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- Excel and Power BI Data Modelling
Excel and Power BI Data Modelling Training Course
Excel and Power BI Data Modelling
Gain practical skills to clean, structure, and visualise your data with Excel and Power BI. This course covers Power Query, Power Pivot, and Power BI, equipping you to build data models and create reports that help you make well-informed decisions.
- 2 days
- Virtual or on-site
- Private team training
Trusted by teams at
Course overview
This 2-day Excel and Power BI Data Modelling Training Course provides a complete toolkit for transforming raw data into actionable insights. From mastering Power Query for data preparation to exploring Power Pivot for building robust models and using Power BI's visualisation capabilities, this course empowers you to take charge of your data workflows.
With practical, hands-on guidance from an expert, you'll be able to create effective reports, manage multiple data sources, and work with advanced features including DAX formulas, time intelligence, and cloud publishing. The focus is on providing real-world skills you can apply in your business straight away.
This course is designed to optimise your organisation's data processes, turning raw datasets into valuable insights. You will build data models that simplify complex information, visualise trends with dynamic reports, and collaborate using Power BI’s sharing and publishing features. These practical skills equip you to make confident, data-driven decisions to support your business.
Who it's for
- Data analysts and reporting professionals
- Finance teams working with large datasets
- Managers responsible for business reporting
What you need before you start
- Basic Excel knowledge
What you'll learn
What you will be able to do by the end of the course.
- Clean, combine and transform data using Power Query
- Build and manage data models in Power Pivot
- Connect to and manage multiple data sources
- Write and apply DAX formulas and measures
- Create interactive reports with Power BI visualisations
- Apply time intelligence and use date tables for analysis
- Publish and share reports using Power BI tools
Course outline
10 modules across 2 days.
1Introduction to Power Query3 topics+
- Introduction to Power Query
- Power Query User Interface – A Walkthrough
- Importing Data Rules and Best Practice
2Data Preparation9 topics+
- Combine or Merge Multiple Files from a Folder
- Importing Data from the Web
- Merge Queries vs. Append Queries
- JOIN Types for Beginners
- Understanding JOIN Concept and its Types
- JOINS in Action – Basic Example
- Quick DOs and DONTs for Merge Queries
- Merging Queries with More than 1 KeyID Column
- Fuzzy Lookup
3Power Pivots1 topics+
- Introduction to Power Pivots
4Connecting to Different Sources3 topics+
- Pasting Data into a Power Pivot
- Overview of Results
- Importing Data from Excel and SharePoint Lists to Power Pivot
5Working with Multiple Table Data Sources3 topics+
- Importing Data from Data Feeds into Power Pivot
- Managing Data in a Power Pivot Window
- Excel (Linked Tables) as a Data Source
6Power BI1 topics+
- Introduction to Power BI
7Introduction to DAX Formula & Measures3 topics+
- Formula
- Measures
- Quick Measure
8Date Tables and Time Intelligence2 topics+
- Creating Date Tables
- Time Intelligence Formulas and Measures
9Visualisations7 topics+
- Table
- Matrix
- Charts
- Maps
- KPI (Key Performance Indicator)
- Conditional Formatting
- Spatial Intelligence
10Publishing Reports3 topics+
- Publishing Reports to the Cloud
- Sharing Reports with Others
- Exporting Data to PowerPoint or Excel
Get a quote
Run Excel and Power BI Data Modelling for your team
Delivered for your organisation alone, on a date you choose, online or at your offices.
Or call 0333 305 8855
What happens next
- 1We reply with available dates and a price for your team
- 2You pick a date that suits your team — we work around you
- 3We tailor the examples and exercises to the work your team does
- 4We confirm the delivery details and next steps in writing
Booked with a 100% money-back guarantee
Every course we run is covered. Book with confidence — if it isn’t right, you aren’t left out of pocket.
Why Future Savvy
Practical training, backed properly
Rated 4.72/5
From 696 reviews by learners and clients.
Money-back guarantee
A 100% money-back guarantee, for peace of mind.
Up to six learners
Small enough that every delegate gets trainer time on their own work.
Trainers who do the job
Practitioners who use these tools on real work, not career instructors.
Support after the course
Email your trainer when you hit something back at your desk.
What delegates say
Independently verified reviews, alongside quotes collected from delegates after their course.
I had a good experience with this Microsoft Excel training course! Mark the trainer was exceptionally knowledgeable, patient, and engaging, taking the time to explain complex functions and formulas in a way that was easy to understand. The pace of the class was well-managed, and there was plenty of opportunity to ask questions without feeling rushed. I left the session feeling much more confident, efficient, and equipped with time-saving shortcuts. Highly recommended for anyone looking to upgrade their spreadsheet skills!
good value for money, I understood notions that were very not clear to me. Thanks to Mark.
Very good communication and an excellent tutor.
Very happy with Mark's training ethos and training he provided.
Excellent course and really well presented. Starting from basic knowledge the course guided you through step by step and was well paced for all.
Really enjoyed the course. Tutor was knowledgeable, friendly and gave real-world, practical advice to get the most out of the training.
The trainer really tailored the course to our needs, encouraged us to ask questions, and was knowledgeable and really helpful.
The trainer was very patient and did not mind having to explain things a few times to make sure we were all on the same page, was very helpful for someone like myself who sometimes misses details on the first go around
Excellent trainer, the format of the training was fantastic and I got a lot from the course.
This was, by far, one of the best training courses I have had the pleasure of attending. The trainer was extremely knowledgeable and delivered a great course!
This was the first time I have joined an excel course and I found it very informative and very helpful.
I liked how the trainer tailored the training around what our needs and roles are.
A great pace for somebody just starting and never an issue with questions, and always had a good way of answering.
From knowing nothing to what I know now and in less than a day I would highly recommend as it was extremely useful, and has made my understanding of MP a 100x better. Thank you the trainer for the great lesson!
Excellent course, definitely the best 'power' course I have attended. The trainer was enthusiastic about the material and kept it relevant to our needs
The trainer was really knowledgeable and extremely helpful in helping us to build our own reports.
It was very productive as a working session. I learnt a lot.
His careful delivery of the course really made the difference not only in its usefulness but in how well we, as learners, will retain and apply this new information.
Verified reviews are published on our Reviews.io profile, where anyone can read every one of them.
Frequently asked questions
Who should attend this course?+
This course is ideal for professionals who manage, analyse or report on business data, particularly those looking to enhance their data modelling and reporting skills using Excel and Power BI. It’s well suited to analysts, managers and finance teams working with large or complex datasets.
Do I need prior experience with Power BI or Power Query?+
Basic Excel knowledge is required, but no prior experience with Power BI or Power Query is needed. We start with the essentials and provide clear, practical guidance throughout.
Will this course help me automate my current reporting processes?+
Yes. The course covers automation techniques using Power Query and Power Pivot, enabling you to reduce manual effort and streamline report generation.
Is the training hands-on?+
Absolutely. You’ll get plenty of guided, practical exercises, working directly with real business data to reinforce each concept and tool introduced.
What practical benefits will my organisation gain?+
Organisations will see faster, more reliable reporting, improved decision-making, and greater confidence in their data, thanks to enhanced data modelling and visualisation capabilities in Excel and Power BI.
Do I need any special software for the course?+
You’ll need a laptop with Microsoft Excel (preferably the latest version) and Power BI Desktop installed. Both tools are available to download—further details will be provided ahead of the session.
Is this course suitable for remote and in-person delivery?+
Yes, we offer both online and on-site delivery options. You’ll receive the same high standard of support and instruction, no matter the format.
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