Course Information

  • Sessions 1 day
  • Duration 7.5 hrs
  • Level Intermediate
  • Assessment NA

Venue

Kuala Lumpur: G-3A-02, Corporate Office Suite, KL Gateway, No. 2, Jalan Kerinchi, Gerbang Kerinchi Lestari, 59200 Kuala Lumpur, Malaysia

Course Brochure

Certification

  • Certificate of Completion from Tertiary Courses - Upon meeting at least 75% attendance and passing the assessment(s), participants will receive a Certificate of Completion from Tertiary Courses.

Microsoft Learning Partner

We are an Authorised Microsoft Learning Partner (Org ID: 5238476). To get the official Microsoft certification, please register your certification exam at a Pearson VUE test center.

Microsoft 365 Copilot for Excel

Course Code: C34
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What's This Course About

Turn everyday spreadsheets into clear, actionable insights with Microsoft 365 Copilot for Excel. This hands-on course takes you through eight progressive labs across three topics, starting with Excel Fundamentals with Copilot (Labs 1–3). Learn to prepare data, write effective prompts, generate and explain formulas, analyse results and create charts, while checking Copilot’s output against your source data. Build practical confidence for finance, operations, HR and other business reporting tasks.

Next, develop reusable Skills and workbook Rules (Labs 4–6) to guide Copilot through repeatable tasks with consistent definitions, calculations and formatting. Bring these techniques together in Interactive Dashboards with Copilot, Skills and Rules (Labs 7–8), using KPI cards, PivotTables, charts and slicers to present business performance clearly. Practise refreshing dashboards, verifying their figures and reviewing them before sharing, so you leave with reusable workflows for faster, more consistent Excel reporting.

Why Take This Course?

  • Hands-On Learning Learn by doing. Every topic is practised hands-on, so you leave with skills you can use at work straight away.
  • Live Coaching Experienced instructors coach you live, answer your questions and guide you step by step.
  • Free Post-Course Consultation Stuck after class? Message your trainer any time for guidance as you apply what you have learned.
  • Always-Updated Materials Materials are refreshed to stay relevant. Log in to our LMS any time to get the latest version.
HRD Corp Claimable

🏦 HRD Corp Claimable

This course is HRD Corp claimable for eligible employers. Grant approval and reimbursement remain subject to HRD Corp requirements, the employer’s available levy and the approved grant details. How the HRD Corp process works →

Course Fee

MYR1,100.00
+ 8% SST

Course Date

Course fees are shown before SST. An 8% SST is included in the estimated total during registration.

Additional Note

Please bring your own laptop for hands-on training. If you don't have laptop, we can provide spare laptop for training use.

Disclaimer: The course dates displayed on our website are tentative and subject to trainer availability. We will confirm the final date after checking with the trainer. You are also welcome to email us your preferred date at sales@tertiarycourses.com.my, and we will do our best to coordinate with the trainer's schedule.

Post-Course Support

  • We may provide consultation related to the subject matter after the course.
  • Please email your queries to sales@tertiarycourses.com.my and we will forward your queries to the subject matter experts and get back to you as soon as possible.

Cancellation & Reschedule Policy

  • We reserve the right to cancel or re-schedule the course due to unforeseen circumstances. If the course is cancelled, we will refund 100% to participants.
  • Note: the venue of the training is subject to changes due to class size and availability of the classroom. The minimum class size to start a class is 3 Pax.

Course Details

Course Details

What You'll Learn

Topic 1: Excel Fundamentals with Copilot

Topic 2: Skills and Rules

Topic 3: Interactive Dashboards with Copilot, Skills and Rules

Course Info

Minimum Entry Requirement

Knowledge and Skills

  • Able to operate using computer functions
  • Minimum 3 GCE ‘O’ Levels Passes including English or WPL Level 5 (Average of Reading, Listening, Speaking & Writing Scores)

Attitude

  • Positive Learning Attitude
  • Enthusiastic Learner

Experience

  • Minimum of 1 year of working experience.

Target Age Group: 21-65 years old

Minimum Software/Hardware Requirement

Software:

You will need the following for this course:

  • Microsoft 365 Copilot – a training account will be provided

Hardware: Windows PC or Mac laptop

HRD Corp Claimable

This course is HRD Corp claimable for eligible employers. Find out how to apply for the grant and claim the course fee on our HRD Corp Claimable Courses page.

