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Course Contents: Subject Name: Session Plan BI (Business Intelligence) With Excel

The document outlines an 8-9 hour training course on using Excel for business intelligence. The course will cover introductory Excel topics, functions and formulas, pivot tables, graphs and charts, visual analytics, and more. It will have 3 sessions of 3 hours each. The objective is to teach participants how to use Excel for business decision making. Required materials include a projector, laptop, Excel 2010 or higher, and data for practice exercises. Ebooks and data will be provided by the instructor.

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Changani Jagdish G
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102 views3 pages

Course Contents: Subject Name: Session Plan BI (Business Intelligence) With Excel

The document outlines an 8-9 hour training course on using Excel for business intelligence. The course will cover introductory Excel topics, functions and formulas, pivot tables, graphs and charts, visual analytics, and more. It will have 3 sessions of 3 hours each. The objective is to teach participants how to use Excel for business decision making. Required materials include a projector, laptop, Excel 2010 or higher, and data for practice exercises. Ebooks and data will be provided by the instructor.

Uploaded by

Changani Jagdish G
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Subject Name: Session Plan BI (Business Intelligence) with excel

Course Code: Corporate excel training

Faculty: Mr. Jagdish Changani

No of Sessions Plan: 8 to 9 hours training

Objective/s of the course: To make the participant understand how Excel can be effectively used for
taking Business Decision.

Course Contents
Introduction to business Intelligence

 What is business Intelligence?


 Business Intelligence components
 Understanding what Excel is used for
 Learning the parts of an Excel window
 Introducing Excel with a step-by-step hands-on session

Functions & Formula in excel

 Introducing Formulas and Functions


o Understanding formula basics
o Entering formulas and functions into your worksheets
o Understanding how to use references in formulas
 Creating Formulas That Manipulate Text
o Seeing how Excel handles text entered into cells
o Looking at Excel worksheet functions that handle text
o Getting examples of advanced text formulas
 Working with Dates and Times
o Getting an overview of dates and times in Excel
o Using Excel date-related functions
o Working with Excel time-related functions
 Creating Formulas That Count and Sum
o Introducing various ways to count and sum cells
o Creating basic counting and summing formulas
o Working with advanced counting and summing formulas
o Developing conditional summing formulas
 Creating Formulas That Look Up Values
o Introducing formulas that look up values in a table
o Identifying the worksheet functions used to perform lookups
o Getting acquainted with basic lookup formulas
o Delving into more sophisticated lookup formulas

Using Advanced Excel Features

 Customizing the Excel User Interface


 Using Custom Number Formats
 Using Data Validation
 Creating and Using Worksheet Outlines
 Linking and Consolidating Worksheets
 Excel and the Internet
 Protecting Your Work
 Making Your Worksheets Error Free

Pivot tables

 Understanding pivot tables


 Identifying types of data appropriate for a pivot table
 Getting clear on pivot table terminology
 Creating pivot tables
 Looking at pivot table examples that answer specific questions about data

Graphs and charts with excel

 Getting Started Making Charts


 Learning Advanced Charting
 Visualizing Data Using Conditional
 Creating Sparkline Graphics
 Enhancing Your Work with Pictures and Drawings

Visual analytics

 Getting an overview of Excel’s conditional formatting feature


 Using the graphical conditional formats
 Using conditional formatting formulas
 Finding tips for using conditional formatting
 KPI & Dashboard

Text Book: - e-books will be uploaded after sessions.


Hands outs will be available after each session.

Required data for practice would be uploaded before each session.

Reference books

1. “Business Data Analysis Using Excel”, 1/e Author(s): David Whigham


2. Excel 2013 Bible – John Walkenbach

Requirement:
 Training hours will hold on in 3 sessions every session will be 3 hours.
 Projector and laptop
 Office version will be above 2010.
 If possible than available laptop/PC in your employees. Every 2 employees 1 laptop/pc.
 Ebook and Data for practices will be provided my side.

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