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DB-001

Business Intelligence: Data Analysis and Reporting Techniques

Intensive 5-day course · English, Arabic & European languages

Business professionals handling reporting and decisions use Excel for Business Intelligence (BI) during 5 days. Delegates clean and normalise data, analyse large datasets and create models, dashboards and scorecards. The agenda includes 20 pivot-table tools, links to external data sources and visualisation techniques, with daily individual and group exercises, case studies and projects.

Classroom

Public courses in our cities

  • 26–30 Oct 2026Doha£4,200 + VAT
  • 9–13 Nov 2026Kuala Lumpur£1,800 + VAT
  • 23–27 Nov 2026Abu Dhabi£4,200 + VAT
  • 14–18 Dec 2026Barcelona£3,080 + VAT
  • 28 Dec – 1 Jan 2026Jeddah£4,200 + VAT
  • 4–8 Jan 2027Barcelona£3,080 + VAT
Show 23 more dates
  • 18–22 Jan 2027Muscat£3,080 + VAT
  • 1–5 Feb 2027Frankfurt£2,600 + VAT
  • 15–19 Feb 2027Casablanca£2,280 + VAT
  • 8–12 Mar 2027Rome£3,400 + VAT
  • 22–26 Mar 2027Manama£3,080 + VAT
  • 12–16 Apr 2027Kuala Lumpur£1,800 + VAT
  • 26–30 Apr 2027Amman£3,400 + VAT
  • 10–14 May 2027Barcelona£3,080 + VAT
  • 24–28 May 2027Madrid£3,400 + VAT
  • 7–11 Jun 2027Barcelona£3,080 + VAT
  • 21–25 Jun 2027Berlin£3,400 + VAT
  • 5–9 Jul 2027Frankfurt£2,600 + VAT
  • 19–23 Jul 2027Milan£3,400 + VAT
  • 9–13 Aug 2027Rome£3,400 + VAT
  • 23–27 Aug 2027Malaga£3,080 + VAT
  • 13–17 Sep 2027Kuala Lumpur£1,800 + VAT
  • 27 Sep – 1 Oct 2027Sarajevo£3,400 + VAT
  • 11–15 Oct 2027Barcelona£3,080 + VAT
  • 25–29 Oct 2027Dubai£4,200 + VAT
  • 1–5 Nov 2027Barcelona£3,080 + VAT
  • 15–19 Nov 2027Riyadh£4,200 + VAT
  • 6–10 Dec 2027Frankfurt£2,600 + VAT
  • 20–24 Dec 2027Doha£4,200 + VAT

Group discount: 2 delegates 20% · 3 delegates 35% · 5 or more delegates 50%

Can't make these dates? We can run this course for your team on dates that suit you. Ask for custom dates · In-house options

Online (live)

With a trainer, on dates to suit your team

This course can be taught live online by a trainer, in English, Arabic or any European language, for one person or a whole team.

£1,850 + VAT

Group discount: 2 delegates 20% · 3 delegates 35% · 5 or more delegates 50%

Special requests

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Business Intelligence: Data Analysis and Reporting Techniques

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Course overview

ERPs and databases can contain large volumes of unstructured data. The course introduces practical BI methods for cleaning, normalising and interpreting that information, establishing historical relationships, analysing present conditions and informing future strategies. Applications cover operational, tactical and strategic decisions across departments, including reporting, reconciliation, modelling, integration and automation. Excel work addresses data slicing and aggregation before introducing dynamic models, dashboards, scorecards, flash management reports and key performance indicators.

MS Excel is the working tool. Delegates connect Excel to Access, web and internet sources, text files, SQL, ERPs and other databases, then explore controls for what-if modelling and the presentation of results. Charting, formula-based visuals and report design accompany the analytical work. Design and structure account for 20% of the course, while 80% uses Excel as the BI tool. Daily exercises, cases and projects give individuals and groups opportunities to practise, including techniques and shortcuts for working efficiently.

