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For Finance & Operations

AI + Excel & VBA Automation

For teams who live in spreadsheets. Combine AI with Excel and VBA to generate formulas, write macros and build reports in a fraction of the time — including the parts most people currently avoid because the syntax is fiddly.

Online or in personHRD Corp claimable

What your team can do afterwards

Concrete capabilities, not theory.

  • Generate complex nested formulas by describing what you need in plain English.
  • Write, read and debug VBA macros without being a programmer.
  • Automate recurring monthly reports that currently take hours of manual assembly.
  • Clean messy data — inconsistent dates, duplicates, merged cells — in a fraction of the time.
  • Build Power Query transformation steps with AI assistance.
  • Explain and document inherited spreadsheets nobody in the office understands any more.
  • Spot when an AI-generated formula is wrong before it reaches management.

Who this is for

Typical participants.

  • Finance, operations and admin teams doing repetitive spreadsheet work
  • Anyone maintaining monthly or weekly reporting packs
  • Staff who inherited complex workbooks they did not build
  • Analysts who know Excel well but have never written VBA

Tools covered

Microsoft CopilotChatGPTClaudeExcelVBAPower Query

Programme outline

Delivered online or in person, and tailored to your team.

45 min

Where AI fits in a spreadsheet workflow

What AI does well with tabular data, where it goes wrong, and how to verify output before you trust it.

60 min

Formula generation & explanation

Describing the result you want in plain English and getting working formulas back — plus decoding formulas you inherited.

60 min

Data cleaning at speed

Inconsistent dates, duplicates, split and merged cells, text-to-columns. The unglamorous work, done faster.

75 min

VBA macros without programming

Generating, reading, editing and debugging macros. Automating the click-heavy tasks you repeat every month.

60 min

Power Query with AI assistance

Building repeatable transformation pipelines so next month's report refreshes instead of being rebuilt.

45 min

Report assembly & summarisation

Turning raw data into a management summary, including charts and written commentary.

45 min

Verification & error catching

How to check AI-generated logic before it goes into something that matters. Building your own test cases.

60 min

Applied clinic

Participants bring a real workbook from their own role and automate part of it during the session.

Format & delivery

  • Online, or in person in Kuala Lumpur, Penang and Kuching
  • Typically 8–16 participants
  • Participants need Excel on their own laptop
  • Macro and formula library included
  • Working knowledge of Excel assumed — no programming required

HRD Corp claimable

This programme is HRD Corp (HRDF) claimable for registered Malaysian employers contributing to the levy.

We provide the course outline, trainer profile and quotation needed for your grant application, and can support the submission. Contact us and we'll prepare the documents for your HR team.

Common questions

About this programme.

Do participants need to know VBA already?

No. That is rather the point — the programme is built for people who know Excel well but have never written code. AI handles the syntax; we teach you to direct it and verify the result.

Which Excel version is required?

Microsoft 365 or Excel 2019 onward is ideal. Copilot features need a Microsoft 365 licence, but everything else works with ChatGPT or Claude alongside any recent Excel version.

Can we use our own company workbooks?

Yes, and the applied clinic is designed for it. We suggest removing confidential figures first, and we cover safe handling of company data during the session.

Is it risky to let AI write our financial formulas?

It is if you skip verification, which is why a full module is dedicated to catching errors. The programme treats AI as a fast first draft that a human always checks, never as a black box.

Is this programme HRD Corp claimable?

Yes, for registered Malaysian employers contributing to the levy. We provide the documents your HR team needs for the grant application.

Related AI programmes

Often combined with this one.

AI Prompting & Engineering Mastery

Get reliable, repeatable output from any AI tool.

AI for HR

Apply the same automation thinking to HR reporting and analytics.

AI for Marketing & Content

Campaign reporting and content production with AI.

Bring this training to your team

Tell us what you need and we'll send an outline, available dates and a quotation — along with the HRD Corp documents if you're claiming.

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