Business Intelligence: Data Analysis and Reporting Techniques

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Why Attend

In this day and age, it is no surprise for the 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 borderless, 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:

  • 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, dashboards, scorecards, and flash management reports by linking-up Excel with Access, Web, Text, Internet, SQL, ERPs, and other databases
  • Advance and enhance the look and feel of reports using dynamic visualization techniques
  • 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.

Target Competencies

  • Massaging and normalizing data
  • Reporting, analysis and reconciliation
  • Interpretation of large data sets
  • Modeling and ‘what-if’ scenarios
  • Establishing data integration
  • Developing dynamic dashboards and scorecards
  • Designing key performance indicators

Location:

South Africa

Training Dates:

Each course starts every Monday of each week. Please book your training on a date that is a Monday.

Course Duration:

Unit Standard:

NQF Level:

Number of Credits:


Course Fees

Note: Please fill in the online application form on the left or bottom if this page to receive a quotation with detailed pricing from AATICD.

How to Apply:

To Apply Simply Fill in the Online Enquiries / Applications form on the Right Sidebar or Bottom of this website https://www.aaticd.co.za

NB:

When filling the online application form; please take note of your desired Training Month, Duration in Weeks and Training Session. This will give us the exact dates you will be attending your classes.

Also note that Tuition Fees must be paid upfront on or before training start date. This is to ensure that all resources are made availabe for you before you start. You will not be allowed into training if fees are not paid and verified.

Also note that Tuition Fees Cancellations must be made 14 business working days before the starting date of training. This will allow us to do a 50% refund of the total amount paid. If cancellations are made thereafter note that no refund will be made to delegates.

Tuition Fees include teas and lunch as well as either a laptop or tablet which a delegate will take home free of charge.

Tuition Fee DOES NOT include Accommodation, Dinners and other Extra Curricular Activities or Incidentals. Delegates are expected to fund this on their own. AATICD will not be held accountable for any incidents to delegates.

In-House Trainings are also available for 3 or more delegates for any duration. Please consult with our Administration for such In-House training bookings.

Course Outline

  • Data analysis tools and techniques
    • Consolidating data from separate files and sheets
    • Advanced data validation using lists, dates and custom validation
    • Powerful array functions
    • Cell management tools: left, right, mid, concatenate, value
    • Naming, editing, and managing cells and ranges
    • Subtotal, sumif, sumifs, sumproduct, count, countif, countifs
    • Looking-up data, texts, and values using vlookup
    • The incredible table-tools technique
    • 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, count
    • Show values as % of total and % of
    • Pivot table options
    • Inserting formulas
    • Data 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 and integration
    • Spinner
    • Checkbox data modeling with the function
    • Option button data modeling with the function
    • List box data modeling with choose function
    • Scenario manager
    • Linking Excel with text files
    • Linking Excel with databases (Access)
    • Linking Excel with SQL
    • Linking Excel with internet
    • Linking Excel with Excel
  • The look and feel: charting and visualization techniques
    • Using the camera tool
    • Working with formula-driven visualizations
    • Using fancy fonts
    • Leveraging symbols in formulas
    • Working with sparklines
    • Creating unconventional style charts
  • Tips and tricks
    • Controlling and protecting your reports, worksheets, and workbooks
    • Data entry form
    • Custom list
    • Text-to-speech
    • Advanced conditional formatting
    • Shortcuts for your daily work