Claude

Claude AI for Business Analytics

Beginner to Intermediate10 days2 hrs hr/ daySkill Accelerator

This bootcamp trains analysts, finance pros, ops managers, and consultants to turn data into decisions using Claude as an AI co-pilot. Participants learn to clean data, write SQL, build dashboards, interpret KPIs, and deliver executive insights β€” no data science degree needed. Every session produces real deliverables that prove business intelligence skills to employers.

Curriculum

Week 1:

S1 Analytics in the AI Era

S2 Data Cleaning & Excel/Sheets Automation

S3 SQL for Business Analysts

S4 Dashboard Design & KPI Frameworks

S5 Analytical Reporting + Week 1 Showcase

Week 2:

S6 Financial Data Analysis & Interpretation

S7 Advanced SQL & Data Modelling

S8 Data Storytelling & Executive Communication

S9 Business Intelligence Tools & AI Integration

S10 Analytics Ethics, Bias & Grand Finale Showcase πŸ†

Learning Outcomes

β˜… Data to Decisions β€” Every session follows the full analytics cycle: raw data β†’ cleaning β†’ analysis β†’ insight β†’ recommendation.

β˜… Excel & SQL Power-Up β€” Use Claude to automate Excel/Sheets workflows and write SQL queries in plain English β€” zero prior SQL needed.

β˜… Story-Driven Analytics β€” Numbers without narrative don't move organisations. Learn to build analytical stories that leadership acts on.

β˜… Ethically Aware β€” Understand data privacy, analytical bias, and how to present uncertainty honestly to decision-makers.

β˜… Career Ready β€” Graduate with a full analytics portfolio β€” dashboards, reports, SQL scripts β€” that proves business intelligence to employers.

Session Breakdown

WeekData Foundations & Analysis

Clean, analyse and interpret data using Claude as your analytics partner

Week 1 builds your core analytics toolkit. You learn to clean messy datasets, write SQL with plain English, analyse spreadsheet data with Claude, and produce your first complete analytical report. By Session 5 you will have produced real analytical deliverables for your portfolio.

Session 1

Analytics in the AI Era

Understand how AI is transforming the analyst role β€” what it automates, what it accelerates, and where human analytical judgment remains essential. Build your first Claude-assisted data brief.

  • Understand how AI changes the analytics workflow and the analyst's role
  • Use Claude to define an analytical question from a business problem
  • Build your first data analysis brief using Claude
  • Explore what types of data Claude can and cannot reliably interpret
HomeworkUse Claude to define 3 analytical questions for a business scenario of your choice
Session 2

Data Cleaning & Excel/Sheets Automation

80% of analytics time is data cleaning. Use Claude to write Excel formulas, Google Sheets scripts, and data transformation instructions that clean any dataset in minutes.

  • Use Claude to identify and fix data quality issues in a spreadsheet
  • Write Excel VLOOKUP, INDEX-MATCH, and IF formulas using natural language
  • Use Claude to automate repetitive Sheets operations with Apps Script
  • Clean and standardise a messy real-world dataset with Claude's guidance
HomeworkDownload a public dataset and use Claude to clean it β€” document your process
Session 3

SQL for Business Analysts

SQL is the most in-demand analyst skill β€” and with Claude, you can write it without memorising syntax.

Use natural language to write SELECT, JOIN, GROUP BY, and CASE queries that answer real business questions.

  • Write basic SQL queries using natural language prompts to Claude
  • Use Claude to write JOIN queries across multiple tables
  • Build GROUP BY aggregations to answer business questions
  • Use Claude to debug SQL errors and explain what went wrong
  • Translate a business question directly into a working SQL query
HomeworkWrite 5 SQL queries for a provided dataset using Claude. Start with the business question, not the syntax.
Session 4

Dashboard Design & KPI Frameworks

Great dashboards don't show all the data β€” they show the right data. Use Claude to define KPI frameworks, design dashboard structures, and write the data narrative that makes metrics meaningful.

