Business Intelligence Centre Training

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Workshop 1: Business Reporting using Formulas and Functions

  • Create your own ribbon/s (in MS Excel 2010)
  • By viewing multiple windows you can Copy and Move worksheets between workbooks
  • Save time on data capturing in multiple worksheets by using Grouping
  • Consolidating worksheets by using Paste Special
  • Quickly identifying certain transactions and highlighting duplicates by using Conditional Formatting including Data Bars, Icons, etc.
  • Ensuring certain cells cannot be selected and formulae protected by using worksheet Protection
  • Simplify formulae by using Named Ranges
  • Using powerful functions to develop your report such as Lookup Functions, Text Functions, Logical Functions, Information Functions, Statistical Functions and Mathematical Functions

Workshop 2: Managing Data lists and Macros

• Sorting your list in any specific order by using a Custom List

• Using Subtotals to analyze your list to view totals by category

• Identifying certain data based on a criteria by using Filtering

• Ensuring you have consistent data capturing by using Data Validation

• Summarizing your rows and columns by using Group and Outline and create Custom Views

• Forecast outcomes by creating Scenarios

• Simplify repetitive tasks by recording, viewing, running, and editing Macros

Workshop 3: Data analysis using PivotTables and Pivot Charts

  • Understanding the definitions and layout of a Pivot Table
  • Summarizing data by creating a Pivot Table
  • Improving the look and feel of the PivotTable by Modifying and Formatting an existing Pivot Table
  • Saving time creating a new PivotTable by moving or copying an existing Pivot Table
  • Using Pivot Tools to manage your PivotTable effectively (MS Excel 2010 includes using slicers to filter and for connection to another PivotTable)
  • Create and customize Sparkline’s (only in MS Excel 2010)
  • Creating specific formulae within your PivotTable by using a Calculated field
  • Summarizing dates into Months, Quarters and Years by using Grouping
  • Graphically representing your PivotTable by creating a PivotChart

Course Outline

Sage Intelligence - Beginner Course

Duration: 1/2 Day

  •  How Sage Intelligence Reporting fulfils Business Intelligence needs.
  • Overview and purpose of each module.
  • Navigating within the Report Manager.
  • Types of Sage Intelligence reports.
  • Organizing your reports.
  • Creating a standard report.
  • Saving formatting changes in existing reports.
  • Creating a report that includes data from multiple reports.
  • Running multiple reports.
  • Summarizing or grouping data in a report.

Sage Pastel Intelligence Reporting – Financial Report Design Course

Duration:1/2 Day

  • An introduction to the Report Designer and the various methods used to create reports.
  • An introduction to the Layout Generator and how to use it to design a report.
  • The process and method of creating a new layout using the Layout Generator.
  • An introduction to the Task Pane and the process to create financial statements.
  • The steps to design financial layouts.
  • An introduction to consolidated connections and how to link them to containers.
  • An introduction to Reporting Trees and the management thereof

Sage Intelligence Reporting – Intermediate Course

Duration: 1/2 Day 

  • Understanding the Excel workbook created when running reports.
  • Creating a single page dashboard view of your most important information.
  •  Protecting the Excel report from being edited.
  • Hiding or discarding insignificant rows in a report template.
  • Copying an Excel formula to new rows.
  • Scheduling a report to run
  • Copying report templates to/from other Sage Intelligence users.
  • Allowing report templates to be accessed by multiple users.
  • Sending reports to others (Managing, Adding, Editing and automating Distribution).
  • Best Practices when using Sage Intelligence.

Sage Intelligence Reporting – Advanced Course

Duration:1/2 Day

  • An understanding of how to navigate and work with the Connector Module.
  • The steps to create connectivity to a data source
  • The understanding of how to create connectivity using Access as a Data source
  • The understanding of how to use Excel as a Data source.
  • An understanding of how to use the Graphical Join Tool to create a Multiple Table container. 
  • A demonstration on how to customize expressions using SQL.
  • An introduction and explanation of the different ways to use Pass Through Variables.
  • A demonstration on how to use the Connector to manage your containers and expressions.
  • An understanding of how to use the Connector to connect to multiple companies.
  • The best practices to create the most flexible efficient reports.