.7 AI for dashboard ideas + management summaries + multilingual translation
•5.8 Hands-on: AI-generated VBA sheet merge + PQ M unpivot
•5.9 Recap + quiz
Module 6 — Capstone: Automated Reporting Solution
•Integrated demonstration
•6.1 Integrating all 5 modules — your full skill set
•6.2 The full workflow — PQ → formulas → dashboard → VBA → AI
•6.3 Project architecture — a 4-layer system
•Workbook management
•6.4 Protection & sharing best practices (4 protection levels)
•6.5 Performance optimisation — 8 techniques for large datasets
•6.6 The 80/20 rule — what to automate first
•6.7 Power user checklist — 30-point self-assessment
•Capstone project
•6.8 Capstone: ABC Sdn Bhd fully automated sales management system (1 week)
•6.9 Certificate + 6-module recap
Terms & Conditions
Version: 2026-05-31
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