Advanced Excel Course

Power Query & Power BI Track

Objective: Equip participants with real-world skills in data preparation, transformation, modeling, and visualization using Power Query and Power BI.

Course Fee

  • Individuals UGX 350,000
  • Group of 3 People at 10% discount UGX 945,000
  • Duration: 5 weeks (12-15 sessions, 90 Mins/session)
  • Time: Week Days 7:30PM – 9:00PM and Weekends 11:00AM – 12:30PM
  • Meeting: 2-3 times a week
  • Requirements: Computer/Laptop, Microsoft Excel 2016+ Version/Office 365, Internet
Module 1: Power Query Fundamentals (Excel & Power BI Desktop)

Outcome: Participants will understand the Power Query interface and perform basic data import, cleanup, and transformation.

  • What is Power Query? Why use it?
  • Power Query Editor; Interface and workflow
  • Importing data from Excel files, CSV, text files & Web & folders
  • Basic transformations; Remove rows/columns, rename, change data types, fill down/up, replace values
  • Applied Steps & Query Settings

Outcome: Clean, reshape, and consolidate data from multiple sources with transformation tools.

  • Merging Queries (Joins); Left, Right, Inner, Full Joins
  • Appending Queries (stacking datasets)
  • Unpivoting / Pivoting columns
  • Grouping & summarizing data
  • Conditional columns (IF/THEN logic in Power Query)
  • Custom columns with basic M functions
  • Splitting & combining columns

Outcome: Build dynamic and reusable queries for scalable automation.

  • Creating reusable queries from folder sources
  • Dynamic data source paths using parameters
  • Query dependencies & managing query loads
  • Using query references vs duplicates
  • Using “Close & Load To…” in Excel (Table, PivotTable, Connection)
  • Refreshing workflows and automation basics

Outcome: Understand Power BI’s modeling environment and build solid data relationships for scalable analysis.

  • Power BI Desktop overview vs Excel
  • Importing transformed Power Query data into Power BI
  • Data model concepts: Fact vs Dimension tables
  • Creating and editing relationships
  • Cardinality, cross-filtering, and active/inactive relationships
  • Hiding fields, setting default summarizations

Outcome: Create interactive visual reports with dynamic measures and KPIs using DAX.

  • Building basic visuals: bar, line, pie, tables, cards
  • Adding interactivity: slicers, filters, tooltips
  • DAX Basics: Calculated columns vs Measures, aggregations: SUM, AVERAGE, COUNT, conditional logic: IF, SWITCH & Time Intelligence: YTD, MTD, PREVIOUSMONTH
  • Creating KPIs, custom visuals
  • Formatting & publishing best practices

Outcome: Deliver end-to-end dashboards and learn how to share insights across platforms.

  • Creating dashboard layouts with multiple visuals
  • Bookmarks, Drill through, Tooltips for storytelling
  • Publish to Power BI Service (cloud)
  • Schedule data refresh
  • Workspaces, sharing, permissions
  • Exporting to PDF or embedding options
  • Power BI vs Excel dashboards: when to use which
  • Practical Assessment:
  • Certificate of Completion (Advanced Power Query & Power BI)
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