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:
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Sales Representatives seeking data-driven insights
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Business Managers aiming to improve reporting and decision-making
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Entrepreneurs looking to automate and track business operations
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Individuals transitioning into Tech, Data, or Analytics roles
Learning Outcomes:
By the end of the course, participants will be able to:
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Connect, clean, and structure business data for analysis
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Perform advanced calculations and automate business workflows
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Transform and model datasets using Power Query and Power Pivot
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Design interactive dashboards to monitor KPIs and trends
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Apply time intelligence for monthly, quarterly, and yearly analysis
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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.
Course Content
Module 1 Introduction to Business Intelligence with Microsoft Excel
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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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