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Excel Mastery Workshop

Excel Mastery Workshop

From:   May 5, 2025   To:   August 5, 2025

Time:   7:00pm-8:30pm

 Platform   Microsoft Teams

 Amount  KES 20,000

Overview:
For months, we’ve been building something special—an Excel Mastery Workshop designed for everyone. Whether you're a student, business owner, or working professional, Excel is one skill that always comes in handy.

With AI and automation changing the game, one thing remains true: you still need to know your numbers. Even AI relies on clean, structured data—and that’s where Excel comes in.

This 3-month hands-on workshop will take you from zero to Excel pro, covering everything from basic formulas to advanced dashboards and automation.

Objective

This workshop is designed to equip anyone—regardless of background—with practical Excel skills that are essential in today’s data-driven world.

With AI and automation reshaping industries, understanding Excel is more important than ever. From small business owners managing finances to corporate professionals handling data, Excel remains a must-have skill.

By the end of this 3-month hands-on workshop, you'll be able to analyze data, build dashboards, automate tasks, and work smarter—not harder.

Course Outline

 

Objective

Delivery

5/5/2025

Onboarding – Course outline

Introduction to Excel Interface

·       Navigating the Excel ribbon, tabs, and menus.

·       Understanding worksheets, rows, columns, and cells.

·       Saving, opening, and creating workbooks.

 

Online (Live session)

7/5/2025

Data entry and Basic Formatting

·       Overview of types of data

·       Entering, editing, and deleting data.

·       Formatting cells

·       Adjusting row heights and column widths.

 

Online (Live session)

12/5/2025

Basic Formulas and Functions

·       Introduction to formulas

·       Common functions

·       Relative vs. absolute cell references.

 

Online (Live session)

14/5/2025

Working with Rows, Columns, and Sheets

·       Inserting, deleting, and moving rows/columns.

·       Renaming, adding, and deleting sheets.

·       Using freeze panes and split view.

Online (Live session)

19/5/2025

Basic Sorting and Filtering

·       Sorting data (ascending/descending).

·       Applying filters to view specific data.

·       Clearing sorting and filters.

 

Online (Live session)

21/5/2025

Introduction to Charts

·       Creating basic charts: Bar, Line, and Pie charts.

·       Customizing chart elements (titles, axes, legends).

·       Printing and exporting charts.

 

Online (Live session)

26/5/2025

Basic Data Validation

·       Setting rules for data entry

·       Using dropdown lists.

·       Removing data validation.

Online (Live session)

28/5/2025

Printing and Sharing Workbooks

·       Setting print areas and adjusting page layout.

·       Using print preview and scaling options.

·       Sharing workbooks via email or cloud storage.

 

Online (Live session)

2/6/2025

Advanced Formatting

·       Conditional formatting basics.

·       Using cell styles and themes.

·       Custom number formatting.

 

Online (Live session)

4/6/2025

Intermediate Formulas and Functions

·       Logical functions:

·       Text functions

·       Lookup functions

Online (Live session)

9/6/2025

Working with Tables

·       Creating and formatting Excel tables.

·       Using structured references in formulas.

·       Sorting and filtering data in tables.

 

Online (Live session)

11/6/2025

Data Visualization with Charts

·       Creating combo charts.

·       Adding sparklines to data.

·       Enhancing charts with trendlines and formatting.

 

Online (Live session)

16/6/2025

Pivot Tables Basics

·       Creating and customizing pivot tables.

·       Adding calculated fields and values.

·       Grouping data within pivot tables.

 

Online (Live session)

18/6/2025

Data Validation and Protection

·       Advanced data validation rules.

·       Protecting sheets and locking cells.

·       Understanding workbook security options.

 

Online (Live session)

23/6/2025

Using Templates and Macros

·       Creating and saving templates.

·       Recording and running simple macros.

·       Assigning macros to buttons.

 

Online (Live session)

25/6/2025

Introduction to Collaboration

·       Sharing workbooks for collaboration.

·       Using comments and notes.

·       Tracking changes in shared workbooks.

 

Online (Live session)

30/6/2025

Advanced Functions and Nested Formulas

·       Lookup and reference functions:

·       Array functions:

·       Nested IF and combined functions.

 

Online (Live session)

2/7/2025

Power Query Basics

·       Importing data from external sources.

·       Cleaning and transforming data in Power Query.

·       Merging and appending queries.

 

Online (Live session)

7/7/2025

Advanced Pivot Tables and Pivot Charts

·       Using slicers and timelines with pivot tables.

·       Creating pivot charts and dynamic reports.

·       Working with OLAP tools.

Online (Live session)

9/7/2025

Data Analysis Tools

·       Using the Analysis ToolPak.

·       Running what-if scenarios and sensitivity analysis.

·       Data tables, goal seek, and solver.

 

Online (Live session)

14/7/2025

Advanced Charting Techniques

·       Dynamic charts with named ranges.

·       Waterfall and thermometer charts.

·       Creating custom chart types.

 

Online (Live session)

16/7/2025

Macros and VBA Introduction

·       Editing macros in the VBA editor.

·       Writing simple VBA scripts.

·       Automating tasks with VBA.

 

Online (Live session)

21/7/2025

Power BI and Power Pivot

·       Connecting Excel to Power BI.

·       Using Power Pivot for data modeling.

·       Creating relationships between tables.

 

Online (Live session)

23/7/2025

Automation and Dashboard Creation

·       Building dynamic dashboards.

·       Using form controls and slicers.

·       Automating dashboard updates with VBA.

 

Online (Live session)

 

Capstone Project: Sales Performance and Forecasting Dashboard.

 

 

 

Meet Our Trainers

Ezra Muinde

Ezra Muinde is a passionate data scientist with extensive experience in data analysis, business analytics, and decision science. With over seven years of professional experience — including four years as a data professional — Ezra combines technical expertise with a deep understanding of data storytelling and insights generation.

In addition to his data science background, Ezra is an experienced Excel trainer, skilled in guiding learners across basic, intermediate, and advanced Excel concepts. His teaching approach emphasizes practical application, empowering individuals to leverage Excel for data analysis, reporting, and informed decision-making.

Ezra's dedication to knowledge sharing has led him to mentor aspiring data professionals, helping them build impactful projects and grow their skills. Whether you're starting with Excel fundamentals or exploring advanced data techniques, Ezra's engaging style and real-world insights make learning both accessible and impactful.

Mulei Mutava

 

Mulei Mutava is an applied economist with expertise in trade, capital markets, and regional integration. He holds a research fellowship at the New South Institute. His academic background includes undergraduate studies at Kenyatta University in Kenya and a master's degree from the University of Cape Town in South Africa. Mulei demonstrates a strong passion for data, having engaged extensively in data-intensive projects at the Capital Markets Authority of Kenya and COMESA. Recently, he has published research on migration trends in Africa with the New South Institute. His research interests encompass the role of finance in economic integration, and he is also committed to mentoring emerging data analysts, bridging the gap between academia and practical applications of data science.