Excel Data Management and Analysis Course

Build controlled, refreshable Excel workflows for cleaning, validating, transforming, reconciling, and summarizing business data.
Excel Data Management and Analysis Course

At a glance

Duration
5 days
Format
Classroom
Cities
Accra, Prague, Frankfurt, Paris, San Diego, Abu Dhabi and more
Next session
18 – 22 October 2026, Accra
Average fee
5,800 €

Overview

Excel Data Management and Reproducible Analysis Training Course is a five-day foundation course for analysts, coordinators, administrators, and operational professionals who leave with a Refreshable Excel Analysis Workbook. Participants apply Excel data management, data cleaning, data validation, Power Query transformations, formula controls, reconciliation, and PivotTable analysis to structured business data. The course turns fragile manual files into traceable preparation and refresh routines. Agile Leaders Training Center develops practical Excel data management and analysis capability.

Who Should Attend

  • Analysis functions responsible for preparing source data and producing recurring summaries
  • Administrative functions responsible for maintaining operational lists, registers, and trackers
  • Coordination functions responsible for consolidating files and checking submitted data
  • Operations functions responsible for monitoring transactions, service records, or performance data
  • Reporting functions responsible for refreshable tables, reconciliations, and management views

The course assumes participants can enter data and use basic worksheets, and leaves out macros, advanced financial modeling, database administration, data science, and Power BI development.

Departments and Industries

The course supports departments and industries that manage recurring structured data and need reliable analysis.

  • Finance, administration, procurement, human resources, and reporting departments
  • Manufacturing, logistics, retail, hospitality, and customer-service operations
  • Healthcare, education, research, and professional services
  • Engineering, construction, energy, and facilities operations

Learning Objectives

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

  • Apply table structures, field definitions, and naming controls
  • Use validation rules and quality checks for consistent entries
  • Build formulas for cleaning, matching, classification, and exception detection
  • Analyze and transform source data with Power Query
  • Evaluate reconciliations, refresh results, and PivotTable summaries
  • Build a Refreshable Excel Analysis Workbook with control evidence

Course Agenda

Day 1: Structure Managed Excel Data

  • Source and Field Inventory Worksheet
  • Excel Table Structure and Header Standard
  • Data-Type and Format Control Guide
  • Field Definition and Naming Dictionary
  • Workbook Layout and Version Register

Day 2: Clean and Validate Entries

  • Missing-Value and Completeness Check
  • Duplicate Detection and Resolution Log
  • Text, Date, and Number Cleaning Formula Set
  • Data Validation Rule and Input-Message Design
  • Data Quality Exception Register

Day 3: Manipulate and Reconcile Data

  • Lookup and Matching Formula Pattern
  • Conditional Classification and Flagging Logic
  • Multi-Sheet Consolidation Control
  • Source-to-Output Reconciliation Worksheet
  • Formula Error and Dependency Review Checklist

Day 4: Transform and Analyze Data

  • Power Query Source Connection Map
  • Power Query Applied-Steps Transformation Log
  • Merge, Append, Pivot, and Unpivot Method
  • Refresh and Schema-Change Check
  • PivotTable Summary and Filter Design

Day 5: Practice Reproducible Excel Analysis

  • Exercise: Structure and Validate a Source Table
  • Exercise: Clean, Match, and Reconcile Business Records
  • Exercise: Build and Refresh a Power Query Flow
  • Exercise: Evaluate PivotTable Results and Exceptions
  • Capstone: Refreshable Excel Analysis Workbook

Practical Exercises

The course uses suggested activities based on finance, logistics, healthcare, and service-operation datasets.

  • Suggested activity: restructure an inconsistent source file into a controlled Excel table with field definitions and validation rules.
  • Suggested activity: detect missing, duplicate, mismatched, and incorrectly formatted records and document the corrections.
  • Suggested activity: combine recurring files through Power Query, reconcile row and value totals, and test refresh behavior.
  • Suggested activity: create PivotTable summaries, trace exceptions, and package the workbook for repeatable use.

FAQs

Who suits Excel data management training, and what does it assume?

Analysts, administrators, coordinators, reporting functions, and operational teams suit the training; it assumes participants can enter data, navigate worksheets, and use basic formulas.

How does Excel data management differ from advanced Excel training?

Excel data management centers on structured data, quality controls, repeatable transformations, reconciliation, and refresh evidence, while advanced Excel training usually covers a wider range of functions, automation, and modeling features.

How does data validation improve Excel data quality?

Data validation restricts permitted entries, guides users with input messages, identifies invalid values, and supports consistent field rules before records enter later calculations and summaries.

Why use Power Query transformations for recurring Excel files?

Power Query transformations record repeatable connection and preparation steps, allowing the same logic to be refreshed when source files change while retaining a visible sequence of applied actions.

What makes Excel analysis reproducible?

Reproducible Excel analysis uses documented sources, stable table structures, controlled formulas, saved transformation steps, reconciled totals, refresh checks, exception records, and defined outputs that another authorized user can repeat.

Conclusion

Participants take back a Refreshable Excel Analysis Workbook containing data definitions, table controls, validation, cleaning formulas, Power Query steps, reconciliation, exceptions, and PivotTable summaries. It changes one-off spreadsheet handling into a repeatable analysis routine. The workbook connects source data, transformations, checks, outputs, and refresh evidence.

credits: 5 credit per day

Course Mode: full-time

Provider: Agile Leaders Training Center

Showing 61-74 of 74 events
Image Location Dates Duration Mode Price Actions
Bali Bali Week 34, 2027
29 August – 2 September 2027
5 Days Onsite €5,700
Rome Rome Week 35, 2027
30 August – 3 September 2027
5 Days Onsite €5,700
Cairo Cairo Week 36, 2027
6 – 10 September 2027
5 Days Onsite €4,100
Madrid Madrid Week 36, 2027
6 – 10 September 2027
5 Days Onsite €5,700
Jakarta Jakarta Week 37, 2027
13 – 17 September 2027
5 Days Onsite €5,700
Seoul Seoul Week 38, 2027
20 – 24 September 2027
5 Days Onsite €10,000
Barcelona Barcelona Week 39, 2027
27 September – 1 October 2027
5 Days Onsite €5,700
Porto Porto Week 39, 2027
27 September – 1 October 2027
5 Days Onsite €5,700
Dubai Dubai Week 40, 2027
4 – 8 October 2027
5 Days Onsite €4,500
Berlin Berlin Week 40, 2027
4 – 8 October 2027
5 Days Onsite €5,700
Kuala Lumpur Kuala Lumpur Week 41, 2027
11 – 15 October 2027
5 Days Onsite €5,200
New York New York Week 41, 2027
11 – 15 October 2027
5 Days Onsite €12,000
Tashkent Tashkent Week 41, 2027
17 – 21 October 2027
5 Days Onsite €4,500
Istanbul Istanbul Week 42, 2027
18 – 22 October 2027
5 Days Onsite €4,500

Frequently asked questions

What does this course cover?

OverviewExcel Data Management and Reproducible Analysis Training Course is a five-day foundation course for analysts, coordinators, administrators, and operational professionals who leave with a Refreshable Excel Analysis Workbook. Participants apply Excel data management, data cleaning, data validation, Power Query transformations, formula controls, reco…

Are training dates available?

Yes. Available dates and destinations are listed in the course dates section on this page.

How can I register?

Choose an available date on this page and complete the registration form, or send a programme enquiry.

Can I download the course brochure?

Yes. Use the brochure download link provided on this page.

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