Certificate in Business Analytics & Reporting (i3BAR) - Workshop 2018

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Overview

Do you want to transform your regular analysis and reporting and reduce the time spent from days to minutes? This integrated, interactive and intelligent Excel Models for Business Analytics & Reporting (i3BAR) course is a revolutionary approach.

Using simple spreadsheet functions to create interactive reports, dynamic charts and automated commentary. This workshop meets your unique business challenges at a fraction of the time taken compared to your standard practice and process. It enables you to present concise information to management quickly and with maximum data integrity.
Successfully apply i3BAR techniques at work to provide fresh perspectives on business challenges and opportunities. Transform the nature of your role by freeing up significant time from reporting for added value analysis and critical projects.

KEY TOPICS COVERED:

Day 1 – Integrate multiple data sources for quick and instantaneous reporting

• Understand the key components of an integrated model
• Input, logic, presentation blocks
• Construct and design a database
• Database design rules
• Understand bad practices that lead to static reports
• Discover the secrets of interactive reports illustrated in three case studies

Day 2 – Interactive reports for insightful and impressive presentation

• Understand the principles of developing interactive charts that change at the click of a button
• Incorporate interactive commentaries that auto-reflect changes made in data
• Turn the integrated, interactive model into an easy-to-navigate board presentation

Day 3 – Intelligent models for simulations to answer what-if questions

• Common reasons for delay in budget completion
• Design of input templates incorporating data validation and protection
• Modelling business processes to develop intelligent budget models + Capital expenditure approval model
• Develop a what-if simulation model to aid good decision making

Pre-requisite
You will need to have at least two years' experience using intermediate functions in Excel. You will also need to bring a laptop with Excel 2007 or later. Please note that laptops will not be provided during the course.

Pre-course preparation
In advance of the hands-on training, you will be provided with a source file designed to ensure you are familiarised with the Excel functions that will be used in the training. This will be provided to you upon registration.

Certificate of competency
An internationally recognised Certificate of Competency issued by the Institute of Business Analytics will be awarded to participants who successfully submit and assimilate the i3BAR concepts in building a working model.

Trainer profile

May Wong

May Wong is a business reporting specialist and certified i3BAR trainer. She has international experience in developing systems and Excel based solutions for planning, reporting and consolidation systems. She applies this experience to deliver engaging and practical insights into the application of i3BAR to reporting transformation for corporations and public participants internationally. May Wong is a UK Chartered Accountant and SAP consultant.

Objectives

• Apply multiple data sources for quick and instantaneous reporting
• Use interactive reports for insightful and impressive presentation
• Develop intelligent models for simulations to answer what-if questions
• Achieve greater speed and efficiency in reporting
• Save time through accurate ways of automating data
• Understand the key components of an integrated model
• Learn intelligent budget modelling processes
• Present concise information to management quickly with maximum data integrity
• Create fully functional reports for responsive decision making

Audience

This workshop is suitable for all accounting and finance professionals including Financial Accountants, Cost Accountants, Management Accountants, Financial Auditors, Financial Analysts, CFOs and anyone involved in preparing and reporting of data.