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Accounting & Finance FinTech and Financial Analytics

Certificate for Module (Business Intelligence and Data Automation)
證書(單元 : 商業智能與數據自動化)

CEF Reimbursable Course

CEF Reimbursable Course

Course Code
FN067A
Application Code
2260-FN067A

Credit
6
Study mode
Part-time
Start Date
14 Dec 2024 (Sat)
Next intake(s)
Feb 2025
Duration
30 hours
Language
English
Course Fee
Course Fee: $9500 per programme (* course fees are subject to change without prior notice)
Deadline on 29 Nov 2024 (Fri)
Enquiries
2867 8331 / 2867 8424
2681 0278
Apply Now

Today and Upcoming Events

22
Jan 2025
(Wed)

How can You Design a Dynamic Management Report to Boost your Report Productivity by 100X? (22 Jan 2025)

If you are asked to create the following Excel reports for your management: 1.      Monthly Sales Summary by Product Categories 2.      Monthly Profit Summary by Product Categories 3.      Monthly Sales Summary by Products 4.      Monthly Profit Summary by Products 5.      Monthly Customer Sales Summary 6.      Top 10 Customers by Sales Report 7.      Top 30 Products by Sales Report 8.      Top 10 Cities by Profit Report 9.      Top 5 Countries by Sales Report 10.  Top 3 Profit Summary by Product Sub-Categories How many reports will you design? Most people would develop 10 reports for their management, based on the instruction. If you want to boost your work productivity, you would think about doing it once with only one dynamic management report to cover all of the above, and even more! You may never have thought about doing this if don’t have the concept of dynamic management report design.  Here it is, a webinar for you to explore a new Excel automation that can improve your report productivity by 100X, at least. If you are interested in knowing a bit about the design, please don’t hesitate to register for the coming talk with the following link. Mr Danny Chan, the speaker, lecturer and data consultant, will present to you the solution with a live demo. Language: Cantonese (Supplemented with English) Sample Screens:

Confirmed launch for Dec 2024 intake! There are practical classes in the computer laboratory. Business Intelligence comprises software and services to transform raw data into valuable information which supports a company or an organization in making business decisions. Our seasoned lecturers will use computational tools to illustrate practical data wrangling and data automation. Welcome to your online application!

Highlights

The programme aims to provide students with the essential knowledge of business intelligence and data automation. It illustrates various techniques of data preparation, data transformation and data automation using computational tools. The programme also discusses real-life cases related to the usage of business intelligence, practical applications and implications of data automation in business. 

CM(BIDA)

Programme Details

On completion of the programme, students should be able to
1. analyse and apply the principles of business intelligence and data automation;
2. illustrate techniques of data transformation, aggregation and consolidation using computer software;
3. apply computational tools to perform data transformation and data automation; and
4. evaluate business cases related to business intelligence and data automation, and their implications to business performance.

Application Code 2260-FN067A Apply Online Now
Apply Online Now

Days / Time
  • Saturday, 1:30pm - 6:30pm
Duration
  • 30 hours per programme
Venue
  • Hong Kong Island Campus
  • Kowloon East Campus
  • Kowloon West Campus

Modules

Course Content

(1) Introduction to Business Intelligence (BI)

  • Overview of BI
  • Principles of BI and business analytics
  • BI powered by business strategies and technologies

(2) Introduction to data preparation and data automation

  • Fundamentals of big data and data automation
  • Data wrangling and processing: data cleansing, data transformation, data consolidation, data aggregation and data automation
  • Introduction to computational tools for data preparation: Microsoft Power Query, Microsoft Power BI, Tableau Prep Builder and Glue DataBrew
  • Data privacy and ethical usage of data

(3) Techniques of data transformation, aggregation and consolidation

  • Data filtering: filtering rows, removing unnecessary columns, eliminating duplicates
  • Data matching and rearranging: matching columns with another table, transposing table data, pivoting and unpivoting columns
  • Data extraction and aggregation: extracting information from a data column, aggregating data with group-by operations
  • Data merging and consolidation: combining files from different workbooks, combining tables on different worksheets, appending queries, extracting information from a filename, understanding the differences between duplicating and referencing a data set

(4) Data automation and performance improvement

  • Techniques of data automation: reviewing empty cells and errors, stepwise automation, handling data error, use of parameters for data selection, avoiding hard-coding source file path
  • Change of default automation behaviour
  • Integration with Excel pivot tables, pivot charts and dashboards
  • Importing data from various sources:
    • Excel, CSV and text file
    • data from webpage
    • PDF file
    • database tables
    • stock prices extraction
  • Performance improvement with data automation

(5) Business cases related to BI and practical applications of data automation

  • Illustration of data transformation: sales data consolidation, consolidation of 1 million POS records with multiple master files, consolidation of 48-month of sales files
  • Integration of transformed data sets with BI tools: importing transformed data into financial dashboards
  • Storytelling for managerial dashboards
  • Practical applications of BI to assist business and financial decision making
  • Operational improvement with data automation
  • Corporate value creation powered by BI and data automation
  • Managerial issues and organizational impacts related to data automation

Assessment method: Two in-class exercise + Individual Project Presentation

Upon successful completion of the programme, students who have passed the continuous assessment and final assessment with attendance no less than 70% will be awarded with the Certificate for Module (Business Intelligence and Data Automation) within the HKU system through HKU SPACE.

