In part #1, I wrote about why is it important to enable business users to create their own BI reports.

In part #2, I wrote about three pre-training preparations – 1. Data 2. Tool 3. Understanding Culture.

In part #3, I wrote about 1. User Experience 2. Trainer 3. Training Content.

In this post, I am going share sample training content that uses Excel 2010. Before I share sample content, here are some tips

1. use YOUR data!

2. Show them the end goal & then walk through the steps to get there

Here’s a sample training content for a 4 hour-long excel training session (divided into basics & advanced) including hands on lab time.

Here you go:

GOAL:

BASIC-I

1. Open the Template
2. Explore the Field List
3. Explain the concept of “dimensions” & “measures”
4. Create a Simple Pivot Table – Row Labels & Measures
5. Add column labels & report filters

Basic-II

1. Sorting
2. Turning off grant totals
3. Creating a hierarchy
4. Changing the Pivot Table Design

Advanced-I

1. Remove fields from Pivot Table
2. Add more than one pivot table
3. Add slicer
4. Connect slicer with every pivot table

Advanced-II:

1. Add Pivot Chart
2. Add one more slicer
3. Add hierarchy structure to pivot tables
4. Add conditional formatting
5. Format chart

Conclusion:

In this post, I shared a sample training content that uses Excel 2010.