| Event Profile | |
| Class/ Online | Classroom |
| Date | 13 - 14 August 2026 |
| Time | 9am to 5pm |
| Venue | Royal Plaza on Scotts 25 Scotts Road Singapore 228220 |
| Fee | 9% GST will apply SGD 1200.003 & above: SGD1180.00 each For Member SGD 1140 3 & above: SGD1121 each |
| Note | Two tea breaks and buffet lunch will be served. Limited complimentary car parking coupons are available upon request. |
| Other Date(s) | 1) 28 - 29 May 2026 2) 23 - 24 Nov 2026 |
| Trainer | |
| Activity | |
| You may reach us via T: 6204 6214 E: info@ccisg.com Alternatively, you may send below details to register Contact Person Company (optional), Name, Job Title, Mailing Address, Tel, Email Participant(s) Name, Job Title, Email | |
Excel is the go-to tool for business data, but most users only scratch the surface of its potential. This hands-on workshop helps participants move beyond basic functions into practical analysis and reporting with formulas, lookups, PivotTables, and dashboards. With AI tools like ChatGPT and Copilot as productivity partners, participants will also learn how to troubleshoot, summarize, and generate insights more effectively. By the end, they will be able to turn raw data into clear, actionable business reports that support smarter decisions.
Introduction
Excel has long been the world’s most trusted tool for business data — yet most professionals only scratch the surface of its potential. Too often, Excel is used only for arithmetic or simple tables, while its powerful features for analysis and reporting remain untapped. At the same time, AI tools such as ChatGPT and Copilot are reshaping the way people interact with data. These assistants can help generate formulas, troubleshoot errors, and draft insights, turning Excel into a gateway for smarter, faster decision-making.
This workshop is designed for professionals who know the basics of Excel but want to move towards confident and effective use in business contexts. By combining essential Excel functions with AI as a productivity partner, participants will learn how to clean, analyse, and present data in ways that improve efficiency and support better decisions. The program is practical and hands-on, progressing step by step from foundational functions to reporting and dashboards, culminating in an end-to-end capstone project.
About the Workshop
This 2-day workshop blends demonstrations, guided practice, and project-based learning. Participants will apply Excel functions to real-world datasets, explore PivotTables and dashboards, and experiment with AI to support formula-building, analysis, and reporting.
Course Pre-Requisites
Participants must bring a WIFI-enabled laptop with Excel 365 / 2019 / 2021. A free ChatGPT account or Microsoft Copilot (if available) is recommended.
Introduction
Excel has long been the world’s most trusted tool for business data — yet most professionals only scratch the surface of its potential. Too often, Excel is used only for arithmetic or simple tables, while its powerful features for analysis and reporting remain untapped. At the same time, AI tools such as ChatGPT and Copilot are reshaping the way people interact with data. These assistants can help generate formulas, troubleshoot errors, and draft insights, turning Excel into a gateway for smarter, faster decision-making.
This workshop is designed for professionals who know the basics of Excel but want to move towards confident and effective use in business contexts. By combining essential Excel functions with AI as a productivity partner, participants will learn how to clean, analyse, and present data in ways that improve efficiency and support better decisions. The program is practical and hands-on, progressing step by step from foundational functions to reporting and dashboards, culminating in an end-to-end capstone project.
About the Workshop
This 2-day workshop blends demonstrations, guided practice, and project-based learning. Participants will apply Excel functions to real-world datasets, explore PivotTables and dashboards, and experiment with AI to support formula-building, analysis, and reporting.
Course Pre-Requisites
Participants must bring a WIFI-enabled laptop with Excel 365 / 2019 / 2021. A free ChatGPT account or Microsoft Copilot (if available) is recommended.
Objective
- Apply essential Excel functions to solve business problems by using formulas beyond basic arithmetic to support reporting and analysis.
- Organize and prepare data for analysis through sorting, filtering, removing duplicates, and validating inputs for reliable results.
- Use lookups, PivotTables, and Pivot Charts to create
- Summarize and communicate insights effectively with conditional formatting and dashboards that highlight key trends.
- Leverage AI tools to troubleshoot and enhance productivity by generating formulas, suggesting approaches, and drafting summaries.
Outline
Day 1 – Building Excel Foundations
Introduction to Analytics and the Value Chain: This segment defines what analytics is, why it matters in today’s business environment, and how Excel supports key steps in the analytics life cycle.
Excel Essentials Refresher: This segment revisits key Excel basics to ensure participants are confident in navigating the application before moving to more advanced features.
Organizing & Cleaning Data: Participants learn how to prepare raw data for analysis by cleaning, structuring, and ensuring reliability.
Smarter Formulas for Business: This session introduces formulas that support reporting and analysis beyond simple addition or subtraction.
Understanding Averages & Simple Statistics: Participants will learn how averages can be used — and misused — in business reporting.
Lookups Across Tables: This session covers methods for combining and analyzing data across multiple tables.
Day 2 – Analysis & Reporting with Excel
PivotTables for Business Analysis: Participants will learn to quickly summarize large datasets into meaningful insights.
Pivot Charts & Dashboards: This session introduces visual reporting with charts and dashboards for decision-making.
Storytelling with Excel: Participants will learn how to turn data into persuasive insights using Excel tools.
