Course Level:
Introduction
This hands‑on, instructor‑led course will equip participants with practical skills in quantitative data analysis using Microsoft Excel.
Through a blend of lectures, guided demonstrations, and group exercises, participants will learn how to import, process, visualize, and draw insights from data using Excel’s powerful features.
Duration
5 Days
Who Should Attend
- Analysts, researchers, project officers, M&E specialists
- Professionals who manage or report on data for decision‑making
- Anyone seeking to improve proficiency in Excel for data analysis
Course Requirements
- Basic computer literacy
- Familiarity with Excel (entering data, basic formulas)
- Access to a laptop with Excel installed
Course Objectives
By the end of the course, participants will be able to:
- Structure and clean datasets effectively
- Use Excel formulas and functions to compute key statistics
- Perform pivot table analysis and create dynamic summaries
- Build compelling charts and dashboards to effectively visualize data and communicate insights
- Conduct regression and statistical analysis with Excel tools
- Automate repetitive tasks using macros and basic VBA
- Identify types of analysis best suited to particular scenarios
- Transform numerical data into evidence for informed business decisions
Summary of Topics to be Covered
- Excel formulas/functions (SUM, AVERAGE, IF, VLOOKUP/XLOOKUP, etc.)
- PivotTables & PivotCharts
- Charts: line, bar, scatter, combo, sparklines
- Data Analysis ToolPak (regression, histograms, descriptive stats)
- Conditional formatting, data validation, and lookup tools
- Basic macros and VBA snippets
Training Methodology
- Instructor-led presentations and live demonstrations
- Hands-on practical exercises per module
- Small group discussions and peer learning
- Real-world datasets for practice
- Supplementary materials and templates
Course Outline
Module I: Understanding Qualitative and Quantitative Data Analysis
- Types of data: nominal, ordinal, interval, ratio
- Distinctions between qualitative and quantitative analysis
- Appropriate methods for each data type
- Real-world examples illustrating each approach
Module II: Data Structuring, Cleaning & Preparation
- Organizing data in rows and columns for analysis
- Importing data from sources like CSV and text files
- Removing duplicates and managing missing values
- Text functions for cleaning (TRIM, LEN, LEFT, RIGHT, MID, FIND)
- Data validation to enforce clean, standardized inputs
Module III: Core Functions & Descriptive Statistics
- Arithmetic functions: SUM, AVERAGE, COUNT, COUNTA
- Logical functions: IF, AND, OR
- Lookup functions: VLOOKUP, XLOOKUP, INDEX/MATCH
- Statistical summaries: MIN, MAX, MEDIAN, MODE, STDEV, VAR
- Using Data Analysis ToolPak: summary statistics and histograms
Module IV: Summarization & Data Visualization Using Excel
- PivotTables: building, customizing, grouping, and filtering
- PivotCharts for dynamic data insights
- Chart creation: choosing and customizing bar, line, scatter, and combo charts
- Advanced visuals: conditional formatting, sparklines, heatmaps
- Designing dashboards with charts, slicers, and pivot visuals
Module V: Scenario Analysis and Interactive Spreadsheets (Advanced Excel Analytical Techniques)
- Regression and correlation analysis via Data Analysis ToolPak
- Using trendlines and forecasting methods
- Representing analytical problems as multi-input, single-output (MISO) systems
- What-if and visual scenario analysis: Scenario Manager, Data Tables, Goal Seek
- Dynamic/interactive spreadsheets and the use of forms control
- Moving window, conditional, and adaptive calculations
Module VI: Automation (Macros, Power Query & Power Pivot)
- Recording and running basic macros for repetitive tasks
- Introducing Power Query: importing, cleaning, merging, and transforming data
- Automating data workflows with Power Query
- Basics of Power Pivot: creating data models, using DAX, and building interactive dashboards
Module VII: Final Project
- Apply all learned tools to a real-world dataset
- Clean, analyze, visualize, and interpret data using Excel
- Create key outputs: formulas, PivotTables, charts, dashboards
- Present findings and recommendations clearly and professionally
Related Courses
Course Administration Details:
Methodology
This instructor-led training course is delivered using a blended learning approach and comprises presentations, guided sessions of practical exercise, web-based tutorials, and group work. Our facilitators are seasoned industry experts with years of experience, working as professionals and trainers in these fields. All facilitation and course materials will be offered in English. The participants should be reasonably proficient in English.
Accreditation
Upon successful completion of this training, participants will be issued a Tech For Development Certificate of Course Completion.
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 and Airport Transfer
Accommodation and airport pickup are arranged upon request. For reservations contact the Training Officer.
- Email: letstalk@techfordevelopment.com
- 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 Training Centre or at a convenient location. For further inquiries, please contact us on:
- Email: letstalk@techfordevelopment.com
- Phone: (+254) 790 824 179
Payment
Payment should be transferred to our bank account on or before the start of the course. Send proof of payment to letstalk@techfordevelopment.com
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