Report Automation: Tools and Techniques
3 days|Delivered on request
This is a hands-on programme. Delegates spend most of the time working through report automation and self service analytics on live scenarios rather than listening to theory about them. The practical emphasis is deliberate: reporting effort scales badly when the underlying model is wrong, and reading about the method has repeatedly proved insufficient. Delegates leave able to work confidently with scenario modelling, SQL querying and KPI definition in their own organisation.
What delegates leave able to do
- Improve scenario modelling within their own organisation, measured against established visualisation principles
- Put SQL querying on a footing they can defend to a reviewer
- Explain KPI definition to someone who does not do the work
- Spot where data cleaning and preparation is failing before it becomes a finding
What the course covers
- Report automation
- Self service analytics
- Scenario modelling
- SQL querying
- KPI definition
- Data cleaning and preparation
- Forecasting techniques
Who should attend
- team leaders responsible for KPIs
- finance professionals building reports
- management information officers

