Certificate in Data Analysis and Business Reporting Techniques Using Excel
- Convert raw data into structured Excel tables and clean it using text, date and logical functions.
- Combine data from multiple sheets using XLOOKUP or INDEX and MATCH with error handling.
- Summarise data with PivotTables, calculated fields, grouping and slicers.
- Calculate descriptive statistics and correlations using functions and the Analysis ToolPak.
- Model alternatives with Goal Seek, Data Tables and Scenario Manager for a business decision.
- Produce a formatted monthly report with charts, conditional formatting and print-ready layout.
- Organising Data for Analysis
- Excel tables and structured references
- Data validation and consistent entry
- Removing duplicates and fixing formats
- Essential Functions
- Logical functions and nested conditions
- XLOOKUP, INDEX and MATCH
- Text and date functions for cleaning
- Summarising with PivotTables
- Building and grouping PivotTables
- Calculated fields and value display options
- Slicers, timelines and PivotCharts
- Statistical Analysis in Excel
- Descriptive statistics and distributions
- Correlation and simple regression
- Analysis ToolPak outputs
- What-If Analysis
- Goal Seek
- One- and two-variable Data Tables
- Scenario Manager summaries
- Business Report Production
- Chart selection and formatting
- Conditional formatting for exceptions
- Report templates and protection
الحصول على الكتيب
للحصول على كتيب بكامل محتويات الدورة برجاء ملء النموذج التالي ببياناتك الصحيحة

Program Professional Framework
Certificate in Data Analysis and Business Reporting Techniques Using Excel
Program Overview
Excel remains the daily analysis tool in most finance, HR and operations teams, yet many users rely on manual steps that introduce errors. This programme builds reliable analysis and reporting practice in Excel: structured tables, lookup and logical functions, data cleaning, PivotTables and PivotCharts, descriptive statistics, what-if analysis with Goal Seek, Data Tables and Scenario Manager, and formatting reports for management. Participants leave with reusable templates for recurring business reports.
Learning Outcomes
- ✓Convert raw data into structured Excel tables and clean it using text, date and logical functions.
- ✓Combine data from multiple sheets using XLOOKUP or INDEX and MATCH with error handling.
- ✓Summarise data with PivotTables, calculated fields, grouping and slicers.
- ✓Calculate descriptive statistics and correlations using functions and the Analysis ToolPak.
- ✓Model alternatives with Goal Seek, Data Tables and Scenario Manager for a business decision.
- ✓Produce a formatted monthly report with charts, conditional formatting and print-ready layout.
Target Audience
- Administrative and reporting officers
- Finance, HR and procurement analysts
- Sales and operations coordinators
- Team leaders who prepare recurring reports
Detailed Program Modules
01Organising Data for Analysis
- Excel tables and structured references
- Data validation and consistent entry
- Removing duplicates and fixing formats
02Essential Functions
- Logical functions and nested conditions
- XLOOKUP, INDEX and MATCH
- Text and date functions for cleaning
03Summarising with PivotTables
- Building and grouping PivotTables
- Calculated fields and value display options
- Slicers, timelines and PivotCharts
04Statistical Analysis in Excel
- Descriptive statistics and distributions
- Correlation and simple regression
- Analysis ToolPak outputs
05What-If Analysis
- Goal Seek
- One- and two-variable Data Tables
- Scenario Manager summaries
06Business Report Production
- Chart selection and formatting
- Conditional formatting for exceptions
- Report templates and protection
Training Methodology
Applied Project & Assessment
Applied Project
Participants build a reusable monthly report template for a department using supplied transaction data: cleaned table, lookup-based enrichment, PivotTable summaries, a scenario analysis and a formatted one-page management summary.
Assessment
Short diagnostic at the start, practical tasks linked to each learning outcome, and evaluation of the applied project against published criteria.


