Training Course in Data Visualization & Automation Using MS Excel
This 5-day training course is designed to enable participants to create advanced visualizations, dynamic dashboards, and automated workflows using VBA and MS Excel’s Business Intelligence capabilities.
Course Overview
| Course Title | Training Course in Data Visualization & Automation Using MS Excel |
| Organization | Tech For Development (T4D) |
| Venue | Tech For Development (T4D) Training Center along Tala Road, Runda, Nairobi |
| Duration | 5 days |
| Target Industries |
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| Target Job Roles |
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| Course Fees (face-to-face training) |
USD 1100/KES 75,000 (Exclusive of VAT) |
| Course Fees (virtual training) | USD 500/KES 55,000 (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 | Upon successful completion of the training, participants will receive a Tech For Development Certificate of Course Completion |
Course Summary
This 5-day training course is designed to enable participants to create advanced visualizations, dynamic dashboards, and automated workflows using VBA (Visual Basic for Applications) and MS Excel’s Business Intelligence capabilities.
The course combines instructor-led sessions, hands-on exercises, and real-world case studies to help you learn advanced Excel data visualization and automation features.
This training course is ideal for professionals working in business, finance, Monitoring & Evaluation (M&E), research, data analysis, or any role requiring streamlined data processes.
What are the Key Skills Covered in this Course?
- Data visualization: creating charts and graphs (basic and advanced, including combo charts, sparklines, and waterfall charts)
- PivotTables/PivotCharts and dynamic reporting
- Automation and macros: Introduction to using VBA to automate repetitive tasks, imports/exports, custom calculations, and report generation
- Designing interactive dashboards and professional reports for stakeholders, integrating charts, tables, and automated elements
Duration
5 days
Who Should Attend This Course?
- Business professionals
- Market research specialists
- M&E professionals
- Researchers
- Project and program managers
- Anyone seeking to improve proficiency in Excel for data visualization
Course Objectives
By the end of this 5-day training, you will be able to:
- Build advanced MS Excel visualizations
- Create multi-layer dashboards
- Use PivotTables/PivotCharts interactively
- Automate tasks using VBA
- Produce executive-ready BI dashboards
Course Requirements
- Proficiency in English
- Basic computer literacy
- Familiarity with Excel (entering data, basic formulas)
- Access to a laptop with MS Excel installed
Training Approaches
- Interactive lectures
- Live demonstrations
- Hands-on exercises
- Group discussions
- Real-world case studies
- Knowledge checks and quizzes
- Collaborative group work
Course Modules
Course Outline
Module I: Data Visualization Basics
- Principles of effective data visualization
- Creating and customizing Excel charts
- Working with chart tools & options
- Conditional formatting for visuals
- Hands-on Exercise: Designing an executive dashboard layout
Module II: Advanced Charting & Visual Techniques
- Complex charts: combo, waterfall, funnel, etc.
- Using sparklines for trend visualization
- Advanced chart formatting
- (Optional) Power View (noting it's deprecated but may exist in some orgs)
- Hands-on Exercise: Multi-layered sales performance dashboard
Module III: PivotTables and PivotCharts
- Advanced PivotTable options
- Creating PivotCharts
- Calculated fields and items
- Slicers, timelines, and interactivity
- Hands-on Exercise: Building a financial summary report
Module IV: Automating Data Management with Visual Basic for Applications (VBA)
- Introduction to VBA
- Writing basic macros
- Creating user-defined functions
- Automating data imports/exports
- Hands-on Exercise: Automating monthly reporting tasks
Module V: Creating and Sharing Interactive Dashboards
- Designing interactive dashboards
- Incorporating dynamic charts and tables
- Enhancing dashboards with VBA
- Sharing and distributing dashboards
- Hands-on Exercise: Build and present a BI dashboard for stakeholders
Course Administration
Methodology
This instructor-led training course is delivered using a blended learning approach comprising presentations, guided practical sessions, web-based tutorials, and group work.
Accreditation
Participants will receive a Tech For Development Certificate of Course Completion.
Training Venue
Held at the Tech For Development Training Centre.
Accommodation & Airport Transfer
Arranged upon request.
Email: letstalk@techfordevelopment.com
Phone: (+254) 790 824 179
Tailor-Made
Customised training available.
Payment
Send proof of payment to letstalk@techfordevelopment.com.
Related Courses
2026 Schedules
| Date | Location | Cost | |
|---|---|---|---|
| 09 Feb - 13 Feb | Nairobi | KES 75,000 | $1,100 | Enroll |
| 09 Mar - 13 Mar | Nairobi | KES 75,000 | $1,100 | Enroll |
| 13 Apr - 17 Apr | Nairobi | KES 75,000 | $1,100 | Enroll |
| 11 May - 15 May | Nairobi | KES 75,000 | $1,100 | Enroll |
| 08 Jun - 12 Jun | Nairobi | KES 75,000 | $1,100 | Enroll |
| 13 Jul - 17 Jul | Nairobi | KES 75,000 | $1,100 | Enroll |
| 10 Aug - 14 Aug | Nairobi | KES 75,000 | $1,100 | Enroll |
| 14 Sep - 18 Sep | Nairobi | KES 75,000 | $1,100 | Enroll |
| 12 Oct - 16 Oct | Nairobi | KES 75,000 | $1,100 | Enroll |
| 09 Nov - 13 Nov | Nairobi | KES 75,000 | $1,100 | Enroll |
| 14 Dec - 18 Dec | Nairobi | KES 75,000 | $1,100 | Enroll |
| 11 Jan - 15 Jan | Nairobi | KES 75,000 | $1,100 | Enroll |
| 08 Feb - 12 Feb | Nairobi | KES 75,000 | $1,100 | Enroll |
| 08 Mar - 12 Mar | Nairobi | KES 75,000 | $1,100 | Enroll |
| 12 Apr - 16 Apr | Nairobi | KES 75,000 | $1,100 | Enroll |
| 10 May - 14 May | Nairobi | KES 75,000 | $1,100 | Enroll |
| 14 Jun - 18 Jun | Nairobi | KES 75,000 | $1,100 | Enroll |
| 12 Jul - 16 Jul | Nairobi | KES 75,000 | $1,100 | Enroll |
| 09 Aug - 13 Aug | Nairobi | KES 75,000 | $1,100 | Enroll |
| 13 Sep - 17 Sep | Nairobi | KES 75,000 | $1,100 | Enroll |
| 11 Oct - 15 Oct | Nairobi | KES 75,000 | $1,100 | Enroll |
| 08 Nov - 12 Nov | Nairobi | KES 75,000 | $1,100 | Enroll |
| 13 Dec - 17 Dec | Nairobi | KES 75,000 | $1,100 | Enroll |