Digital reporting: data management - analysis techniques - visualization

Efficient automation and intelligent data visualization

training training
This training is held in German.
Digital reporting is the foundation of modern business management—and its success depends entirely on a solid data foundation, clear structures, and consistent key performance indicator systems. In this training through hands-on exercises how to build a robust reporting system: from data integration and quality assurance to the data model and meaningful visualization. AI is viewed as a complementary tool that builds on a stable data foundation and supports selected analysis and automation processes.

Contents

Further training in accordance with AI Regulation Art. 4 for the obligation to provide evidence of AI competence

The Basics of Successful Digital Reporting

  • Development of BI, AI and big data skills.
  • Requirements for modern corporate reporting.
  • The interplay of data, processes, and visualization.
  • The Importance of Data Quality and Consistency for Business Management.
  • The Role of Standardization and Governance in Reporting.

Data Management and Data Architecture

  • Selection, integration, and harmonization of various data sources.
  • Development of a consistent data model (e.g., star schema, data warehouse).
  • ETL/ELT processes for data preparation and delivery.
  • Architectural approaches: data warehouse, data lake, data marts, and hybrid models.
  • The importance of metadata and semantic layers.
  • Hands-on exercises in data modeling and AI-assisted data exploration.

Data Quality and Control Logic

  • Ensuring data quality and consistency.
  • Definition and standardization of key performance indicators (KPIs).
  • Handling data inconsistencies and data gaps.
  • Establishing a reliable set of data as the basis for analysis.

Analytical Techniques in Reporting

  • Standard reporting, ad hoc analyses, and OLAP.
  • Time series analysis and deviation analysis.
  • The fundamentals of advanced analytics and their role in the context of reporting.
  • Classification of AI-based methods as a complementary analytical option.

Report Visualization and Design

  • Basic principles of effective data visualization (e.g., IBCS-based).
  • Designing clear, easy-to-understand, and action-oriented reports.
  • Creating dashboards for different target audiences.
  • Avoiding common mistakes in visualization (information design).
  • Using data to tell stories that support management decisions.
  • AI-powered dashboard creation.

Automation and Further Development of Reporting

  • Automation of reporting processes.
  • Self-service BI and decentralized data usage.
  • Use of modern tools for reporting and analysis.
  • Integration of AI to support automation and analysis (e.g., anomaly detection, text generation).
  • Limitations and prerequisites for the effective use of AI in reporting.

Learning environment

In your online learning environment, you will find useful information, downloads and extra services for this training course once you have registered.

Your benefit

Through numerous case studies and exercises, you'll learn in a practical way,

  • how to build a stable and consistent data foundation for your reporting,
  • how to systematically develop data models and key performance indicator systems,
  • how to design and automate reporting processes efficiently,
  • how to create informative and easy-to-understand reports and dashboards,
  • how you realistically assess the use of AI and apply it strategically where it adds value.

Optionally, you can take an online exam and, depending on your score, receive a certificate in addition to your certificate of completion.

trainer

Methods

In-person events

Practice-oriented lecture, case studies and exercises on the PC, discussion and optional e-exam.

Live online events

Practice-oriented lecture, case studies and exercises on the PC, discussion and optional e-exam.

 

Technical information (live online training event)

  • The training is conducted in a virtual training environment so that you have access to the required programs during the training .
  • Please note that in order to use the virtual training environment, you will receive a so-called RDP file (Remote Desktop Protocol) from us, which you must open on your computer. Please talk to your IT department in advance to see if this is possible.
  • The Remote Desktop Client is included in both Windows Professional and Windows Home.

Tool

The following third-party tool can be used in the event:

Recommended for

controllers to establish a BICC (Business Intelligence Competence Center) or Analytics CC, business intelligence analysts, financial analysts, data scientists, subject matter experts and executives, as well as those responsible for reporting and digital controlling processes.

Final examination

After successfully completing the training , you can take an optional e-exam to obtain an additional certificate in addition to your confirmation of participation. The e-exam is an online-based exam on your PC and lasts 60 minutes. You can take the exam in your own familiar environment at a time of your choosing. The exam is based on single or multiple choice questions. Once you have completed the exam, you will immediately be shown whether you have passed or failed. Once you have successfully passed the e-exam, you will receive a certificate based on your exam result.

Open Badges - Show what you can do digitally too.

Open Badges are recognized, digital certificates of participation. These verifiable credentials are the current standard for integration in career networks such as LinkedIn.

With them, you digitally demonstrate the competences you possess. After successful completion, you will receive an Open Badge from us.

