Business Intelligence: Techniques for Data Analysis and Reporting

Introduction:

The Business Intelligence (BI), Data Analytics, and Reporting program aims to equip learners with skills to effectively manage, clean, and interpret data using BI tools. Participants will focus on analyzing historical data, current trends, and future strategies. This program addresses operational, tactical, and strategic decision-making across all organizational departments, emphasizing data cleansing, reporting, analysis, modeling, integration, and automation.

Understanding BI reporting methods is essential for creating impactful and actionable reports. The course will cover BI reporting techniques, including designing visually appealing and functional reports that reflect real-time data changes.

Objectives:

By the end of this course, participants will be able to:

• Enhance Excel BI skills in data slicing, dicing, aggregation, and modeling.
• Perform data normalization, consolidation, report writing, and reconciliation.
• Integrate Excel with Access, web, text, internet, SQL, ERPs, and other databases to develop BI models, dashboards, scorecards, and reports.
• Improve report aesthetics using dynamic visualization techniques.
• Apply various tips and tricks to maximize productivity.

Training Methodology:

• Instructor-Led Training
• Hands-On Labs
• Case Studies
• Group Exercises
• Demonstrations
• Interactive Workshops
• Simulations
• Real-Life Scenarios

Course Outline:

Unit 1: Data Analysis Tools and Techniques

• Collating data from disparate sources
• Using list, date, and custom validation options
• Powerful array functions
• Cell formatting tools (e.g., left, right, mid, concatenation)
• Creating, editing, and managing cell and range names
• Functions (e.g., Small, Sum, Sum If, Vlookup)
• Text manipulation and number formatting

Unit 2: Reporting of Data: Pivot Tables

• Creating and managing pivot tables
• Number formatting and report design
• Sorting, filtering, and aggregating data
• Using pivot table features and formulas
• Pivot charts and conditional formatting
• Integrating PowerPoint with pivot tables

Unit 3: Data Modeling and Integration

• Spinner, checkbox, and option button data modeling
• Scenario manager and data integration
• Linking Excel with text documents, Access, SQL, and the web

Unit 4: Charting and Visualization Techniques

• Utilizing the camera tool and decorative lettering
• Employing graphical representations and sparklines
• Creating unique style charts

Unit 5: Additional Techniques

• Controlling and protecting reports and workbooks
• Data entry forms and custom lists
• Text-to-speech and advanced conditional formatting
• Productivity shortcuts