Business Intelligence: Data Modelling, Data Analysis and Reporting Techniques Training

This program is designed to help participants access business intelligence. You will be to able to clean, normalize, and interpret large data volumes. Also develop competence to establish historical relationships, analyze current situation and predict future strategies. The application of BI covers operational, tactical and strategic business decisions. It spans all departments and cascades down to all users who perform data reporting, analyses, modeling, integration and automation.

In this program we extensively use MS Excel as an important and readily available BI tool allowing you to develop an exclusive level of expertise and adding immediate value to your job and company.

Target Audience

Business professionals, business analysts, research analysts, marketing and sales professionals, Finance and Admin 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.

Course Methodology

20% of the program is designed and structure focused. 80% uses MS Excel as a BI tool. Groups and individuals will be required to complete exercises, case studies, and projects on daily basis. Required to bring your Laptop

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 aggregation and modeling
• Perform data normalization, consolidation, report writing, analysis and reconciliation
• Develop dynamic BI models, dashboards,scorecards and flash management reports by linking up Excel with  Access, web, text, SQL.Oracle and other databases
• Advance and enhance your reports’ look and feel usinf dynamic visualization techniques 
• Model and Forecast Financial Reports
• Reference and Linking Business data in models
• Massage and normalize data
• Report, Interpret, analyze and reconcile date
• Model and 'what-if' scenarios
• Data integrate
• Use Dynamic dashboards and scorecards
• Create Key performance indicators
• Build cash   and flexible budget models
• use various breakeven techniques
• Know how to value businesses
• Make optimal decision regarding investment.
• Add tremendous value to your report and the business

Course Contents

Day One

• Business Performance Analysis
• Cash flow Forecast Models
• Excel Referencing and application
• Linking and worksheet Consolidation
• Forecasting Models
• Historical Forecast (Point Forecast)
• Trend Lines (Interval Forecast)
• Cyclicality and Seasonality

Forecasting Financial Reports;

• Key Drivers
• Driving Financial Statements
• Alternative Approaches

Variance Analysi

Breakeven Analysis

• Breakeven
• Operating Leverage
• Financial Leverage

Day Two

• Budget variance
• Budgeting and Control
• Example of Personal Budget
• Example of Company Budget
• Flexible budget model
• Fixed budget model.

Day Three

• Portfolio Analysis
• Cost of Capital
• Capital Asset Pricing Model
• Dividend Growth Model
• Cost of Preference Share
• Cost of Debt
• Weighted Average Cost of Capital (WACC)
• Marginal WACC

Investment Analysis

• Payback Period
• Accounting Rate of Returns
• Internal Rate of Return
• Net Present Value
• Loan Management and Loan Determination Schedule
• Benefit/Cost Ratio
• Capital Rationing
• Scenarios and Sensitivity Analysis and Charts

Risk and Return Analysis

Day Four

• Company Valuation
• Adjusted Accounting Valuation
• Dividends Valuation
• Market Valuation
• Free Cash flow Valuation

Portfolio Analysis

• Elements of Optimizing Models
• Linear Programming
• Margin Maximization
• Bayes’ Theorem
• Decision Tree Model
• Building Sensitivity analysis and Scenarios into Models
• Introduction and Application of Macro to enhance your Model.