Prepare yourself for the Data Analysis and Business Reporting Techniques Using Excel course

The Data Analysis and Business Reporting Techniques Using Excel Course equips professionals with advanced analytical and reporting capabilities to manage, model, and visualize data effectively. As data becomes increasingly central to business success, the ability to transform information into actionable insights is essential for professionals across industries.

This hands-on course focuses on the powerful analytical tools within Microsoft Excel, including Power Pivot, Pivot Tables, Data Analysis ToolPak, and Macros. Participants will learn how to organize unstructured data, perform statistical and predictive analysis, and build dynamic dashboards that support data-driven decision-making.

By the end of the course, participants will be able to design and automate professional reporting models, integrate data from multiple sources, and communicate complex insights clearly and efficiently. The course blends practical exercises with real-world business examples to help professionals elevate their analytical proficiency and reporting impact.

Custom Training Solutions

Design tailored learning programs to meet your organization’s unique goals and challenges.

Key Learning Outcomes and Objectives?

The Data Analysis and Business Reporting Techniques Using Excel Course provides a structured, application-focused approach to mastering Excel’s most powerful analytics and reporting tools.

By the end of this course, participants will be able to:

  • Clean, structure, and normalize large and unstructured datasets efficiently.
  • Perform complex reporting and data analysis using Pivot Tables and advanced formulas.
  • Design dynamic reporting models and dashboards using Power Pivot and Excel automation tools.
  • Integrate Excel with external data sources such as Access, SQL, and web databases.
  • Apply What-If Analysis, scenario modeling, and advanced data forecasting techniques.
  • Record, edit, and manage Macros to automate repetitive tasks and streamline reporting.
  • Create professional management reports and scorecards that communicate insights effectively.
  • Utilize Excel’s Data Analysis ToolPak and Power Query for advanced analytical modeling.

The AI Academy Learning Approach

The Certificate in Data Analysis and Business Reporting Techniques Using Excel Course adopts a highly practical, results-oriented approach. Approximately 80% of the training is hands-on, enabling participants to apply each technique in real time using Microsoft Excel 2016/2019/365.

Each session combines expert instruction with guided exercises, interactive projects, and case studies to reinforce learning through practice. Participants will design their own models, reports, and dashboards under professional supervision. Group discussions and feedback sessions ensure knowledge sharing and problem-solving collaboration.

 

Course Outline Summary

  • 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
  • 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
  • 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
  • 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
  • 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

Is This Course Right for You?

This course is ideal for professionals responsible for managing, analyzing, or reporting business data using Microsoft Excel. It is particularly suited for finance professionals, administrators, analysts, marketing specialists, data officers, and business owners seeking to leverage Excel’s advanced features for decision support and strategic insight.

Participants do not need to be data scientists — this course bridges the gap between data management and actionable business intelligence using Excel as the primary analytical platform.

Certificate

  • AIcademy Certificate of Completion for delegates who attend and complete the training course
NASBA

Frequently Asked Questions

  • Online: Select the course you want to register for, Click the “REGISTER” button in the course outline, complete the form and click submit.
  • E-mail: Send your details to info@aicert.com
  • Telephone: Please call +971 4 787 8174 to provisionally reserve your place.