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Data Analysis and Reporting Techniques

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Why Attend

In this day and age, it is no surprise for 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 course 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 Registration

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:

  • Prepare data for analysis and reporting using Excel functions and tools
  • Develop dynamic BI models, dashboards, scorecards and flash management reports using Pivot Tables
  • Utilize Power Query to ‘get and transform’ data from various sources, e.g., Excel tables and files, folders, Web, text, and pdf.
  • Apply what-if analysis using Excel modeling tools
  • 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
  • Excel functions and tools
  • Pivot Tables
  • Power Query
  • Reporting, analysis and reconciliation
  • Modeling and 'what-if' analysis
  • Developing dynamic dashboards and scorecards

Excel Data Management: Functions, Tools and Techniques

  • Advanced data validation using lists, dates, and custom validation
  • The incredible table-tools technique
  • Text functions, e.g., Left, Right, Mid, TextSplit, TextJoin
  • Naming, editing, and managing cells and ranges
  • Subtotal and Aggregate
  • Looking-up data, texts, and values using Xlookup
  • Slicing dates into day names, weeks, week numbers, month names, years and quarters
  • Error handling functions and formula auditing

Mastering Data Reporting: The 20 Must-Learn Pivot Tables Tools

  • Creating pivot tables
  • Number formatting techniques
  • Designing report layout
  • Copying pivot tables
  • 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
  • Date analysis
  • Pivot table options
  • Inserting formulas and new fields
  • 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
  • GetPivotData feature

Power Query: A Must-have Skill

  • Get data from: Tables, files and folders
  • Power Query to transform and clean up data
  • Practical examples
  • Import Excel files
  • Get tables from .pdf files
  • Get data from Website
  • Consolidate multiple sheets or files
  • Get data from folder

Data Modeling

  • Spinner
  • Check box data modeling with If function
  • Option button data modeling with If function
  • List box data modeling with Choose function
  • Scenario manager

Tips and Tricks

  • Visualization with sparklines
  • Using fancy fonts
  • Protecting cells, sheets and workbooks
  • Tables with slicers
  • Focus cell
  • Useful shortcuts
  • Flash fill






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