Advanced Analysis & Visualization in Excel
Make the process of “Data to Decisions” efficient and cost effective.
Advanced Analysis & Visualization in Excel

Duration: 3 days | 18 hours

Available delivery methods:


Make the process of “Data to Decisions” efficient and cost effective.

Course Information

Statistics has it is interesting to note that although ALL organizations have MS Excel and use it in more than 50% of their reporting/analysis processes, only about 10% of the features available in Excel are used in most of the organizations. In terms of ROI, MS Excel is among the worst performing reporting tools in most organizations.

 This module aims at making the process of “Data to Decisions” efficient and cost effective. This will be achieved by maximum utilisation of the most basic, easily available and affordable reporting tool MS Excel.

It also provides you with the technical know-how to move from reporting your data with simple tables full of dull numbers to creating and presenting key information using high-impact, meaningful and appealing reporting solutions (dashboards).

Session 1: Overview of Excel Dashboards

  • What is it? What value do you gain from Dashboards?
  • Dashboard Design Principles -what do you need to know?
  • Components of a Dashboard
  • Excel Dashboards Product Demo

 Session 2: Prepping your data for analysis

  • Cleaning your data -how do you fill blanks? Check your data for duplicates
  • Applying DATE & TEXT functions to generate extra columns for analysis
  • Incorporate new data automatically -Excel Tables
  • Combining MATCH function with VLOOKUP and INDEX functions for dynamic advanced lookups. Combine data from various sources in style

Session 3: Data Analysis -Part 1

  • Build robust formulas -correctly apply $ sign to lock formulas
  • SUMIFS & COUNTIFS -your friends for dynamic analytics
  • Top / Bottom views -combine RANK, SMALL, LARGE, IF and Option Buttons or Slicers to swap between top and bottom
  • Named Ranges & Data Validation
  • Conditional Formatting -predefined & formula-based rules
  • Custom number formats -display “3,873,452 as 3.87 Million”

Session 4: Data Analysis -Part 2: Maximizing on Pivot Tables 

  • Converting to Percentages
  • Grouping data fields (Dates)
  • Viewing Top/Bottom items (or Top/Bottom 10%)
  • Connecting different reports to a single slicer -make interactive dashboards
  • How do you make a slicer static? We’ll show you.

Session 5: Advanced Charting Techniques

  • How to select the right chart for your data
  • Editing and customizing chart elements e.g. show vertical axis in millions
  • Combination (dual axis) charts Charting with dynamic ranges
  • Linking title text to a cell Analytical charts -Pareto chart, Gauge chart, etc.
  • Scrolling charts -show 6 or 12 items / data points at a go

Session 6: Adding Interactivity (Making Dashboards Dynamic)

  • Drop-down (Pick) lists with charts
  • Adding Interactivity with Form Controls (Option buttons, Combo boxes, Scroll bars, Spin Buttons)
  • Building Navigation Buttons -hyperlinks
  • Excel Camera tool / Picture Links
  • Using shapes for stylish dashboards -linking shapes to your analysis

Session 7: Final Project

At this stage we have done the analytics; We need to knit this in one pager:

  • Setting up the dashboard layout Assembling a complete management dashboard (e.g. Sales)


Excel Intermediate

What is different with this module?

We partner with Strathmore University to offer open trainings in Advanced Analysis & Visualization in Excel. 

What’s included in this course?

Among other give-aways you will benefit with the following:

  • A comprehensive manual of content covered
  • Certificate of participation
  • On-going help: you can always e-mail the facilitator
  • Networking: meet industry peers and hear how they approach this subject

 Learners taking this course are:

  • Accountants
  • Finance Manager Analysts and Controllers
  • Credit Officers
  • Budget Managers
  • CFOs
  • Tax Professionals

 What key skills will I gain in this course?

  • Microsoft Excel
  • Data Analytics
  • Data Visualization

Do you offer In-house corporate training?

We offer corporate trainings for a minimum number of 6 participant at your preferred venue.

Find out more

Or call us now
+254 20 222 95 66
+254 716 56 88 99
+254 732 56 88 99


Interested in our training courses?

Get 20% off!

...on select training bundles.

Our Best Selling Courses

Microsoft Excel - Essentials

Become more effective in your reporting processes. Gain useful data manipulation skills!

Advanced Analysis & Visualization in Excel

Make the process of “Data to Decisions” efficient and cost effective.

Analytics for Finance Professionals in Excel

Drive productivity, efficiency, transparency and lower risk as a Finance professional.

Advanced PowerPoint

For professional, engaging in presentations that yield results.

Microsoft Excel - Intermediate

Become more effective in your reporting processes. Gain useful data manipulation skills!

Report Automation with Excel VBA/Macros

Get ahead of others! Automate the mundane tasks and create stunning reports with greater flexibility.

Microsoft Power BI

Connect, Integrate, Model and Visualize Business Data Reliably!

Microsoft Excel - Advanced

Connect, Integrate, Analyze and Visualize data like a pro!

Advanced Excel + Financial Modelling & Forecasting in Excel

Efficiently build an effective and robust financial model based on real-world financial modelling challenges.

Data Analysis & Visualization in Power BI

Connect, Integrate, Model and Visualize Business Data Reliably!

R for Data Science

Python for Data Science

Are you ready to transform your business?

Contact Us

0716 56 88 99

Tell a story with data

We help companies make decisions in the most efficient and collaborative way possible through implementation of pragmatic reporting and analytics solutions.

To make a lasting positive impact on your business, a balance of strategy with execution is key in using the ever-advancing technology to grow, digitally transform and harness the cloud.

Sunesis Consulting is here to help, we combine a blend of talented data experts and designers to accelerate your intended outcomes. From Power BI consulting to Intelligent Automation and backed by a recognized leader in cloud- Microsoft Azure, we have the solution to boost your success.


Our Solutions

  • Power BI Consulting
  • Advanced Analytics & AI
  • Master Data Management
  • Customer Analytics
  • Intelligent Automation

Agility with Azure

Technologies to enable you accelerate.

Globally, Microsoft Azure is a recognized leader in both private and public cloud. It’s an open cloud, providing access to over 200 preconfigured services and the choice to use the technologies you want and have already invested in.

With datacenters in more regions than any other cloud provider, Azure provides a global reach with local presence that many businesses and organizations need, allowing them to reduce the cost, the time, and the complexity of operating a global infrastructure while meeting local data residency needs.

Click here to learn what Microsoft Azure can do for you.

We transform businesses

At Sunesis Consulting, our vision is to be the leading business intelligence solution provider in sub-Saharan Africa. ​ We have transformed businesses across the region by providing services that enhance business intelligence through skills development and implementation of pragmatic reporting and analytics solutions. 

Job Openings

From time to time, we publish job openings. Click the button below to learn more:

Pin It on Pinterest