Africanhub

Advanced Microsoft Office Excel for Data Analysis and Automation(Master-class)

Get certified online, master technical and soft skills, and stand out to clients–no prior experience necessary

Skills You’ll Gain:
Financial Planning, Practice Management, Business Dev, Relationship Management, Investment Management, and more

Great For:
Financial Planning, Investment Advisement, Portfolio Management, Retail, Private Banking, and more

Excel Course

MS-EDA program: 15 total courses, 16 required for exam eligibility

Training session and Self-paced & 100% online

Tsh 550,000.00 Tsh 660,000.00
Earn Your Certification

MSE-DATA ANALYSIS ® Program Overview

Welcome to Your Learning Journey

The five days workshop training on Advanced Microsoft Office Excel for Data Analysis and Automation (MASTER CLASS) is an interactive and practical workshop intended to increase efficiency and effectiveness by equipping you with comprehensive knowledge and experience in designing Data Analysis using Advanced formulas and functionalities in Microsoft Excel.

Participants will also learn how to automate everyday tasks, apply advanced analysis techniques to more complex data sets, and leverage Excel's advanced functionality to simplify and streamline their day-to-day tasks.

Excel Course
Finance Advanced Microsoft Office Excel for Data Analysis and Automation

Master advanced Excel techniques for data analysis, automation, and business intelligence. Learn to leverage powerful formulas, functions, and tools

Tsh 550,000.00 Tsh 660,000.00
Enroll Now

This high-impact master class is designed to equip finance professionals with practical, hands-on expertise in Microsoft Excel, enabling them to automate financial statements, streamline reporting, and enhance data-driven decision-making.

By the end of this intensive program, you will:

  • Master Microsoft Excel from a very beginner to advanced levels, developing a strong command of its tools and functionalities.
  • Leverage cutting-edge Excel features in Microsoft Office 2021 and Microsoft 365, ensuring you stay ahead with the latest updates.
  • Apply powerful financial formulas such as Subtotal, IF Functions (Logical, Nested, IFAND, IFOR), COUNTIF, SUMIF, HLOOKUP, VLOOKUP, INDEX MATCH, and XLOOKUP to automate and optimize financial reporting.
  • Automate Payroll Processing, Assets Register and Aging Analysis for Account Receivables & Payables using advanced Excel techniques for accuracy and efficiency.
  • Prepare Multi-Period Financial Statements that align with IFRS and IPSAS standards.
  • Optimize financial report printing in Excel for professional, structured, and error-free reporting. This master class goes beyond theory—it’s a hands-on experience that transforms the way you work with financial data.
  • Design, prepare, and automate key financial statements, including:
    • Statement of Profit or Loss and Other Comprehensive Income
    • Statement of Financial Position
    • Statement of Changes in Equity (Net Assets)
    • Statement of Cash Flows
    • Notes to Financial Statements

These objectives are designed to ensure you not only learn the material but can effectively apply it in your professional environment, making an immediate impact on your career trajectory.

Dr. CPA David Dickson Kiwia
Founder & Managing Director

Comprehensive Learning Path

Module 1: Getting Started with Microsoft Excel and Working Professional

  • Understand and customise the Excel User Interface to simplify your daily work.
  • Top 20 Excel Shortcuts to improve your efficiency as an accountant and auditor.
  • Efficiently navigates and manipulates worksheets and workbooks.
  • Entering, Editing, and formatting Worksheet Data
  • Performing Basic Worksheet Operations.
  • Using Formulas for Common Mathematical Operations
  • Application of Flash fill on data handling and manipulation
  • Working with Excel Ranges and Tables in data analysis and summarization.
  • Advanced sorting, custom sorting for large data handling.

Module 2: Key Microsoft Excel Tools Useful by Professional Accountants and Auditors

  • Fundamental Tips and tricks to understand Excel Formula operation
  • Data Protection and Encryptions in Excel
  • Recovering unsaved work and Configuring Auto-save and Auto-Recover
  • Creating and working with custom Templates in Excel
  • Fundamental Tips and tricks to understand Excel Formula operation
  • Using Cell References in Formulas
  • Using relative, absolute, and mixed references
  • Referencing cells outside the worksheet
  • Using Formulas to Manipulate Text
  • Using Formulas with Dates
  • Data Validation Techniques and their application in daily accountant works
  • Application of Advanced Excel for effective and efficient Payroll Preparation
  • Using Formulas for Common Mathematical Operations
    • SUM, AVERAGE, MIN, MAX, COUNT, COUNTA
    • ROUND, ROUNDUP, ROUNDDOWN
    • SUMIF, COUNTIF
    • IF, AND, OR

Module 3: Key Microsoft Excel Tools Useful by Professional Accountants and Auditors

  • Application Lookup Function: Vertical and Horizontal Lookup Functions on data handling (index match) (HLOOKUP, VLOOKUP, INDEX MATCH, XLOOKUP etc)
  • Application of Conditional Formatting in Accounting and Auditing
  • Data analysis and summarisation with PivotTables
  • Using Advanced charting and graphs Techniques
  • Preparation of Aging Analysis Report
  • Preparation of the Company’s Asset Register

Module 4: Excel Application in Designing, Preparation and Automation of Financial Statements

  • Designing the Chart of Accounting and General Ledger in Excel
  • Posting Financial Transactions in the General Ledger using Practical Scenarios
  • Automate Trial Balance from General Ledger and understand its logic.
  • Preparing the Statement of Profit or Loss (Surplus or Deficit)
  • Preparing the Statement of Change in Equity
  • Preparing the Statement of Financial Position
  • Preparing the Statement of Cashflows
  • Preparing Notes of Financial Statements
  • Preparing the Multiperiod Financial Statements (IFRS & IPSAS Compliant)
  • Effective Report Printing in Excel

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Resources

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List of Excel Shortcuts... worth the investment to take the time...

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