Advanced Data Analysis and Dashboard Reporting with Microsoft Excel Training Course

Course Outline:

Module 1: Data Cleaning and Preparation

ü  Importing and exporting data

ü  Handling missing and inconsistent data

ü  Data formatting and validation

ü  Text manipulation functions

ü  Practical Session: Cleaning and preparing a large dataset for analysis.

Module 2: Advanced Excel Functions and Formulas

ü  Lookup and reference functions

ü  Array formulas

ü  Logical and information functions

ü  Date and time functions

ü Practical Session: Using advanced functions to perform complex calculations.

Module 3: Data Analysis with PivotTables and PivotCharts

ü  Creating and customizing PivotTables

ü  Using PivotCharts for data visualization

ü  Slicers and timelines for interactive analysis

ü  Calculated fields and items

ü Practical Session: Analyzing sales data using PivotTables and PivotCharts.

Module 4: Power Query for Data Transformation

ü  Importing data from various sources

ü Transforming and cleaning data with Power Query

ü  Appending and merging queries

ü  Automating data transformation processes

üPractical Session: Transforming multiple data sources into a consolidated report.

Module 5: Data Modeling with Power Pivot

ü  Creating relationships between tables

ü  DAX formulas for advanced calculations

ü  Creating calculated columns and measures

ü  Building data models for complex analysis

ü Practical Session: Building a data model for financial analysis.

Module 6: Advanced Data Visualization Techniques

ü  Creating advanced chart types

ü  Using conditional formatting for data visualization

ü  Creating dynamic charts

ü  Best practices for data visualization

üPractical Session: Designing impactful visualizations for a business report.

Module 7: Creating Interactive Dashboards

ü  Designing dashboard layouts

ü  Using form controls for interactivity

ü  Connecting charts and tables to form controls

ü  Creating interactive reports

ü Practical Session: Building an interactive sales dashboard.

Module 8: Introduction to VBA for Automation

ü  Recording and editing macros

ü  Understanding VBA syntax

ü  Using variables and loops

ü  Working with ranges and cells

ü Practical Session: Automating a repetitive data entry task.

Module 9: Advanced VBA Programming

ü  Creating user-defined functions

ü  Working with arrays and collections

ü  Handling errors and debugging

ü  Creating user forms

ü Practical Session: Building a custom data entry form.

Module 10: Financial Modeling in Excel

ü  Building financial statements

ü  Performing financial ratio analysis

ü  Creating discounted cash flow models

ü  Developing budget and forecast models

ü Practical Session: Building a financial model for a startup.

Module 11: Statistical Analysis with Excel

ü  Descriptive statistics

ü  Hypothesis testing

ü  Regression analysis

ü  Correlation analysis

ü  Practical Session: Performing statistical analysis on market research data.

Module 12: Time Series Analysis and Forecasting

ü  Trend analysis

ü  Seasonal decomposition

ü  Moving averages

ü  Exponential smoothing

ü Practical Session: Forecasting future sales based on historical data.

Module 13: Scenario Analysis and Sensitivity Modeling

ü  Using scenario manager

ü  Creating data tables

ü  Performing sensitivity analysis

ü  Developing what-if models

ü  Practical Session: Performing scenario analysis for a project budget.

Module 14: Data Validation and Error Handling

ü  Implementing data validation rules

ü  Using error handling techniques

ü  Auditing formulas

ü  Ensuring data integrity

ü  Practical Session: Implementing data validation in a data entry form.

Module 15: Data Security and Protection

ü  Protecting worksheets and workbooks

ü  Using passwords and encryption

ü  Controlling user access

ü  Ensuring data privacy

ü Practical Session: Securing sensitive data in an Excel workbook.

Module 16: Best Practices for Data Reporting

ü  Designing effective reports

ü  Using consistent formatting

ü  Creating clear and concise summaries

ü  Presenting data effectively

üPractical Session: Creating a professional management report. 

Module 17: Integrating Excel with External Data Sources

ü  Connecting to databases

ü  Importing data from web sources

ü  Using XML and JSON data

ü  Automating data imports

ü  Practical Session: Importing data from a web API.

Module 18: Advanced Dashboard Design and Deployment

ü  Designing advanced dashboard layouts

ü  Optimizing dashboard performance

ü  Distributing and sharing dashboards

ü  Creating interactive presentations

üPractical Session: Designing a comprehensive executive dashboard.

Requirements

ü  Participants should be reasonably proficient in English. 

ü  Applicants must live up to Phoenix Center for Policy, Research and Training admission criteria.

Terms and Conditions

1. Discounts: Organizations sponsoring Four Participants will have the 5th attend Free
2. What is catered for by the Course Fees: Fees cater for all requirements for the training – Learning materials, Lunches, Teas, Snacks and Certification. All participants will additionally cater for their travel and accommodation expenses, visa application, insurance, and other personal expenses.
3. Certificate Awarded: Participants are awarded Certificates of Participation at the end of the training.
4. The program content shown here is for guidance purposes only. Our continuous course improvement process may lead to changes in topics and course structure.
5. Approval of Course: Our Programs are NITA Approved. Participating organizations can therefore claim reimbursement on fees paid in accordance with NITA Rules.

Booking for Training

Simply send an email to the Training Officer on training@phoenixtrainingcenter.com and we will send you a registration form. We advise you to book early to avoid missing a seat to this training.

Or call us on +254720272325 / +254737566961 

Payment Options

We provide 3 payment options, choose one for your convenience, and kindly make payments at least 5 days before the Training start date to reserve your seat:

1. Groups of 5 People and Above – Cheque Payments to: Phoenix Center for Policy, Research and Training Limited should be paid in advance, 5 days to the training.
2. Invoice: We can send a bill directly to you or your company.
3. Deposit directly into Bank Account (Account details provided upon request)

Cancellation Policy

1. Payment for all courses includes a registration fee, which is non-refundable, and equals 15% of the total sum of the course fee.
2. Participants may cancel attendance 14 days or more prior to the training commencement date.
3. No refunds will be made 14 days or less before the training commencement date. However, participants who are unable to attend may opt to attend a similar training course at a later date or send a substitute participant provided the participation criteria have been met.

Tailor Made Courses

This training course can also be customized for your institution upon request for a minimum of 5 participants. You can have it conducted at our Training Centre or at a convenient location.

For further inquiries, please contact us on Tel: +254720272325 / +254737566961 or Email training@phoenixtrainingcenter.com  

Accommodation and Airport Transfer

Accommodation and Airport Transfer is arranged upon request and at extra cost. For reservations contact the Training Officer on Email: training@phoenixtrainingcenter.com or on Tel: +254720272325 / +254737566961