Overview
Teach participants to turn raw engineering and project data into useful information and actionable decisions, using Microsoft Excel as an analytical tool and Power BI as an extension into visual analytics and dashboards. Replacing traditional sequential tool training, this interactive 2-day programme shifts the focus from software features to decision support, data quality, trend identification, and executive reporting. Why Should an Individual Attend?
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Shift to Strategic Decision SupportS: Move from simply using spreadsheet tools to analysing data for clearer business and engineering decisions.
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Master Essential Analytical Tools: Build clean data models, extract key metrics, and utilise Excel formulas, lookups, and PivotTables effectively.
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Leverage Modern Power BI Dashboards: Extend Excel analysis into Power BI to create interactive, executive-ready visual dashboards.
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Communicate Insights Clearly: Translate complex technical data into concise visual narratives that guide leadership and client action.
Outcomes
On completion of this course, the delegate will be able to:
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Structure Reliable Datasets: Organise, clean, and validate engineering and financial data for robust analysis.
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Assess Data Quality: Identify missing information, anomalies, and structural errors before analysing.
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Perform Advanced Excel Analysis: Apply targeted formulas, lookup functions, and PivotTables to summarise key metrics.
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Identify Trends & Exceptions: Detect operational patterns, cost drivers, and project variances.
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Apply Data Visualisation Principles: Design clear, uncluttered charts and visual summaries tailored to engineering contexts.
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Understand Power BI Foundations: Navigate Power BI environments, data importing, and model connections.
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Build & Deliver Dashboards: Construct an operational dashboard and present key insights to decision-makers.
Program Outline
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Data Literacy & Analytical Excel Foundations
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Data literacy fundamentals: Core concepts and decision-driven analysis
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Data quality management: Structuring and maintaining reliable datasets
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Core Excel analysis: Formulas, lookups, data aggregation, and PivotTables
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Summarisation, Trend Analysis & Visualisation
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PivotTable summarisation and analytical techniques
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Identifying trends, performance drivers, and operational exceptions
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Applying effective data visualisation principles for technical metrics
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Power BI Integration & Dashboard Reporting
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Power BI foundations: Connecting data sources and building basic models
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Engineering / Project Performance Dashboard creation and design
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Communicating analytical insights and recommendations to decision-makers
Who Should Attend?
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Engineers, Technologists, and Technical Specialists
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Project Managers and Project Coordinators
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Engineering Consultants and Technical Advisors
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Finance, Commercial, and Project Control Staff
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Operational Managers seeking data-driven insights
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