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On-site training together
Booking number
42598
€ 1.490,- plus VAT
2 days
in 3 locations
with certificate
3 Events
German
In-person trainings
Joint online training
Booking number
33607
€ 1.490,- plus VAT
2 days
Online
with certificate
2 Events
German
Live online events
Train several employees
Price upon request
2 days
In-person or Online
Appointment scheduled on an individual basis
with certificate
  • Customized training courses
  • Direct application in practice
  • Efficient use of time and resources
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Ratings and feedback from our participants

4.4
213 Ratings
training content:
4.1
Content comprehensibility:
4.4
Practical relevance:
4.1
Trainer expertise:
4.8
Participant orientation:
4.5
Method variety:
4.4
MZ
Marcus Zappe
Confirmed participation
DekaBank
The competent management is to be recommended and I liked the practical examples.
JW
Julia Wagenknecht
Confirmed participation
marketing Service Magdeburg KG
I liked the workshops. The course is well structured, simply designed, and easy to book.
OB
Oliver Bauer
Confirmed participation
Signal Iduna
I particularly liked the topicality. Very pleasant speaker.

Start dates and details

  Select time period
0 events
20.05.2026
Munich
Booking number: 42598
€ 1.490,- plus VAT.
€ 1,773.10 incl. VAT.
Venue
Arrival via Deutsche Bahn
Travel at reduced rates by booking via the learning environment.
Days & Times
2 days
Limited number of participants

Wednesday, 20.05.2026

09:00 am - 5:00 pm

Thursday, 21.05.2026

09:00 am - 5:00 pm

Fee includes
The participation fee includes
  • one joint lunch per full seminar day,
  • Catering during breaks and
  • extensive working documents.
Participants will be charged directly by the hotel for their hotel accommodation. You will find a reservation form for hotel bookings in your learning environment.
16.06.2026
Live-Online
Booking number: 33607
€ 1.490,- plus VAT.
€ 1,773.10 incl. VAT.
Course
Technical notes
We provide you with a virtual training environment so that you have access to the programs you need during the training.
Days & Times
2 days
Limited number of participants

Tuesday, 16.06.2026

09:00 am - 5:00 pm

Wednesday, 17.06.2026

09:00 am - 5:00 pm

16.07.2026
Frankfurt a. M.
Booking number: 42598
€ 1.490,- plus VAT.
€ 1,773.10 incl. VAT.
Venue
Arrival via Deutsche Bahn
Travel at reduced rates by booking via the learning environment.
Days & Times
2 days
Limited number of participants

Thursday, 16.07.2026

09:00 am - 5:00 pm

Friday, 17.07.2026

09:00 am - 5:00 pm

Fee includes
The participation fee includes
  • one joint lunch per full seminar day,
  • Catering during breaks and
  • extensive working documents.
Participants will be charged directly by the hotel for their hotel accommodation. You will find a reservation form for hotel bookings in your learning environment.
19.10.2026
Hamburg
Booking number: 42598
€ 1.490,- plus VAT.
€ 1,773.10 incl. VAT.
Venue
Arrival via Deutsche Bahn
Travel at reduced rates by booking via the learning environment.
Days & Times
2 days
Limited number of participants

Monday, 19.10.2026

09:00 am - 5:00 pm

Tuesday, 20.10.2026

09:00 am - 5:00 pm

Fee includes
The participation fee includes
  • one joint lunch per full seminar day,
  • Catering during breaks and
  • extensive working documents.
Participants will be charged directly by the hotel for their hotel accommodation. You will find a reservation form for hotel bookings in your learning environment.
30.03.2027
Live-Online
Booking number: 33607
€ 1.490,- plus VAT.
€ 1,773.10 incl. VAT.
Course
Technical notes
We provide you with a virtual training environment so that you have access to the programs you need during the training.
Days & Times
2 days
Limited number of participants

Tuesday, 30.03.2027

09:00 am - 5:00 pm

Wednesday, 31.03.2027

09:00 am - 5:00 pm

Sufficient places are still free.
Don't wait too long to book.
Fully booked.
Training is guaranteed to take place
Booking number: 42598
€ 1.490,- plus VAT.
€ 1,773.10 incl. VAT.
Plan course
2 days
Limited number of participants
Fee includes
The participation fee includes
  • one joint lunch per full seminar day,
  • Catering during breaks and
  • extensive working documents.
Participants will be charged directly by the hotel for their hotel accommodation. You will find a reservation form for hotel bookings in your learning environment.
Booking number: 33607
€ 1.490,- plus VAT.
€ 1,773.10 incl. VAT.
Plan course
2 days
Limited number of participants
Book later
You are welcome to make a non-binding advance reservation.
No suitable date?
You are welcome to be notified by e-mail as soon as new dates are released.
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