Huge Data Consolidation and Automation with Tableau and Excel (6 May 21) - HKU SPACE
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May 2021

Huge Data Consolidation and Automation with Tableau and Excel (6 May 21)

Subject Area
FinTech and Financial Intelligence

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Date & time
06May 2021 (Thu)18:30 - 19:15
Zoom Webinar
Mr Danny Chan

Mr Danny Chan

Mr. Chan, FRM, has possessed rich experience in financial risk management, information technology and data science and worked as IT Manager over a decade. Being a practitioner in information technology, he is currently a consultant and trainer at Big Data Consultancy Services Company. Also, he is strong in Cloud-based solutions, Big Data Technology, Data Mining and Machine Learning. Moreover, Mr. Chan has obtained a Bachelor Degree in Mathematics from The Chinese University of Hong Kong as well as three Master Degrees in Risk Management Science from The Chinese University of Hong Kong, Quantitative Analysis for Business from City University of Hong Kong and Industrial Logistics Systems from The Hong Kong Polytechnic University.

2867 8331 (
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Language: Cantonese (Supplemented with English)

Big Data

Are you required to prepare regular reports with a lot of copy-and-paste actions for transforming data?

Are you required to prepare regular reports but without an idea how to consolidate several workbooks/worksheets into a single table?

Do you have an experience that an Excel workbook got stuck while you were refreshing thousands of the formulas?

All of the above are the common problems that deteriorate your work efficiency. Data Task Automation is a solution!

On hearing of data task automation, you may be thinking about RPA software that would incur a huge investment on software licences, time and effort. In that case, you may not be aware that most common data tasks can be automated with Excel and Power BI without programming effort. Mr Chan advocates simple and low-cost solutions.

If you have attended the last webinar of Mr Chan in March, you have been aware that we are able to perform data automation with Excel and Mr Chan has demonstrated that a complex data consolidation job could be finished in half a minute.

This webinar is an extension of the data automation topic and we are going to look into:

  1. How a POS table with almost one million records can combine with several master tables before being summarized to a management report in a couple of minutes?
  2. How can we consolidate 12 monthly transformed staff salary reports into a Tableau HR Management Dashboard for Salary Review?

Please enrol the webinar and you will find it is much worthwhile watching the showcase from Mr Danny Chan.

If you are new to the concept of “Data Automation”, please watch the video: