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.
Professional and Organizational Impact
When you lead data analytics using Excel and Power BI with credible data and practical strategies, you become a trusted driver of reporting accuracy and decision confidence.
- Build stronger Excel and Power BI reporting discipline.
- Gain confidence in DAX measures and KPI logic.
- Strengthen your ability to clean messy operational datasets.
- Enhance dashboard design for decision-makers and reviewers.
- Develop reliable variance analysis and trend interpretation skills.
- Position yourself as a practical reporting specialist.
- Expand your value across finance, operations, and BI teams.
Organizations that embed data analytics using Excel and Power BI into reporting routines reduce costs, mitigate risks, and build lasting competitive advantage.
- Reduce manual spreadsheet errors in recurring reports.
- Improve monthly reporting turnaround times across teams.
- Strengthen visibility into sales, finance, and operations KPIs.
- Lower reconciliation effort through reusable Power Query steps.
- Increase leadership confidence in dashboard-based decisions.
- Support faster issue detection with consistent visual reporting.
- Improve data governance through standardized measures and definitions.
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.
Industry Tools and Platforms Featured in this Training
The platforms and vendors Sweden teams are running today — taught against real configurations, not generic vendor demos.
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Microsoft Excel MicrosoftUsed for cleaning, reconciling, summarising, and analysing spreadsheet-based operational and financial data before building reusable reporting outputs.
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Power BI Desktop MicrosoftUsed to model data, create interactive dashboards, and publish report pages that decision-makers can filter and explore.
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Power Query MicrosoftUsed to import, transform, append, and standardise messy datasets from multiple files or systems before analysis.























