Main content start
Change.每天多學一點 改變.可大可小

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
06 Jan 2024 (Sat)
Next intake(s)
Mar 2024
30 hours
Course Fee
Course Fee: $9300 per programme (* course fees are subject to change without prior notice)
Deadline on 21 Dec 2023 (Thu)
2867 8331
2681 0278
Apply Now
Accept new applications for the Jan 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. 


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 2165-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

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.


Jan 2024 intake

Lecture Date Time
1 6 Jan 24 (Sat) 13:30 - 18:30
2 13 Jan 24 (Sat) 13:30 - 18:30
3 20 Jan 24 (Sat) 13:30 - 18:30
4 27 Jan 24 (Sat) 13:30 - 18:30
5 3 Feb 24 (Sat) 13:30 - 18:30
6 17 Feb 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. 

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.

Application Fee

HK$150 (Non-refundable)

Course Fee
  • Course Fee: $9300 per programme (* course fees are subject to change without prior notice)
  • The CEF Institution Code of HKU SPACE is 100
CEF Courses
Certificate for Module (Business Intelligence and Data Automation)
COURSE CODE 33C135698 FEES $9,000 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.