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SQL for Excel Users: Build an Interactive Sales Dashboard

Learn SQLite, SQL Queries, Sales Analysis, CSV Exports, and Interactive Excel Dashboards Using Real-World Data.

Created byDISCOVER TALENT™

Last updated 11/2026

English

What you'll learn

Understand SQL fundamentals, databases, tables and SQLite, even with no prior SQL programming experience
Write SQL queries using SELECT, WHERE, ORDER BY, AND, OR, SUM, COUNT and AVG to analyse business data
Perform business analytics using GROUP BY, HAVING, CASE WHEN and monthly sales analysis
Export SQL query results to Excel and build interactive business dashboards using KPI cards, charts and slicers

Course content

8 sections • 8 lectures • 50m total length

Introduction0:45
Welcome to the SQL + Excel for Business Data Analysis Masterclass!
In this introductory lecture, we'll explore how SQL and Microsoft Excel work together to solve real-world business problems and convert raw business data into meaningful, actionable insights.
Whether you're a beginner exploring SQL for the first time, an Excel enthusiast looking to expand your analytical capabilities, or a professional interested in business reporting and data analytics, this masterclass will help you understand how these two powerful tools complement each other in a practical business environment.
Throughout this masterclass, we'll work with a realistic sales business dataset containing 20 business transactions. Rather than simply learning SQL syntax and memorising commands, we'll focus on understanding business requirements, asking the right questions, extracting relevant information, and interpreting the results.
Here are some of the business questions we'll explore:
Which geographical region generates the highest revenue?
Which product contributes the most to overall sales?
How do sales and revenue change across different months?
How can we identify top-performing products and regions?
How can raw transaction data be transformed into meaningful business insights?
We'll begin by understanding the dataset and using SQL to retrieve, filter, and analyse business information. Once we have extracted the required insights, we'll bring our SQL results into Microsoft Excel and transform them into an interactive business dashboard.
You'll also get an opportunity to work with:
SQL queries for practical business data analysis.
Realistic sales transaction data.
Microsoft Excel for data analysis and reporting.
Pivot Tables for summarising business performance.
Interactive charts and visualisations.
Slicers to filter and explore dashboard insights.
Learn by Doing – Practice Along With Me!
The practice dataset is provided with the course. Download the file, keep it ready, and follow along with the demonstrations. You'll be able to execute the queries, experiment with the data, validate your results, and build your own interactive dashboard.
By the end of this learning journey, you'll understand how to move from raw business transactions to SQL-driven analysis and finally to an interactive Excel dashboard that communicates insights effectively.
Remember, data analysis is not just about writing queries or creating charts. It's about asking the right questions, finding meaningful answers, and helping businesses make better decisions.
So, get your practice files ready, stay curious, and let's begin exploring the power of SQL and Microsoft Excel together!
Let's move beyond spreadsheets. Discover the power of SQL!

From Excel to SQLite8:00
Take your first steps transitioning from spreadsheets to relational databases. In this lecture, you'll learn how to navigate to your working directory using the Windows Command Prompt, launch SQLite 3, and initialize a local .db file. We’ll cover configuring terminal view modes for clean tabular outputs, building a sales table with custom schemas, inserting data rows, and running basic queries using SELECT and WHERE filtering.

SQL Fundamentals: Filtering, Sorting and Business Data Analysis9:00
In this practical SQL lesson, you'll learn how to filter, sort and analyse business data using SQLite.
Topics covered:
Filter records using the WHERE clause.
Apply multiple conditions using AND and OR.
Sort data using ORDER BY ASC and DESC.
Create calculated columns to calculate sales revenue.
Use LIMIT to retrieve the top 5 records.
All concepts are demonstrated using a practical sales dataset, with comparisons to familiar Microsoft Excel features.
Perfect for beginners learning SQL through real-world business examples.

