About the Course
In data analytics using Excel and Power BI, organizations want results they can prove, not just charts that look polished. That means you must show data cleansing discipline, data modeling accuracy, DAX measure design, dashboard readability, and report consistency using tools such as Power Query, Power Pivot, and Power BI Service. This course focuses on the practical capability to build trustworthy reporting from messy source files and to explain what the numbers mean in operational terms.
The course turns scattered spreadsheet habits into a structured analytics workflow. You will practice data profiling in Excel, transformation in Power Query, relationship building in Power BI data models, and measure creation with DAX, while also being introduced to dashboard publishing in Power BI Service and row-level security at an overview level. What you will learn: you will clean and shape data, build calculated measures, design interactive dashboards, and prepare reporting packs that support performance review. You will practice the core workbook-to-dashboard workflow hands-on, while advanced governance and sharing topics are covered at a practical orientation level. This is a course for professionals who need reliable analysis under time pressure, limited data quality, and recurring reporting demands.
Many teams face constraints such as inconsistent source files, competing deadlines, and limited analyst capacity. This course is built for that reality, so you can create repeatable reporting routines with Excel and Power BI without needing a long implementation cycle or a specialized data engineering team.
Target Audience
This course is designed for professionals who need to turn spreadsheets and source files into trustworthy analytics outputs using Excel and Power BI.
- Data Analysts who clean datasets and build Power BI dashboards
- Management Reporting Officers who prepare monthly KPI packs
- Finance Analysts who reconcile figures and automate variance reports
- Operations Analysts who track performance trends and bottlenecks
- Business Intelligence Analysts who model data and publish reports
- Reporting Specialists who standardize Excel-based management information
- Performance Monitoring Officers who maintain scorecards and trend views
- Sales Analysts who build pipeline and revenue dashboards
- HR Analysts who analyze headcount, turnover, and workforce metrics
- Process Improvement Coordinators who use data to support operational reviews
Course Objectives
This course equips you to plan, execute, and measure data analytics using Excel and Power BI initiatives that improve reporting accuracy, data visibility, and decision support.
- Assess source data quality using Excel profiling, filters, and data validation checks.
- Apply Power Query transformation steps to clean, merge, and reshape business datasets.
- Build PivotTables and PivotCharts that summarize performance by period, team, or category.
- Create Power BI data models with relationships, measures, and basic star schema structure.
- Evaluate dashboard outputs against KPI definitions, slicers, and report logic in Power BI Desktop.
- Navigate data refresh, sharing, and workspace basics in Power BI Service.
- Implement DAX measures and time intelligence calculations for recurring performance reporting.
- Synthesize analysis into an insight pack with visuals, commentary, and action points.
Requirements & Prerequisites
Participants should have basic computer literacy, comfort with spreadsheets, and a working knowledge of business data such as sales, finance, operations, or HR reports. No programming background is required, and prior experience with Power BI Desktop is helpful but not mandatory. A laptop with Microsoft Excel and Power BI Desktop installed is required for the hands-on exercises.
Local Application and Business Return
How participants can apply the training in local operating conditions, and the return their organisation can plan for.
How participants apply this
Expected ROI
Training Methodology
This is a practical, outcome-driven course designed to turn data analytics using Excel and Power BI aspiration into measurable action and credible reporting.
Methodology includes:
- Hands-on calculation of KPI variance using Excel formulas, PivotTables, and sample datasets.
- Scenario simulation on a month-end reporting delay with conflicting source files and update deadlines.
- Diagnostic review using a Power Query checklist and Power BI model quality checks.
- Stakeholder mapping for finance, operations, and leadership reporting chains in Power BI Service.
- Case study analysis from retail, banking, manufacturing, and public sector reporting environments.
- Workshop to build a dashboard and insight brief under time and data constraints.
- Reflection exercise comparing current spreadsheet practice with Power BI refresh and measure benchmarks.
Upcoming Sessions
Next available dates worldwide
Certification
Recognized credentials that advance your career
Participants who complete the Data Analytics using Excel and Power BI Training Program earn a Trainingcred Certificate of Achievement, demonstrating professional competence and alignment with global standards in learning and development.
NITA Accredited
Accredited by the National Industrial Training Authority, ensuring programs meet nationally recognized standards of quality and relevance.
CPD Certified
Recognized by the CPD Certification Service, ensuring every program meets internationally benchmarked standards of professional excellence.
Why this course earns its place on your CV
Accredited training, practitioner trainers, and peers on the same career track — the three things real expertise is built on.
Skills Relevance
- Master industry-demanded tools: Excel and Power BI in a single course.
- Transform data into actionable insights, boosting your marketability.
- Learn cutting-edge data visualization techniques to lead decisions.
Career Advancement
- Empower your resume with dual expertise in Excel and Power BI.
- Position yourself for roles in data analytics, increasing earning potential.
- Gain practical skills that are immediately applicable in any data-driven role.
Expert Delivery
- Learn from certified instructors with real-world data analytics experience.
- Interactive sessions with personalized feedback to maximize learning efficiency.
- Access to a wealth of resources and continuous learning support post-course.
Tools and platforms relevant to this field
Examples Botswana teams may encounter, and that may be featured in training where they support the confirmed course scope.
These are field-relevant examples, not a promise that every tool will be covered. Exact coverage depends on the confirmed course scope, participant needs, and delivery format.
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Microsoft Excel MicrosoftUsed for cleaning, reconciling, summarizing, and validating spreadsheet data before building reports and dashboards.
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Power BI Desktop MicrosoftUsed to import, model, and visualize data, then publish interactive dashboards and reports for decision-makers.
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Power Query MicrosoftUsed to connect to multiple files and data sources, reshape tables, and automate repeatable data preparation steps.
