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.

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.

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

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:
    1. Generate formulas
    2. Summarize data
    3. Create charts

Exercise:

  • Summarize a dataset using Copilot suggestions

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

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

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

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

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

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

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

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

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)