Excel and Power BI: Complete Data Analysis and Reporting

Data Science
Duration:
20 Hours (5 Days)
Language:
English
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Course Overview

This comprehensive course provides a practical introduction to data analysis and reporting using Microsoft Excel and Power BI. Participants will learn how to efficiently manage, analyze, and visualize data to support informed decision-making. Starting with foundational Excel skills such as formulas, functions, and pivot tables, the course progresses to Power BI’s powerful data modeling and interactive dashboard capabilities. Through hands-on exercises and real-world projects, learners will develop the confidence to transform raw data into meaningful insights, tailored for business and professional contexts.

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Course Objectives
  • Understand key data analysis concepts and workflows in Excel and Power BI.
  • Use Excel to organize, clean, and analyze data with formulas, functions, and pivot tables.
  • Create effective data visualizations and summaries in Excel.
  • Import, transform, and model data within Power BI.
  • Build interactive dashboards and reports using Power BI visuals and tools.
  • Combine Excel and Power BI skills to deliver comprehensive data analysis solutions.
  • Communicate data insights clearly to support business decision-making.
Schedule

Module 1: Fundamentals of Data Analysis and Excel Basics

  • Introduction to data analysis concepts and process
  • Excel interface overview and navigation
  • Basic data entry and formatting techniques
  • Essential formulas and functions (SUM, AVERAGE, COUNT)
  • Data validation and error checking

Module 2: Intermediate Excel Skills for Data Handling

  • Logical functions (IF, AND, OR)
  • Lookup functions (VLOOKUP, HLOOKUP, INDEX, MATCH)
  • Text functions for data cleaning
  • Using tables and named ranges to organize data

Module 3: Data Summarization and Visualization in Excel

  • Creating and customizing pivot tables
  • Applying slicers and filters for interactive analysis
  • Designing basic charts (bar, line, pie, combo)
  • Using conditional formatting to highlight data insights

Module 4: Getting Started with Power BI

  • Introduction to Power BI and its interface
  • Importing data from Excel and other sources
  • Basic data transformation using Power Query
  • Understanding data types and relationships

Module 5: Building Data Models and Basic DAX in Power BI

  • Concepts of data modeling and relationships
  • Writing simple DAX formulas (calculated columns and measures)
  • Using key DAX functions like SUM, CALCULATE, FILTER

Module 6: Creating Interactive Reports and Dashboards

  • Adding and formatting visual elements (charts, tables, cards)
  • Using slicers, filters, and bookmarks for user interaction
  • Setting up drill-through reports and tooltips
  • Customizing report layout and themes

Module 7: Publishing and Sharing Reports

  • Publishing reports to Power BI Service
  • Managing workspaces and user access
  • Scheduling data refreshes
  • Exporting reports and integration with Microsoft 365 tools

Module 8: Final Project – Integrated Data Analysis and Reporting

  • End-to-end project: data preparation in Excel
  • Summarizing data with pivot tables and charts
  • Importing, modeling, and visualizing data in Power BI
  • Publishing and presenting a comprehensive dashboard

 

Next Dates

No future dates found. For more information, please contact us .

Price

Each quotation is personalized and depends on several factors, such as the number of participants, the number of training hours, the location of the course, and any additional services requested.
The training can be funded through programs such as Erasmus+ (KA1 – Learning Mobility), among other European support mechanisms. For more information about funding, participants should contact their sending organization or their country’s National Agency directly.

Important Info

Certificate

A Certificate of Participation is awarded to participants who attend at least 80% of the sessions and demonstrate consistent engagement and commitment throughout the training.

Schedule

The time of classes, whether in the morning or afternoon is determined by the provider. The schedule may vary considerably based on participants’ preferences and the trainer’s discretion regarding any modifications.

Cultural activities
Equipment

Bring a laptop or tablet to use during the sessions.

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