Introduction


Organisations generate vast amounts of data every day, creating significant opportunities to improve decision-making, operational efficiency, and business performance. The ability to analyse, interpret, and communicate information effectively has become an essential professional skill across industries and functions.

Certificate in Data Analysis and Business Reporting Techniques Using Excel training course develops practical skills in data analysis, reporting, visualization, automation, and business intelligence using Excel.

Professionals must be able to convert raw information into valuable insights that support strategic and operational objectives. This training course provides the knowledge and practical techniques required to manage data effectively, create meaningful reports, and present information in a clear and impactful manner using advanced Excel capabilities.

Key focus areas of this Certificate in Data Analysis and Business Reporting Techniques Using Excel training course include:

Objectives

At the end of this Certificate in Data Analysis and Business Reporting Techniques Using Excel training course, participants will be able to:

Training Methodology

This training course combines expert-led instruction, practical exercises, interactive learning, group discussions, applied scenarios, and real-world examples. Participants will build reporting and analytical solutions directly within Excel while strengthening their ability to analyse, visualize, and communicate business information effectively.

Certificate in Data Analysis and Business Reporting Techniques Using Excel

Who should Attend?

This Certificate in Data Analysis and Business Reporting Techniques Using Excel training course is designed for:

  • Business Analysts
  • Data Analysts
  • Finance Executives
  • Financial Analysts
  • Business Owners
  • Marketing Executives
  • Operations Managers
  • Reporting Specialists
  • Project Coordinators
  • Administrative Professionals
  • E-Commerce Executives
  • Data Management Professionals

Course Outline

Day 1

Data Massaging Tools And Techniques

  • 3D formulas
  • Merge and consolidate data
  • Data validation using Custom, numbers, lists, dates, text length
  • Text Functions: left, right, mid, concatenate, value
  • Name Ranges: Naming, editing, and managing cells and ranges
  • Statistical Functions: Subtotal, sum-if, sum-ifs, sum-product, Count and sisters: count, count-if, count-ifs
  • Search other sheets and files: Looking-up data, texts, and values using v-lookup
Day 2

Pivot Tables

  • THE 20 RULES
  • Creating pivot tables
  • Editing pivot tables
  • Updating information in a pivot table
  • Adding fields to a pivot table
  • Changing the layout of a pivot table
  • Grouping pivot table data
  • Understanding calculated fields
Day 3

Data Modeling

  • Data modeling best practices
  • Creating a basic dynamic label
  • Formula-driven visualizations
  • Introducing form controls
  • Using the button control
  • Using the check box control
  • Using option button controls
  • Using the combo box control
  • Using the list box control
Day 4

Data Integration

  • Linking Excel with text files
  • Using get and transform data
  • Perform data transformation
  • Linking Excel with multiple Excel files
  • Append data
  • Merge tables
  • Grouping data
  • Add custom columns
Day 5

Introduction To Learning The Ultimate Tool In Excel: Macros

  • Macro basics
  • Planning a macro
  • Designing your control board
  • Recording macro
  • Testing macro
  • Editing macro
  • Macro workshops
  • Advanced filter with macro
  • Visual Basic for Applications

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FAQs

Participants will develop practical skills in data preparation, analysis, reporting, visualization, data integration, and automation using Excel. They will learn how to transform raw business data into meaningful information, create professional reports, build dashboards, and automate routine reporting activities to improve productivity and decision-making.

The training is highly beneficial for individuals responsible for preparing, analysing, or presenting business information. It helps participants improve reporting quality, enhance analytical capabilities, and create reporting solutions that support management decision-making. The skills gained can be applied across finance, operations, sales, marketing, and many other business functions.

Participants learn how to structure data effectively, build analytical models, develop Pivot Table reports, and create interactive dashboards. These capabilities enable professionals to present information more clearly, identify trends more quickly, and provide stakeholders with valuable insights that support business objectives.

Organizations benefit when employees can convert large volumes of data into actionable information. This training strengthens reporting accuracy, improves analytical capability, reduces manual effort, and supports data-driven decision-making. Enhanced reporting processes can contribute to better operational performance and strategic planning across the organization.

A key component of the training focuses on improving efficiency through automation. Participants learn how to use macros, automate repetitive reporting tasks, and streamline data management processes. These techniques help reduce manual work while improving consistency and reliability in reporting activities.

This Certificate in Data Analysis and Business Reporting Techniques Using Excel course is valuable for business professionals who work with data, reports, performance measurement, or analysis. It is particularly relevant for analysts, managers, finance professionals, administrators, reporting specialists, and decision-makers seeking to improve their use of Excel as a business intelligence and reporting tool.

GRC Academy training courses are delivered in leading international business destinations, including London, Amsterdam, and Dubai. Sessions are hosted in carefully selected four- and five-star business hotels with professional meeting facilities that support focused learning, interaction, comfort, and confidentiality.

View All Training Locations

GRC Academy provides both online and in-person options for all our training courses. Participants may join interactive virtual sessions or attend scheduled courses in major international locations, allowing them to select the option that best suits their professional commitments and availability.

GRC Academy develops customised in-house training courses that address each organisation’s strategic priorities, operational environment, and workforce capability requirements. Our team works closely with clients to tailor the course content, learning outcomes, and practical emphasis.

These tailored courses are designed to strengthen organisational capability, improve team performance, and support measurable and sustainable outcomes. For customised in-house training enquiries, please contact the GRC Academy Customer Service team at [email protected]

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