1. COURSE OVERVIEW

Two practical pathways are available: Data Analysis and Accounting. Learners work from real client data and progressively build useful, reliable Excel tools.

The Data Analysis pathway covers cleaning, formulas, PivotTables, indicators, charts and dashboards. The Accounting pathway covers cash, income, expenses, invoices, controls and monthly reporting.

2. PRACTICAL INFORMATION

3. OBJECTIVE

Prepare and analyse datasets, build clear dashboards for decision-making, and create reliable Excel tools for everyday financial and accounting follow-up.

4. DATA ANALYSIS 1 – CLEAN, STRUCTURE & CALCULATE

• Clean duplicates, blanks, formats and inconsistent values
• Create Excel tables and use sorting, filtering and validation
• Apply essential formulas and logical/statistical functions
• Build reliable calculations with correct references

Practical Assignment: Clean and structure the real client dataset.

5. DATA ANALYSIS 2 – PIVOTTABLES & DASHBOARDS

• Create PivotTables, PivotCharts and useful visuals
• Summarise data and define key performance indicators
• Build an interactive dashboard
• Interpret results and prepare concise recommendations

Practical Assignment: Build and submit the first dashboard version.

6. ACCOUNTING 1 – WORKBOOK & DAILY RECORDS

• Create income, expense and petty-cash registers
• Track dates, references, categories and supporting documents
• Calculate totals, balances and controls
• Prepare invoice and payment tracking sheets
• Protect formulas and reduce input errors

Practical Assignment: Enter and control the client’s sample transactions.

7. ACCOUNTING 2 – CONTROLS, SUMMARIES & REPORTING

• Create monthly income and expense summaries
• Track unpaid invoices and payment status
• Perform simple cash and bank reconciliation checks
• Use filters, conditional formatting and PivotTables
• Create management indicators and monthly reporting

Practical Assignment: Prepare the client’s monthly accounting summary and identify inconsistencies.

8. PROFESSIONAL PROJECT

Deliver either a professional data analysis and dashboard or an accounting toolkit with registers, controls, invoice monitoring and monthly summary.

9. PRESENTATION, ASSESSMENT & VALIDATION

Present the results, complete the relevant practical Excel assessment, submit the corrected workbook and receive the certificate after validation.

10. PRACTICAL ASSIGNMENTS BETWEEN CLASSES

Advance the real client project online and apply instructor feedback before the next Saturday.

Registration and contacts