Mastering Power Query & Power Pivot in Excel: Simplify Data Management and Reporting

Overview

If you work extensively with data, you’ve likely faced Excel’s limitations — such as row size restrictions, slow manual imports, and scattered data sources. Fortunately, Microsoft has provided two powerful tools within Excel that solve these problems: Power Query and Power Pivot.

These built-in add-ins transform how you handle, analyze, and visualize data — without needing database access or IT support. Whether you’re managing large datasets, cleaning messy data, or combining reports from multiple sources, Power Query and Power Pivot make it all fast, efficient, and automated.

Power Query simplifies data import, transformation, and connection from almost any source. Power Pivot, on the other hand, helps you model, relate, and analyze your imported data with dynamic precision. Together, they form a powerful combination for modern Excel users looking to go beyond spreadsheets and into true data analytics.

Why You Should Attend

In today’s data-driven world, professionals are constantly inundated with information from various platforms — sales reports, CRMs, ERP systems, and more. The ability to quickly clean, combine, and analyze large volumes of data is now an essential skill.

This webinar will teach you how to:

• Integrate and clean massive datasets seamlessly inside Excel

• Automate data transformation using Power Query — no more manual copy-paste

• Model and relate data using Power Pivot for deeper insights

• Build dynamic, multi-source reports without relying on IT teams or external software

By the end of this session, you’ll know how to turn raw data into structured, actionable insights — efficiently and independently.

Key Learning Objectives

1. Getting Started with Power Query and Power Pivot

• Learn how to activate and install both tools (free from Microsoft)

• Understand their unique roles and how they complement each other

2. Building Robust Data Models

• Create relationships between tables in Power Pivot

• Organize large datasets for smooth analysis

3. Importing and Connecting Data

• Bring in data from multiple external sources such as databases, CSV files, and online platforms

• Establish dynamic links to automatically refresh your reports

4. Cleaning and Transforming Data with Power Query

• Eliminate duplicates, errors, and inconsistencies

• Merge and reshape data efficiently (no more manual cleanup in Access or Excel)

5. Using DAX Formulas in Power Pivot

• Learn how to write basic Data Analysis Expressions (DAX)

• Perform calculations, aggregations, and measures that bring your reports to life

6. Building Reports from Multiple Data Sources

• Combine different data models into cohesive dashboards

• Visualize data relationships for better decision-making

Areas Covered in the Session

• Installing and activating Power Query and Power Pivot

• Understanding and creating data models

• Establishing relationships between datasets

• Importing data from multiple sources

• Writing DAX formulas for powerful calculations

• Cleaning and merging data effectively

• Linking multiple data sources

• Creating insightful reports and dashboards

Who Will Benefit

This webinar is designed for professionals who want to take Excel reporting to the next level and reduce manual data handling.

Ideal for:

• Business Owners and Entrepreneurs

• CEOs / CFOs / CTOs

• Data Analysts and Managers

• Financial and Operations Professionals

• Sales and Marketing Teams

• Administrative Staff

• Bankers and Office Executives

• Trainers and Consultants

• Anyone using Excel regularly and looking to improve efficiency

Key Benefits of Attending

• Handle large volumes of data (1M+ rows) without performance issues

• Automate repetitive data cleanup and import processes

• Build advanced analytics reports — no coding required

• Eliminate dependency on IT teams for data management

• Learn to integrate Excel with other data sources seamlessly