Ultimate Business Intelligence and Automation with Excel : 5-Hour Virtual Seminar

    /Tom  /Fragalespeaker of Training Doyensinvite
    Speaker: Tom Fragale

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    Duration: 300 Minutes
    Product Code: 51312
    Level: Intermediate

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In this 5 hour virtual seminar, you will learn how to take your raw data, and create meaningful reports using the Microsoft Excel business intelligence tools. As a business owner or manager, you have mounds and mounds of raw data transactions, and it is a monumental task to make any sense out of that data. After this virtual seminar, you will be able to take tons of Excel data, and quickly and easily get a summary, reports and charts.


We are all being overwhelmed by the amount of data we have to process and summarize. The data files seem to have grown bigger and bigger, and they keep on coming. Microsoft Excel is still the #1 way that people use to handle and summarize large amounts of data; just about every office job uses Microsoft Excel. But most people only use a small part of Excel’s incredible capabilities. This virtual seminar will show you how to use many of Excel’s great tools, including Excel BI reporting tools, to help you process and summarize and present large amounts of data through Excel dashboards and reports.


5-hour virtual seminar would cover;

1. Functions and Formulas
- Relative Formulas
- Absolute Formulas
- Top 10 Functions and Formulas: IF | AND | OR | VLOOKUP | HLOOKUP | Match/Index | SUMIF | COUNTIF | AVERAGEIF | SUMIFS | COUNTIFS | NETWORKDAYS

2. Microsoft Excel Pivot Tables and Pivot Chart
- Creating and managing Pivot Tables
- Dashboards in Pivot Tables
- Changing the calculation type
- Adding additional calculations
- Creating custom calculations
- Multilayer reports
- Creating daily, monthly, quarterly and yearly summaries
- Adding a Pivot Chart
- Adding Slicers
- Adding timelines

3. Excel Power Pivot and Power Query
- How to activate/install Excel PowerPivot and PowerQuery—free tools from Microsoft
- Learn about Data Models
- Creating relationships between different datasets in PowerPivot
- Importing data into Excel from an array of external sources
- Learn about DAX formulas
- Cleaning, transforming and merging data with PowerQuery

4. Automating Tasks with Macros
- Introduction to VBA & Excel macros
- Getting familiar with the VBA Editor
- Learn the difference between workbook macros and personal macros
- Making your macros available to all your workbooks
- Save a file as a macro-enabled Excel workbook
- Run, View and Edit a macro in VBA
- How to write a simple macro from scratch using VBA

5. Sorts
6. Filters

7. Advanced filters
8. Conditional Formatting
9. Formatted Tables
10. The total row is formatted tables
11. Using slicers in formatted tables
12. Subtotals
13. Slicers
14. Timelines
15. Goal Seek
16. Scenarios
17. Data Tables
18. Solver
19. Data Analysis Tools


We will start off with the basics, then, we will add sorts, filters, subtotals, grand totals, and formulas to create great Excel dashboards and reports that summarize your data into meaningful information that will allow you to run and manage your business better. You and your staff will be instantly more productive in Microsoft Excel.

These techniques will work cross-industry, with any type of data. You will find it to be clear and concise and right to the point and you will be able to apply these Microsoft business intelligence tools for Excel analysts to your own data immediately after the session.


• Anybody who uses Excel on a regular basis, and want to be more efficient and productive
• Anybody who has large amounts of data in Excel or other data types
• Business owners
• CEO’s / CFO’s / CTO’s
• Bank Managers and Bank Tellers
• Managers of all levels
• Financial professionals
• HR professionals
• Administrators
• Salespeople
• Trainers
• Bankers


Years of Experience: 30+ years

Areas of Expertise: Microsoft Office Suite

Tom Fragale is a computer professional with over 30 years of professional experience. He is a Microsoft Certified Trainer, a Microsoft Certified Office Master, and a Microsoft Certified Expert in Word and Excel. He has trained over 30,000 business people in on-line webinars, public seminars, and on-site training.

His clients include many Fortune 500 companies, government agencies, military bases, and companies large and small across many industries, including manufacturing, banking, pharmaceutical, education, retail, etc. He started his career as a database application programmer and has served as a consultant and project manager on many successful projects. His topics of expertise include: Access, Excel, Word, PowerPoint, Outlook, Crystal Reports, SQL Server, Visio, QuickBooks, and SharePoint, among others. His passion is training people and helping people get the most out of their computers, and he is a published author having written a book on Microsoft Access.

He graduated in 1988 from LaSalle University in Philadelphia, PA with a BA in Computer Science.

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