Data Analysis and Business Reporting Techniques Using Excel Training Course

Course Category : Data Management

This course enables participants to master data analysis and professional business reporting techniques using Excel, applying analytical intelligence and modeling tools to transform raw data into strategic insights that support organizational decision-making.

Duration: 5 Days
Level: Professional

Introduction

In today’s data-driven business environment, Excel stands as a core professional tool for data analysis, business reporting, and performance management.
This course provides an in-depth understanding of handling, integrating, and analyzing large and unstructured datasets while employing advanced analytical and business intelligence techniques.
Participants will gain hands-on experience in using Excel to generate automated reports, design interactive dashboards, and apply statistical and forecasting models that enhance data-driven decision-making..

Targeted Specializations

Professionals, analysts, researchers, and marketing or sales specialists.
Supervisors, financial professionals, and accountants.
Employees responsible for report preparation, data analysis, and operational data handling.
Anyone seeking to enhance their Excel data analysis and reporting capabilities.

Targeted Skills

Advanced data analysis using Excel functions.
Designing interactive dashboards and business reports.
Building analytical models and linking external data sources.
Developing performance metrics and business intelligence reports.
Enhancing data quality through validation and cleaning tools.
Automating analysis and forecasting trends using Excel tools.

Expected Outcomes

By the end of this training, participants will be able to

Apply business data analysis techniques using Excel for professional reporting.
Link Excel with presentation software for dynamic data updates.
Develop BI models, dashboards, and performance scorecards for better decision-making.
Utilize statistical and analytical tools to process unstructured data efficiently.
Produce accurate and timely reports using advanced Excel functionalities.

Training Topics Index

Collect data from multiple sources and files.
Validate and audit data using lists, dates, and criteria.

• Apply core functions

Sum, Subtotal, Sumif, Sumproduct, Countif.

Search and reference data using Vlookup and Xlookup.
Manage and clean text using Replace, Find, Trim, and Len functions.
Split data and convert text to columns.
Define named ranges and cells for modeling.

• Workshop

Building a practical Excel data analysis model.

Create pivot tables and perform complex data summaries.
Format and customize report layouts.
Sort and filter data dynamically.
Analyze using sum, average, count, and percentage metrics.
Build pivot charts and apply slicers for visual filtering.
Link pivot tables with PowerPoint for automated updates.
Apply conditional formatting to highlight insights.

• Workshop

Designing interactive analytical reports with Pivot Tables.

Build dynamic models with spinner controls and forms.
Validate logic using IF and CHOOSE functions.
Manage multiple business scenarios.
Apply What-If Analysis for forecasting and sensitivity testing.

• Workshop

Developing an integrated performance analysis model.

Use data entry forms for efficient input.
Create custom lists for quick sorting and organization.
Apply file protection and data security features.

• Workshop

Developing ready-to-use Excel templates for business reporting.

Review core data analysis and reporting techniques.
Apply Power Query, Macros, and external data integration.
Enhance performance optimization and automation.

• Final Workshop

Building a complete business intelligence dashboard.

Course Features

Modern and practical content
Real-world examples and leadership exercises
Pre- and post-course assessments to measure impact
Accredited certificate with QR code verification

Data Analysis and Business Reporting Techniques Using Excel Training Course