Business Intelligence: Data Analysis and Reporting Techniques

In this day and age, it is no surprise for corporate staff to be overwhelmed by the abundance of unstructured data.

Programme Code
TR-1002
Duration
5 Days
Delivery
Classroom - Virtual
Programme Overview

In this day and age, it is no surprise for corporate staff to be overwhelmed by the abundance of unstructured data. ERPs and databases have evolved to a point where they can house amazingly large amounts of data. The question now is, what do you do with this data to add value? This program will introduce Business Intelligence (BI), hands-on, to allow you to clean, normalize, and interpret large volumes of data. You will be able to establish historical relationships, analyze the current situation and predict future strategies.

In this course we use MS Excel exclusively as an ultimate and readily available BI tool allowing you to develop an exclusive level of expertise and add immediate value to your job and company.

Programme Objectives

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

  • Boost Excel Business Intelligence (BI) expertise in data slicing and dicing, data massaging, and data aggregation and modeling
  • Perform data normalization, consolidation, report writing, analysis and reconciliation
  • Develop dynamic BI models, scorecards and flash management reports
Target Audience

Business professionals, business analysts, data analysts, research analysts, finance professionals, marketing and sales professionals, HR professionals, IT professionals, administrative staff, supervisors, general business professionals and staff from any function who need to learn and apply state-of-the-art data analysis techniques to their daily business reporting and decision making.

Target Competencies
  • Massaging and normalizing data
  • Reporting, analysis and reconciliation
  • Modeling and 'what-if' scenarios
  • Data integration
Programme Outline

Data analysis tools and techniques

  • Advanced data validation using lists, dates and custom validation
  • The incredible table-tools technique
  • Cell management tools: left, right, mid, concatenate, value
  • Naming, editing, and managing cells and rangesSubtotal, sumif, sumifs, sumproduct, count, countif, countifs
  • Looking-up data, texts, and values using vlookup
  • Slicing dates into day names, weeks, week numbers, month names, years and quarters
  • Text-to-columns and dynamic trimming using trim and len
  • Managing texts and numbers using replace, find, and substitute
  • Text change functions

Mastering data reporting: the 20 must learn pivot-tables tools

  • Creating pivot tables
  • Number formatting techniques
  • Designing report layout
  • Sorting in ascending, descending and more sort options
  • Filtering labels and values
  • Expanding and collapsing reports
  • Drill down option
  • Summarize values by sum, average, minimum, maximum, countShow values as % of total and % ofPivot table optionsInserting formulas
  • Date analysis
  • Copying pivot tables
  • Creating pivot charts
  • Dynamic chart labeling
  • Mastering the slicer
  • Showing report filter pages
  • Linking pivot tables and pivot graphs with PowerPoint
  • Conditional formatting with pivot tables
  • Designing reports using the Getpivotdata

Data modeling

  • Spinner
  • Check box data modeling with if function
  • Option button data modeling with if function
  • List box data modeling with choose function
  • Scenario manager

Data integration and connections

  • Integrating data from Text file
  • Integrating data from Excel file
  • Integrating data from Web