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.

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

Day Two

Variance Analysis

Breakeven Analysis

• Breakeven
• Operating Leverage
• Financial Leverage
• 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

Day Four

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

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

Day Five

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.