Analysis for Management Decisions: Certificate in Data Analysis and Business Reporting Techniques Using Excel

An Interactive 5-Day Training Course

Analysis for Management Decisions: Certificate in Data Analysis and Business Reporting Techniques Using Excel

NASBA

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Introduction

This GLOMACS training program designed to equip executives and professionals with the practical skills to harness data using Excel, SQL, and Power BI. In today’s fast-changing environment, organizations must move beyond basic spreadsheets and isolated databases to establish a strong strategy that fully leverages modern analytics tools. This course enables participants to connect data initiatives with business priorities, fueling innovation, efficiency, and sustainable growth.

Attendees will develop a thorough understanding of how to design and execute a holistic data strategy that produces measurable impact. Through hands-on exercises in Excel, SQL queries, and Power BI dashboards, participants will explore ways to address common obstacles, nurture a data-first mindset, and adopt proven methods for governance and management. By the conclusion of the program, you will be prepared to lead successful data-driven transformations with confidence.

This training course will highlight:

  • Excel for structured data preparation and accurate reporting
  • SQL for efficient data extraction and transformation processes
  • Power BI dashboards for interactive management decision-making
  • Integrating Excel, SQL, Power BI for seamless reporting pipelines
  • KPI scorecards enabling timely, informed executive business decisions

Objectives

At the end of this training course, you will learn to:

  • Use Excel for structured data preparation and reporting accuracy
  • Apply SQL to extract, transform, and manage organizational data efficiently
  • Build Power BI dashboards that drive clear, actionable management insights
  • Integrate Excel, SQL, and Power BI for seamless reporting pipelines
  • Design KPI-driven scorecards to support confident, data-informed decisions

Training Methodology

The training course combines interactive lectures, case studies, group discussions, and practical exercises to actively involve participants. Real-world applications of Excel, SQL, and Power BI concepts are emphasized, encouraging problem-solving and analytical thinking. Collaborative sessions promote peer-to-peer learning, while expert-led guidance deepens understanding of advanced reporting and decision-making techniques. This approach ensures participants acquire actionable skills that can be immediately applied within their organizations.

Organisational Impact

The Organization will have the following benefits:

  • Stronger alignment of reporting strategy with organizational objectives
  • Smarter decision-making through Excel, SQL, and Power BI insights
  • Robust governance and compliance supported by structured data frameworks
  • Greater efficiency via streamlined data preparation and reporting processes
  • A culture of data-driven management across all business units
  • Use of modern analytics tools for innovation and growth

Personal Impact

At the end of this training course, the participants will gain the following:

  • Skills in building reports with Excel, SQL, Power BI
  • Stronger ability to drive management decisions using data insights
  • Improved knowledge of governance and compliance in reporting frameworks
  • Practical experience applying modern analytics tools to real-world problems
  • Capability to foster a culture of data-driven decision-making
  • Expanded career opportunities in analytics, reporting, and data management

Who should Attend?

This training course is ideal for professionals aiming to harness data for business success, strengthen strategic decision-making, and cultivate a data-driven culture. It is tailored for those seeking to build or refine data strategies that drive organizational growth and reporting excellence.

This GLOMACS training course is suitable to a wide range of professionals but will greatly benefit:

  • Data Analysts and Data Scientists
  • Business Intelligence Managers
  • IT, Finance Managers and Consultants
  • Marketing and Operations Professionals
  • Executives and Decision-makers
Course Outline
Day 1

Excel Foundations for Data Analysis

  • Cleaning and preparing data in Excel
  • Using essential formulas (SUM, AVERAGE, LOOKUP)
  • Data validation and conditional formatting
  • Working with Excel Tables for structured data
  • Creating simple charts (bar, line, pie)
  • Introduction to dynamic ranges and references
Day 2

Pivot Tables Essentials

  • Creating Pivot Tables from raw data
  • Sorting, filtering, and grouping Pivot Table fields
  • Adding calculated fields for simple analysis
  • Designing Pivot Charts for quick insights
  • Using slicers to make reports interactive
  • Building a simple dashboard with multiple Pivot Tables
Day 3

Working with Power BI for Analysis

  • Introduction to Power BI Desktop interface
  • Importing data from Excel into Power BI
  • Basic data cleaning with Power Query
  • Creating simple relationships between tables
  • Building basic visuals (tables, bar charts, line charts)
  • Saving and exporting reports
Day 4

Data Modelling

  • Tables and relationships in Excel & Power BI
  • Creating hierarchies (e.g., Year → Month → Day)
  • Using simple measures (totals, averages)
  • Introduction to DAX: basic syntax and purpose
  • Writing simple DAX formulas (SUM, COUNT, AVERAGE)
  • Applying DAX measures in reports
Day 5

Reporting & Dashboards for Management

  • Combining Excel Pivot Tables with Power BI visuals
  • Creating KPI cards and simple scoreboards
  • Using filters and slicers for interactive dashboards
  • Designing clear and simple reports for decision-making
  • Exporting and sharing dashboards with colleagues
  • Build a basic dashboard using Excel + Power BI
Certificates
  • On successful completion of this training course, GLOMACS Certificate will be awarded to the delegates.
  • Continuing Professional Education credits (CPE): In accordance with the standards of the National Registry of CPE Sponsors, one CPE credit is granted per 50 minutes of attendance.
Providers

Endorsed Education Provider

NASBA
Options & Brochure
Related Categories
Data Management & Analytics
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Frequently Asked Question
For detailed information about specific courses, including course content, schedules, and instructors, you can visit our website or contact our customer service team. They will be happy to provide all the information you need to make an informed decision.
Our courses are structured to provide a balanced mix of theory and practical application. They typically include presentations, case studies, group discussions,on activities, and interactive Q&A sessions to maximize learning outcomes.

Yes, upon successful completion of any of our training courses, GLOMACS Certificate will be awarded to the delegates. This certificate is a valuable addition to your professional portfolio and is recognized across various industries.

Yes, GLOMACS provides customized training solutions tailored to meet the specific needs of organizations. We work closely with companies to design bespoke training courses that address their unique challenges and objectives.
You can register for a GLOMACS training course by visiting our website, selecting the course of your choice, and following the simple registration process. You can also contact our support team for assistance with the registration process.
GLOMACS offers both online andperson training options. You can choose from interactive virtual sessions or attend one of our globally locatedperson training courses. The flexibility ensures that learning fits your schedule and preferences.
Attending a GLOMACS training course offers numerous benefits, including enhanced professional skills, increased employability,recognized certification, networking opportunities with peers and experts, and the chance to apply practical knowledge directly to your workplace.
GLOMACS is a globally recognized leader in professional training and development, with a reputation for deliveringquality,driven training courses. We offer a broad spectrum of training courses taught by expert trainers, flexible delivery options (both online andperson), and accredited certifications that add real value to your career.
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Data Management & Analytics
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