Advanced Microsoft Office, Data Analytics and Business Automation Training Course

Course Outline

Module 1: The Power of Excel: Data Mastery

ü  Review of core Excel features

ü  Data cleaning and validation techniques

ü  Advanced sorting and filtering

ü  Working with large datasets

ü  Practical Session: Cleaning and organizing a messy sales data file

 

Module 2: Advanced Formulas and Functions

ü  Nested functions and complex formulas

ü  VLOOKUP, HLOOKUP, INDEX, and MATCH

ü  Logical functions (IF, AND, OR)

ü  Text and date functions

ü  Practical Session: Building a payroll calculation sheet with multiple nested formulas

 

Module 3: Power Query for Data Transformation

ü  Introduction to Power Query

ü  Importing data from multiple sources

ü  Merging and appending data

ü  Unpivoting and transforming data

ü  Practical Session: Combining sales data from five different regions into one master table

 

Module 4: Data Modeling and Relationships

ü  Introduction to the Excel Data Model

ü  Creating relationships between tables

ü  Using DAX formulas for calculations

ü  Building a simple data model

ü  Practical Session: Creating a data model for a sales and customer database

 

Module 5: PivotTables and PivotCharts Masterclass

ü  Advanced PivotTable features

ü  Calculated fields and items

ü  Creating dynamic PivotCharts

ü  Slicers and timelines for interactivity

ü  Practical Session: Building a comprehensive sales analysis report using PivotTables

 

Module 6: Excel Dashboard Training Course Part 1: Design and Layout

ü  Principles of effective dashboard design

ü  Choosing the right charts and visuals

ü  Layout and user experience

ü  Using shapes and images to enhance dashboards

ü  Practical Session: Sketching a dashboard layout based on a business problem

 

Module 7: Excel Dashboard Training Course Part 2: Building Interactive Dashboards

ü  Linking charts and data tables

ü  Creating dropdown lists and form controls

ü  Making a dashboard interactive

ü  Best practices for dashboard performance

ü  Practical Session: Building a fully functional HR dashboard from scratch

 

Module 8: Data Visualization Best Practices

ü  The importance of a clear visual narrative

ü  Avoiding common visualization mistakes

ü  Using conditional formatting for emphasis

ü  Infographics within Excel

ü  Practical Session: Redesigning a poor-performing chart for better clarity

 

Module 9: Excel VBA and Macros for Automation

ü  Introduction to VBA (Visual Basic for Applications)

ü  Recording and editing macros

ü  Writing simple VBA code

ü  Automating repetitive tasks

ü  Practical Session: Recording a macro to format a monthly report automatically

 

Module 10: Mastering Microsoft Word Advanced Features

ü  Advanced formatting and styles

ü  Creating and managing long documents

ü  Mail merge for personalized documents

ü  Document security and collaboration tools

ü  Practical Session: Creating a master template for business proposals

 

Module 11: The Power of PowerPoint for Data-Driven Presentations

ü  Designing professional and engaging slides

ü  Integrating Excel charts and data

ü  Animation and transition effects

ü  Presenter tools and tips

ü  Practical Session: Building a 10-slide presentation with integrated data from Excel

 

Module 12: Microsoft Outlook for Advanced Productivity

ü  Managing and organizing emails

ü  Automating emails and tasks

ü  Using calendars for effective time management

ü  Collaborative features in Outlook

ü  Practical Session: Setting up an automated rule to organize incoming emails

 

Module 13: Microsoft OneNote for Project Management

ü  The structure and use of OneNote

ü  Collaborating with team members

ü  Integrating OneNote with other Office apps

ü  Using OneNote for meeting minutes and action items

ü  Practical Session: Creating a project notebook and sharing it with a team

 

Module 14: Advanced Computer Skills with Microsoft Teams

ü  Deep dive into Teams features

ü  File sharing and collaboration

ü  Managing channels and meetings

ü  Integrations with other Office apps

ü  Practical Session: Leading a simulated project team meeting using Teams features

 

Module 15: Integrating Office Applications

ü  Linking Excel data to Word documents

ü  Embedding PowerPoint presentations in Teams

ü  Automating workflows with Power Automate

ü  The power of the Microsoft ecosystem

ü  Practical Session: Creating a workflow that sends an email alert when an Excel value changes

 

Module 16: Case Study: Creating a Business Report

ü  Applying all learned skills to a comprehensive business scenario

ü  From raw data to final report

ü  Using multiple Office applications

ü  Presenting findings to the group

ü  Practical Session: Creating a full business report from start to finish

 

Module 17: Computer Training & Certification Advanced Prep

ü  Review of key concepts and skills

ü  Practice questions and mock exams

ü  Tips and strategies for the official certification

ü  Final Q&A

ü  Practical Session: Taking a timed mock exam for certification

 

Module 18: Final Project and Certification Exam

ü  Participants work on a final, self-directed project

ü  Instructor feedback and peer reviews

ü  Final Practical Session: Taking the official certification exam (optional)

About Our Trainers

Our trainers are certified Microsoft Office experts with a wealth of experience in corporate training and data analytics. They hold advanced certifications and have a proven track record of helping professionals master these applications. Their expertise is not just theoretical; they bring real-world case studies and hands-on experience to ensure the training is practical and immediately applicable to your work.

 

Quality Statement

We are committed to delivering a high-quality, practical, and up-to-date Microsoft Office training course that meets the highest professional standards. Our curriculum is continually reviewed and updated to reflect the latest software features and industry best practices. We focus on providing a hands-on learning environment where participants can apply new knowledge immediately.

Admission Criteria

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 / +254737296202

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

We understand that every organization has unique challenges and opportunities as well as unique training needs. Phoenix Training Center offers tailor-made courses designed to address specific requirements and challenges faced by your team or organization. Whether you need a customized curriculum, a specific duration, or on-site delivery, we can adapt our expertise to provide a training solution that perfectly aligns with your objectives. We can customize this Course to focus on your industry, specific risk profile, or internal stakeholder dynamics. Contact us to discuss how we can create a bespoke training program that maximizes value and impact for your team. For further inquiries, please contact us on Tel: +254720272325 / +254737296202 or Email training@phoenixtrainingcenter.com

 

Accommodation and Airport Pick-up

For physical training attendees, we can assist with recommendations for accommodation near the training venue. Airport pick-up services can also be arranged upon request to ensure a smooth arrival. Please inform us of your travel details in advance if you require these services. For reservations contact the Training Officer on Email: training@phoenixtrainingcenter.com or on Tel: +254720272325 / +254737296202