Introduction
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. The application of BI is border less, covering operational, tactical and strategic
business decisions. It spans all departments and cascades down to all users who perform data cleansing,
reporting, analysis, modeling, integration and automation.
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.
Course Methodology
20% of the course is design and structure focused while 80% uses MS Excel as a BI tool. Groups and
individuals will be required to complete exercises, case studies, and projects on a daily basis.
Course Objectives
By the end of the course, participants will be able to:
1. Boost Excel Business Intelligence (BI) expertise in data slicing and dicing, data massaging, and
data aggregation and modeling.
2. Perform data normalization, consolidation, report writing, analysis and reconciliation.
3. Develop dynamic BI models, dashboards, scorecards and flash management reports by linking-up
Excel with Access, Web, Text, Internet, SQL, ERPs and other databases.
4. Advance and enhance the look and feel of reports using dynamic visualization techniques.
5. Acquire numerous tips and tricks that enable them to work efficiently.
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.
Certification
GIPMD (Global Institute Projects Management & Development) certificate will be
issued on successful completion of the course
Curriculum
- 5 Sections
- 54 Lessons
- 4 Days
- Data analysis tools and techniques12
- 2.1Consolidating data from separate files and sheets
- 2.2Advanced data validation using lists, dates and custom validation
- 2.3Powerful array functions
- 2.4Cell management tools: left, right, mid, concatenate, value
- 2.5Naming, editing, and managing cells and ranges
- 2.6Subtotal, sumif, sumifs, sumproduct, count, countif, countifs
- 2.7Looking-up data, texts, and values using vlookup
- 2.8The incredible table-tools technique
- 2.9Slicing dates into day names, weeks, week numbers, month names, years and quarters
- 2.10Text-to-columns and dynamic trimming using trim and len
- 2.11Managing texts and numbers using replace, find, and substitute
- 2.12Text change functions
- Mastering data reporting: the 20 must learn pivot-tables tools20
- 3.1Creating pivot tables
- 3.2Number formatting techniques
- 3.3Designing report layout
- 3.4Sorting in ascending, descending and more sort options
- 3.5Filtering labels and values
- 3.6Expanding and collapsing reports
- 3.7Drill down option
- 3.8Summarize values by sum, average, minimum, maximum, count
- 3.9Show values as % of total and % of
- 3.10Pivot table options
- 3.11Inserting formulas
- 3.12Date analysis
- 3.13Copying pivot tables
- 3.14Creating pivot charts
- 3.15Dynamic chart labeling
- 3.16Mastering the slicer
- 3.17Showing report filter pages
- 3.18Linking pivot tables and pivot graphs with PowerPoint
- 3.19Conditional formatting with pivot tables
- 3.20Designing reports using the getpivotdat
- Data modeling and integration10
- 4.1Spinner
- 4.2Check box data modeling with if function
- 4.3Option button data modeling with if function
- 4.4List box data modeling with choose function
- 4.5Scenario manager
- 4.6Linking Excel with text files
- 4.7Linking Excel with databases (Access)
- 4.8Linking Excel with SQL
- 4.9Linking Excel with internet
- 4.10Linking Excel with Excel
- The look and feel: charting and visualization techniques6
- Tips and tricks6
