Data & Business Intelligence · Transights certificate
EXB
Excel for Business (EXB)
Why Excel skills matter in business
Budgets, sales lists, stock sheets and staff records often live in spreadsheets. When the people who maintain them structure data well, write formulas they can trust and present results clearly, managers get figures they can act on, and colleagues can pick up a file without starting again.
Without those skills, time goes on retyping, copying and checking by eye. Entry errors slip through, totals break when a row is added, and the same report is rebuilt by hand every month. This programme takes beginners and self-taught users from the basics to lookups and pivot tables through hands-on exercises on business worksheets, and ends with a Transights certificate of completion.
What you will be able to do
- Navigate workbooks and enter, edit and format data consistently
- Write formulas with relative and absolute references and use common functions to total, average and count
- Set validation rules and drop-down lists, and consolidate data from several sheets into one summary
- Build conditional calculations with IF, AND and OR, and clean, split or combine text
- Sort, filter and summarise data with tables, subtotals, pivot tables and charts
- Retrieve values from other tables with lookup functions and handle missing matches
Course outline: 9 modules
Each module below shows what it covers and what you will be able to do at the end of it.
1. Introduction to Excel and Sheet Navigation
Introduces the Excel interface, workbooks, worksheets and efficient ways to enter data and move around.
- Navigate workbooks, worksheets and cells efficiently
- Enter, edit and manage data in a worksheet
2. Formatting and Organising Worksheets
Covers formatting cells, numbers and layouts and organising worksheets for clear, professional business files.
- Apply cell, number and table formatting consistently
- Organise worksheets by inserting, moving, grouping and protecting sheets
3. Basic Formulas and Functions
Builds core calculation skills using formulas, cell references and common functions such as SUM and AVERAGE.
- Write formulas using relative and absolute cell references
- Use common functions to total, average and count data
4. Data Validation and Data Consolidation
Covers controlling data entry with validation rules and combining data from several ranges or sheets.
- Set validation rules and drop-down lists to reduce entry errors
- Consolidate data from multiple sheets into one summary
5. Conditional Formatting
Uses conditional formatting rules to highlight patterns, exceptions and trends in business data.
- Apply built-in highlight rules, data bars and colour scales
- Create custom formatting rules based on formulas
6. Logical and Text Functions
Covers decision-making formulas with logical functions and cleaning or combining text with text functions.
- Build conditional calculations with IF, AND and OR
- Clean, split and combine text values using text functions
7. Sorting, Filtering and Data Analysis Tools
Covers sorting and filtering lists and using Excel's built-in tools to summarise and analyse data.
- Sort and filter data sets to find relevant records
- Summarise data using tables, subtotals and pivot tables
8. Creating and Formatting Charts
Covers choosing, creating and formatting charts that present business data clearly.
- Select a suitable chart type for the data and message
- Format chart elements for clear, professional presentation
9. Advanced Lookup Functions
Covers retrieving and matching data across tables with lookup functions such as VLOOKUP, INDEX/MATCH and XLOOKUP.
- Retrieve values from other tables using lookup functions
- Handle missing matches and errors in lookup formulas
Programme details
| Award | Transights certificate of completion for Excel for Business. |
|---|---|
| Award criteria | Awarded on completing the programme; there is no external or vendor certification exam. |
| Duration | 18 training hours over 3 weeks. |
| Level | Foundation. |
| Tools used | Microsoft Excel. |
| Prerequisites | Basic computer skills; no prior Excel experience is required. |
| Format | Practical, hands-on exercises on business worksheets, from navigation to lookup functions. |
| Structure | Nine topics: navigation, formatting, formulas, validation and consolidation, conditional formatting, logical and text functions, sorting and filtering, charts, lookups. |
| Next step | Leads naturally to Transights' Data Analysis with Power Excel course. |
Your path through EXB
- Enquire and choose your format. Classroom in Cairo, live online, or an in-house cohort for your team. Basic computer skills are enough; no prior Excel experience is required.
- Learn the nine topics with an instructor. 18 hours over 3 weeks, every live session recorded on our learning platform.
- Practise on business worksheets. Hands-on exercises in Microsoft Excel at every stage, from navigation to lookup functions.
- Receive your certificate. A Transights certificate of completion for Excel for Business, awarded on completing the programme. There is no external exam.
- Take the next step. Continue to Transights' Data Analysis with Power Excel course.
What you walk away with
- Spreadsheet habits you can apply the next working day: cleaner data entry, formulas you can trust and clearer reports
- A Transights certificate of completion for Excel for Business
- Recordings of every live session and the course files on our learning platform
- A clear next step to Data Analysis with Power Excel
Want the full picture?
The EXB brochure has the complete module outline, exam facts and delivery options in one PDF.
Download the EXB brochure (PDF) Enquire about the next cohort
How you will learn
- Classroom: Interactive sessions at our training and exam centre in Nasr City, Cairo, Egypt.
- Live online: Instructor-led virtual classes for participants anywhere in the region.
- In-house: A private cohort for your team, at your premises and tailored to your context.
- Every live session recorded: Watch any session again, or catch up on one you missed, on our learning platform.
- Official study material: Books, handbooks and course files for the programme, in one place.
Exam and certification
Transights
| Exams | No external exam |
|---|---|
| Certificate | Transights certificate of completion |
| Where you sit it | Awarded on completing the programme |
Who should attend
- Business professionals using Excel daily
- Administrative, finance, HR and sales staff
- Beginners and self-taught users
Frequently asked questions
What is the EXB course?
A practical, hands-on introduction to Microsoft Excel for business professionals. It moves from sheet navigation to advanced lookup functions, building confidence in Excel for productivity and analysis.
Who should take EXB?
It suits: Business professionals using Excel daily; Administrative, finance, HR and sales staff; Beginners and self-taught users.
How long is the EXB course at Transights?
18 hours, 3 weeks. It runs live online, in class in Cairo, or in-house for company teams in Egypt and the GCC.
Is there an exam?
There is no external exam. Participants receive a Transights certificate of completion.