This course is tailored for those who perform intensive data analysis which incorporates data from other systems, for example external sources. This may include consolidating corporate budgets and forecasts from various departments, cash flow management, tracking invoices, management reporting among others which require flexible knowledge and use of various Advanced Excel Functions and Features.

 Course Objectives:

  • To teach participants the advanced formulas as well as how to use which formula for which occasion.
  • To equip participants with the knowledge on how to debug and audit the advanced formulas.
  • To explore the magic of analyzing data using Advanced Excel

Expected Outcome

  • Apply advanced formulas to lay data in readiness for analysis
  • Use advanced techniques for report visualizations
  • Leverage on various methodologies of summarizing data
  • Understand and apply basic principles of laying out Excel models for decision making

Workshop Content:

Introduction to Advanced Excel

  • Get a head start with templates and set up an Excel template
  •  Create new default workbook and worksheet templates
  • Learn how modular templates can make your spreadsheets more consistent and much quicker to set up
  • Customizing the Excel interface to put the tools that you need at your fingertips.
  • How to build in checks and controls from the outset
  • Key techniques that reduce risk and increase automation and efficiency
  • Documentation and review tools

Data Validation

  • Extended uses of Data Validation
  • Working with validation formulae
  • Other methods of tracking down invalid entries

Module 3: Preparing your data for analysis

  • Mastering lookup functions (INDEX, MATCH)
  •  Creating helper columns using DATE and TEXT functions
  • Applying NESTED-IF, AND, OR to organize data

Module 4: Methods of Summarizing Data

  • Advanced uses of PIVOT-TABLE feature like Value Field Settings, Grouping Data and Slicers among others
  • Identify Major Customers, Top Products, Top/Bottom Sales reps…LARGE, SMALL, MAX, MIN
  • Advanced Range Names and Formula in Names
  • Calculations and reporting in Power Pivot – an introduction to Data Analysis Expressions (DAX)

Module 5: Report Visualization Techniques in Excel

  • Dynamic charts (using CHOOSE & OFFSET functions) & Sparklines for trends
  • Report Interactivity -Using Pick-Lists, Form Controls like combo box & Excel Camera
  • Effectively using Conditional Formatting (formula-driven) for reporting
  • Exchanging information with VB code
  • Calculations in Power Pivot – an introduction to Data Analysis Expressions (DAX)
  • Knowledge & Skills for efficiency and productivity in development

Module 6: Decision Making with Excel

  • Applications of Financial functions (Amortization table, FV, NPV, IRR, etc.);
  •  Sensitivity (“What-if”) analysis on models using Data Tables, Goal Seek , Scenarios;
  • Laying out a model in Excel (Budget Model case study);
  • Using Excel to help you make decisions
  • Create and manage alternative scenarios
  • Make more profit or incur less expense by using Excel Solver to identify the best solution
  •  Use of External Data tools


This training targets research analysts, Data collectors, program staff, academia, students, and research consultants responsible for undertaking research related assignments.


Training Fee: ZMK 1,800


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All payments should be made using the link below:

If you are unable to pay using the online methods listed above please, contact Keno Institute for alternative methods of payment.

Registration: Interested participants should click on the link below https://kenoinstitute.org/register/ and send a copy of the proof of payment, full details (Full Name, Address, Email Address, contact Number) to keno@kenoinstitute.org / keno.institute@gmail.com

Contact line: +260770346838 / +260761685388


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