Project Description


Welkin Course Code: X0BI

Course Features

Business intelligence refers to a range of technologies, applications and methods that allow companies to better understand their business performance and to help make better business decisions. Microsoft Excel offers a wide range of business intelligence capabilities. This course explains the concept of business intelligence and how Microsoft Excel can be used as an effective business intelligence tool. You will learn to create your own business intelligence solutions using the powerful features of Microsoft Excel, inclduing:

  • Dashboard creations
  • Data models
  • Common Excel functions
  • Interactive interface for users
  • Dashboard components
By the end of the course you will be able to apply various Excel features to create business intelligence solutions.
  • Qualified and experienced instructor
  • Easy-to-follow, step-by-step hands on approach
  • Best practice skills explained and demonstrated

Learn from the Experts

Get Your Skills Certified

Certify your Excel skills with Microsoft Office Specialist Excel certification. The certification is not a requirement for course completion but we highly recommend you to get your skills professionally recognized.
Remark: The course fee does not include the certification exam.

Further Study

After completing this course you may further develop your knowledge and skills with the course Business Analysis with Microsoft Excel.

Course Fee


Course Duration

6 Hours

Course Prerequisites

Course participants should have a basic knowledge of Microsoft Excel.

Title of Award

Upon successful completion of the course, students will receive a Certificate of Achievement.

Schedule & Online Enrolment
Sign up for your course by clicking the Enrol button and proceed to Checkout to finish course registration.

Business Intelligence with Microsoft Excel 2010/2007
Course No. 課程編號Info. 語言/系統/地點Start 開課日End 完課日Day(s) 上課日Time 上課時段Duration 課程長度Enrol 報名

Business intelligence allows companies to achieve better business performances and make wiser decisions. This 6-hour course is specially designed for those who want to know how Excel can be used as an effective business intelligence tool. You will learn basic business intelligence concepts and powerful Excel features applicable to buinsess intelligence implementation.

  1. Introduction to Business Intelligence
    • What is Business Intelligence?
    • Excel as a BI Tool
    • Defining reports
    • Defining dashboards
  2. Preparing for the Dashboard
    • Establish the audience and purpose for the dashboard
    • Delineate the measures for the dashboard
    • Catalog the required data sources
    • Define the dimensions and filters for the dashboard
    • Determine the need for drill-down features
    • Establish the refresh schedule
  3. Building Data Model
    • Data Modeling Best Practices
    • Separating data, analysis, and presentation
  4. Common Excel Functions
    • The VLOOKUP function
    • Using data validation drop-down lists in your data model
    • The HLOOKUP function
    • The SUMPRODUCT function
    • The CHOOSE function
  5. Building Basic Dashboard Components
    • The Pivotal PivotTable
    • The Four Areas of a PivotTable
    • Creating Your First PivotTable
    • Customizing field names
    • Applying numeric formats to data fields
    • Changing summary calculations
    • Creating Useful Pivot-Driven Views
    • Creating views by month, quarter, and year
    • Creating a percent distribution view
    • Creating a YTD totals view
    • Creating a month-over-month variance view
  1. Building Advanced Dashboard Components
    • Components That Show Trending
    • Comparative Trending
    • Highlighting Periods of Time
    • Other Trending Techniques
  2. Components That Group and Bucket Data
    • Creating Top and Bottom Displays
    • Using Histograms to Track Relationships and Frequency
    • Highlighting Top Values in Charts
  3. Components That Display Performance against a Target
    • Showing Performance with Variances
    • Showing Performance against Organizational Trends
    • Using Thermometer-Style Charts to Display Performance
    • An Introduction to the Bullet Graph
    • Showing Performance against a Target Range
  4. Giving Users an Interactive Interface
    • Introducing Form Controls
    • Adding and Configuring Controls
    • Check Box Example: Toggling a Chart Series On and Off
    • Option Button Example: Showing Many Views through One Chart
    • Combo Box Example: Controlling Multiple PivotTables with One Combo Box
    • List Box Example: Controlling Multiple Charts with One Selector
  1. You can enrol this course by our online system, or call (852) 3605 3322 for reservation.

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