Business Intelligence with Microsoft Excel

About Course

Course Description:

This hands-on course equips learners with the skills to harness Microsoft Excel for Business Intelligence (BI) applications. Through practical exercises and real-world examples, participants will master data analysis, process automation, and interactive dashboard creation using Excel’s powerful BI tools — including Power Query, Power Pivot, and Pivot Tables.

Learners will gain the ability to transform raw business data into actionable insights, streamline workflows, track key performance indicators (KPIs), and automate reporting tasks such as generating invoices and performance reports. By the end of the course, participants will have created a complete BI solution, including a dynamic dashboard, time-based performance analysis, and automated templates, preparing them to make data-driven decisions in any business setting.

Course Duration:

8 Modules (6–8 Weeks Recommended)

Who Should Attend:

  • Sales Representatives seeking data-driven insights

  • Business Managers aiming to improve reporting and decision-making

  • Entrepreneurs looking to automate and track business operations

  • Individuals transitioning into Tech, Data, or Analytics roles

Learning Outcomes:

By the end of the course, participants will be able to:

  • Connect, clean, and structure business data for analysis

  • Perform advanced calculations and automate business workflows

  • Transform and model datasets using Power Query and Power Pivot

  • Design interactive dashboards to monitor KPIs and trends

  • Apply time intelligence for monthly, quarterly, and yearly analysis

  • Automate invoices, reports, and business processes using Excel

Certification:

Participants will complete a capstone project integrating all skills learned and receive a Certificate of Completion upon successful submission.

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Course Content

Module 1 Introduction to Business Intelligence with Microsoft Excel

  • 1.1 Understanding Business Intelligence (BI) concepts
    06:32
  • 1.2 The Role of Excel in Modern BI Workflows
    08:03
  • 1.3 Overview of Microsoft Excel Interface
    16:33
  • 1.4 Overview of Excel BI tools
    09:41
  • 1.5 Data Integration
    17:43
  • 1.6 Data Structure
    08:28

Module 2 Business Calculations Using Excel Formulas and Functions

Module 3 Time Intelligence Function

Module 4 Designing Automated Templates and Workflows

Module 5 Business Data Analysis – Visualization & Pivot Table

Module 6 Data Transformation and Modeling with Power Query and Power Pivot

Module 7 Business Process Automation and Reporting

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