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NITA AccreditedIntermediatePhysical + Virtual10 daysAEDAC

Training on Advanced Excel for Data Analysis

Master advanced Excel for data analysis. Learn to leverage powerful Excel functions, create dynamic dashboards, and perform complex data analysis to drive informed decision-making.

Next intake

20 Jul 2026 · Nakuru

View all dates

Duration

10 days

Live instruction

Delivery

Physical + Virtual

Cohort based

Level

Intermediate

Working professionals

Certification

NITA reimbursable

For Kenyan cohorts

Language

English

All materials

Overview

About this programme

This 10-day course is designed for professionals who want to enhance their Excel skills and leverage advanced features for effective data analysis. The course will cover sophisticated techniques such as data cleaning, pivot tables, complex formulas, macros, Power Query, Power Pivot, and data visualization. Participants will learn how to efficiently analyze, interpret, and present large datasets to drive business decisions.

Course Duration

10 Days

Who Should Attend?

  • Data Analysts, Business Analysts, and Financial Analysts.
  • Professionals working with large datasets or performing regular data analysis.
  • Anyone looking to master advanced Excel techniques to improve workflow and productivity.
  • Individuals interested in making better data-driven decisions and visualizing data insights.
Learning outcomes

What you'll walk away with

By the end of this course, participants will be able to:

  • Efficiently manipulate and clean large datasets using Excel tools.
  • Create and manage complex formulas and functions for advanced calculations.
  • Use PivotTables and PivotCharts for interactive data summarization.
  • Automate repetitive tasks using macros and VBA.
  • Apply Power Query for importing, transforming, and cleaning data from multiple sources.
  • Utilize Power Pivot to build and analyze data models with multiple related tables.
  • Build interactive, dynamic dashboards with data visualization best practices.
  • Conduct sophisticated statistical analysis and business modeling.
  • Understand and apply Excel’s data analysis toolset for real-world problem solving.
Course modules

What we cover, module by module

Module 1: Introduction to Advanced Excel Features

  • Overview of Excel interface and shortcuts for productivity
  • Advanced data management tools
  • Introduction to key Excel functions (VLOOKUP, INDEX & MATCH, IFERROR, etc.)
  • Tips for improving workflow and efficiency
  • Case Study: Improving reporting efficiency using advanced Excel functions in a business setting
  • Practical: Apply key functions to analyze and organize a sample dataset

Module 2: Data Cleaning and Transformation

  • Identifying and correcting data errors (text, numbers, dates)
  • Using Text-to-Columns and Find & Replace
  • Removing duplicates and dealing with blanks
  • Introduction to Power Query for data import and transformation
  • Case Study: Cleaning messy sales data for accurate reporting
  • Practical: Clean and transform a raw dataset using Excel tools and Power Query

Module 3: Working with Complex Formulas and Functions

  • Advanced formula techniques: nested IF statements, array formulas
  • Working with date and time functions
  • Logical functions for complex decision making
  • Advanced lookup techniques (INDEX, MATCH, XLOOKUP, etc.)
  • Case Study: Building dynamic financial models using advanced formulas
  • Practical: Create complex formulas to solve business scenarios

Module 4: Introduction to PivotTables and PivotCharts

  • Creating and formatting PivotTables
  • Grouping data and applying filters in PivotTables
  • Customizing PivotCharts for data visualization
  • Using Slicers for interactivity in PivotTables
  • Case Study: Analyzing sales performance using PivotTables
  • Practical: Build a PivotTable and PivotChart from a dataset

Module 5: Advanced PivotTable Techniques and Analysis

  • Calculated fields and calculated items in PivotTables
  • PowerPivot for advanced data modeling
  • Analyzing large datasets with multiple related tables
  • Using PivotTables for trend analysis and forecasting
  • Case Study: Multi-dimensional analysis of business data using PowerPivot
  • Practical: Create advanced PivotTables with calculated fields and relationships

Module 6: Data Visualization and Dashboards

  • Principles of effective data visualization
  • Creating dynamic charts: line, bar, scatter, pie, etc.
  • Using conditional formatting to highlight trends and patterns
  • Building interactive dashboards with Excel’s form controls and charts
  • Case Study: Developing an executive dashboard for decision-making
  • Practical: Design and build an interactive dashboard

Module 7: Automating Excel with Macros and VBA

  • Introduction to Macros: Recording and editing
  • Automating repetitive tasks using Macros
  • Introduction to VBA for customizing Excel functionality
  • Writing basic VBA scripts for automating tasks
  • Case Study: Automating monthly reporting processes using VBA
  • Practical: Record and edit macros and write a simple VBA script

Module 8: Power Query for Data Import and Cleaning

  • Understanding Power Query interface
  • Importing data from external sources (CSV, databases, web, etc.)
  • Using Power Query for data transformation: filtering, sorting, and merging data
  • Creating reusable queries and refreshing data
  • Case Study: Integrating multiple data sources into a unified dataset
  • Practical: Import and transform external data using Power Query

Module 9: Power Pivot and Data Models

  • Introduction to Power Pivot and its use in data modeling
  • Working with relationships between tables
  • Creating Data Models for complex analysis
  • Using DAX (Data Analysis Expressions) for advanced calculations in Power Pivot
  • Case Study: Building a financial data model with multiple related tables
  • Practical: Create a data model and apply DAX calculations

Module 10: Statistical Analysis and Problem Solving in Excel

  • Using Excel’s statistical functions for analysis
  • Regression analysis and trendline forecasting
  • Solving business problems with Solver and Goal Seek
  • Building business models and simulations in Excel
  • Case Study: Forecasting business performance using regression models
  • Practical: Perform statistical analysis and build a forecasting model
Impact

Where the change lands

Organisational Impact

  • Enhances data-driven decision-making by enabling faster and more accurate analysis of large datasets.

  • Improves operational efficiency through automation of repetitive tasks using macros and advanced Excel functions.

  • Strengthens reporting and visualization capabilities for clearer business insights.

  • Reduces errors in data handling and improves data integrity across the organization.

  • Supports strategic planning and performance monitoring by leveraging advanced analytics features.

Personal Impact

  • Equips participants with advanced skills in Excel, including pivot tables, Power Query, Power Pivot, macros, and complex formulas.

  • Builds confidence in analyzing, interpreting, and visualizing data effectively.

  • Increases career opportunities for roles in data analysis, business analysis, finance, and operations.

  • Enhances productivity and ability to handle complex datasets with ease.

  • Empowers professionals to provide actionable insights that drive organizational success.

Dates and locations

Upcoming intakes

Every intake is limited to a small cohort. Booking closes when a date fills or three weeks before the start, whichever comes first.

Full calendar
FAQs

Common questions.

Still not sure? Send us a note and a facilitator will get back to you within a business day.

The goal is to move beyond basic Excel to master powerful features like PivotTables, Power Query, and advanced formulas to perform in-depth data analysis and create impactful reports.

Course finder

Find the right course for you

Prefer to talk it through? Send us an enquiry and a facilitator will scope a fit within a business day.

For corporate teams

Training 10+ professionals?

We deliver Training on Advanced Excel for Data Analysis in-house at your offices, at a venue we arrange, or fully virtual. Customise the curriculum against your KPIs, and get a bespoke price for the cohort size you need.