How to train your users to create their own Business Intelligence reports? #4 of 5: Sample Training Content

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.