Job Roles

Job Roles

  • Data Analyst
  • Business Analyst
  • Financial Analyst
  • Operations Manager
  • Marketing Analyst
  • HR Metrics Specialist
  • Sales Operations Specialist
  • Report Developer
  • Project Manager
  • Management Accountant
  • Product Manager
  • Supply Chain Analyst
  • Performance Metrics Specialist
  • Market Researcher
  • Business Intelligence Coordinator

Trainers

Trainers

Spreadsheets, dashboards and the logic behind them appear throughout the work of Dr. Alfred Ang, a full-stack AI developer, Agentic AI solution architect and corporate trainer. As Chief Technology Officer of Tertiary Infotech Academy Pte Ltd, the Singapore training organisation behind Tertiary Courses, Dr. Ang builds solutions end to end, covering front ends, back ends, databases, cloud deployment and native mobile apps. Much of that work involves turning raw tables into decisions. Dr. Ang built IT project management Kanban boards with large KPI tiles, colour-coded statuses and project status charts, a portfolio dashboard with project timelines, and a warehouse inventory dashboard with a filterable, sortable stock table and derived stock status. An inventory forecasting agent running on a local language model reads stock levels, flags items under reorder thresholds and computes forecasts automatically. The HR and accounting platform that Dr. Ang developed for the academy calculates leave balances, attendance hours, payroll and expense claims, the kind of rules-based calculation that many teams still maintain in Excel. Interactive Python and Streamlit labs teach beginners data mining and machine learning, and a stock analysis dashboard combines live charts with an AI agent that interprets price movements. Dr. Ang has also written Claude Code skills that package instructions and rules for repeatable AI tasks, an idea that maps closely onto Copilot's skills and rules. The full collection, more than 300 public repositories, is open on GitHub for anyone to explore.

Microsoft 365 Copilot for Excel follows a progression of eight labs across three topics, and Dr. Ang uses real-world data habits to make each one count. In Excel Fundamentals with Copilot, learners prepare and clean data, write effective prompts, generate and explain formulas, analyse results and create charts, learning to check every formula Copilot proposes rather than accepting it blindly. The second topic introduces skills and rules: reusable instructions that tell Copilot how to format outputs, apply business logic consistently and follow the team's conventions, so the same analysis can be repeated next month without rewriting prompts. Dr. Ang draws on experience building reusable AI skills to show how clear, well-scoped instructions produce reliable results. The third topic brings everything together in interactive dashboards built with Copilot, skills and rules, where learners combine pivot tables, charts, slicers and summary insights into a dashboard that a manager can understand at a glance. Throughout the labs, Dr. Ang demonstrates a task, explains the reasoning behind the prompt and then lets learners practise on their own copy, with time to troubleshoot unexpected results together. Data accuracy, privacy and knowing when to fall back on a manual formula are discussed openly. Learners leave with completed lab workbooks, a dashboard they built themselves and a set of prompts, skills and rules they can reuse at work. Shortcuts for reviewing and correcting Copilot's output are shared along the way. Dr. Ang's dashboards and data tools can be explored at https://github.com/alfredang

Saeid Alizadeh is a data analytics and visualisation specialist with more than eight years of hands-on experience in data processing, visualisation and analytics, and is a Microsoft Certified: Power BI Data Analyst Associate. He has trained Malaysian professionals in data analysis and data visualisation with Tertiary Infotech Sdn. Bhd. since 2016 and has been an HRD Corp Accredited Trainer since 2021, specialising in Power BI, Excel data analysis and Tableau. As Chief Technology Officer of Skymics Sdn. Bhd., a Kuala Lumpur MSC Malaysia-status IoT company, he leads solutions in which data from smart energy monitoring, smart plantation, smart building and environmental monitoring systems is collected, cleaned and turned into dashboards and decisions, and he has also worked on social media analytics and smart-city energy management projects. Earlier in his career he served as IT Director at World Wide Science. He is a Certified Citizen Data Scientist Train-the-Trainer and a certified IBM IoT Practitioner and Instructor, is co-inventor of three inventions, and holds an MBA in Information Technology from Multimedia University and a Bachelor's degree in Computer Science (Information Technology).

On this course, Saeid draws on Excel data analysis, one of his core specialisms. He shows learners practical ways to clean and organise data, analyse it with formulas, PivotTables and Power Query, and present results in clear charts and dashboards.

Review

Customer Reviews (21)

Highly recommended Review by Course Participant/Trainee
1. Do you find the course meet your expectation?
2. Do you find the trainer knowledgeable in this subject?
3. How do you find the training environment
The training was very practical and hands-on. I could apply what I learned to my work immediately. (Posted on 03/12/2025)
Clear and easy to follow Review by Course Participant/Trainee
1. Do you find the course meet your expectation?
2. Do you find the trainer knowledgeable in this subject?
3. How do you find the training environment
Very engaging session. The trainer patiently answered all our questions and gave useful tips. (Posted on 19/05/2025)
Would attend again Review by Course Participant/Trainee
1. Do you find the course meet your expectation?
2. Do you find the trainer knowledgeable in this subject?
3. How do you find the training environment
The trainer was knowledgeable and explained the concepts clearly with real-world examples. (Posted on 11/02/2025)
Highly recommended Review by Course Participant/Trainee
1. Do you find the course meet your expectation?
2. Do you find the trainer knowledgeable in this subject?
3. How do you find the training environment
Solid content and a supportive trainer. I would definitely sign up for more courses here. (Posted on 10/09/2024)
Fantastic experience Review by Course Participant/Trainee
1. Do you find the course meet your expectation?
2. Do you find the trainer knowledgeable in this subject?
3. How do you find the training environment
A very practical course. The trainer made a complex topic simple and enjoyable to learn. (Posted on 23/07/2024)

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