AI as a Productivity Partner: This segment demonstrates how AI tools can complement Excel work by improving efficiency.
Capstone Project: End-to-End Report: The final project brings together all skills into a single business reporting challenge.
Introduction to Analytics and the Value Chain: This segment defines what analytics is, why it matters in today’s business environment, and how Excel supports key steps in the analytics life cycle.
- Defining analytics and its importance in business decision-making
- Overview of the analytics life cycle
- Where Excel adds value: cleaning, analyzing and reporting data
Excel Essentials Refresher: This segment revisits key Excel basics to ensure participants are confident in navigating the application before moving to more advanced features.
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Navigating worksheets and using relative vs absolute cell references - Formatting numbers, dates, and percentages consistently
- Quick wins with AutoFill and Flash Fill
- Hands-on practice
Organizing & Cleaning Data: Participants learn how to prepare raw data for analysis by cleaning, structuring, and ensuring reliability.
- Sorting and filtering for business reporting
- Removing duplicates and identifying errors
- Using data validation for cleaner inputs
- Hands-on exercise
Smarter Formulas for Business: This session introduces formulas that support reporting and analysis beyond simple addition or subtraction.
- Logical formulas: IF, AND, OR
- Aggregates: SUMIF, COUNTIF, AVERAGEIF
- Error handling with IFERROR
- Hands-on exercise
Understanding Averages & Simple Statistics: Participants will learn how averages can be used — and misused — in business reporting.
- Mean, median, and mode in context
- When averages mislead: skew, outliers, and data spread
- Hands-on exercise
Lookups Across Tables: This session covers methods for combining and analyzing data across multiple tables.
- Step-by-step with VLOOKUP
- Troubleshooting common lookup errors
- Hands-on activity
Day 2 – Analysis & Reporting with Excel
PivotTables for Business Analysis: Participants will learn to quickly summarize large datasets into meaningful insights.
- Creating and formatting PivotTables
- Summarizing data by category, region, or time
- Grouping and filtering to explore data patterns
- Hands-on exercise
Pivot Charts & Dashboards: This session introduces visual reporting with charts and dashboards for decision-making.
- Designing Pivot Charts for managers and executives
- Creating interactive dashboards with visuals and KPIs
- Adding slicers for user-friendly exploration
- Video & Discussion
- Hands-on exercise
Storytelling with Excel: Participants will learn how to turn data into persuasive insights using Excel tools.
- Highlighting key patterns with conditional formatting
- Communicating insights with clarity and impact
- Video & Discussion
- Hands-on exercise
AI as a Productivity Partner: This segment demonstrates how AI tools can complement Excel work by improving efficiency.
-
Using AI to troubleshoot formulas and errors - Asking AI for alternative analysis approaches
- Drafting executive summaries with AI support
- Hands-on exercise: participants try prompting AI with their dataset
Capstone Project: End-to-End Report: The final project brings together all skills into a single business reporting challenge.
- Tasks: clean and organize data, apply formulas, use lookups, build PivotTables
- Design a dashboard with visuals and key metrics
- Draft insights and summaries with AI assistance
- Group presentations and debrief
Who should attend
This course is designed for professionals across functions who use Excel in their daily work for reporting, tracking, or analysis. It is particularly relevant for those who are comfortable with simple functions but want to deepen their skills with formulas, lookups, and PivotTables. Managers, executives, and business users who wish to leverage Excel more effectively — and explore how AI can enhance their productivity — will benefit from this hands-on program.
Testimonial
“The hands-on exercises were very useful and relevant — I could immediately apply what I learned to my work.”
“Very effective and interactive! Lots of discussions, group activities, and sharing — the trainer made the class lively and easy to follow.”
“The course was well-organized and presented at just the right level. The trainer explained concepts clearly and made it easy to connect to real work situations.”
“Fun and engaging session! The examples, pace, and hands-on practice kept everyone involved from start to finish.”
“This course helped me improve the way I work with data — I learned practical techniques to make reporting faster, clearer, and more effective.”
“Very effective and interactive! Lots of discussions, group activities, and sharing — the trainer made the class lively and easy to follow.”
“The course was well-organized and presented at just the right level. The trainer explained concepts clearly and made it easy to connect to real work situations.”
“Fun and engaging session! The examples, pace, and hands-on practice kept everyone involved from start to finish.”
“This course helped me improve the way I work with data — I learned practical techniques to make reporting faster, clearer, and more effective.”
Michael-Lee's Profile
Michael Lee, MBA, BSc Principal Consultant
- An award-winning trainer, Michael brings over 25 years of IT expertise and a broad spectrum of experience across sales, client management, business operations, and customer service. His diverse roles have spanned the public and private sectors, including positions as a vendor, systems integrator, distributor, and end-user.
- Michael was instrumental in overseeing the Asia Pacific sales operations for Linksys, managing day-to-day operations and spearheading sales in China. His rich background also includes leading sales operations for Cisco Systems in Asia Pacific and driving business operations for customer service in Asia Pacific & Japan at Cisco, where he also led a global Metrics & Business Intelligence team.
- Michael is equipped with a Bachelor’s degree in Computer Science & Mathematics and an MBA, both from the National University of Singapore. He is also an ACLP certified trainer, bringing a wealth of knowledge and practical insights to his training sessions.
