Excel Expert for Analysts
Build a more reliable Excel reporting workflow without moving the whole job into Power BI. Experienced users work through refreshable Power Query preparation, a multi-table Excel Data Model, practical Power Pivot measures and model-driven reporting they can maintain.
- Design repeatable analytical workflows separating source, transformation, model and reporting.
- Build multi-step Power Query transformations and refreshable preparation workflows.
- Create an Excel Data Model with appropriate relationships.
- Use practical DAX measures in Power Pivot for reusable Excel analysis.
Excel Expert for Analysts is for experienced users who have already moved beyond everyday formulas and PivotTables and now need a more repeatable way to prepare, model and report on data. Instead of treating the workbook as a collection of disconnected sheets, the course separates source data, transformation, modeling and reporting so participants can see how the parts fit together and where refresh or relationship problems arise.
Across two days, participants build a multi-step Power Query preparation workflow, create a multi-table Excel Data Model in Power Pivot, define and test relationships, add practical reusable DAX measures and use the model to drive PivotTable and PivotChart reporting. They finish by diagnosing issues, documenting assumptions and completing a refreshable analytical Excel model and reporting pack that can be checked for reliability and reuse.
Right for your team if…
This course is designed for power users, analysts and reporting teams who already work confidently with formulas, PivotTables and everyday analytical Excel. It is a good fit when the next challenge is not another advanced-formulas course, but building a refreshable workflow around Power Query, the Excel Data Model/Power Pivot, practical measures and model-driven reporting.
Choose this when experienced Excel users need repeatable analytical workflows, deeper Power Query, data modeling and more scalable reporting.
What participants will be able to do
- Build scalable model-driven reporting and diagnose refresh/model issues.
- Produce a refreshable analytical Excel model and reporting pack.
A tangible outcome they take back to work
A refreshable analytical Excel model and reporting pack. The capstone brings together the full workflow: source and transformation steps, a multi-table Data Model, tested relationships, practical reusable measures and model-driven reporting outputs. Participants check that the model refreshes, that relationship and measure outputs behave as intended, and that key assumptions are documented.
What we cover
Separate a reporting process into source, transformation, model and reporting layers; identify where responsibilities are mixed; map the current process into a clearer analytical workflow.
Map a current reporting process into a four-layer workflow that will be used through the capstone.
Build a multi-step Power Query preparation workflow; make it refreshable; troubleshoot transformation and refresh problems rather than treating preparation as a one-off manual task.
Create a working refreshable transformation workflow and resolve identified preparation or refresh issues.
Create a multi-table Excel Data Model in Power Pivot; define appropriate relationships; test that the relationships support the intended analytical outputs.
Build the capstone Data Model and validate its relationships against the reporting outputs.
Create practical reusable DAX measures for the Excel model; validate measure outputs; keep DAX depth to the patterns needed for the workbook rather than advanced language or optimization work.
Create a small set of reusable measures and check that they return the expected analytical results.
Use the model to drive scalable PivotTable and PivotChart reporting; connect reporting outputs to the underlying model and refresh workflow.
Build model-driven reporting views from the capstone Data Model and measures.
Diagnose refresh and model issues, document assumptions and apply workbook-governance checks before completing the integrated capstone.
Complete the refreshable analytical model and reporting pack, including assumptions and a final quality review.
How it runs
Live virtual private training for one organization over two days. Before delivery, we confirm the participant Excel environment and run a short skills check to make sure formula, PivotTable and everyday analytical Excel foundations are already in place.
Excel for Microsoft 365 on Windows is strongly recommended, and Power Query plus Data Model/Power Pivot availability should be confirmed. We can adapt examples and practice assets to the client context without changing the course scope. If the pre-course check shows that foundation skills need remediation, we recommend Excel Intermediate to Advanced first or a longer custom format rather than compressing the Expert outcomes.
Scope and progression
What this course focuses on
Deep Power Query; Excel Data Model/Power Pivot; practical DAX measures in Excel; model-driven PivotTable/PivotChart reporting; refresh and workbook governance.
Reserved for other courses
- Advanced DAX language depth, evaluation-context optimization, time-intelligence depth and Power BI semantic-model/reporting implementation (Power BI Data Modeling, DAX and Advanced Reporting).
- Power BI Desktop/Service transition (Power BI for Excel Users).
- PL-300 preparation (Power BI Data Analyst Exam Readiness).
- VBA/macros and enterprise data engineering.
Progression
Choose Excel Intermediate to Advanced first when participants still need stronger everyday Excel foundations. Move to Power BI for Excel Users when the goal is the transition from Excel into Power BI Desktop and Service. For deeper Power BI modeling, DAX and reporting, use Power BI Data Modeling, DAX and Advanced Reporting.
Courses in this progression
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Excel Intermediate to Advanced
Take your team from competent to genuinely advanced in the analytical Excel they use every day. Over two days, regular Excel users master modern formulas and dynamic arrays, XLOOKUP, PivotTable analysis and an introduction to Power Query — and build a clean, reliable workbook they can take straight back to work.
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Power BI for Excel Users
Move your team from spreadsheet-and-PivotTable reporting into Power BI. In one day, confident Excel users connect familiar workbook data, translate formulas and PivotTables into reusable measures, build a simple semantic model, and rebuild a familiar report as an interactive Power BI solution.
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Power BI Data Modeling, DAX and Advanced Reporting
Take your team from functional reports to robust, maintainable Power BI solutions. Over two days, existing report creators design proper star-schema models, master DAX evaluation context and time intelligence, diagnose and fix performance, implement row-level security, and build advanced, usable reports.
Common questions
How is this different from Excel Intermediate to Advanced?
Excel Intermediate to Advanced builds advanced everyday analytical Excel, including modern formulas, lookups, PivotTables and introductory Power Query. Excel Expert assumes those foundations and moves into deeper Power Query, the Excel Data Model/Power Pivot, practical DAX measures and model-driven reporting.
When should we choose Power BI for Excel Users instead?
Choose Power BI for Excel Users when the goal is to move from Excel into Power BI Desktop and Service. Choose Excel Expert for Analysts when the team needs deeper Power Query, Power Pivot, Excel data modeling and model-driven reporting while keeping the workflow in Excel.
Does the course cover Power Query in depth?
Deep Power Query is one of the course focus areas. Participants build, refresh and troubleshoot a multi-step transformation workflow rather than receiving an overview-only introduction.
How much DAX is included?
The course includes practical DAX measures in Power Pivot for the Excel model. Advanced DAX language depth, evaluation-context optimization and time-intelligence depth belong in Power BI Data Modeling, DAX and Advanced Reporting.
What environment do participants need?
Excel for Microsoft 365 on Windows is strongly recommended. Power Query and Data Model/Power Pivot availability must be confirmed before delivery, together with the required pre-course skills check.
Can the course use our reporting examples?
We can adapt examples and practice assets to the client context once the Excel environment and participant readiness are confirmed. The proposal and pre-course check can identify the most useful reporting scenarios for the cohort.
Plan a cohort for your team
Tell us about your team, current Excel environment and reporting goals, and we’ll confirm whether Excel Expert for Analysts is the right fit and how we can adapt examples and practice to your context.