Excel Business Intelligence (Level 4)

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Intended for Advanced Excel users this one day exclusive course runs through an overview of how to use new tools – Power Query, Power Pivot and Power Maps.

On this One Day course you will learn how to clean, manipulate and refresh large amounts of data. Our training is in small groups with an experienced Microsoft approved trainer and it is ‘hands on’ exercises to give you practical experience to take back to your workplace. We also steer you towards further resources to help you after the class.

You’ll take a first look at the capability of the new Business Intelligence tools in Excel and see how they are used to take the data you have cleansed to create insights using Data Visualisations and Dashboards for Management Reports.

Further training on this topic, including creating DAX formulas and measures, is in the Excel Visualisations Level 6 course.

Pre-requisite knowledge: Windows, Excel Secrets, Excel Ninjas and Excel Gurus or equivalent knowledge/skills.

Ways to attend Onsite Classroom Training – Public courses are available or for group training we can deliver Onsite Training.

Online Training – by appointment

Call us on 01952 581 550 to discuss what you need.

Who is it for?

This course is specifically designed for office users, managers, accountants and data analysts. Delegates on this course should have existing advanced knowledge of Excel, and we will turn you into an Excel expert. We will cover some of Excel’s best kept secrets and will look in detail at:


£450 + VAT per person

For Group Training rates or more details please complete this enquiry form and we will call you

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Overview of Business Intelligence from Microsoft

What is included in the course?

Course Content
  • Power Query allows data crunchers to get and transform data from many sources and combine with others using clear visualizations.
    • Combine data from files in a folder add data and refresh
    • Combine sheets from a workbook, add data and refresh
    • Manipulate large amounts of data within Power Query
    • Produce a refreshable table / Pivot Table / Pivot Charts of your combined data
    • Combining data from different sources – Excel, .csv, .txt or .pdf files
    • Creating PowerPivot Tables by creating relationships between files

Power Query

  • Power Pivot
    Pivot Tables are a terrific tool in Excel allowing large amounts of information to be compressed and filtered, even shown using a PivotChart. The latest tool is PowerPivot, which allows the joining of data from several tables and on our course delegates will learn in a workshop session how to create and edit relationships between files and tables within Excel.
    • Manipulating large amounts of data
    • Joining data from several tables
    • Creating & Editing Relationships between files and Tables
    • Power PivotTables and PivotCharts


Power Pivot Relationships

  • PowerMaps are the awesome new way of combining ‘geo-spacial data’ with map data and overlaying bar charts or heat maps onto Bing Maps and creating a ‘video’ with scenes and even music, panning in and out from space to a specific location where you want to display that data.• Launching Power Map
    • Creating New Maps with Layers
    • Geography and Map Level
    • Types of Map Themes
    • Adding Map Labels
    • Creating Video
    • Adding Scenes
    • Playing a Tour & Adding Music
    • Playing within PowerPoint

Power Maps


  • Introduction to PowerBI Desktop gives Excel users the ability to create dashboards to view many types of Charts and Tables and see them change over time using simple controls. The data analyst would create the Visualisations for management to see and manipulate their data in a very interactive way.• Creating a new Dashboard
    • Using data from multiple sources
    • Types of Charts
    • Types of Tables
    • Using Filters
    • Deleting & Editing Dashboard elements
    • Refreshing Data



First look at Excel BI Dashboards and Visualisations

Hands-on exercises

    Hands-on exercises are used throughout the day and demonstrations help you gain in-class practice creating engagement programs. Extend your learning beyond the class as you apply what you have learned back in your job.

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