Excel for Business Intelligence: Dashboards and Reporting Solutions Training Course

Excel for Business Intelligence: Dashboards and Reporting Solutions Training Course

Gain the skills you need to advance your career. This course offers hands-on learning, expert guidance, and real-world applications designed to help you grow.

Advanced | 5 days | Face to Face / Online / Elearning | Certificate
01

Course Overview

Course Summary
Course Title Excel for Business Intelligence: Dashboards and Reporting Solutions Training Course
Organization Tech For Development (T4D)
Venue Tech For Development (T4D) Training Center along Tala Road, Runda, Nairobi
Duration 5 days
Target Industries
Target Job Roles
Course Fees (Face-to-Face) USD 1,100/KES 75,000 (Exclusive of VAT)
Course Fees (Virtual) USD 1,000/KES 70,000 (Exclusive of VAT)
Training Modes Virtual and face-to-face training
Payment Payment should be made to the Tech For Development (T4D) bank account on or before the start of the course
Accreditation Tech For Development Certificate of Course Completion

Course Overview

This comprehensive course offered by T4D is designed to equip professionals with the skills needed to harness the full potential of Excel for business intelligence. Participants will learn how to create dynamic dashboards, develop robust reporting solutions, and analyze data effectively. Through hands-on exercises and real-world examples, this course will enhance your ability to make data-driven decisions and present insights compellingly.

Duration

5 Days

Target Audience

  • Business Analysts
  • Data Analysts
  • Project Managers
  • Financial Analysts
  • Marketing Analysts
  • Sales Professionals
  • Business Intelligence Professionals
  • Administrative Staff
  • Management Reporting Specialists
  • Operations Managers

Personal Impact

  • Increase your productivity by automating repetitive tasks in Excel.
  • Gain a competitive edge by presenting data in a clear and impactful way.
  • Improve decision-making skills based on data-driven insights.
  • Boost your confidence in working with and interpreting data.

Organizational Impact

  • Empower employees to create self-serve dashboards for better data exploration.
  • Enhance communication and collaboration through data visualization.
  • Improve efficiency and save time with automated reporting workflows.
  • Support data-driven decision-making across all levels of the organization.

Course Objectives

  • Master advanced Excel features for data analysis and manipulation.
  • Build dynamic dashboards with interactive elements like slicers and timelines.
  • Create compelling reports that effectively communicate complex data.
  • Learn best practices for data formatting, presentation, and storytelling.
  • Automate data refreshes and streamline reporting workflows.
02

Course Modules

Course Outline

Module 1: Excel Foundations for Business Intelligence

  • Introduction to Business Intelligence (BI) concepts
  • Data cleaning and preparation techniques in Excel
  • Exploring advanced Excel functions for data analysis
  • Case Study: Analyzing Sales Data to Improve Business Performance

Module 2: PivotTables and Power BI Integration

  • Master the power of PivotTables for data summarization and analysis
  • Learn to create interactive dashboards with PivotCharts and slicers
  • Explore integration of Excel with Power BI for enhanced reporting capabilities
  • Case Study: Developing a Financial Dashboard Using PivotTables and Power BI

Module 3: Charting Techniques for Effective Data Visualization

  • Creating various chart types for different data scenarios
  • Customizing charts for clarity and visual impact
  • Leveraging conditional formatting for dynamic data visualization
  • Case Study: Visualizing Marketing Campaign Performance with Interactive Charts

Module 4: Building Interactive Dashboards and Reports

  • Designing user-friendly dashboards with effective layout and navigation
  • Interactive elements like drop-down lists and buttons for dynamic data exploration
  • Creating professional reports with headers, footers, and advanced formatting
  • Case Study: Creating a Comprehensive Dashboard for Project Management

Module 5: Automating Reporting Workflows with Excel Macros

  • Introduction to macro recording and editing in Excel
  • Automating repetitive tasks for data cleaning and reporting
  • Creating custom functions for advanced data analysis
  • Case Study: Streamlining Monthly Reporting Processes with Excel Macros
03

Course Administration

Methodology

Instructor-led sessions use a blended learning approach combining presentations, guided practical exercises, web-based tutorials, and group work, delivered by seasoned industry experts. All facilitation and course materials are in English, so participants should be reasonably proficient in the language.

Accreditation

Upon successful completion of this training, participants will be issued a Tech For Development Certificate of Course Completion certified by the National Industrial Training Authority (NITA).

Training Venue

The training will be held at the Tech For Development Training Centre. The course fee covers the course tuition, training materials, two break refreshments, and lunch. All participants will additionally cater to their travel expenses, visa application, insurance, and other personal expenses.

Accommodation & Airport Transfer

Arranged upon request.For reservations contact the Training Officer:
Email: [email protected]
Phone: (+254) 790 824 179

Tailor-Made

This training can also be customized to suit the needs of your institution upon request. You can have it delivered in our T4D Training Centre or at a convenient location.

Payment

Payment should be transferred to the T4D account through a bank on or before the start of the course. Send proof of payment to [email protected].

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2026 Schedules
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2028 Schedules
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03 Jan - 07 Jan
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07 Feb - 11 Feb
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06 Mar - 10 Mar
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05 Jun - 09 Jun
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07 Aug - 11 Aug
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04 Sep - 08 Sep
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02 Oct - 06 Oct
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06 Nov - 10 Nov
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04 Dec - 08 Dec
KES 75,000 |
$1,100
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