Excel & Power BI Mastery with Copilot, Power Query & Data Modeling
Introduction
Frontline Consult Pvt. Ltd. sister concern of FroxJob, a premium human resource management company that has been providing outstanding managerial services to leading corporate houses, I/NGOs, Colleges, Governments, Banking Institutions etc. Frontline has designed outstanding customized and tailored training that will empower the human resources to upgrade at diverse platform of corporate life. So why time lag? Any organization looking for the premium In- House training, Frontline is precise Company for you.
Vision
Our vision is to stand out in the crowd by offering “one stop shop” for all types of management services being the most trusted partner for our clients anchored on values of growth, integrity, diversity, transparency and commitment.
Mission
Our sole mission is to create added value and competitive advantage for our clients by delivering exceptionally tailored or customized services through our loyalty, reliability and efficiency.
Course Overview
This intensive 10-day program is designed to empower professionals with advanced Excel skills, AI-powered productivity through Copilot, and end-to-end data analytics proficiency using Power Query, Power Pivot, and Power BI. Whether you’re streamlining daily tasks, automating reports, or building enterprise-grade dashboards, this course equips you with the tools and techniques to transform raw data into powerful insights.
Over 20 hours of expert-led instruction, participants will explore:
- AI-enhanced Excel functions and automation using Copilot
- Smart data transformation with Power Query
- Scalable data modeling using Power Pivot
- Interactive dashboard creation in Power BI
- Real-world exercises for hands-on learning
- Final assessment and Certificate of Completion
Learning Goals
To equip participants with advanced Excel techniques, AI-powered productivity (Copilot), and complete data visualization skills using Power BI, Power Query, and Power Pivot for real-world data analysis and reporting.
Training Outlines
Day 1: Excel Foundation & Copilot for Productivity
Objectives:
- Learn interface & key Excel commands
- Understand how Copilot in Excel accelerates work
Topics Covered:
- Excel layout, ribbon, sheets
- Cell referencing & basic formatting
- Tables, ranges, filters
- Intro to Copilot: features & interface
- Use Copilot to:
- Generate formulas
- Summarize data
- Create charts
Exercise:
- Summarize a dataset using Copilot suggestions
Day 2: Advanced Excel Formulas & Functions
Objectives:
- Learn powerful Excel functions for business logic
- Apply dynamic arrays & Copilot suggestions
Topics Covered:
- Logical: IF, IFS, AND, OR
- Lookup: VLOOKUP, XLOOKUP, INDEX-MATCH
- Dynamic Array functions: UNIQUE, SORT, FILTER
- Nesting functions for analysis
- Using Copilot to optimize formula generation
Exercise:
- Automate a sales report using formulas & Copilot
Day 3: Data Preparation using Power Query in Excel
Objectives:
- Learn to clean and transform data using Power Query
Topics Covered:
- Power Query Interface
- Importing data from Excel, Web, CSV
- Remove duplicates, change data types
- Transform: pivot, unpivot, merge, split
- Refreshable queries and source updates
Exercise:
- Clean a messy HR dataset with Power Query
Day 4: Power Pivot & Data Modeling in Excel
Objectives:
- Build data models & relationships for scalable reporting
Topics Covered:
- Loading data to Data Model
- Relationships (1-to-many, cardinality)
- Introduction to DAX
- Basic Measures: SUMX, AVERAGE, CALCULATE
- Date tables and time intelligence
Exercise:
- Create a model linking sales & customer data
Day 5: Excel Dashboard Design
Objectives:
- Build interactive dashboards with visuals
Topics Covered:
- Dashboard structure & layout
- Pivot tables and pivot charts
- Slicers, timelines, linked charts
- Conditional formatting for KPIs
- Use Copilot to summarize dashboard metrics
Exercise:
- Create an interactive sales dashboard
Day 6: Introduction to Power BI
Objectives:
- Get hands-on with Power BI Desktop & Service
Topics Covered:
- Power BI architecture & flow
- Load Excel data into Power BI
- Understanding Power BI interface (visuals, data, model)
- Create basic visuals: bar, column, card
Exercise:
- Load Excel data & build a mini report
Day 7: Data Transformation in Power BI using Power Query
Objectives:
- Clean & merge data sources in Power BI
Topics Covered:
- Power Query Editor in Power BI
- Append vs Merge queries
- Creating custom columns
- Grouping, indexing, filtering data
- Error tracking & refresh
Exercise:
- Merge 3 different Excel files and transform for reporting
Day 8: Power BI Modeling & DAX for Business Metrics
Objectives:
- Create strong data models & advanced metrics using DAX
Topics Covered:
- Relationships between tables
- Calculated columns vs Measures
- Time intelligence: YTD, MTD, YoY growth
- DAX functions: RELATED, DIVIDE, SWITCH, RANKX
Exercise:
- Build a performance scorecard with KPIs
Day 9: Building Interactive Dashboards in Power BI
Objectives:
- Create professional, shareable dashboards
Topics Covered:
- Designing visuals with purpose
- Slicers, drill-downs, bookmarks
- Tooltips, hierarchies, conditional formatting
- Power BI themes and best practices
- Publish to Power BI Service
Exercise:
- Build & publish a regional sales dashboard
Day 10: Assessment, Sharing & Certification
Objectives:
- Assess knowledge, learn about report sharing & complete the program
Topics Covered:
- Power BI workspace: datasets, dashboards
- Row-level security basics
- Licensing overview
Final Assessment:
- 1 Hour MCQ + Scenario-Based Case Task
Wrap-Up:
- Feedback Collection
- Certificate Distribution
Training Details
Duration: 10 Days | 2 Hours/Day | Total: 20 Hours
Trainers: 2 Experts | Mode: Live + Video Access
Includes: Assessment + Certificate of Completion
Deliverables
- Training videos of all 10 sessions
- 1-hour final assessment
- Digital Certificate of Completion
- Post-training Q&A support (7 days)
AI Training in Nepal: Driving Innovation and Efficiency
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AI and its Application
Session 1: Introduction to AI (1.5 Hours)
Learning Objectives
- Understand basic concepts and terminologies of AI.