Identifying the five highest-priced products.8:00
In this section, we move beyond basic SQL queries and explore how SQL aggregate functions can transform raw transaction data into meaningful business insights.
You will learn how to use SUM(), COUNT(), and AVG() to calculate total revenue, count transactions, and determine average order value. We will also explore GROUP BY and ORDER BY to perform regional and category-wise revenue analysis.
Using practical sales transaction datasets, you will learn how to answer real-world management questions, identify top-performing regions, compare product categories, and analyze business performance using SQL.
Topics covered:
• Identifying the five highest-priced products
• SUM() – Calculate total sales revenue
• COUNT() – Count total transactions
• AVG() – Calculate average order value
• GROUP BY – Analyze regional revenue
• GROUP BY – Perform category-wise sales analysis
• ORDER BY – Rank business performance
• HAVING – Filter aggregated results
• Practical SQL queries for business analytics
By the end of this section, you will be able to write intermediate SQL queries and convert transactional data into actionable business insights.
Let's take your SQL skills to the next level!

Advanced SQL in Action: WHERE vs HAVING, CASE Statements, Monthly Sales Trends3:13
Take your SQL skills to the next level with practical business data analysis using SQLite.
In this section, you will learn how to:
Understand the difference between WHERE and HAVING clauses and when to use them.
Generate monthly sales and revenue trends using SQL queries.
Apply CASE statements to categorize transactions into High, Medium, and Low revenue groups.
Perform business-oriented data analysis using advanced SQL queries.
Export SQLite query results into CSV files.
Prepare SQL-generated datasets for further analysis and dashboard development in Microsoft Excel.
By the end of this lesson, you will understand how to transform raw business data into meaningful insights and make your SQL analysis ready for Excel-based reporting.
Let's connect SQL with real-world business analytics!

Lecture 5: Import Sales Data & Build Excel Dashboard KPI Cards7:00
In this practical lesson, we begin building an interactive-style Sales Dashboard in Microsoft Excel using real-world sales transaction data.
You will learn how to import CSV files into Excel, organize your dataset into structured Excel tables, and use structured references to calculate important business performance indicators.
We will create four essential KPI cards to monitor overall sales performance:
• Total Revenue – Calculate overall sales using SUM().
• Total Orders – Count transactions using COUNTA().
• Units Sold – Calculate total quantities sold using SUM().
• Average Order Value – Calculate average revenue per order using AVERAGE().
You will also learn how to format KPI cards professionally using cell alignment, font sizing, bold formatting, currency formatting (₹), background colors, and consistent dashboard styling.
Topics covered:
Importing CSV data into Microsoft Excel.
Loading and organizing sales transaction data.
Creating structured Excel tables.
Understanding structured references.
Calculating Total Revenue using SUM().
Calculating Total Orders using COUNTA().
Calculating Units Sold using SUM().
Calculating Average Order Value using AVERAGE().
Designing professional KPI cards.
Applying dashboard formatting and visual consistency.
By the end of this lesson, you will have a professional-looking Excel Sales Dashboard foundation with four key performance indicators.
This practical exercise is useful for aspiring Data Analysts, Business Analysts, MIS Executives, Reporting Professionals, and Excel Dashboard Developers.

Create a Professional Sales Dashboard: KPI Cards, Revenue Charts & Monthly Sales8:00
Take your SQL skills to the next level with practical business data analysis using SQLite.
In this section, you will learn how to:
Understand the difference between WHERE and HAVING clauses and when to use them.
Generate monthly sales and revenue trends using SQL queries.
Apply CASE statements to categorize transactions into High, Medium, and Low revenue groups.
Perform business-oriented data analysis using advanced SQL queries.
Export SQLite query results into CSV files.
Prepare SQL-generated datasets for further analysis and dashboard development in Microsoft Excel.
By the end of this lesson, you will understand how to transform raw business data into meaningful insights and make your SQL analysis ready for Excel-based reporting.
Let's connect SQL with real-world business analytics!

Final Touches: Interactive Excel Dashboard with Slicers, Dynamic Filters & SQL6:44
Welcome to the final section of our practical SQL and Excel Business Analytics Masterclass!
In this session, we will give our Sales Dashboard its final professional touch and make it interactive using Excel Slicers.
What you will learn:
Apply professional formatting, colors, borders, and typography to your dashboard.
Organize dashboard elements for a clean and structured layout.
Insert interactive slicers for Region, Category, and Sales Department.
Configure Report Connections to connect multiple PivotTables with slicers.
Create dynamic dashboard filtering and explore business insights.
Customize dashboard colors and visual appearance to match your business branding.
Understand how SQL and Microsoft Excel work together for business reporting.
Recap the complete journey from raw business transactions to an interactive Excel dashboard.
Final Project Outcome:
You will have completed an end-to-end business analytics project, starting with a database in SQLite, analyzing business transactions using SQL, and transforming the results into an interactive Sales Dashboard in Microsoft Excel.
Thank you for being part of this learning journey. Keep learning, keep exploring, and keep discovering your talent!

