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In-house training/Programmes/AI Agents
Beginner to intermediate1 dayHRD Corp claimable

AI Agents for Work: Automate Excel, Power BI and Everyday Reporting

Still typing prompts one by one and pasting answers into Excel?

Let AI agents draft your reports, dashboards and slides. You review.

Use Claude, ChatGPT and Copilot to automate work in Excel, Power BI and PowerPoint, and set up your own reporting agent.

Request a corporate proposalRequest programme outline
WorkflowsCredentialsExecutions–✕
AI AgentsFor everyday workwith Hariz Sharif
For
All departments
Duration
1 day (9:00am – 5:00pm)
Mode
Public classroom or in-house
Level
Beginner to intermediate
Trainer
Hariz Sharif & team

Programme overview

AI agents do more than answer questions. They read files, follow instructions and finish a task. This programme applies them to the reporting work most teams do in Excel and Power BI, using methods that suit whichever AI platform your organisation uses.

Participants build an Excel template and Power BI measures with AI, then create slide decks, papers, marketing photos and videos. Each module ends with finished work they can reuse, along with clear rules for checking output and protecting data.

What your team will learn

  • Brief AI agents clearly and check what they produce.
  • Build Excel templates and Power BI dashboards with AI.
  • Create slide decks, papers and minutes from report data.
  • Produce marketing photos and videos, and set up your own reporting agent.

Who should join

  • Excel and Power BI users who want to cut reporting time
  • Executives and managers who produce reports, papers and presentations
  • Teams starting to roll out AI tools at work

Prerequisites

  • Everyday use of Excel; Power BI experience helps but is not required
  • An account with an AI assistant your organisation allows
  • A laptop with Excel and a modern browser

Programme modules

  1. Module 1From chatbot to AI agent
    • What agents can do
    • Briefing an agent
    • Checking the output
  2. Module 2AI agents for Excel
    • Building templates
    • Formulas and clean-up
    • Analysis summaries
  3. Module 3AI agents for Power BI
    • DAX measures
    • Dashboard layout
    • Explaining a model
  4. Module 4Slide decks with AI
    • From report data to a deck
    • Structure and storyline
  5. Module 5Documents and data extraction
    • Papers and minutes
    • Extracting data from files
  6. Module 6Marketing content: photo and video
    • Images for campaigns
    • Short videos
  7. Module 7Your own reporting agent and safe use
    • Setting up a team agent
    • Approval steps
    • Data privacy
A corporate team after a training programme
Corporate AI programme

Meet your lead trainer

Hariz Sharif
Hariz SharifFounder, Digital Analytic Solution

Hariz has 8+ years in the energy, utilities and engineering sectors and leads Power BI work for operations and maintenance at a multinational oil and gas operator. He is Microsoft PL-300 certified, an HRD Corp accredited trainer and a Professional Technologist (Ts.), and has trained more than 3,000 learners since 2024.

Trainers are assigned per programme. Not every trainer attends every session.

Frequently asked questions

Can the programme run at our office?

Yes. We can deliver at your premises, at a training venue or virtually over Zoom or Microsoft Teams.

Is the programme HRD Corp claimable?

We are an HRD Corp registered training provider. Eligible programmes can be claimed, and we provide the documents your HR team needs for the application.

Can you customise the content for our team?

Yes. We adjust the examples, exercises and level to your industry and data. We can also combine topics from several programmes.

Will participants receive a certificate?

Yes. Participants who complete the programme receive a certificate of completion.

How many participants can join?

Share your group size when you request a proposal. We will recommend the right format and trainer support so everyone gets hands-on help.

Bring this to your team

AI Agents for Work: Automate Excel, Power BI and Everyday Reporting
  • 1 day, 9:00am – 5:00pm
  • Public classroom or in-house
  • Content adjusted to your data
Request a corporate proposalRequest an official quotation
HRD Corp registered training providerHRD Corp claim support for eligible programmes.

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Let’s work together

Plan AI Agents for Work for your team.

Share your team size, level and preferred dates. We will recommend a format and send a proposal.

Request a corporate proposalRequest an official quotation