Excel Power User Training - Power Pivot and Power Query - 2 Day Course

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Key Points

  • Microsoft has dramatically extended Excel data analysis and report automation features in recent years
  • An Excel Power User need to understand the full potential of new features like Power Pivot and Power Query
  • CMBI training covers all aspects of the Excel Power User toolkit including Power BI and more

Unlock the full reporting and data analytics capability of Excel with Power Pivot

Accountants, analysts, and power users are expected to deliver insights and intelligence from an ever increasing array of data sources. Traditional methods of Excel analysis including cell formulas, linked workbooks, VLOOKUPs, Macros, and Pivot Tables are no longer enough to perform efficient data analysis and automation. Luckily a new generation of Excel tools and techniques are emerging. CMBI's "Excel Power User" training will transform your team into new-generation Excel data gurus.


In this comprehensive 2-day course, you will learn how Power Pivot, Power Query and the next generation of Excel tools can help you automate routine data analysis and create professional reports in Excel in just minutes!


  • Automate reporting
  • Fast track data integration
  • Discover new insights
  • Super boost your productivity

How it works

We come to you or host remotely

saving you travel time

Interactive workshop

giving you valuable hands-on experience with personalised support

Two day course from 9am-5pm

Team can't spare two full days? Ask us about splitting the course across multiple sessions.

Training Materials provided

so you can recap after the session.

See full details below

$1,999 + GST per team per day

Each day of training includes optional Q&A, plus supporting course guide.

Want more info?

Contact us today

How can Power Pivot and Power Query help me?

With Power Pivot and Power Query you can:

  • Create faster, more efficient spreadsheets
  • Reduce report preparation time
  • Reduce workbook complexity and reliance on VBAs and macros
  • Provide greater insight to stakeholders

During the training workshop you will gain valuable hands-on experience that will revolutionise the way you currently work with data. At the end of the session you will know how to use Power Pivot and Power Query to build automated and maintainable data analytics and reporting solutions end-to-end, all within the familiar Excel environment.


Topics Covered

Introduction to Power BI for Excel

Learn about the different components of Power BI, and how they can help you improve your Excel spreadsheets

Loading data with Power Query

Understand the different ways of getting data into Excel, and learn how to use Power Query to load, transform and cleanse your data

Integrating data with Power Query

Delve deeper into the capabilities of Power Query to learn how to group, append and merge datasets. Not a VLOOKUP in sight!

Transforming data with Unpivot

Learn how to transform data displayed in columns into rows at the click of a button in Power Query

Creating Parameters

Learn how to parameterise your queries to create a scalable and portable reporting solution that protects against change.

Introduction to Power Pivot

Learn how Power Pivot can help you create reports that add real business value in Excel

Using DAX to create calculated columns & measures

Learn how to use DAX, Power BI's powerful formula language to add new columns and measures to your reporting and analytics

Time intelligence

Create time intelligence analytics to gain instant insight into year-to-date and prior period performance

Building a data model with Relationships

Understand how to create a flexible and scalable data model for your reporting solution using relationships

Creating a Dashboard in Excel

Learn techniques for creating professional-looking and interactive reports in Excel

Introduction to Power BI Desktop

Learn how to import your Excel data model into Microsoft's Power BI Desktop application, to make use of the extensive visualisation library

Want more info?

Download a detailed course overview


Delivery Method

CMBI can present this training session either in-person onsite, or host it live remotely, using industry-leading video conferencing software. Learn more about Remote Training here.


Each workshop is presented as a series of practical exercises, that give attendees hands-on experience of all aspects of Power BI. All our training exercises are supported by detailed course materials for reference during and after the training day.


Materials and support

Our course materials support learning and re-enforcement well beyond the workshop.

Each session includes an associated set of support materials to help attendees complete the tasks on the day, as well as provide support after course completion:

  • Supporting course notes PDF document (approx 90 pages, printed on request)
  • Complete Excel models for all exercises
  • Datasets for all examples
  • Optional Q&A time at the end of the session for anyone interested in asking specific questions

More Training Options

Don't see what you're looking for? CMBI offer a variety of training to suit all levels of experience:

See CMBI's training page for details of all courses we offer.