Datastat Research

Telephone: +254724527104

Training Course on Microsoft Excel Skills for Business Analysis and Reporting Course»


Microsoft Excel has powerful business analysis capabilities and dynamic reporting features that provide managers and business owners with the information and insights instantly. This course will equip the participants with skills for analyzing and retrieving data from Excel, deal with budgets, P&L, sales or other administrative data and need to display the information using interactive Excel charts and reports. Participants will also be equipped with methods of using data for important business decision-making and planning.


5 days


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

  • Gain enhanced spreadsheets data skills: creating templates, charts, graphics and formulas for business and operational work.
  • How to calculate with advanced functions & formulas, create interactive charts using Excel
  • How to analyze data using Pivot Charts. insert graphic objects and quickly transform business data into informative reports using PivotTables
  • How to use business dashboards to compare multiple business elements in one screen
  • How to generate management and weekly reports quickly and accurately


Module 1

Introduction to Microsoft Excel

    1. Introduction, Outline & Objectives
    2. Functions and Formulae
    3. Entering and Copying Formulae
    4. Creating Formulas using Names
    5. Managing Names using, Name Manager
    6. Searching for Functions
    7. Naming Ranges
    8. Creating Named Ranges
    9. Using Names in Movement
    10. Inserting Names in Formulae
    11. Formatting
    12. Number Formatting
    13. Cell Styles
    14. Copying and Clearing formatting 

Module 2

Calculating with Formulas and Functions

    1. Use Date and Time Functions
    2. Use Statistical Functions
    3. Use Database Functions
    4. Use Lookup Functions
    5. Use Logical Functions

Module 3

Visualizing Data with Charts

    1. Use Recommended Charts Tool
    2. Create Chart with Quick Analysis
    3. Align Chart Axis Labels
    4. Display Value Axis in Millions
    5. Create Chart with Multi Line Labels
    6. Create Combo Chart
    7. Create Chart Template for Sharing
    8. Build Dynamic Chart with Table

Module 3:

Analyzing Data with Table

    1. Create Table with Quick Analysis
    2. Remove Duplicate Records
    3. Add Total Row to Table
    4. Insert Calculated Columns
    5. Filter Table Data with Custom Filter
    6. Use Slicer to Filter Data
    7. Apply Conditional Formatting
    8. Sort and Filter Data by Color
    9. Create In-Cell Chart with Sparklines

Analyzing Data with PivotTables

    1. Overview of PivotTable & PivotChart
    2. Create PivotTable from Table
    3. Change Report Layouts
    4. Show and Hide Report Totals
    5. Create Custom Calculations
    6. Filter Pivot Data with Slicer and Timeline
    7. Group Fields in a PivotTable
    8. Create Calculated Fields in PivotTable

Module 5

Importing External Data Sources

    1. Import Data from Text Files
    2. Create PivotTable from Microsoft Access
    3. Create PivotChart from Microsoft Access
    4. Manage Data Connections

Creating Dashboard Report

    1. Overview of Dashboard
    2. Create PivotTable and PivotChart
    3. Hide Field Buttons from PivotChart
    4. Use Slicer to Connect PivotTables
    5. Build a Slicer Dashboard Report

Other Tips and Tools

    1. Flash Fill
    2. Quick Analysis
    3. Slicer to Filter Excel Table
    4. Timeline to Filter PivotTable
    5. Connecting Multiple PivotTables
    6. Sparklines


Participants should be proficient in English. 


The instructor led trainings are delivered using a blended learning approach and comprises of presentations, guided sessions of practical exercise, web based tutorials and group work. Our facilitators are seasoned industry experts with years of experience, working as professional and trainers in these fields.

All facilitation and course materials will be offered in English. The participants should be reasonably proficient in English.



Start Date: 08/19/2019
End Date: 08/23/2019

Course Description

Course Duration: 5 days

Training Center: Datastat Research Center

Start Date: 08/19/2019

End Date: 08/23/2019

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Contact Us

Mobile No: +254724527104/ +254734969612

Email Add:

Postal Add: 5402-00100

Head Office: Comet House 1st floor room 12A, Along Monrovia Street, Nairobi, Kenya