Training course

Excel Business Intelligence using Excel Power Tools

This course is split into 3 main areas:

1. Get and Transform (Power Query)

2. Power Pivot - Data Models and DAX calculations

3. Dashboard Creation with Pivot Tables, Charts and Slicers

It is aimed at users who want to analyse data from multiple sources and want to create effective data dashboards.

This course will be delivered on Excel 2016 or above and using generic data files that aim to appeal to a wide audience.

  • 1 Day
  • Online or in person
  • Private courses available
Download outline (PDF)

Course Objectives

  • Confidently use the Get and Transform query tools
  • Write clever and effective queries to have data ready for analysis
  • Create simple, clear data models in PowerPivot
  • Use these data models to create pivot tables based on multiple tables
  • Build dashboards that give powerful insights and powerful visuals
  • Start to use the DAX language for more in-depth analysis of data
  • Create and display hierarchies and KPIs in Excel

Prerequisites

  • Delegates should have attended our Excel Level 3 course, or have equivalent knowledge.

Included

  • Lunch and refreshments when training is delivered at our training venues
  • Comprehensive course materials and exercises
  • Telephone and Email Support

Course content Back to top

  1. Get and Transform (Power Query)
    Introduction to Get and Transform
    Understanding the interface
    Create and Edit a simple query
    Common Data Import Sources
    Working with CSV, Text, Excel Files
    Other Sources
    Importing multiple files
    Working with Web data
    Working with Columns
    Name, Move, Split, Merge, Remove
    Filtering and Sorting
    Using Auto-Filter
    Sorting
    Using Number, Text and Date Filters
    Filtering Rows by Range
    Changing Values in a Table
    Replacing Values
    Transformations: - Text; Number; Date/Time
    Replacing Missing Values
    Table Transformations
    Unpivoting Columns to Rows
    Transposing a Table
    Creating Custom Columns
    Append Queries
    Two Data sets
    Multiple Tables
    Working with formula queries
    Loading Data
    Loading Data into a Worksheet
    Loading Data into the Excel Data Model
    Power Query and Table Relationships
    Refreshing Queries Manual & Auto
  2. Power Pivot
    Building Data Models
    Create relationships between tables
    One-to-Many Relationships
    Deriving relationships from data sources with the Relationships tool and the Diagram View
    Hiding tables from View
    Excel Tables
    Why Excel Tables are important
    Using Slicers to filter data
    Adding Linked Tables to the Data Model
    Building DAX (Data Analysis eXpressions) Formulas
    Formula basics
    DAX Data Types
    DAX Operators
    Defining Calculated Columns
    DAX Measure Examples
    RELATED(), CALCULATE(), SWITCH()
    Working with Dates
    Why a Date (Calendar) Table is required
    Generate a Date Table
    Mark as a Date Table
    Grouping dates for time analysis
    Comparing and categorising time periods with Time Intelligence functions
    KPIs - Setting key business targets
    Analysing performance with calculated fields
    Gauging performance against goal
  3. Dashboard Creation with Pivot Tables, Charts and Slicers
    Excel Pivot Tables Recap
    Understanding the structure
    Changing the Layout
    Using filters
    Grouping data for ad-hoc subtotals
    Creating PivotTables with PowerPivot
    What's different in a PowerPivot Pivot Table?
    Creating a PivotTable with Power Pivot data
    Using the Field list with the Data Model
    How Drill-down differs in Power Pivot
    Using Slicers to Filter Data
    Using Slicers
    Connecting Slicers to more than one PivotTable or Chart
    Dashboards
    Presenting and analysing data with PivotCharts
    Drilling down into data using a hierarchy
    Managing data with perspectives

Public dates and prices Back to top

Prices are per delegate and exclude VAT.

  • Monday 23 November 2026

    Durham 9:30–16:30

    £545+ VAT

  • Wednesday 7 April 2027

    Virtual, live online 9:30–16:30

    £495+ VAT

  • Friday 23 July 2027

    Virtual, live online 9:30–16:30

    £495+ VAT

  • Monday 13 September 2027

    Virtual, live online 9:30–16:30

    £495+ VAT

Can't make these dates? Ask about a private course on a date that suits you.

Training a team?

Run this course privately, on your dates

  • Public Scheduled Fixed course content, fixed date, fixed location, fixed length, multiple organisations - All you need to do is choose which course you would like to attend and contact us to book!
  • Private Flexible course content, flexible training date(s), flexible location(s), variable course length, private to your organisation - Courses can be held at one of our training venues or at another location convenient to you. Training can be set over a number of days or weeks to allow for practice time between training sessions.
  • Bespoke Bespoke private training can be based on an existing course or a number of lessons taken from several courses, we can also write bespoke courses for you based on your in-house systems or development program.
  • Virtual These courses can be attended from anywhere.

What delegates say Back to top

“The whole course has been beneficial and informative”
N.E., Engie
“Trainer was great! Very enthusiastic. Delivered extremely well and user friendly”
D.B., Edinburgh Woolen Mill
“The course flew by and the course convenor was very good at their job. Will definitely be using ITTS courses in the future.”
N.B., Dcc

Following this training what are you going to do differently

“I am going to use excel power tools with significantly more confidence and develop more intuitive dashboards.”
N.B., Dcc
“I found learning about data relationships and models particularly helpful. More generally, being able to build a report excel dashboard from scratch is going to change the way I work for the better.”
N.B., Dcc
“Very easy to follow and great to do from home”
C.W., South Tyneside Council, Excel Level 3
“The trainer was very good at showcasing all the important bits and the banter was great”
R.B., Westrock, VBA Essentials using Excel
“It was a great introduction to the basics and covered all the essentials. Well paced and delivered clearly and competently.”
D.M., Leeds & Yorkshire Ha Ltd, OneNote Essentials

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Please contact us to discuss your Excel Business Intelligence using Excel Power Tools course, we have many solutions available to ensure you receive the best training possible.

Your Excel course can be delivered online or in-person. You can choose your Excel path with introduction to advanced levels. Master Excel Business Intelligence and Power Tools, VBA and more. Learn in-person or online with our virtual classrooms. Your course can be delivered online, at your office or at one of our training venues, it's your choice. Small course sizes. Course materials included. Flexible Excel Business Intelligence using Excel Power Tools course content. Expert trainers and tried & tested training methods. Many course materials available online using your personal training account. You can master Excel, please contact us to book a place or get a quote for your Excel Business Intelligence using Excel Power Tools course.

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IT Training Solutions Ltd
Oakville, 14 Durham Road West, Bowburn, Durham, DH6 5AU
0191 377 8377
ittrainingsolutions.co.uk
Printed: 10/20/2026 10:15:50 PM