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Microsoft Excel BI Course Overview

Microsoft Excel BI Course Overview

The Microsoft Excel BI course is designed for learners who want to master the powerful Business Intelligence capabilities of Excel. Through the curriculum, participants will understand the "Power Excel" workflow and be introduced to advanced tools like Power Query and Power Pivot.

In Module 1, students will grasp how to harness these tools effectively and discern when to use each tool. Module 2 delves deeper into Power Query, teaching learners how to connect and transform data with ease. Lessons cover a range of transformations, from basic to advanced, including text, number, and date/time tools, and even sophisticated techniques like merging and appending queries.

Module 3 focuses on building table relationships within the Excel Data Model. Students will learn about database normalization, creating and managing relationships, and the importance of understanding relationship cardinality.

Overall, the course empowers learners to efficiently analyze large datasets, create insightful reports, and make data-driven decisions, thereby enhancing their proficiency in Excel BI tools and techniques.

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Course Prerequisites

To ensure you have a successful learning experience in the Microsoft Excel BI course, the following are the minimum required prerequisites:


  • Basic understanding of Microsoft Excel functions and formulas.
  • Familiarity with Excel's interface and basic tasks such as opening workbooks, navigating between sheets, and basic formatting.
  • Knowledge of how to create and manipulate Excel tables.
  • Basic comprehension of data management concepts such as sorting, filtering, and simple data summarization.
  • An understanding of data types and their significance in Excel (text, numbers, dates, etc.).
  • Willingness to learn new data analysis techniques and tools within Excel.

While prior experience with Power Query, Power Pivot, or the Excel Data Model is not required, any experience in these areas will enhance your learning journey. Please note that the course is structured to guide beginners through these powerful Excel BI features.


Target Audience for Microsoft Excel BI

  1. The Microsoft Excel BI course empowers professionals to leverage advanced data analysis tools in Excel for insightful business intelligence.


  2. Target audience for the Microsoft Excel BI course includes:


  • Data Analysts
  • Business Analysts
  • Financial Analysts
  • Business Intelligence Professionals
  • Project Managers
  • Marketing Analysts
  • Supply Chain Analysts
  • Reporting Specialists
  • Excel Power Users
  • IT Professionals working with data
  • Accountants and Auditors
  • Management Consultants
  • Data Science Enthusiasts
  • Administrative and Support Staff
  • Professionals seeking to enhance their data visualization and reporting skills


Learning Objectives - What you will Learn in this Microsoft Excel BI?

Introduction to the Course's Learning Outcomes and Concepts Covered:

This Microsoft Excel BI course equips students with advanced data transformation, analysis, and visualization skills using Power Excel tools such as Power Query and Power Pivot.

Learning Objectives and Outcomes:

  • Understand the workflow of "Power Excel" and differentiate between the functionalities of Power Query and Power Pivot.
  • Gain proficiency in using Power Query for data connection and transformation, mastering the Power Query Editor, and updating locale settings.
  • Apply basic to advanced table transformations with Power Query, including text, number, date and time tools, and creating rolling calendars.
  • Learn how to generate index and conditional columns, group and aggregate records, and pivot and unpivot data using Power Query.
  • Develop skills in merging and appending queries to consolidate data from multiple sources effectively.
  • Understand the structure and benefits of Excel's Data Model and the principles of database normalization.
  • Create and manage table relationships within Excel's Data Model, including understanding active vs. inactive relationships and relationship cardinality.
  • Connect multiple data tables in the Data Model while managing filter flow and defining hierarchies for more organized data analysis.
  • Discover best practices for both Power Query and Excel Data Model to enhance data management and reporting efficiency.
  • Apply new skills to build robust, scalable, and dynamic BI solutions within Excel for deeper insights and decision-making support.

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