Excel Reporting Automation with Power Query

Duration: ~ 8 hours | Fee: PROMO🔥

Training Objective:

To equip participants with practical skills to automate repetitive Excel reporting tasks using Power Query, enabling faster data preparation, consolidation, analysis, and reporting.

Training Outcome:

By the end of this training, participants will be able to:

•        Understand the ETL (Extract, Transform, Load) process in Excel

•        Use Power Query to clean, transform, and consolidate data

•        Automate reporting workflows from ranges, worksheets, and multiple Excel files

•        Create refreshable PivotTable reports with slicers

•        Reduce manual work, repetitive tasks, and reporting errors

•        Apply reporting automation techniques to real business scenarios

Module 1 

Introduction to ETL & Power Query
Understand how Power Query automates repetitive reporting tasks in Excel

·   Common Reporting Challenges in Excel

·   What is Power Query?

·   Introduction to ETL (Extract → Transform → Load)

·   Automation Demo & Refresh Concept

Module 2

Business Scenario 1: Automating Reports from a Data Range

Create a simple automated report from a single Excel dataset

·   Scenario Introduction

·   Extract, Transform & Load Data from a Range

·   Create a PivotTable Report with Slicer

·   Refresh the Report with Updated Data

Module 3

Business Scenario 2: Automating Reports from Multiple Worksheets

Consolidate and analyse data from multiple worksheets automatically

·   Scenario Introduction

·   Extract, Transform & Load Data from Multiple Worksheets

·   Create a PivotTable Report with Slicer

·   Refresh the Report after Worksheet Updates

Module 4

Business Scenario 3: Automating Reports from Multiple Excel Files
Build a scalable reporting workflow using multiple Excel files

·   Scenario Introduction

·   Extract, Transform & Load Data from Multiple Excel Files

·   Create a PivotTable Report with Slicer

·   Refresh the Report after Adding New Files

·   Power Query Best Practices