Requirements

Basic knowledge of Microsoft Excel, including rows, columns, sorting and filtering, is helpful.
A Windows computer with internet access to download and install SQLite.
Microsoft Excel installed for the dashboard demonstration.
No prior SQL or database programming experience is required. Beginners are welcome.

Description

Are you comfortable working with Microsoft Excel and ready to take your data analysis skills to the next level? Learn how to use SQL to analyze business data, extract meaningful insights, and transform raw transactions into interactive business dashboards.

Welcome to SQL for Excel Users: From Beginner to Business Dashboard, a practical, hands-on masterclass designed to help you understand how SQL and Microsoft Excel work together in real-world business analysis.

In this course, you will go beyond basic spreadsheet operations and explore how professionals use SQL queries to retrieve, filter, analyze, and interpret business information.

We will work with a realistic sales business dataset containing 20 business transactions and solve practical business questions using SQL.

What you will learn:

• Understand the fundamentals of SQL and its application in business data analysis.
• Write SQL queries to retrieve and analyze business information.
• Work with realistic sales transaction data.
• Analyze revenue across different geographical regions.
• Identify top-performing products based on sales performance.
• Explore monthly sales and revenue trends.
• Answer practical business questions using SQL queries.
• Bring SQL query results into Microsoft Excel.
• Use Pivot Tables to summaries and analyze business data.
• Create interactive charts and visualizations.
• Build an interactive Excel dashboard using slicers.

PRACTICAL HANDS-ON LEARNING

This is not just another theory-based SQL course. You will follow a practical business scenario, work with transaction data, execute SQL queries, interpret results, and convert your analysis into a meaningful Excel dashboard.

A downloadable practice dataset is provided so you can follow along with the demonstrations and practise the concepts independently.

WHO SHOULD TAKE THIS COURSE?

• Excel users interested in learning SQL.
• Beginners entering the field of data analytics.
• MIS and reporting professionals.
• Business analysts and data enthusiasts.
• Students and fresh graduates.
• Professionals looking to strengthen their SQL and Excel skills.

PREREQUISITES

Basic computer knowledge and an interest in data analysis are sufficient. Previous SQL experience is not required. Familiarity with Microsoft Excel will be helpful.

YOUR LEARNING OUTCOME

By the end of this course, you will understand how to extract business information using SQL, analyze the results, and present meaningful insights through an interactive Microsoft Excel dashboard.

Stop limiting your analysis to spreadsheets. Expand your capabilities, strengthen your analytical thinking, and discover how SQL and Excel can work together to solve business problems.

Enroll today and start your journey into practical business data analysis!

Who this course is for:

Excel users who want to learn SQL and improve their data analysis skills.
Beginners interested in SQL, SQLite and database querying.
Data analysts and MIS professionals who work with business reports.
Business professionals who want to automate reporting and create Excel dashboards.
Students preparing for careers in data analytics and business intelligence.

SQL for Excel Users: Build an Interactive Sales Dashboard

What you'll learn

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Course content

Introduction1 lecture • 1min

Getting Started with SQLite: Setup, Table Creation, and Basic Queries1 lecture • 8min

SQL Fundamentals: Filtering, Sorting and Business Data Analysis1 lecture • 9min

SQL Aggregate Functions, GROUP BY & HAVING for Business Analytics1 lecture • 8min

Advanced SQL Queries, Sales Analysis & Exporting Data to Excel1 lecture • 3min

Building an Excel Sales Dashboard – Data Import & KPI Cards1 lecture • 7min

Building an Interactive Sales Dashboard in Excel1 lecture • 8min

Finalizing the Interactive Excel Dashboard & Course Wrap-Up1 lecture • 7min

Requirements

Description

Who this course is for: