Certificate in Business Analytics (i3BAR) - Workshop SG 2020

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 course 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 i3BAR will enable you to:

• Integrate data from disparate data sources into Excel
• Build reliable and sustainable excel based reporting models
• Construct interactive models for decision making
• Create scenarios and what-if analysis for budget
• Produce visually attractive and impactful reports

Post-course project work
Participants will be guided in applying the new i3BAR concepts to build interactive Excel models to resolve current work issues.

Certificate of Competency
An internationally recognised Certificate of Competency is awarded to participants who successfully submitted and assimilated the i3BAR concepts in building a working model.

Active Community of Practice
i3BAR alumni can tap into the network for additional support in Excel modelling to continue your learning journey.

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

Integrate multiple data sources

• 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

Build and present interactive reports

• 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

Budget simulation and intelligence

• Common reasons for delay in budget completion
• Design of input templates incorporating data validation and protection
• Modelling business processes to develop intelligent budget models for
  • P&L, cash flow and balance sheet
  • Capital expenditure authorisation model
• Beyond budgeting: use model to review business processes and re-engineer balance sheet
• Develop a what-if simulation model to aid good decision making

Click to view an Excel automated report demonstration

Objectives

• 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

Trainer Profile

Simon Lindley

Simon Lindley is an international trainer, speaker and consultant in business transformation through analytics. He brings expertise in visual analytics and dashboard design to transform the role and performance of finance teams. Simon is a Chartered Accountant, Chartered Engineer (IT) and MBA with a Masters Diploma in corporate governance. He also has training and qualifications in statistics and data science.

Audience

This program 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. 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.