Teacher

Mr Danny Chan
As a passionate and highly committed data science and computer professional, MrChan sees the importance of lifelong learning and keeps himself abreast of the latest data technologies. He is highly proficient in the areas of visual analytics, business intelligence (BI) solutions, statistical analysis, data science, machine learning and cloud-based computing.
Mr Chan graduated from the Mathematics Department in CUHK. He is a seasoned data analytics professional with a strong background in IT, Retail and Supply Chain Industries. He obtained three master’s degrees from three universities, namely Risk Management Science from CUHK, Quantitative Analysis for Business from the City University of HK and Industrial Logistics Systems from Hong Kong Polytechnic University.
In 2021, Mr Chan accredited the title of Tableau Certified Associate Consultant. He is also a principal consultant for a data technology consulting services company, specialized in implementing BI solutions and report data automation.

Class Details

Timetable

Dec 2024 intake

Lecture Date Time
1 14 Dec 24 (Sat) 13:30 - 18:30
2 28 Dec 24 (Sat) 13:30 - 18:30
3 4 Jan 25 (Sat) 13:30 - 18:30
4 11 Jan 25 (Sat) 13:30 - 18:30
5 18 Jan 25 (Sat) 13:30 - 18:30
6 25 Jan 25 (Sat) 13:30 - 18:30

Remarks:
-Tentative timetable is subject to change, and course commencement is subject to sufficient enrollment numbers.
-For the health and safety of teachers and students, the School may substitute face-to-face classes with online teaching if the face-to-face classes cannot be held. 

Fee

Application Fee

HK$150 (Non-refundable)

Course Fee
  • Course Fee: $9500 per programme (* course fees are subject to change without prior notice)

Entry Requirements

Applicants should hold an Advanced Diploma, a Higher Diploma or an Associate Degree awarded by a recognized institution. Those with a business, finance, economics, mathematics, science, engineering, IT or computer science background would have an advantage.

Applicants with other equivalent qualifications will be considered on individual merit.

CEF

  • The CEF Institution Code of HKU SPACE is 100
CEF Courses
Certificate for Module (Business Intelligence and Data Automation)
COURSE CODE 33C135698 FEES $9,500 ENQUIRY 2867-8331
Continuing Education Fund Continuing Education Fund
This course has been included in the list of reimbursable courses under the Continuing Education Fund.

Certificate for Module (Business Intelligence and Data Automation)

  • This course is recognised under the Qualifications Framework (QF Level [5])

Apply

Online Application Apply Now

Application Form Download Application Form

Enrolment Method
Payment Method
1. Cash, EPS, WeChat Pay Or Alipay

Course fees can be paid by cash, EPS, WeChat Pay or Alipay at any HKU SPACE Enrolment Centres.

2. Cheque Or Bank draft

Course fees can also be paid by crossed cheque or bank draft made payable to “HKU SPACE”. Please specify the programme title(s) for application and applicant’s name. You may either:

  • bring the completed form(s), together with the appropriate course or application fees in the form of a cheque, and any required supporting documents to any of the HKU SPACE enrolment centres;
  • or mail the above documents to any of the HKU SPACE Enrolment Centres, specifying “Course Application” on the envelope. HKU SPACE will not be responsible for any loss of personal information and payment sent by mail.
3. VISA/Mastercard

Applicants may also pay the course fee by VISA or Mastercard, including the “HKU SPACE Mastercard”, at any HKU SPACE enrolment centres. Holders of the HKU SPACE Mastercard can enjoy a 10-month interest-free instalment period for courses with a tuition fee worth a minimum of HK$2,000; however, the course applicant must also be the cardholder himself/herself. For enquiries, please contact our staff at any enrolment centres.

4. Online Payment

Online application / enrolment is offered for most open admission courses (enrolled on first come, first served basis) and selected award-bearing programmes. Application fees and course fees of these programmes/courses can be settled by using "PPS by Internet" (not available via mobile phones), VISA or Mastercard. In addition to the aforesaid online payment channels, new and continuing students of award-bearing programmes with available online service, they may also pay their course fees by Online WeChat Pay, Online Alipay or Faster Payment System (FPS). Please refer to Enrolment Methods - Online Enrolment  for details.

Notes

  • If the programme/course is starting within five working days, application by post is not recommended to avoid any delays. Applicants are advised to enrol in person at HKU SPACE Enrolment Centres and avoid making cheque payment under this circumstance.

  • Fees paid are not refundable except under very exceptional circumstances (e.g. course cancellation due to insufficient enrolment), subject to the School’s discretion. In exceptional cases where a refund is approved, fees paid by cash, EPS, WeChat Pay, Alipay, cheque, FPS or PPS by Internet will be reimbursed by a cheque, and fees paid by credit card will be reimbursed to the credit card account used for payment. 

  • In addition to the published fees, there may be additional costs associated with individual programmes. Please refer to the relevant course brochures or direct any enquiries to the relevant programme team for details.
  • Fees and places on courses cannot be transferrable from one applicant to another. Once accepted onto a course, the student may not change to another course without approval from HKU SPACE. A processing fee of HK$120 will be levied on each approved transfer.
  • HKU SPACE will not be responsible for any loss of payment, receipt, or personal information sent by mail.
  • For payment certification, please submit a completed form, a sufficiently stamped and self-addressed envelope, and a crossed cheque for HK$30 per copy made payable to “HKU SPACE” to any of our enrolment centres.