Introduction

In a data-driven world, administrative professionals must excel in managing, analyzing, and securing business information. This training will equip participants with cutting-edge data management and spreadsheet skills, incorporating automation, AI tools, and business intelligence to enhance efficiency and decision-making.

Objectives

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

• Master advanced spreadsheet techniques for data organization, analysis, and visualization.
• Understand data governance, privacy laws, and best security practices.
• Leverage automation tools (VBA, Power Automate, Google Scripts) to reduce manual workload.
• Integrate spreadsheets with databases, cloud storage, and AI-powered tools.
• Build interactive dashboards and reports using Power BI, Tableau, and Excel.
• Future-proof their skills with insights into emerging technologies in data management.

Who Should Attend?

This course is ideal for:

• Administrative professionals, executive assistants, and secretaries handling data-driven tasks.
• Office managers and data entry specialists looking to enhance efficiency.
• Business professionals who manage spreadsheets and reports.
• Individuals seeking to automate tasks and work smarter with data tools.

Course Outline

Day 1: Foundations of Data Management & Governance

Session 1: Introduction to Data Management in Business

• Importance of structured data in decision-making
• Data types, sources, and data lifecycle
• Cleaning and validating data for accuracy

Session 2: Data Governance & Compliance

• Understanding GDPR, HIPAA & other data protection laws
• Implementing data security and access controls
• Hands-on: Structuring and cleaning raw data

Day 2: Advanced Spreadsheet Skills & Data Analysis

Session 1: Mastering Spreadsheet Functions & Formulas

• Advanced Excel & Google Sheets techniques (VLOOKUP, INDEX-MATCH, IFERROR)
• Conditional formatting for real-time insights
• Data consolidation and dynamic ranges

Session 2: Data Analysis Techniques

• Pivot tables and advanced filtering
• Statistical functions and predictive analytics
• Hands-on: Creating automated reports with formulas

Day 3: Automation & AI-Powered Tools for Efficiency

Session 1: Workflow Automation in Spreadsheets

• Introduction to Macros and VBA for repetitive tasks
• Automating data entry, email reports, and task reminders
• Hands-on: Creating a simple macro

Session 2: AI & Machine Learning Tools in Data Management

• AI-driven tools in Excel & Google Sheets
• Automating workflows with Power Automate & Zapier
• Google Sheets scripting for integration with APIs
• Hands-on: Automating a real-world business task

Day 4: Data Visualization & Business Intelligence

Session 1: Designing Interactive Reports & Dashboards

• Creating effective charts, graphs, and infographics
• Data storytelling techniques for business presentations
• Hands-on: Developing a dynamic Excel dashboard

Session 2: Introduction to Power BI, Tableau & Google Data Studio

• Connecting spreadsheets with business intelligence tools
• Real-time data visualization and dashboard automation
• Hands-on: Building a live business dashboard

Day 5: Integration, Cloud Collaboration & Security

Session 1: Cloud-Based Collaboration & Data Integration

• Working with Google Drive, OneDrive, and SharePoint
• Connecting spreadsheets with databases and CRM tools
• Ensuring seamless team collaboration and version control

Session 2: Data Security & Future Trends in Data Management

• Cybersecurity best practices for spreadsheet data
• AI-driven security and compliance monitoring
• Future trends in automation, AI, and cloud-based data management
• Capstone project: Creating an end-to-end data management system

Final Assessment & Certification

• Practical evaluation through a real-world data project
• Interactive Q&A and feedback session
• Certification of completion