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Introduction to Excel Business Intelligence Tools

Designed for Excel versions 2016,2013,2010

0800 1337 401


This course will introduce delegates to Microsoft’s ever evolving Business Intelligence products. Delegates will learn about PowerPivot which was first introduced in Office 2010 for developing business intelligence models based on multiple data sources. Delegates will also explore Power Query, a tool that is used to transform data and is often used with PowerPivot. This is followed by a module on Power View, a very easy to use dashboarding tool that allows self-service business intelligence. Finally, delegates will learn to use Microsoft’s stand-alone Power BI application which allows users to import data and create dynamic dashboards and visual reports in seconds.

* Delegates must have access to Excel 2010 and 2013 for PowerPivot, 2013 or 2016 for Power View and Power Query, and will need to have downloaded Power BI to their desktops.

Who should attend?

This course is suitable to intermediate to advanced users of Excel that are looking to utilise the Microsoft business intelligence products and keep their Excel skills up to date. The content is an ideal introduction for individuals that spend time analysing and reporting on data using Excel.

Course Syllabus

PowerPivot (Office 2010 and 2013)

  • Enable PowerPivot
  • Import Access and Excel data into PowerPivot
  • Integrate data with relationships,
  • Create a PivotTable with PowerPivot data
  • Use basic DAX language functions

Power Query (Office 2013)

  • Import data from multiple sources using Power Query
  • Analysing data in Power Query
  • Automate tasks using Queries
  • User Power Query to merge data sources

Power View (Office 2013)

  • Enable Power View
  • Create a Power View
  • Add and remove fields
  • Arrange fields
  • Filter and sort data
  • Refresh data
  • Choose a visualisation
  • Change tile display
  • Set display options

Power BI (From Office 2007 – 2016)

  • Getting started with Power BI
  • Importing Data from sources including Excel
  • Understanding the Power BI Interface
  • Data modelling in Power BI
  • Creating dashboards and other visualisations
See all of the available Seven Institute Excel Courses