An Intensive 5-day Training Course

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

NASBA

Course Introduction

This training course 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 training 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 Oxford Management Centre 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 One

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 Two

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 Three

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 Four

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 Five

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

Certificate

On successful completion of this training course, Oxford Management Centre Certificate with eligible Continuing Professional Education credits (CPE) from National Registry of CPE Sponsor will be awarded to the delegates

Accreditation

NASBA

In association with

GLOMACS Training & Consultancy

GLOMACS Training & Consultancy

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Analysis for Management Decisions: Certificate in Data Analysis and Business Reporting Techniques Using Excel
Duration
5 Days
Format
Classroom
Language
English
Certificate
Yes
Choose the date and location that suits you:
Classroom Sessions
London
08-12 Dec 2025
Fee: $5,950
Book your place

FREQUENTLY ASKED QUESTIONS

Yes, we provide assistance in securing both hotel reservations & entry visa on all our international training venues, for delegates attending our training courses. For further information / assistance, please contact our Customer Service at:

Yes, Oxford Management Centre is accredited by the following professional bodies;

National Association of State Board of Accountancy (NASBA)
The Oxford Management Centre is registered with NASBA as a sponsor of Continuing Professional Education (CPE) on the National Registry of CPE Sponsors. NASBA have final authority on the acceptance of individual courses for CPE credit.

Yes, discounts are available. For further information please call +971 50 985 0174 or email, info@oxford-management.com

Note: Discounts are not applicable with any other special offer that may be available.

All course bookings made through Oxford Management Centre are non-refundable. By registering for a course, you acknowledge and accept that fees are payable in full and are not subject to refund under any circumstances, including but not limited to participant dissatisfaction, changes in personal or professional circumstances, or partial attendance.

Oxford Management Centre reserves the right to make reasonable adjustments to course content, trainers, or schedules where necessary, without entitling delegates to a refund. Full details of each course – including objectives, target audience, and content – are clearly outlined prior to enrolment, and it is the responsibility of the delegate to ensure suitability before booking.

There are 2 easy ways to register:

  • Online: Select the training course you want to register for, Click the “Book Your Place” button on the course page, complete the form and click submit.
  • E-mail: Send your details to info@oxford-management.com

We request that all cancellations be made at least one week before the class start date. You may reschedule this class without any penalty. If not, a $250 fee will be charged for cancellations received less than one week before a class begins and for no-shows. Cancellation penalties and any fees incurred by Oxford Management Centre will be deducted from refunds.

For more information request, email info@oxford-management.com or call +971 50 985 0174.

The classroom training fees include course presentation, relevant materials, physical & digital documentation, lunch and refreshments served during entire training. Accommodation and transportation are not included in the training course fees.

While, online training fees cover the course presentation and digital documentation and relevant materials.

The Oxford Management Centre Certificate of Completion with corresponding CPE credits shall be awarded to delegates who has successfully completed the training course.

Payment must be received before the training course commences. You can make payment by bank draft, cash, credit card or wire transfer.

Note: If the payment is not received, Oxford Management Centre has the right to refuse admission.

Upon receipt of your registration form, we will send you the following by e-mail:

  • Registration Confirmation
  • Invoice/Receipt (where appropriate)

If you register online you will receive an e-mail within 24 hours confirming your registration.


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