Data Analysis & Management Utilizing Microsoft Excel for Reporting
Program Overview
This 2-day (14-hour) hands-on program provides participants with intermediate to advanced Excel skills for data analysis, reporting, and decision-making. The course focuses on logical functions, lookup formulas, PivotTables, dashboards, data cleansing, forecasting, and financial analysis to transform raw data into meaningful insights.
Through real-world examples and practical exercises, participants will learn how to manage, analyze, and visualize data with confidence—elevating their ability to solve complex business problems and improve reporting accuracy and efficiency.
Entry Requirements
A basic working knowledge of Excel, including:
- Number formatting, SUM, MAX, MIN, AVERAGE, COUNT, and simple IF functions.
- Basic chart creation.
No prior advanced Excel knowledge required, but participants should be comfortable with fundamental functions and data entry.
Target Audience
This program is designed for:
- Executives, analysts, and administrative staff handling business reports.
- Finance and accounting professionals managing data-driven tasks like projections, payroll, and loan calculations.
- Operations, HR, and sales staff who need to prepare dashboards, analyze trends, or clean datasets.
Professionals and students seeking to upgrade their Excel skills to an advanced level for career growth.
Module Structure
Day 1 (7 Hours)
- Morning (9:00 AM – 12:30 PM)
- 1. Useful Tips, Techniques, and Features of Excel
- Afternoon (1:30 PM – 3:30 PM)
- 2. Understanding Logical Functions
- Late Afternoon (3:45 PM – 5:00 PM)
- 3. Searching for Specific Values Using Lookup Functions
Day 2 (7 Hours)
- Morning (9:00 AM – 10:30 AM)
- 4. Analyzing Data Using Tables and PivotTables
- Midday (10:45 AM – 12:30 PM)
- 5. Data Cleansing Techniques Using Text Functions
- 6. Date and Time Calculations
- Afternoon (1:30 PM – 3:30 PM)
- 7. Forecasting and Analysis Using Statistical Functions
- 8. Understanding Differences in Loan Calculations
- Late Afternoon (3:45 PM – 5:00 PM)
- 9. Other Excel Functions
Mode of Delivery
- Mode of Delivery: Interactive classroom training with practical exercises and case studies.
- Duration: 2 Days (14 Hours).
- Learning Approach:
- Short lectures & guided demonstrations.
- Hands-on practice with real datasets.
- Problem-solving workshops and applied case studies.
Certification Awarded
Participants who successfully complete the course will receive a:
Certificate of Achievement in Data Analysis & Management Utilizing Microsoft Excel for Reporting
Career Pathway
Graduates of this program will be equipped with advanced Excel skills applicable across industries, enabling them to pursue or enhance careers such as:
- Data Analyst / Business Analyst
- Financial Analyst / Reporting Analyst
- Operations & Administrative Executive
- Human Resources Analyst (Payroll & Workforce Data)
- Sales & Marketing Data Executive
This program also acts as a foundation for further training in Business Intelligence (Power BI, Tableau) and Data Analytics (Python, R, SQL).