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Microsoft Power BI and Excel Business Modeling Combo Pack
Rating: 4.6 out of 5(33 ratings)
1,139 students

Microsoft Power BI and Excel Business Modeling Combo Pack

Build Powerful Models: Design & Build High-Performance Data Models in Excel & Power BI
Created bySaad Nadeem
Last updated 1/2025
English
English [Auto],

What you'll learn

  • At the end of this course students will be able to analyse data from different data sources and create their own datasets
  • Explore powerful artificial intelligence tools and advanced visualization techniques
  • Blend and transform raw data into beautiful interactive dashboards
  • Showcase your skills with two practical projects (with step-by-step solutions)
  • Business Intelligence
  • Dashboarding
  • DAX
  • Data Modeling
  • Master Microsoft Excel and its many powerful features
  • Get routine tasks faster than ever
  • Create Business models with multiple scenarios
  • Become a skilled user who can work with Excel functions, summary tables, previews, and advanced features
  • Become one of the best Excel users on your team
  • Get Business modeling skills
  • Design professional, good-looking advanced diagrams

Course content

2 sections44 lectures5h 42m total length
  • Business Plus Financial Modeling Course Info1:47

    Apply basic to advanced Excel skills to build management systems for accounting, employee, and inventory control, with data cleaning, filters, formatting, and synced employee database with form lookups and photos.

  • Data Cleaning and Reformatting Tricks9:37

    Master practical Excel data cleaning and reformatting tricks to standardize fields, fill blanks with not available, correct dates, autofill serials, and format tables for clean TSA employee data.

  • Calculate Employee Age10:05

    Calculate an employee's current age in years, months, and days using Excel's datedif and today functions, then format and concatenate results for clear display.

  • Inserting Cell Fitted Pictures Automatically in One Click10:10

    Learn to automatically insert and fit employee pictures into Excel cells in a one-click workflow using KuTools, with unmerged cells and size adjustments.

  • Apply Auto Search Boxes8:33

    Learn to build an auto search box in excel using an ActiveX combo box, named range employees, linked cell, and macro-enabled workbook steps for autocomplete and dropdown.

  • Employee Data Extraction Technique8:24

    Apply vlookup and match functions in Excel to automatically retrieve an employee's joining date by typing the name, using named ranges and dynamic column indexing.

  • Employees Lookup Formula Application to All6:54

    Apply vlookup to all employee fields by fixing the lookup value to the employee name and dragging across cells, with match for column indexes in Excel.

  • Creating Picture Lookups9:21

    Use index match to retrieve employee data and related pictures by naming ranges and creating a picture lookup defined name, replacing vlookup where needed.

  • Formatting Cells and Currency Defaults6:48

    Learn to use mail merge with Excel and Word to automate personalized salary notices and cheques, and format cells and currencies, including rupees, for bulk payroll and supplier payments.

  • Convert Amount In Figures to Amount in Words5:57

    Link an Excel cash book to a Word check template via mail merge, populate date, field name, amount in words, and amount in figures, and preview and print multiple checks.

  • Edit Fields and Merge Results in Main Merge4:09

    Protect checks by automatically inserting symbols after the amount with Word’s edit field, using insert before equal to and insert after slash or dash.

  • Toggle Field Codes to Apply Comma Style4:16

    Learn to toggle field codes in Word to apply comma style to currency values copied from Excel, using the merge field amount and hash format for thousands, lakhs, and millions.

  • Configure Gmail Account on Outlook 20164:14

    Configure Gmail with Outlook 2016 to enable mail merge from Word using Excel data, sending personalized emails to hundreds of customers with a pending balance.

  • Sending Emails From Outlook Final6:05

    Configure Outlook with a Gmail account, link the Excel fields, and use finish and merge to send personalized payment reminder html emails to customers.

  • Database Management Part 111:45

    Master Excel-based database management by cleaning raw sales data, formatting dates, auto-fitting columns, and using Vlookup with a price table to compute sales amounts.

  • Database Management Part 27:06

    Apply VLOOKUP with approximate match to determine discounts from a slab table, naming the discount range, then compute discount amount, net sales, cost of goods sold (COGS), and profit.

  • Database Management Part 31:14

    Format the data as a table in Excel using Ctrl+T to auto select the range, ensuring no empty spaces, so headers enable filter and easy sorting.

  • Database Management Part 48:42

    Discover how pivot tables transform raw data into actionable insights, using rows, columns, and values to analyze region-wise sales, salespersons, and beverage items.

  • Database Management Part 55:15

    Insert multiple pivot tables on the same sheet, group date fields by months and years, and analyze region-wise sales with sum and count of transactions.

  • Database Management Part 65:33

    Explore pivot table techniques to analyze region wise sales contributions, convert figures to percentage of grand total, and add calculated fields and new columns to enhance dashboard reporting.

  • Database Management - Creating Charts and Static Dashboards11:46

    Create and format pivot tables and charts to build a static dashboard, visualizing monthly sales by region, regional contributions, and clear data insights.

  • Database Management - Convert Static Charts to Dynamic Charts4:49

    Convert a static dashboard into a dynamic one by using a timeline and slicers to filter pivot charts and connect to pivot tables via report connections.