- Recognize AI’s current applications, especially in development agencies.
- Identify potential areas where AI could add value.
Topics Covered
- Basics of AI: Definitions (AI, Machine Learning, NLP).
- Overview of AI applications.
- Common AI tools and trends.
Activities
- Day-in-the-Life Visualization
- Reflect on daily tasks and mark those where AI could assist through automation or insights.
- Outcome: Annotated timeline of tasks with potential AI interventions.
- Impact-Opportunity Matrix
- Map tasks based on complexity and time consumption.
- Outcome: Prioritization of tasks for AI implementation.
Resources & Tools
- Slides with AI concept overviews and case studies.
- Handouts summarizing AI terminology.
- Questionnaires for visualization activity.
- Flipcharts and markers for brainstorming.
Session 2: Prompt Engineering for Professionals (1 Hour)
Learning Objectives
- Understand fundamentals of prompt engineering.
- Create accurate, context-rich, and culturally sensitive AI prompts.
- Refine prompts iteratively while considering ethical and compliance aspects.
Topics Covered
- Introduction to Prompt Engineering.
- Key Principles: Specificity, context, clarity, examples, iteration, and compliance.
- Ethical Considerations: Inclusivity, bias avoidance, and regulatory standards.
Activities
- Hands-On Prompt Refinement Exercise:
- Start with a basic prompt, refine it by adding details, and compare outputs.
- Outcome: Improved understanding of prompt crafting and AI output quality.
Resources & Tools
- Laptops or tablets with internet access.
- “Prompt Engineering Tips” handouts.
- Sample scenarios for practice.
Session 3: AI Tools for Recruitment & Onboarding (1.5 Hours)
Learning Objectives
- Streamline recruitment and onboarding tasks using AI tools.
- Automate workflows with Zapier Bots.
- Extract insights with NotebookLM.
- Create voice-based messages with Eleven Labs.
- Design materials using Canva Workkits.
Topics Covered
- Overview of AI tools for recruitment and onboarding.
- Practical usage of tools:
- Zapier Bots: Automating candidate follow-ups and reminders.
- NotebookLM: Extracting insights from documents.
- Eleven Labs: Generating voice-based onboarding messages.
- Canva Workkits: Designing onboarding materials.
Activities
- Multi-Tool Integration Scenario:
- Combine tools to automate and enhance recruitment workflows.
- Outcome: Practical understanding of tool integration.
Resources & Tools
- Laptops with internet access.
- Free trial accounts for tools.
- Sample documents and templates for hands-on practice.
Session 4: Using AI for Engagement, Analytics, and Performance Management (1 Hour)
Learning Objectives
- Enhance engagement, analytics, and performance management using AI.
- Use GPT for Sheets for data analysis and reporting.
- Explore other AI tools for analytics and management.
- Generate actionable insights from data.
Topics Covered
- AI in Engagement, Analytics, and Performance Management
- Transforming engagement and decision-making through AI.
- Benefits: Data-driven insights and personalized experiences.
- GPT for Sheets
- Automating data analysis and reporting.
- Summarizing survey results and identifying trends.
- Other AI Tools
- Analytics: Tableau Public, Google Data Studio, Power BI.
- Engagement: MonkeyLearn, TINYpulse.
- Performance Management: 15Five, Lattice.
Activities
- Hands-On with GPT for Sheets:
- Summarize survey results and analyze performance trends.
- Outcome: Practical insights into data-driven decision-making.
Resources & Tools
- Laptops or tablets with GPT for Sheets installed.
- Pre-populated Google Sheets with anonymized data.
- Reference guides for tools and ethical AI usage.
Session 5: AI and Ethics (30 Minutes)
Learning Objectives
- Understand ethical considerations in AI implementation.
- Identify potential challenges and biases.
- Explore future trends in AI and ethical practices.
- Develop strategies for responsible AI use.
Topics Covered
- Introduction to AI Ethics
- Importance of transparency, fairness, accountability, privacy, and non-discrimination.
- Common Ethical Issues
- Bias and discrimination.
- Privacy concerns and compliance with data protection laws.
- Future Trends and Strategies
- Shaping AI development through ethical practices.
Resources & Tools
- Quick reference guides on ethical AI principles.
- Facilitator-led discussions on real-world scenarios.
This session plan provides participants with a comprehensive understanding of AI, its applications, and ethical considerations, ensuring they are equipped to leverage AI responsibly and effectively in their organizations.
