Stata Data Management and Analysis Training Course

Duration 10 days 17 modules · 65 contact hours
Level Intermediate Certificate on completion
Who attends Data Analyst, Monitoring and Evaluation Officer and others
Fee from USD 2,200 KSh 190,000 for Kenyan organisations
Where 52 cities + online See dates by city
Next start 9 Nov 2026 Course code SD-DA-057

Before you join: Participants should be comfortable working with spreadsheets, rows, columns, filters and basic formulas.

Dates & prices

Two start dates a month in every city, and live online on weekdays or weekends. Fees are per participant; classroom fees include tuition, materials, lunch and refreshments, and the certificate.

Suggest a date or city

Showing the next six months. Later dates, other cities and private deliveries for your team are available on request.

Course overview

Stata is widely used to turn operational, survey, financial, public-sector and research data into evidence that can withstand review. Analysts must often combine files from different sources, correct coding errors, document transformations, select appropriate statistical models and communicate results to non-specialists. Weak data preparation or undocumented analysis can produce misleading estimates, delay decisions and make work difficult to repeat.

This course develops practical Stata skills for managing, analysing and presenting structured data. Participants learn to import spreadsheets, text files and database extracts; inspect variables; clean and recode data; join datasets; reshape records; create derived variables; and automate repeatable workflows using do-files. The analysis strand covers descriptive statistics, graphs, confidence intervals, hypothesis tests, linear regression, logistic regression, count models, panel data and time-series methods. Participants also learn to assess model assumptions, interpret output and produce publication-ready tables and charts.

Teaching combines concise instructor demonstrations with guided case work using realistic datasets such as household surveys, branch performance records, programme monitoring data and customer portfolios. Participants build analysis scripts from the first week, receive feedback on data decisions and apply methods to a structured analytical brief. They leave with a documented Stata analysis project, reusable do-file patterns, data-management checklists and reporting outputs suitable for adaptation to workplace assignments.

The course suits professionals who already work with datasets and need a dependable route from raw files to defensible findings. It is particularly relevant to analysts in government, banking, development programmes, health services, research units, risk teams and corporate planning functions.

What you will be able to do

  • Import and validate spreadsheet, delimited-text and database-extract data in Stata
  • Clean, recode and document analytical datasets using reproducible do-files
  • Merge, append and reshape datasets while preserving record-level integrity
  • Produce descriptive statistics, cross-tabulations and publication-ready Stata graphics
  • Apply confidence intervals, hypothesis tests and appropriate regression models
  • Diagnose model assumptions and interpret regression results for business decisions
  • Analyse panel, time-series and survey-weighted data using Stata procedures
  • Present a documented end-to-end Stata analysis with findings and recommendations

Benefits of attending

For you

  • Build auditable Stata do-files instead of repeating manual spreadsheet steps
  • Select regression models that match binary, count and continuous outcomes
  • Diagnose data and model problems before presenting findings to stakeholders
  • Create clearer statistical tables and charts for reports and decision papers
  • Apply panel, survey and time-series methods to larger analytical assignments

For your organisation

  • Reduce manual data-processing errors through scripted, documented transformations
  • Improve consistency between analysts working from shared datasets and definitions
  • Produce evidence trails that support audit, review and quality assurance
  • Strengthen interpretation of programme, customer, financial and operational data
  • Shorten repeat analysis cycles through reusable Stata code and reporting patterns

Course modules

17 modules over 10 days

Participants can organise a Stata project and execute basic commands through reproducible scripts.

  • Stata interface, command window, variables manager and results viewer orientation
  • Working directories, relative file paths and project folder conventions
  • Do-files, log files and comments for traceable analytical work
  • Command syntax, abbreviations, line continuation and help-file searching
  • Using display, describe, codebook and list to inspect datasets
  • Version control principles for scripts, source data and outputs

Participants can import common source files and assess their initial quality.

  • Importing Excel worksheets with import excel and sheet selection
  • Reading CSV and delimited files using import delimited options
  • Loading Stata datasets, preserving labels and stored value formats
  • Checking observations, variables, storage types and missing-value patterns
  • Identifying duplicate identifiers through isid, duplicates report and tag
  • Converting string and numeric variables without losing source meaning

Participants can create analysis-ready datasets through controlled cleaning and recoding.

  • Missing-value codes distinguished from valid zero and blank responses
  • Recoding categorical values with recode, replace and generate
  • String functions for trimming, standardising and extracting text components
  • Date conversion using date(), daily() and display format controls
  • Variable and value labels maintained through label commands
  • Data cleaning decisions recorded in comments and transformation logs

Participants can generate derived measures and prepare records for analysis.