  • Power Pivot Introduction14:56

    Power Pivot enables Excel to manage bulk data by building a data model from linked tables, using relationships to fetch prices and discounts quickly and compute sales amount.

  • Using Power Pivot for Pivot Table11:10

    Explore how Power Pivot enhances pivot tables by linking multiple sheets through a data model, establishing relationships and enabling cross-sheet analysis in a single pivot table.

  • Using Scenario Manager11:40

    Utilize Excel scenario manager to model budgeting and forecasting with multiple scenarios; save sets, compare results, and switch quickly using the quick access toolbar.

  • Collecting Bulk Data From People Automatically16:48

    Discover how to collect bulk data from employees, customers, or students using Google Forms, design versatile surveys with radio, checkbox, and dropdown questions, and auto-compile responses into Excel sheets.

  • Customizing Google Forms7:59

    Change the theme color, header image, and logo to tailor Google Forms. Use templates, sections, and end messages to streamline data collection and present a professional survey.

  • How to Email Google Forms Professionally6:13

    Learn to craft a professional email for Google forms, create clickable links or image buttons, and send vendor registration forms while ensuring a polished, businesslike presentation.

  • Automated Cloud Backup for Files7:06

    Set up real time backup of desktop Excel files to the cloud with Google Drive for desktop, enabling seamless sync between desktop and online Google Sheets and Excel files.

  • Funds Management Part 16:00

    Learn to manage monthly EMI payments for multiple loans by building an automated Excel schedule that reminds five days before due dates, handles intercompany transfers and post-dated cheques.

  • Funds Management Part 29:42

    Learn to manage funds by splitting a loan into monthly installments in a detailed Excel schedule, setting date sequences per country requirements, and applying filters for 36 payments.

  • Funds Management Part 34:39

    Learn to calculate days left on emi payments in Excel, using today(), subtraction, and if to show upcoming payments, filter out past due items, and set auto reminders.

  • Funds Management Part 49:59

    Apply conditional formatting in Excel to highlight days left between 0 and 20 in red, and extend the rule to highlight entire rows for funds management.

  • Depreciation Schedule Part 18:09

    Automate depreciation schedules in Excel using straight-line and reducing balance methods, applying formulas to extend years, link to useful life, and handle errors.

  • Depreciation Calculation Straight Light Part 26:21

    Apply and refine a depreciation calculation in Excel from scratch, using a yearly formula driven by useful life, handling blanks and errors, and fixing absolute references as you drag down.

  • Depreciation Calculation Straight Light Part 34:56

    Automate depreciation year-ends in Excel using a 364-day first year and EOMONTH for subsequent years. Learn to adapt dates automatically with IF logic.

Requirements

  • Microsoft Power BI Desktop (free download)
  • This course is designed for PC/Windows users (currently not available for Mac)
  • Absolutely no experience is required. We will start from the basics and gradually build up your knowledge with clear and concise step by step instructions

Description

Unleash the full potential of your data with this comprehensive combo pack!

Do you spend countless hours wrestling with spreadsheets and struggling to find meaningful insights? Are you ready to level up your data analysis skills and unlock the power of visual storytelling? This dynamic course is your ticket to mastering the dynamic duo of Microsoft Excel and Power BI, equipping you with the tools and techniques to transform raw data into actionable insights.

What You'll Learn:

  • Excel Business Modeling: Deepen your understanding of Excel functions, formulas, and data manipulation techniques to build robust and flexible data models.

  • Power BI Power Play: Master Power Query, the data cleansing and shaping engine, and DAX, the powerful formula language, to transform and analyze your data with ease.

  • Visual Storytelling: Craft compelling visuals using Power BI's stunning charts and graphs to tell a clear and impactful data story.

  • Automated Insights: Streamline your workflow with automated reports and dashboards, freeing up your time for deeper analysis.

  • Real-World Applications: Put your skills to the test with practical case studies and exercises, tackling real-world business challenges across various industries.

By the end of this course, you'll be able to:

  • Design and build high-performance data models in both Excel and Power BI.

  • Clean, shape, and analyze your data with confidence using Power Query and DAX.

  • Create stunning visuals and interactive reports that communicate insights effectively.

  • Automate routine tasks and generate dynamic reports to increase efficiency.

  • Make data-driven decisions that drive business growth and optimize performance.

This course is perfect for:

  • Business analysts, data analysts, and financial analysts

  • Marketing professionals, sales managers, and operations leaders

  • Entrepreneurs and anyone who wants to gain valuable data analysis skills

  • Beginners with basic Excel knowledge and those wanting to transition to Power BI

Don't just manage data, master it! Enroll today and experience the power of data analysis with Excel & Power BI.

Bonus: Includes access to exclusive practice files, downloadable resources, and instructor support to ensure your success.

This course description includes strong keywords, highlights the benefits of learning both Excel and Power BI, outlines specific learning outcomes, and speaks directly to the target audience. It also incorporates a call to action to encourage enrollment.

Remember to customize the description further to reflect your specific course structure and unique selling points.

I hope this gives you a strong starting point!

Who this course is for:

  • Anyone looking for a hands-on, project-based introduction to Microsoft Power BI Desktop
  • Data analysts and Excel users hoping to develop advanced data modeling, dashboard design, and business intelligence skills
  • Aspiring data professionals looking to master the #1 business intelligence tool on the market