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:
- Open the Template
- Explore the Field List
- Explain the concept of “dimensions” & “measures”
- Create a Simple Pivot Table – Row Labels & Measures
- Add column labels & report filters
- Turning off grant totals
- Creating a hierarchy
- Changing the Pivot Table Design
- Remove fields from Pivot Table
- Add more than one pivot table
- Add slicer
- Connect slicer with every pivot table
- Add Pivot Chart
- Add one more slicer
- Add hierarchy structure to pivot tables
- Add conditional formatting
- Format chart
In this post, I shared a sample training content that uses Excel 2010.