Course Objectives
Business Intelligence and Data Analysis Workshop
Course Methodology
This is a hands-on course on using 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 modeling
Perform data normalization, report writing, analysis and reconciliation
Develop dynamic BI models, dashboards, scorecards and flash management reports by linking-up Excel with Access, Text, and other databases
Advance and enhance the look and feel of reports using dynamic visualization techniques
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
Note
This is a hands-on training course using laptops, which will be made available by Meirc for the duration of the course. For courses outside the UAE, participants are required to bring their own laptops with a fully working version of Microsoft Excel 2013/2016.
Course Outline
Data analysis tools and techniques
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
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
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
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 and integration
Spinner
Check box data modeling with if function
List box data modeling with choose function
Scenario manager
Linking Excel with text files
Linking Excel with databases (Access)
Linking Excel with Excel
The look and feel: charting and visualization techniques
Creating dashboards
Using the camera tool
Using fancy fonts
Working with sparklines
Creating unconventional style charts