Business Intelligence: Data Analysis and Reporting Techniques
Business Intelligence: Data Analysis and Reporting Techniques
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Program Objectives:
By the end of the program, participants will be able to:
- Boost Excel Business Intelligence (BI) expertise in business and management reporting.
- Perform automated report writing, analysis and reconciliation.
- Link their Excel with PowerPoint for dynamic data update.
- Develop dynamic BI dashboards, scorecards and flash management reports to assist professionals in measuring performance and enhancing decision making.
- Use advanced report development techniques by linking-up Excel with Access, Web, Text, SQL, Oracle and other databases.
- Design, prepare and run reports using PowerPivots as a BI tool.
- Perform data analysis techniques to produce timely and accurate reports.
Who should attend:
Business professionals, business analysts, research professionals, marketing and sales, administrative staff, supervisors, general business professionals and staff from any function who need to learn and apply state-of-the-art techniques to their daily business reporting, reconciliations and analysis.
Program Outline
Tools and Techniques
- Consolidating Data from Separate Files and Sheets
- Advanced Data Validation Using Lists, Dates and Custom Validation
- Array Functions
- Cell Management Tools: Left, Right, Mid, Concatenate, Value
- Naming Cells and Ranges
- Subtotal, Sumif, Sumifs, Sumproduct
- Looking-Up Data, Texts, and Values Using Vlookup
- The Incredible Table Tools Techniques
- Slicing Dates into Day Names, Month Names, Years and Quarters
- Text to Columns and Dynamic Trimming Using Trim, Len,
- Find and Substitute
- Text Change Functions
The 19 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
- Summarize Data By Sum, Average, Minimum, Maximum, Count
- Show Values as % of Total & % of …
- Pivot Table Options
- Inserting 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
Report Design and Modeling Techniques Spinner
- Check Box Data Modeling with IF function
- Option Box Data Modeling with IF function
- List Box Data Modeling with CHOOSE function
- Linking Excel with Text Files
- Linking Excel with Databases (Access)
- Linking Excel with SQL
- Linking Excel with Internet
- Scenario Manager
Charting and Visualization Techniques
- Creating Dynamic Labels
- 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 in Excel
- Controlling and Protecting Your Reports, Analysis and
- Reconciliations
- Data Entry Form
- Custom List
- Text to Speech
- Protecting Worksheets and Workbooks