Excel Essentials for Data Analytics & Dashboard Reporting: Foundational to Intermediate Business Intelligence Techniques
Venue: Acacia Premier Hotel, Kisumu-Kenya
Date: 1st - 6th June 2026
Cost: Kshs. 86,000 / USD 850
CPD points: 10
Overview
Build a solid foundation in Excel for data analytics and dashboard reporting, progressing from foundational to intermediate business intelligence techniques. Participants will learn to clean and structure data, create insightful visualizations, and build interactive dashboards that communicate key messages effectively. The curriculum covers essential functions, PivotTables, charts, and an introduction to Power Query for data transformation. Through hands‑on exercises and real‑world examples, attendees will develop the skills to turn data into compelling stories. This program is ideal for professionals who want to enhance their reporting capabilities and move beyond basic spreadsheets.
Objectives
- Clean and prepare data using text functions, sorting, and filtering
- Use logical and lookup functions (IF, VLOOKUP, XLOOKUP) for analysis
- Create PivotTables to summarize and explore data interactively
- Design a variety of charts (bar, line, pie, combo) for effective visualization
- Build interactive dashboards with slicers, timelines, and form controls
- Apply conditional formatting to highlight trends and exceptions
- Import data from external sources and use Power Query for basic transformations
- Understand best practices for dashboard layout and user experience
- Automate report updates with dynamic ranges and formulas
Target Audience
- Business professionals who create reports and dashboards
- Analysts new to Excel or seeking to strengthen fundamentals
- Finance, marketing, and operations staff
- Managers who want to visualize their team's data
- Anyone wanting to improve their Excel reporting skills
Methodology
- Step‑by‑step Excel workshops
- Real‑world datasets for practice
- Dashboard design critiques
- Peer collaboration on reporting challenges
- Case studies of effective dashboards
- Resources for continued learning
- Action planning for applying skills to participants' work
