Master advanced Excel & dashboards: data analysis, automation, & visualization. Learn Power Query, VBA, & interactive dashboard creation. Enhance decision-making with statistical functions, scenario analysis, & live data integration. Ideal for analysts & managers.
| Date | Venue | Duration | |
|---|---|---|---|
| 17 - 18 August 2026 | Sandton | 2 Days | |
| 12 - 13 November 2026 | Durban | 2 Days |
This comprehensive 3-day training program is designed for individuals with a solid understanding of Excel basics who want to advance their skills in data analysis, automation, and dashboard creation. The course focuses on advanced Excel functionalities and interactive dashboards to drive data-driven decision-making.
Participants will engage in a hands-on learning experience combining theory with practical applications, including case studies on real-world challenges in financial analysis, business intelligence, and operational performance monitoring. The Advanced Excel and Dashboards Training also integrates discussions on current issues affecting Excel and dashboards, such as data security, AI-powered automation, and cloud-based Excel collaboration.
Upon completion of this Advanced Excel and Dashboards Training, participants will be able to:
Master Advanced Excel Techniques: Perform complex data cleaning and transformation using advanced functions and Power Query.
Conduct In-Depth Data Analysis: Extract meaningful insights with statistical functions, scenario analysis, and decision modelling.
Harness the Power of Visualizations: Develop sophisticated charts and dashboards for clear data communication.
Automate Tasks with Macros and VBA: Record and edit macros, introduce VBA coding to streamline processes, and enhance Excel capabilities.
Craft Interactive Dashboards: Design effective dashboards with user-friendly interfaces and dynamic data updates.
Integrate Multiple Data Sources: Combine data from databases, cloud sources, and web queries.
Polish and Share Dashboards: Apply professional design principles and ensure accessibility across platforms.
Business Analysts
Operations Managers
Management Accountants
Financial Analysts
Project Managers
IT Professionals
Auditors
Researchers
Sales Managers
Data Handlers & Decision-Makers
Our diverse instructional approaches ensure effective learning:
– Lectures & Presentations: Engage with expert-driven, stimulating content.
– Course Material: Access well-crafted supporting resources.
– Group Work: Collaborate on discussions and case studies for practical insights.
– Workshops & Role-Play: Participate in immersive, scenario-based activities.
– Practical Application: Focus on applying theoretical knowledge in real situations.
– Post-Training Support: Receive extensive support after training for skill implementation.
Module 1: Data Cleaning, Preparation, and Advanced Functions
Session 1: Data Cleaning and Preparation
Importing data from various sources (CSV, databases, APIs, cloud-based Excel)
Data transformation with Power Query
Handling duplicates, missing values, and inconsistencies
Case Study: Data integrity challenges in financial reports
Session 2: Advanced Functions and Formulas
Advanced text functions (TEXTJOIN, SUBSTITUTE, TRIM)
Logical and array formulas (IF, AND, OR, XLOOKUP, INDEX-MATCH)
Formula auditing and error tracking
Case Study: Formula-based forecasting for business decisions
Session 3: PivotTables and Pivot Charts
Creating and customizing PivotTables for deep insights
Interactive Pivot Charts for data exploration
Slicers and Timelines for advanced filtering
Case Study: Using PivotTables for sales trend analysis
Module 2: Data Analysis, Automation, and Visualization
Session 4: Advanced Charting Techniques
Custom chart formatting (axes, labels, annotations)
Combination charts for multi-metric analysis
Dynamic charting with named ranges and OFFSET
Case Study: Visualizing key performance indicators (KPIs) for a retail chain
Session 5: Data Analysis with Excel Functions
Using Data Analysis Tool Pak for statistical insights
Descriptive statistics, correlation, regression analysis
Scenario Manager and Goal Seek for decision modelling
Current Issue Discussion: AI-assisted Excel analytics and its impact on traditional data analysis
Session 6: Introduction to Macros and VBA
Recording and editing macros for repetitive tasks
Basics of VBA scripting for automation
Automating reports and dashboards using VBA
Case Study: Automating financial reconciliation in a corporate environment
Module 3: Dashboard Development and Advanced Techniques
Session 7: Principles of Effective Dashboard Design
Best practices in dashboard design for clarity and usability
Identifying key metrics and audience needs
Wireframing and structuring dashboards for impact
Case Study: Common pitfalls in dashboard design and how to avoid them
Session 8: Building Interactive Dashboards
Integrating slicers, timelines, and dropdowns for interactivity
Form controls and conditional formatting for dynamic visualization
Current Issue Discussion: The impact of cloud-based collaboration on Excel dashboards
Session 9: Advanced Dashboard Techniques
Data validation and interactive forms
Using GETPIVOTDATA for targeted analysis
Connecting Excel to live data sources (APIs, SQL databases, cloud platforms)
Case Study: Real-time executive dashboard for business performance tracking
Session 10: Final Project & Dashboard Presentation
Participants build a comprehensive dashboard incorporating all techniques learned
Presentation and feedback session
Best practices for sharing dashboards as interactive reports
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