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Excel Data Analysis & Reporting with Copilot AI
Data-Insights · Efficient Worksheets · Now with AI
Level of course:
Intermediate
Delivery:
In-Person Learning
Duration:
/ 2 days
Upcoming Course Schedule:
14-15 Dec 2026
22-23 Feb 2027
21-22 June 2027
11-12 Oct 2027
Course Overview
Master Excel — from analysis and visualization to AI-assisted dashboards and start making smarter, faster decisions.
This 2-day course is designed for intermediate to advanced-level professionals who work with data using Microsoft Excel. Participants will learn to prepare, cleanse, analyse and interpret business data to extract meaningful patterns, trends and insights that improve organisational performance and decision-making.
Learners will apply data and information visualisation techniques to design interactive dashboards using Excel Tables, PivotTables, PivotCharts, slicers and charts, integrating data into expressive stories that communicate key messages intuitively, stimulate audience engagement and resonate with stakeholders. The course also covers Microsoft Copilot in Excel to generate insights and recommendations, with learners validating AI-generated outputs for accuracy, data privacy, security and responsible use.
By the end of the programme, learners will be able to transform raw data into meaningful, audience-focused insights that support data-driven decisions and enhance workplace productivity.
What You'll Learn
Who is this course for?
Executives, analysts, finance/admin staff, operations teams, and professionals handling business data
Key Takeaways
Course Pre-requisites :
This is a fast-paced, intermediate-level course, not suitable for beginners. Participants should have a solid grasp of spreadsheet fundamentals and be confident creating and using complex functions and formulas.
Topics
Here's what you get to
learn in this course
Topic 1
- Quick Analysis to convert raw data into visual insights quickly
- Data Bars to highlight high/low values for easier comparison
- Colour Scales to visualise trends and data variation
- Icon Sets to categorise performance against threshold/KPI levels
- Sparklines to track upward/downward trends within cells
Topic 2
- Subtotal to automatically summarise grouped data; Custom Lists with AutoFill
- Multi-level sorting and sorting by custom list order
- Search Box filtering and Advanced Filter (incl. copying filtered records / selected columns to another worksheet)
- Relative vs absolute cell references; Defined Names for readable formulas
- Logical functions: IF, AND, OR, IFS
- Statistical functions: COUNTIFS, AVERAGEIFS, SUMIFS, MAXIFS, MINIFS
- Database functions: DSUM, DCOUNT, DCOUNTA, DMIN, DMAX, DAVERAGE
- Lookup functions: VLOOKUP, XLOOKUP, INDEX, MATCH
Topic 3
- Flash Fill to split text, change case, combine text, format numbers/dates
- Text functions to clean and transform data: TEXT, LEFT, RIGHT, MID, LEN, FIND
- Text to Columns Wizard to split text strings and format dates
- Combining data with CONCAT and TEXTJOIN
- Power Query Editor: load table data, standardise data types, combine multiple files from a folder, merge/split columns
Topic 1
- Formatting raw datasets into structured Excel Tables; removing duplicates
- Calculated columns within Tables
- Conditional Formatting rules to highlight important patterns/insights
- Sorting with Icon Sets; filtering to top/bottom values
- Slicers to interactively filter Table data
- Charts created directly from Excel Tables
- Data storytelling fundamentals: identifying the target audience, their priorities, concerns and decisions; defining the one key message
- Structuring a data story: context → insight → recommended action
- Choosing the right chart for the message; decluttering; using colour, highlighting and annotation to direct attention to the key insight
- Insight-led chart titles and dashboard layout (visual hierarchy, most important insight first)
- Making insights resonate: linking data to business impact and to what the audience cares about (e.g. targets, customers, team performance), and tailoring the same data for different audiences (e.g. senior management vs operational team)
Topic 2
- PivotTables/PivotCharts from Excel Tables; report layouts; Subtotals/Grand Totals
- Report Filter Pages; Row/Column Label filters to drill into categories
- Summarising with Sum/Count/Average/Max/Min; % of Total; Running Totals; grouping dates/numbers
- Using Copilot in Excel to generate insights, summaries, AI-assisted charts and recommendations
- Validating AI-generated outputs for accuracy against source PivotTable figures
- Discussing data privacy and security implications of the data shared with Copilot
- Applying responsible-use guidelines (e.g. avoiding sharing sensitive/PII data, verifying before acting on AI recommendations) in realistic workplace scenarios
Instructor
Know your course instructor
Uma Mageswari
Uma is a dynamic educator and training professional who brings a unique blend of technical expertise, curriculum design proficiency, and leadership acumen to the learning and development space. With hands-on experience in ICT and digital skills training — from Generative AI to Microsoft Excel, Power Automate, and Power BI — Uma excels at empowering learners with future-ready capabilities.
