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ISP TrainingsInnovative Special Projects

Excel Automation and Macros for Small and Medium Enterprises

3 days|Delivered on request

Excel Automation and Macros for Small and Medium Enterprises takes the discipline and works it through the constraints of this operating context, including forecasting techniques, data governance and the compliance obligations that come with it. The sector framing is necessary because most organisations have more dashboards than decisions that depend on them, and generic training rarely survives contact with the local rules. Delegates leave able to work confidently with visual encoding choices, DAX and calculated measures and data modelling in their own organisation.

What delegates leave able to do

  • Make a decision about visual encoding choices without waiting for a specialist, measured against established visualisation principles
  • Take ownership of DAX and calculated measures rather than escalating it
  • Bring data modelling into line with current good practice
  • Review KPI definition and say plainly whether it is working

What the course covers

  • Forecasting techniques
  • Data governance
  • Visual encoding choices
  • DAX and calculated measures
  • Data modelling
  • KPI definition
  • Scenario modelling

Who should attend

  • business analysts
  • finance professionals building reports
  • operations managers using dashboards
  • team leaders responsible for KPIs
An analytics dashboard showing plotted data on a dark screen

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