WORKSHOP ON SELF-SERVICE BUSINESS INTELLIGENCE TOOLS IN MS EXCEL – 2DAYS
SSBI2D
WORKSHOP ON SELF-SERVICE BUSINESS INTELLIGENCE TOOLS IN MS EXCEL – 2DAYS
SSBI2D
BACKGROUND
WHAT IS BI ?
Business intelligence (BI) is a technology-driven process for gathering, organising and analyzing data and presenting actionable information to help corporate executives, business managers and other end users make more informed business decisions.
The general process of business intelligence is as follows:
- Gathering data that is scattered across different information systems (or even on-line)
- Organizing it through a data model
- Turning it into meaningful information through analysis
- Making actionable decisions aimed at fulfilling a strategic goal
While BI serves as a backbone for making informed decisions, most BI tools and technologies require massive investments (usually upwards of a million USD) and substantial deployment time (about 8-12 months). Also, there remain significant uncertainties on their use by end users because of end users’ non-technical background and unfamiliarity with these tools.
WHAT IS SELF-SERVICE BI ?
Self-service BI is a form of business intelligence in which end users are empowered to independently satisfy their own information needs. With self-service BI, non-technical professionals can generate their own reports, run their own queries, and conduct their own analyses, without the assistance of IT staff.
There are many benefits that can be derived through the implementation of a self-service BI system. Functional workers can make faster, better decisions because they no longer have to wait during long reporting backlogs. At the same time, technical teams will be freed from the burden of satisfying end user report requests, so they can focus their efforts on more strategic IT initiatives.
MS EXCEL AS A SELF-SERVICE BI TOOL ?
Microsoft has made a smart move my making available Power Pivot, Power Query, Power View and Power Maps (for FREE!!) in our favourite desktop spreadsheet software MS Excel (see version specification below in “Most important requisite”), thus empowering the end-user to harness value from BI at a fraction of costs and deployment time.
PROGRAM OBJECTIVE
This workshop is designed with an objective to introduce participants to Self-Service BI and give them a hands-on experience on Power Pivot, Power Query, Power View and Power Maps so that they can appreciate how Excel, voted the best ‘Self-Service BI Tool’, can help them to meet their information requirements.
Upon completion of workshop, participants shall be able to:
- Import millions of rows of data, from multiple data sources, into a single Excel workbook,
- Create relationships between heterogeneous data,
- Create calculated columns and measures using formulas,
- Build PivotTables and
- Create amazing power view reports and then
- Further analyze the data so that they can make timely business decisions without requiring IT assistance.
WHO SHOULD ENROLL
Managers and Executives (across industry verticals) in: Accounting, MIS, Production, Sales and Marketing, Procurement, Project managers, Business analysts who create reports, analyzes data, or use spreadsheets in their work and who need to take business decisions based on analysis of data.
Since this training focuses on analytical, reporting and business problem solving skills, it is especially useful to people who report to Managers and / or key decision makers.
TRAINING METHODOLOGY
Hands-on Exercises in Excel 2013 using a learn – by – doing approach, on real world, (realistic) data files interspersed with brief lectures and brain storming sessions.
MOST IMPORTANT REQUISITE:
Pls. note that participants are required to have either of the following versions of MS Excel / Office installed on their laptops to be able to complete hands-on exercises in the workshop.
- MS Excel 2013 – standalone (purchase:
http://www.microsoftstore.com/store/msin/en_GB/pdp/Excel-2013/productID.263643400) OR, - Office Professional Plus 2013 (offered through volume licensing:
https://www.microsoft.com/en-us/Licensing/product-licensing/office.aspx#tab=2 OR, - Office 365 ProPlus (subscribe:
http://products.office.com/en-IN/business/office-365-proplus-business-software?omkt=en-IN)
NO other edition / version of MS Office / Excel, other than listed above, has ALL the features / tools required to complete the hands-on exercises. Hence participants running office 2003 / 2007 / 2010 on their laptops MUST UPGRADE their applications as above.
COURSE MATERIAL
Participants shall be given:
- Over 100 MB of realistic data files,
- Comprehensive course material and
- Stationary
INDICATIVE COURSE CONTENT
module # 1
Import Data into Excel 2013, and Create a Data Model
BI Functionality :
- Import data from a database,
- Import data from a spreadsheet,
- Import data using copy and paste,
- Create a relationship between imported data,
- Complete the data Model,
- Save the resulting Excel spreadsheet.
module # 2
Extend Data Model relationships using Excel 2013, Power Pivot, and DAX
Add a relationship using Diagram View in Power Pivot.
- Extend the Data Model using calculated columns,
- Create a hierarchy,
- Use hierarchies in PivotTables.
Add Slicers.
Create a measure and KPI.
Create perspectives.
module # 3
Create Map-based Power View Reports
Create a Power View report,
Create calculated fields for Power View and PivotTables,
Set field defaults, table behaviours, and data categories.
module # 4
Incorporate Internet Data, and Set Power View Report Defaults
Import Internet-based image links into the Data Model,
Use Internet data to complete the Data Model,
Hide tables and fields for easier report creation.
module # 5
Create Amazing Power View Reports
Create Interactive Map Charts,
Create Interactive Pie Charts,
Create Interactive Bar and Column Charts.
COMMITMENT POLICY
We are committed to your success; It is our policy that every organization / individual who has ever been trained at one of our training programs is entitled to a FREE life-time email support for ideas / trouble shooting on implementing Excel for data analytics.
NO Conditions apply!!