Course objectives

By the end of the course, delegates will be able to:

  1. Use Excel BI techniques for slicing, preparing, aggregating and modelling data
  2. Normalise and consolidate data for reporting, analysis and reconciliation
  3. Build dynamic BI models, dashboards, scorecards and flash management reports through Excel links to Access, web, text, internet, SQL, ERPs and databases
  4. Improve report presentation with dynamic visualisation methods
  5. Apply tips and techniques for efficient analytical work

Target competencies

  • Data preparation and normalisation
  • Reporting, analysis and reconciliation
  • Interpretation of large datasets
  • Modelling and what-if analysis
  • Data integration
  • Dynamic dashboard and scorecard development
  • Key performance indicator design

Who should attend

This course suits:

  • Business professionals and general business staff
  • Business analysts
  • Data analysts
  • Research analysts
  • Finance professionals
  • Marketing and sales professionals
  • Human resources (HR) professionals
  • IT professionals
  • Administrative staff
  • Supervisors
  • Staff in any function applying data analysis to daily reporting and decisions

Training methodology

  • Design and structure make up 20% of the course; 80% uses MS Excel as a BI tool.
  • Individuals and groups complete exercises, case studies and projects each day.

Daily agenda

  1. Day 1

    Working with data in Excel

    • Combining data held in different files and worksheets
    • Advanced validation with lists, dates and custom rules
    • Applying array functions
    • Cell tools: left, right, mid, concatenate and value
    • Naming, editing and managing cells and ranges
    • Applying subtotal, sumif, sumifs, sumproduct, count, countif and countifs
    • Retrieving data, text and values with vlookup
    • Using table tools
    • Separating dates into day names, weeks, week numbers, month names, years and quarters
    • Text-to-columns and dynamic trimming with trim and len
    • Handling text and numbers with replace, find and substitute
    • Functions for changing text
  2. Day 2

    Reporting with 20 pivot-table tools

    • Building pivot tables
    • Formatting numbers
    • Planning report layouts
    • Ascending, descending and additional sorting options
    • Filtering by labels and values
    • Expanding and collapsing report details
    • Using drill-down
    • Summarising by sum, average, minimum, maximum and count
    • Displaying percentage values, including percentages of totals
    • Setting pivot-table options
    • Adding formulas
    • Analysing dates
    • Copying existing pivot tables
    • Preparing pivot charts
    • Labelling charts dynamically
    • Using slicers
    • Displaying report filter pages
    • Connecting pivot tables and pivot charts with PowerPoint
    • Applying conditional formatting to pivot tables
    • Preparing reports with getpivotdata
  3. Day 3

    Models and data connections

    • Using spinner controls
    • Modelling with check boxes and the if function
    • Modelling with option buttons and the if function
    • Modelling with list boxes and the choose function
    • Working with the scenario manager
    • Connecting Excel to text files
    • Connecting Excel to Access databases
    • Connecting Excel to SQL
    • Connecting Excel to internet sources
    • Connecting data between Excel files
  4. Day 4

    Charts and presentation of results

    • Applying the camera tool
    • Visualisations driven by formulas
    • Using decorative fonts
    • Symbols within formulas
    • Working with sparkline visuals
    • Preparing charts in unconventional styles
  5. Day 5

    Report controls and efficient working

    • Controlling and protecting reports, worksheets and workbooks
    • Using the data entry form
    • Creating custom lists
    • Using text-to-speech
    • Advanced use of conditional formatting
    • Shortcuts for everyday tasks

Certificate

Every delegate who completes the course receives an ARUK Training Certificate of Attendance.

Frequently asked questions

How do I register?

Choose a date and city in the schedule and press Register, or send us an enquiry. Our team confirms your place and sends an invoice.

Are fees shown with VAT?

Fees are shown per delegate and exclude VAT, which is added to the invoice where applicable.

Can this course be delivered for our team only?

Yes. Any ARUK course can be delivered in-house at your premises, in a meeting room we book for you, or 1-to-1.

Is this course available online?

Yes. We run it live online with a trainer, on dates that suit your team, for £1,850 + VAT per delegate.

Is there a group discount?

Yes. 20% for 2 delegates, 35% for 3 delegates and 50% for 5 or more delegates on the same course.

Can the course be delivered in Arabic or another language?

Yes. Our courses can be delivered in English, Arabic or any European language, by a trainer who teaches in that language. Mention your preferred language when you register or enquire.

What certificate will I receive?

An ARUK Training Certificate of Attendance.

Related courses

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Business Intelligence: Data Analysis and Reporting Techniques

Key booking terms (read before you register)
  • The full fee is paid in advance, before the course starts.
  • Cancel in writing 30 or more days before the start date (45 for in-house) for a refund. Later than that, the full fee is payable.
  • No refund for non-attendance or partial attendance.
  • Places are for the named delegate only; another person cannot attend instead.
  • Moving to another date or city is only possible if ARUK agrees in writing.
  • Travel, accommodation and visas are your responsibility. A refused visa does not change the cancellation terms.

booking terms and conditions

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Business Intelligence: Data Analysis and Reporting Techniques