Indepthresearch
outreach@indepthresearch.org
  + 254 20 211 3814 | +254 731 240 802
   +254 735 331 020 | +254 715 077 817
Westlands, Rhapta Road
Njema Court, Suite R2
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Program and Budget Analysis Using Microsoft Excel Course

Introduction

Budget analysts working in the government and NGOs are charged with tracking expenditures, reporting on the performance of the financial plan, and forecasting future needs. Rather than only relying on superficial comparisons against previous years’ data and simple (often intuitive) adjustments, they need more sophisticated analytical skills. This course enables students to use more sophisticated analytical tools and advanced features of Microsoft Excel to draw useful and reliable conclusions regarding financial performance, and demonstrate that information graphically to superiors. This results in more productive analyses (less time-consuming, while providing more valuable information), which will aid organizations’ efforts to track expenditures and control budget execution. Approximately 85% of the course time will be spent using Microsoft Excel.

Duration

4 days

Who Takes This Course?

This course is designed for all program and financial management personnel who want to learn about many of the data analysis tools available in Microsoft Excel to aid in creating more compelling analyses of their programs.

Learning Objectives

  • Navigate the Excel ribbon
  • Query databases using the Filter tool and the Advanced Filter too
  • Aggregate and display different attributes of a data set using the PivotTabl
  • Use Excel’s Descriptive Statistics tool to calculate statistical measures of central tendency, variation, and shape
  • Use the Histogram tool to organize your data and create a frequency distribution
  • Perform graphical analysis of data
  • Use the Rank and Percentile tool to calculate a data item’s rank and percentile ranking
  • Use time series data and Excel’s trendline function to forecast future budgets, costs, and workloads
  • Learn which trendline (linear, polynomial, logarithmic, or exponential) is the best to use based on R2
  • Identify cost drivers using Excel’s Correlation tool
  • Develop simple linear and multiple linear regression models to develop forecasts and predictive equations using Excel’s Regression tool

Course Topics

Getting Started: Warm-Up and Review

  • The Role of Analysis
  • What Is Analysis?
  • Program Analysis
  • Budget Analysis
  • Financial Analysis
  • Overarching Analysis Principles
  • Excel Overview
  • Excel Dimensions
  • Review of the Excel Basics
  • Order of Operations Review
  • Lesson Wrap-Up

Querying and Analyzing Data

  • Building Background
  • Sorting and Querying/Filtering
  • Excel's Filter Tool
  • Excel's Advanced Filter Tool
  • Excel's PivotTable Tool

Computing Statistics on Collected Data

  • Building Background
  • Frequency Distributions
  • Common Shapes of Frequency Distributions
  • Descriptive Statistics
  • Normal Distributions
  • Excel Functions Used with the Normal Distribution
  • Rank and Percentile Tool

Time Series Analysis and Forecasting

  • Time Series Analysis
  • Inserting A Trendline

Correlation and Regression: Analyzing Costs and Performance

  • Building Background
  • Simple Linear Regression
  • Simple Linear Regression Equation
  • Excel’s Regression Tool
  • Regression Statistics
  • Correlation
  • Correlation Versus Causality
  • The Correlation Matrix
  • Multiple Linear Regression
  • More Regression Statistics

Methodology

The instructor led trainings are delivered using a blended learning approach and comprises of presentations, guided sessions of practical exercise, web based tutorials and group work. Our facilitators are seasoned industry experts with years of experience, working as professional and trainers in these fields.

All facilitation and course materials will be offered in English. The participants should be reasonably proficient in English.

Accreditation

Upon successful completion of this training, participants will be issued with an Indepth Research Services (IRES) certificate.

Training Venue

The training is residential and will be held at IRES Training Centre. The course fee covers the course tuition, training materials, two break refreshments, lunch, and study visits.

All participants will additionally cater for their, travel expenses, visa application, insurance, and other personal expenses.

Accommodation

Accommodation is arranged upon request. For reservations contact the Training Officer.

Email: outreach@indepthresearch.org.  

Mob: +254 715 077 817

Tel: 020 211 3814

Payment

Payment should be transferred to IRES account through bank on or before C.O.B 16th November 2017.

Send proof of payment to outreach@indepthresearch.org

Tailor- Made Training

This scheduled course can also be tailored for your organization. To find out how our tailor-made training can help your organization, call our team on

Mob: +254 715 077 817

Tel: 020 211 3814

Please Note: The program content shown here is for guidance purposes only. Our continuous course improvement process may lead to changes in topics and course structure.

Event Properties

Duration 4 Days
Event Date 13-11-2017
Event End Date 16-11-2017
Cut off date 06-11-2017
Individual Price (Kenyan) KES 60,000.00
Individual Price (International) EUR 808.00
Individual Price (International) USD 880.00
Location Nairobi, Kenya
We are no longer accepting registration for this event

Group Tariffs

Group Size Kenyan Rate Per day (KES) International Rate Per day (USD/EURO)
6-10 95,000.00 $ 1,118.00
€ 1,018.00
11-15 146,250.00 $ 1,721.00
€ 1,567.00
16-20 191,250.00 $ 2,250.00
€ 2,048.00
21-25 230,000.00 $ 2,706.00
€ 2,463.00
26-30 262,500.00 $ 3,089.00
€ 2,811.00
30-50 309,825.00 $ 4,556.00
€ 0.00
3-5 62,500.00 $ 736.00
€ 670.00
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© Indepth Research Services Ltd 2017