Certificate in Visual Analytics (i2VSA) - Workshop 2018

My Offerings


The course incorporates pre-course learning and preparation followed by two-day face to face training in a highly participative workshop. The focus is on typical real life challenges in information analysis and presentation.

Key topics covered:

Day 1

  • “Data dump” reporting versus information for decision making - recap and case study
  • Visual techniques for providing focus for action, new insights into data and for measuring and comparing performance
  • Common techniques and mistakes to avoid
  • Mini case studies in applying the visual techniques learnt on the course
  • Dashboards - why they are useful, level and amount of information to include (one page and drill down), structure to show the big picture and tell the stories in the data
  • Case study in dashboard design - developing a board level dashboard for a multi business organisation with financial and non financial information

Day 2

  • Review/ finalise and debrief on case study in dashboard design
  • Creating the advanced charting techniques and building mini case study solutions in Excel
  • How to successfully introduce new tools and techniques into the organisation
  • How to complete the post course project and attain certification
  • Share examples of past participant dashboards

Pre-course learning

  • Reading material - “data dump” versus information for decision making
  • Problems with current reporting
  • Identifying a report/ dashboard to re-work post course (potential project)
  • You will also need to bring a laptop with Excel 2007 or later. Please note that laptops will not be provided during the course.

Optional post course project work (required for certification)

  • Create a dashboard design to replace, or as a “front end” to, a current reporting pack
  • Demonstrate understanding and application of key techniques and lessons learnt from the course
  • Compare “before” and “after” approaches, explaining benefits achieved

Trainers profile:

Simon Lindley is an international trainer and consultant in business analytics with a background in finance function transformation. His consulting experience includes programme managing ERP, CRM and Business Intelligence (BI) programmes, implementing shared services, process re-engineering and outsourcing solutions. He has spoken in Europe, Asia and North America on the potential for analytics to help accountants advance their role within their organisations. His focus is to help individuals and organisations to reduce the time and cost of low value repetitive and manual activities and to improve their focus on added value through better quality and faster decision making. Simon is a UK Chartered Accountant, Chartered Engineer (IT based) and MBA with a Masters level diploma in board level governance.


Learning objectives

  • Provide participants with the capability to transform their organisation’s decision making through visual analytics and dashboards
  • Better position participants to adapt to the changing role of finance and the increasing importance of business and visual analytics
  • Provide participants with visual analytics and dashboard skills that can significantly improve their potential in their current role and future career


  • Finance and non-finance staff who want to present/ commission information and dashboards for analysis and decision making
  • Particularly relevant to those who need to produce financial and non-financial information for board level/ senior stakeholders who have limited time and broad information requirements
  • Anyone who wants to contribute to management information/ Business Intelligence (BI) / dashboard projects within their organisation (whether using specialist BI/ systems software or Excel)



14 hours