  • Generating ratios, rates, percentages and indexed performance measures
  • Conditional logic using if, inrange(), cond() and missing()
  • Using egen for grouped totals, means, ranks and identifiers
  • Standardising variables with z-scores and centring transformations
  • Creating indicator variables from categorical and threshold-based conditions
  • Validation checks comparing derived values with source business rules

Participants can combine related datasets and resolve matching problems.

  • Appending monthly extracts with append and source-file identifiers
  • One-to-one merges using stable keys and merge result codes
  • Many-to-one merges for transactions, reference tables and master records
  • Resolving unmatched observations through identifier and date investigations
  • Reshaping wide and long data with reshape long and reshape wide
  • Collapsing transaction records into customer, branch and period summaries

Participants can automate repeated tasks using Stata programming features.

  • Local macros for file names, variable lists and parameters
  • foreach loops applied to repeated recoding and reporting tasks
  • forvalues loops for numbered variables and period-based processing
  • Temporary files and preserve restore for controlled intermediate steps
  • Script sections organised around import, cleaning, analysis and outputs
  • Debugging code with trace, assertions and incremental execution

Participants can summarise distributions, relationships and group differences accurately.

  • Summary statistics using summarize, detail and tabstat commands
  • Frequency tables, proportions and missingness using tabulate options
  • Cross-tabulations with row, column and cell percentage displays
  • Grouped summaries using bysort, collapse and table commands
  • Distribution inspection through centiles, skewness and percentile comparisons
  • Outlier review using box plots, scatterplots and logical thresholds

Participants can create clear Stata graphics that communicate analytical findings.

  • Histograms and kernel density plots for distribution assessment
  • Bar charts comparing categories, proportions and grouped summary values
  • Scatterplots with fitted lines for continuous-variable relationships
  • Line charts showing monthly trends, seasonality and intervention timing
  • Graph titles, legends, axis scales and colour choices
  • Exporting graphics in PNG, SVG and publication-quality formats

Participants can estimate uncertainty and test defined analytical questions.

  • Sampling distributions, standard errors and confidence interval interpretation
  • One-sample and two-sample t-tests for mean comparisons
  • Paired t-tests for before-and-after measurement designs
  • Proportion tests for rates, uptake and compliance measures
  • Chi-square tests for association between categorical variables
  • Statistical significance, practical significance and decision thresholds

Participants can estimate, diagnose and explain linear regression models.

  • Ordinary least squares assumptions and fitted-value interpretation
  • Specifying regressors using factor variables and interaction terms
  • Interpreting coefficients, confidence intervals, p-values and adjusted R-squared
  • Residual plots for linearity, variance and influential observation checks
  • Multicollinearity assessment using variance inflation factor diagnostics
  • Heteroskedasticity-consistent standard errors using vce(robust) options

Participants can model binary and count outcomes using appropriate regression methods.

  • Logistic regression for default, attrition, compliance and treatment outcomes
  • Odds ratios, predicted probabilities and marginal effects interpretation
  • Classification tables, sensitivity and specificity for binary models
  • Poisson regression for incident counts and event frequencies
  • Negative binomial models for overdispersed count data
  • Model comparison using likelihood statistics and information criteria

Participants can analyse repeated observations across entities and time periods.

  • Panel structures defined by entity identifiers and time variables
  • Declaring panels with xtset and checking temporal gaps
  • Fixed-effects estimation for unobserved time-invariant entity characteristics
  • Random-effects estimation and assumptions behind variance component models
  • Hausman testing for fixed-effects and random-effects model selection
  • Interpreting within, between and overall variation in panel output

Participants can prepare time-series data and build basic forecasting models.

  • Time variables converted, formatted and declared using tsset
  • Lag, lead and difference operators for temporal transformations
  • Trend, seasonality and structural breaks assessed through time plots
  • Autocorrelation functions and partial autocorrelation function interpretation
  • ARIMA model components for stationary univariate series
  • Forecast evaluation using holdout periods and forecast error measures

Participants can analyse survey data while accounting for sample design.

  • Survey weights, strata and primary sampling unit concepts
  • Declaring survey designs using svyset command specifications
  • Weighted proportions, means and totals using svy estimation
  • Design-based standard errors compared with unweighted estimation
  • Subpopulation analysis using subpop() rather than restrictive filtering
  • Survey result tables suitable for policy and programme reporting

Participants can quality-check Stata work and prepare transparent analytical outputs.

