Project Description


CEF Course Code: 23C03603-5
CEF Institution Code: 548
Welkin Course Code: CBA

Course Features

In this course you will learn a wide range of advanced Excel skills that help you organize, analyze, forecast and present business data in an effective and professional manner. The course is specially designed for those who want to gain more expertise in using and manipulating business data from within Excel.

  • Structured delivery to enable an in-depth understanding of powerful Excel features
  • Valuable and practical tips and tricks
  • Hands-on, step-by-step learning approach 
By the end of the course, you should have a good understanding of advanced Excel features and be able to use Excel to analyze business data and present your results effectively.
  • Qualified and experienced instructors
  • Daytime, evening and weekend classes with Cantonese and English tuition options

Learn from the Experts

Get Your Skills Certified

Certify your Excel skills with Microsoft Office Specialist Excel Expert certification. The certification is not a requirement for course completion but we highly recommend you to get your skills professionally recognized.
Remark: The course fee does not include the certification exam.

Further Study

After completing this course you may further develop your knowledge and skills in Excel data analysis with the CEF reimbursable course Financial Modeling with Excel VBA.

Course Fee


*after maximum 80% fee reimbursement from CEF. Full course fee is $6450.

This course has been included in the list of reimbursable courses under Continuing Education Fund
The Office of the Continuing Education Fund does not have record of registration of this course under the Qualifications Framework

Am I qualified for CEF?

Course Duration

30 Hours

Course Prerequisites

Course participants should be at least 18 years old, have an education level of Form 5 or above, and possess basic business concepts and knowledge of Microsoft Excel.

Title of Award & Assessment Methods

Students will receive the course certificate after achieving 80% attendance and passing in 2 course assignments.

Schedule & Online Enrolment

You will pay the course fee ($6,450) by default option. If you choose to pay by monthly installment, please use “Pay when visit Welkin” while checkout. CEF reimburse application (if any) will proceed once the course completed.

Sign up for your course by clicking the “Enrol” button, then proceed to checkout to finish course registration.

Business Analysis with Microsoft Excel (Code: 23C03603-5)
Course No. 課程編號Info. 語言/系統/地點Start 開課日End 完課日Day(s) 上課日Time 上課時段Duration 課程長度Course Fee 全期學費Enrol 報名
CBAB-6D22EEnglish / PC / MongKok22/0519/06SAT1000-1300;1400-170030 hours/ 10 sessions20210522$6,450


CBAB-35C16KCantonese / PC / MongKok16/0616/07WED,FRI1900-220030 hours/ 10 sessions20210616$6,450


As the industry standard spreadsheet software for business data analysis and presentation, Microsoft Excel is indispensable for every office professional. This course is specially designed to help you master Microsoft Excel as a business tool to organize, analyze and present business data in an effective and professional manner. Also included in the course are valuable advice and guidance from experienced instructors that course participants can apply to real life situations.

Module 1: Microsoft Excel for Business Data Analysis
Organizing growing data systematically and enabling automatic updating of reports and charts:

  • Automatic updating of reports and charts with live data
  • Handling growing data in formulas using Offset, Indirect and Array
  • Using VLookup to retrieve specific data from a database
  • Handling #N/A and different types of formula errors

Summarizing data for an overview:

  • Summarizing data using SUMIFS and DSUM based on dates and complex criteria
  • Managing the time value of money using Excel financial functions, e.g., IRR, XIRR, MIRR, NPV, etc
  • Reconciliation of data from multiple workbooks

Evaluating business performance with data analysis:

  • Analyzing and reporting data using PivotTables

Creating professional reports in Excel:

  • Building advanced Excel charts, e.g., overlay multiple charts
  • Professional Dashboards using conditional formatting and Sparklines

Module 2: Microsoft Excel for Financial Planning and Control
Data modeling by scenario:

  • Budgeting
  • Forecasting
  • Using Net Present Value(NPV) for project selection
  • Pricing & costing

Module 3: Microsoft Excel for Business Decision Making
Leveraging Excel features to facilitate decision making and the use of resources:

  • Forecasting by regression analysis
  • What-if analysis: Goal Seek, Data Table and Scenario Manager
  • Using Solver to optimize resources

Module 4: Microsoft Excel for Sales and Marketing
Using Excel in sales analysis and formulating marketing strategies:

  • Spreadsheet modeling for sales and marketing
  • Setting up relationships to link up multiple worksheets in creating PivotTable reports
  • Linking live data between Excel and PowerPoint
  • Integrating an Access database with Excel
  • Advanced data analysis techniques using SQL and PivotTables
  • Using Macros to automate Excel processes
  1. Proceed with on-line registration or send the completed enrolment form (download) to us together with a cheque (made payable to Welkin Compuer Training) for the program fee.
  2. CEF applicants have to complete the CEF Application Form (download) and send it to us for certification. They will then send the form to The Office of the Continuing Education Fund, Units 07-11, 25/F., CDW Building, 388 Castle Peak Road, Tsuen Wan, New Territories. Together with a photocopy of their HKID Card before course commencement. Applicants may also place their applications in the drop-in box on 12/F., Cheung Sha Wan Government Offices.

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