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

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Date And Time

2021-03-20 @ 09:00 AM to
02:00 PM

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