Business Intelligence with Microsoft Excel

Learn Business Intelligence

What you’ll learn
✓ 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

Requirements
● Functional Email address
● Internet connection
● Access to Microsoft Excel Application

Description
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.

Who this course is for
■ Sales Representatives who want to analyze sales performance and track targets effectively.
■ Business Managers who need better reporting tools and data-driven insights for decision-making.
■ Entrepreneurs and Small Business Owners who want to monitor revenue, expenses, and profitability using dashboards and automated reports.
■ Administrative and Office Professionals who work with business data and want to improve their Excel and reporting skills.
■ Individuals transitioning into Tech, Data Analysis, or Business Intelligence roles.
■ Students and Graduates who want practical data analysis and business reporting skills to improve their employability.
■ Professionals who want to automate routine reporting tasks and improve productivity using Excel.

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