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This course is offered in conjunction with LGIT Smart Solutions. The main purpose of the course is to give students the ability to add BI techniques to Excel data analysis. The course goes beyond the capabilities of tables and charts and uses Pivot Charts, the Excel Data Model, and Power BI.

After completing this course, students will be able to:

  • Explore and extend a classic Excel dashboard.
  • Explore and extend an Excel data model.
  • Pre-format and import a .CSV file.
  • Import data from a SQL Server database
  • Import data from a report.
  • Create measures using advanced DAX functions.
  • Create data visualizations in Excel.
  • Create a Power BI dashboard with Excel.


$750.00 If you are currently resident in South Africa you will need to pay VAT at 15%.


3 days


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Prices have changed from 1 March 2018. Information may change without notice.

Delivery Method

Instructor Led classroom based training. Scheduled classes are normally held in Woodmead - near to Sandton in Johannesburg, Gauteng, South Africa. Stationary and textbook included. Refreshments, including 2 tea breaks and a cooked meal for lunch are provided for full time courses. Contact hours are between 9am to 4pm.


This course is intended for students who are experienced with analyzing data with Excel and who wish to add BI techniques.
The course will likely be attended by SQL Server report creators who are interested in alternative methods of presenting data.


Before attending this course, students must have:

  • Basic knowledge of the Microsoft Windows operating system and its core functionality.
  • Working knowledge of relational databases.
  • Extensive knowledge of Excel spreadsheets including formulas, charts, filtering, sorting, and sub-totals.
  • Basic knowledge of data analytics equivalent to having attended Excel Dashboards.

Course Outline / Curriculum


  • Module 1: Data Analysis in Excel
    This module looks at the classic Excel dashboard and at ways to extend it.
    - Classic Data Analysis with Excel
    - Excel Pivot Tables
    - Limitations of Classic Data Analysis
  • Module 2: The Excel Data Model
    This module looks at the classic Excel data model and at ways to extend it.
    - Using an Excel Data Model
    - DAX
  • Module 3: Importing Data from Files
    This module looks at pre-formatting and importing CSV files.
    - Importing Data into Excel
    - Shaping and Transforming Data
    - Loading Data
  • Module 4: Importing Data from Databases
    This module looks at how to import data into Excel from a SQL Server database.
    - Available Data Sources
    - Previewing, Shaping, and Transforming Data
    - Table Relationships and Hierarchies
    - Loading Data
  • Module 5: Importing Data from Excel Reports
    This module describes how to import data from a report.
    - Importing Data from Excel Reports
    - Transforming Excel report Data
  • Module 6: Creating and Formatting Measures
    This module describes how to create and format measures.
    - DAX
    - Measures
    - Advanced DAX Functions
  • Module 7: Visualizing Data in Excel
    This module describes how to visualize data in Excel.
    - Pivot Charts
    - Cube Functions
    - Charts for Cube Functions
  • Module 8: Using Excel with Power BI
    This module describes how to use Excel with Power BI.
    - Power BI
    - Uploading Excel Data to Power BI
    - Power BI Mobile App

Schedule Dates and Booking

There are currently no scheduled dates.

Please note that this course needs a minimum of 6 delegates to schedule a course. You can choose to be added to the waiting list by clicking the button below and we will contact you when we have enough delegates interested. Should we not get enough delegates, we will refund or credit your paid booking.

Add me to the waiting list

Should you need this course urgently, the following options are available:

  1. Pay for 6 delegates (whether you have them or not) and we will schedule the course as soon as possible.
  2. If you have fewer delegates and cannot pay for 6, we can negotiate a shortened course where some of the time will be spent in blended learning - watching videos and doing tutorials and exercises with some contact time with the trainer. We would want to discuss what your core needs are so that we cover those aspects. You need to have paid for 3 delegates at least.