  • Assertions and cross-checks for record counts and valid ranges
  • Data signatures and checksums for source-file change detection
  • Code review criteria covering clarity, dependencies and reproducibility
  • Estimation result storage using estimates store and restore
  • Regression tables exported with esttab and estout formatting options
  • Analytical notes documenting assumptions, exclusions and interpretation limits

Participants can translate a decision question into a documented Stata analysis plan.

  • Decision questions translated into outcomes, predictors and comparison groups
  • Analysis plans defining datasets, inclusion rules and statistical methods
  • Data dictionaries linking business terms to variable definitions
  • Results narratives separating findings, limitations and recommended actions
  • Chart selection matched to comparison, trend, distribution and relationship questions
  • Executive summaries built from evidence, implications and next steps

Participants can build, review and present a complete Stata analysis from source data to recommendations.

  • Analytical brief scoped around a defined operational or policy question
  • Source data imported, cleaned and documented within a do-file
  • Derived dataset constructed with validation checks and reproducible transformations
  • Statistical model selected, estimated and tested against stated assumptions
  • Findings presented through tables, graphics and concise interpretation
  • Peer review addresses code quality, evidence and decision recommendations

Exercises and examples are adapted to each cohort's sectors and roles.

What you take back to work

  1. Stata project folder template
  2. Annotated do-file template
  3. Data cleaning and validation checklist
  4. Dataset merge and reshape guide
  5. Regression model selection guide
  6. Documented capstone analysis report

Who should attend

  • Data Analyst — needs repeatable Stata workflows for operational and research datasets
  • Monitoring and Evaluation Officer — needs defensible analysis of programme and survey results
  • Policy Analyst — needs evidence from administrative, household and economic data
  • Risk Analyst — needs regression and time-series methods for portfolio assessment
  • Research Officer — needs documented statistical analysis suitable for peer review
  • Business Intelligence Specialist — needs stronger statistical methods beyond dashboard reporting

Skills and tools covered

Stata data managementReproducible scriptingRegression modellingSurvey data analysisTime-series analysisStatistical reporting

Tools and standards

Stata, ARIMA, Hausman test, svyset

How the course runs

Training methodology

The course uses short instructor briefings followed by demonstrations in Stata and guided work on realistic datasets. Participants clean files, write and run do-files, compare analytical choices, interpret output and review each other's code and findings. Cases draw on survey monitoring, service delivery, banking portfolios and business performance data. Group discussions focus on assumptions, data quality and communication of results. Application planning helps participants identify a workplace dataset, analysis question and reporting requirement for use after the course.

Requirements and prerequisites

Participants should be comfortable working with spreadsheets, rows, columns, filters and basic formulas. They should understand common data types such as dates, categories, amounts and identifiers, and have experience interpreting simple percentages, averages and charts. Prior Stata experience is helpful but not required; the course begins with the interface, command syntax and file structure. Participants do not need programming experience, advanced mathematics, calculus or prior knowledge of econometrics. Familiarity with basic statistical terms such as sample, variable and correlation will help participants progress faster.

A typical training day

08:30 – 10:30First session
10:30 – 10:45Refreshment break
10:45 – 12:30Second session
12:30 – 13:30Lunch and networking
13:30 – 15:00Third session
15:00 – 15:15Refreshment break
15:15 – 16:30Workshop and daily review

Live online deliveries follow the same structure in East Africa Time, with shorter screen blocks and longer breaks.

What the fee includes

  • Instruction by a practitioner facilitator
  • Full course workbook and materials
  • Exercise files, templates and case studies
  • Refreshments and lunch on classroom deliveries
  • Certificate of completion
  • Post-course application plan

Frequently asked questions

You should be comfortable using spreadsheets and interpreting basic tables and charts. No previous Stata, programming or advanced statistics experience is required, although familiarity with simple statistical terms is useful.

Bring a laptop capable of running the supplied Stata version and, where permitted, a non-sensitive example of the data or question you work with. Training datasets, scripts and course materials are provided.

It suits analysts, researchers, monitoring and evaluation staff, policy officers, risk teams and business intelligence professionals. It is intended for people who need to prepare data and produce statistical evidence rather than only view dashboards.

The course focuses on performing repeatable data management and statistical analysis in Stata. It goes beyond spreadsheet operations by teaching scripted workflows, regression modelling, panel data, survey design and time-series procedures.

Participants can adapt the do-file, cleaning checklist and analysis plan to a workplace dataset. The methods apply to customer records, service data, survey results, financial performance, programme monitoring and administrative extracts.

The first week establishes Stata workflow, data preparation, automation, descriptive analysis and graphics. The second week develops statistical modelling, panel, time-series and survey methods before participants complete and present the capstone analysis project.

Questions about this course?

Ask about dates, fees, group bookings or running it for your team. Our training team replies by email.