Download Brochure
Fundings & Subsidy
* Participant need to meet the attendance and assessment requirements to be eligible for the funding.
| For Singapore Citizens & PR (below 40yrs old) |
For Singapore Citizens (40yrs old and above) |
|
|---|---|---|
| Course Fees | 1000 | 1000 |
| Funding Support | 500 | 700 |
| Total Fee payable | 500 | 300 |
Assessments
As part of the requirement for SkillsFuture Singapore, there will be an assessment conducted at the end of the course.
Participants are required to attain a minimum of 75% attendance and pass the assessment to receive a digital Certificate of Completion issued by Impress Training along with a WSQ Statement of Attainment.
SkillsFuture Credit
Eligible Singapore Citizens may use their SkillsFuture Credit balance to offset respective course fees. This is only applicable to Self-sponsored Individuals.
The Course is very useful. Trainer was engaging and I learned a lot.
Lee Ser Hiang
Senior Manager, CPF Board
The course was very interesting and Trainer was engaging and helpful.
Cheryl Foo
Manager, Supreme Court
Very engaging Trainer and knowledgeable in this field, Training was well-structured and many useful tips shared.
Abigail Lee
Marketing Executive, ST Telemedia Global Data Centres Pte Ltd
Well designed course and had great takeaways and backed by research.
Nigel Goh
Manager, Sembcorp Industries
Mind-blowing professional training course that helped my team with techniques to structure/plan a good presentations before diving into it.
Valerie Lee
Head, Corporate Development, Sembcorp Industries Ltd
I never knew PowerPoint has so much to offer. Thank you for alerting me to its possibilities.
Seah Boon Kiat
Deputy Manager, Temasek Polytechnic
Amazing instructor that never fails to wow and amuse me with his powerpoint creations. I enjoyed the course a lot. Keep it up!
Miko Chong
Product Innovator, NCS Pte Ltd
One of the most useful courses I've attended. Many hands-on practices. Great!
Samantha Wu
Manager, Civil Aviation Authority of Singapore
Great content delivered with great energy. Lots of learnings and insights.
Rakesh Patni
Research Director, IDC Asia Pacific
This course is a MUST for any professionals who does presentations, whatever the frequency maybe. Overall lots of knowledge gained & this would be very relevant and beneficial to my career.
Rubegan Soundarajan
Plant Manager, ST Engineering Innosparks Pte Ltd
The Trainer has done an impressive job in delivery a concept and impactful course on producing and presenting business presentations. He is entertaining and delivered the course very effectively.
Roderick Leong
Manager, Nxera SG Pte Ltd
Interesting Course - Animation are more effective than we thought. Passionate Trainer!
Ong Lay Khoon
Vice President, Sembcorp Energy Markets Pte Ltd
The course is amazing. Trainer is great, has lots of knowledge and very engaging.
Alberto Resco Perez
Senior Director, Software Engineering, Singtel
Trainer is very engaging and approachable, along with excellent delivery of course content.
Cedric Ang
Associates - Investments, Fraser Hospitality
Every Minute well-spent! On a more important note, definitely seeing myself applying the learning into my daily work.
Megan Niu
Lead, Sembcorp Industries Ltd
Fun learning session, a lot of insights sharing during the training.
Song Peilin
Senior Finance Manager, Mapletree Investments
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