Objectives of the training
The objective of this course is to enable participants to analyze and prepare data in Excel, automate transformations with Power Query, create effective analytical models and reports, and present insights clearly and concisely.Targeted audience
Business analysts, data analysts, accountants, BI managers, and anyone wishing to improve their skills in data manipulation and analysis in Excel and Power QueryPrerequisite
Basic knowledge of Excel, fundamental skills in table manipulation and formulas, access to a recent Excel environment with Power Query enabledTrainers
Benefits for Participants
• Analyze and prepare data in Excel
• Use Power Query to automate transformations
• Create effective analytical models and reports
• Configure reproducible workflows for data analysis
• Present insights clearly and concisely
Course architecture
Day 1 – Data preparation and transformation
• Introduction to Power Query and basic concepts
• Importing and consolidating data from different sources
• Data cleaning and transformation
• Creating calculated columns and advanced transformations
• Handling missing data and complex filters
• Introduction to advanced functions and queries
Hands‑on exercise
Importing and cleaning a complex dataset using Power Query.
Deliverable: Excel file with prepared queries and data ready for analysis.
Key points & takeaways
• Mastery of basic and advanced Power Query features
• Ability to automate data transformations
• Efficient preparation of datasets for analysis
Day 2 – Analysis and reporting
• Data analysis and aggregation with Power Query
• Creating analytical models and pivot tables
• Introduction to automated visualizations and reports
• Workflow optimization and automatic data refresh
• Best practices for reports and dashboards
• Sharing and communicating insights to stakeholders
Hands‑on exercise
Creation of a complete automated report using Power Query and pivot tables.
Deliverable: Final Excel file with analyses and visualizations.
Key points & takeaways
• Ability to create automated and reproducible workflows
• Mastery of advanced analysis techniques in Excel
• Skill in producing clear and concise reports
Pedagogical details
Type of training
Private or personalized training
Do you have several employees interested in the same training course? Whether in person at your offices or remotely in virtual mode, we offer private training courses tailored to your team's needs. Group rates are available. Contact us for more details or request a quote online.
Request a quotePrivate or personalized training
Do you have several employees interested in the same training course? Whether in person at your offices or remotely in virtual mode, we offer private training courses tailored to your team's needs. Group rates are available. Contact us for more details or request a quote online.
Request a quote