Microsoft Excel BI — Lesson 1: Excel BI Workflow and Power Query Connections

Learning Objectives

• Explain the Excel BI workflow and select suitable worksheets, tables, queries, models, pivots, and reports
• Connect to files, folders, databases, tables, web sources, and approved business data
• Validate excel bi workflow and power query connections decisions with documented requirements, test evidence, risk controls, and measurable acceptance criteria

Detailed Topics

• Explain the Excel BI workflow and select suitable worksheets: Explain the Excel BI workflow and select suitable worksheets, tables, queries, models, pivots, and reports
• Connect to files: Connect to files, folders, databases, tables, web sources, and approved business data
• Validate excel bi workflow and power query connections decisions with documented requirements: Validate excel bi workflow and power query connections decisions with documented requirements, test evidence, risk controls, and measurable acceptance criteria

Guided Demonstration

1. Review the requirement, users, data, dependencies, permissions, risks, and expected result.
2. Demonstrate the relevant design, configuration, development, analysis, administration, or support workflow step by step.
3. Capture settings, outputs, logs, screenshots, calculations, test results, and other useful evidence.
4. Compare the observed result with acceptance criteria and explain any corrective action.

Hands-On Activity

Create and document a Power Query data-connection workflow.

• Document assumptions, prerequisites, and the planned sequence before starting.
• Complete the activity and preserve evidence of normal, boundary, and failure behavior.
• Record issues, corrective actions, reusable notes, and the next improvement priority.

Scenario Analysis

• Identify the business or technical decision that must be made.
• Compare valid implementation approaches and their trade-offs.
• Consider security, privacy, accessibility, performance, support, and operational impact.

Troubleshooting Focus

• Separate symptoms from causes and collect evidence before applying a fix.
• Check configuration, data, permissions, dependencies, capacity, connectivity, and recent changes.
• Validate rollback, recovery, ownership, user impact, and business continuity.

Validation Checklist

• The requirement, scope, inputs, and expected outcome are clear.
• The selected design or configuration is documented and follows approved standards.
• Normal, boundary, failure, security, accessibility, and operational conditions are reviewed.
• The result is supported by evidence and the next improvement is prioritized.

Lesson Outcome

Learners can explain and apply Excel BI Workflow and Power Query Connections in a realistic scenario and validate the result with documented evidence.