  • Define a KPI framework for any business function using Claude
  • Design a dashboard structure that answers a specific business question
  • Write dashboard annotations and commentary using Claude
  • Identify which metrics belong on an executive dashboard vs an operational one
HomeworkDesign a KPI dashboard for a department of your choice β€” include metric definitions and data source mapping
Session 5

Analytical Reporting + Week 1 Showcase

Produce your first complete analytical report β€” from data to insight to recommendation. Then showcase your best Week 1 analytical work to your cohort.

  • Write a complete analytical report with executive summary using Claude
  • Structure insights in problem β†’ analysis β†’ finding β†’ recommendation format
  • Produce a 1-page data story that a non-technical reader can act on
  • Present your best Week 1 deliverable β€” Best Report, Best Dashboard, Best SQL

WeekAdvanced Analytics & Strategic Communication

Data storytelling, financial analysis, executive presentations, and career launch

Week 2 elevates you from analyst to strategic advisor. You master financial data interpretation, advanced dashboard building, executive presentation skills, and the ability to build the portfolio and profile that land analytics roles.

Session 6

Financial Data Analysis & Interpretation

Finance is the language of business. Use Claude to read P&L statements, interpret balance sheets, calculate key financial ratios, and write financial summaries that non-finance stakeholders can act on.

  • Use Claude to read and interpret a Profit & Loss statement
  • Calculate and interpret key financial ratios (gross margin, EBITDA, ROI)
  • Write a financial health summary for a non-finance audience
  • Use Claude to model simple financial scenarios and projections
HomeworkDownload a public company's annual report and write a 1-page financial summary using Claude
Session 7

Advanced SQL & Data Modelling

Move beyond basic queries into analytical SQL. Use Claude to write CTEs, window functions, and subqueries that answer complex multi-step analytical questions β€” still using plain language specifications.

  • Use Claude to write Common Table Expressions (CTEs) for multi-step analysis
  • Build window function queries for running totals, rankings, and trends
  • Use Claude to design a simple data model for a business scenario
  • Write data transformation queries that prepare data for dashboards
HomeworkWrite a multi-step SQL analysis for a provided business scenario using Claude
Session 8

Data Storytelling & Executive Communication

The most powerful analytical skill is communication. Use Claude to build data narratives, write executive summaries, and prepare board-ready presentations β€” structured to drive decisions, not just inform.

  • Build a data story using the Situation–Complication–Resolution framework
  • Write an executive summary from a complex dataset in under 200 words
  • Use Claude to anticipate leadership questions and pre-build answers
  • Design a 5-slide board presentation using Claude as your content partner
Session 9

Business Intelligence Tools & AI Integration

Understand the modern BI stack. Use Claude to navigate Power BI and Tableau concepts, automate report commentary, and integrate AI into your analytical workflow for ongoing competitive advantage.

  • Use Claude to understand Power BI and Tableau report structures
  • Automate report commentary and insight generation using Claude
  • Build a simple BI dashboard with Claude-generated SQL as the data layer
  • Design your personal AI-analytics workflow for any future role
HomeworkBuild a dashboard in Google Sheets/Looker Studio using Claude-generated SQL and commentary
Session 10

Analytics Ethics, Bias & Grand Finale Showcase πŸ†

Understand analytical responsibility β€” data bias, misleading visualisations, and how to present uncertainty to leadership. Then present your capstone analytical case study in your Grand Finale.

  • Identify common sources of analytical bias and how to mitigate them
  • Understand data privacy obligations for analysts
  • Know how to communicate uncertainty and confidence intervals to non-technical leaders
  • Grand Finale: Present a complete analytical case study with data, insight, and recommendation
  • Earn peer-nominated awards and your Certificate of AI Proficiency

Who Should Enroll?

Aspiring Analysts, Finance, Operations & Strategy Roles