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Accounting & Finance FinTech and Financial Intelligence

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
Application Code

Study mode
Start Date
10 Aug 2024 (Sat)
Next intake(s)
Oct 2024
30 hours
Course Fee
Course Fee: $9500 per programme (* course fees are subject to change without prior notice)
Deadline on 26 Jul 2024 (Fri)
2867 8331
2681 0278
Apply Now

Today and Upcoming Events

Jul 2024

Online Executive Certificate / Diploma Information Seminar - Big Data & FinTech Series (22 Jul 2024)

The recent advances in Big Data and AI have major impact on the investment and trading community.  Now different types of alternative data from news, social sentiment to satellite images can be used to construct and manage investment portfolios. Moreover, Machine Learning is applied to stock price predictions while Reinforcement Learning (Alpha-Go) technique is employed into trading strategies discovery. This programme is suitable for degree holders and Executives who wish to enhance their knowledge and current market practices in the Big Data and FinTech series. Seminar topics: Course details, entry requirements, assessment requirements. This information seminar provides details about: -Executive Diploma in Financial Analytics  行政人員文憑《金融數據分析》 -Executive Certificate in Banking and Financial Technology  行政人員證書《銀行及金融科技》 -Executive Certificate in Big Data and Business Analytics  行政人員證書《大數據與業務分析》 -Executive Certificate in Big Data and Predictive Analytics  行政人員證書《大數據與預測分析》 -Executive Certificate in Big Data, A.I. and Investing  行政人員證書《大數據,人工智能與投資》 -Executive Certificate in Applications of Blockchain in Financial Technology  行政人員證書《區塊鏈在金融科技的應用》 -Executive Certificate in Applied AI and Predictive Analytics for Business  行政人員證書《應用人工智能與商業預測分析》 -Executive Certificate in AI and Deep Learning in Quantitative Finance  行政人員證書《量化投資:人工智能與深度學習》 -Executive Certificate in Applied Business Analytics and Decision Optimization  行政人員證書《應用商業分析與決策優化》 -Executive Certificate in Interpretation and Visualization of Business Big Data  行政人員證書《商業大數據視覺化及資訊演繹》 -Executive Certificate in Financial Decision Making: Big Data and Machine Learning  行政人員證書《財務決策:大數據及機器學習》 -Executive Certificate in Text Analytics and NLP with Financial Technology 行政人員證書《金融科技:文字分析與自然語言處理》 -Certificate for Module (Big Data Governance and Data Compliance)  證書(單元 : 大數據治理及數據合規) -Certificate for Module (Business Analytics and Web Scraping)  證書(單元 : 商業分析及網站擷取) -Certificate for Module (Robotic Process Automation with Business and Financial Applications)  證書(單元:機械人流程自動化於商業與財務應用) -Certificate for Module (Distributed Ledger and Blockchain with Business Applications)  證書(單元 : 分散式帳本與區塊鏈的商業應用) -Certificate for Module (Business Intelligence and Data Automation)  證書(單元 : 商業智能與數據自動化) -Certificate for Module (Business Process Automation with VBA and Python)  證書(單元:商業流程自動化 – VBA及Python) -Certificate for Module (Business Forecasting and Predictive Analytics for Financial Decision Making)  證書(單元:財務決策的商業分析與預測) -Certificate for Module (Technical Analysis and Data Analytics for Stock Investment) 證書(單元 : 股票投資的數據與技術分析) -Certificate for Module (Sustainable Finance and Green FinTech) 證書(單元 : 可持續金融與綠色金融科技) -Certificate for Module (Generative AI, DeFi and Risk Governance) 證書(單元 : 生成式人工智能、去中心化金融與風險管治) -Certificate for Module (Web 3.0 and FinTech) 證書(單元 : 第三代互聯網與金融科技) -Certificate for Module (GenAI and Automation for Finance and Business) 證書(單元 : 生成式人工智能及金融與業務自動化) -Certificate for Module (Financial Data Analytics with Python and Power BI) 證書(單元 : 金融數據分析–Python 及Power BI) -Certificate for Module (AI and ML with Business and Financial Applications) 證書(單元 : 人工智能與機器學習 - 商業與財務應用) -Certificate for Module (Financial Informatics and Data Analytics) 證書(單元 : 金融信息學與數據分析) -Certificate for Module  (Web Application Programming for Finance and Business) 證書(單元:金融與商業網頁應用編程) Unable to join us at the Information Seminar? Email to for One-on-One after-office-hour consultation, by appointment only.

Accept new applications for Aug 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!


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. 


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 2240-FN067A Apply Online Now
Apply Online Now

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


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.


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


Aug 2024 intake

Lecture Date Time
1 10 Aug 24 (Sat) 13:30 - 18:30
2 17 Aug 24 (Sat) 13:30 - 18:30
3 24 Aug 24 (Sat) 13:30 - 18:30
4 31 Aug 24 (Sat) 13:30 - 18:30
5 7 Sep 24 (Sat) 13:30 - 18:30
6 14 Sep 24 (Sat) 13:30 - 18:30

-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. 


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.


  • 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])


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 the 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 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 (course 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, continuing students of award-bearing programmes, if their programmes offer online service, may also pay their course fees by Online WeChat Pay, Online Alipay and Faster Payment System (FPS). Please refer to Enrolment Methods - Online Enrolment  for details.


  • 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 Enrolement Centres and avoid making cheque payment under this circustance.
  • 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 or PPS (for online payment only) will normally be reimbursed by a cheque, and fees paid by credit card will normally be reimbursed to the payment cardholder's credit card account.
  • 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.
  • Receipts will be issued for fees paid but HKU SPACE will not be repsonsible for any loss of receipt 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.