Excel and Power BI Aceelerator — Lesson 1: Excel Foundations, Data Quality, and Core Analysis

Learning Objectives

• Organize worksheets, tables, references, data types, validation, sorting, and filtering
• Use core logical, lookup, text, date, and aggregation formulas for business analysis
• Create charts, conditional formatting, summaries, and auditable workbook structures

Detailed Topics

• Organize worksheets: Organize worksheets, tables, references, data types, validation, sorting, and filtering
• Use core logical: Use core logical, lookup, text, date, and aggregation formulas for business analysis
• Create charts: Create charts, conditional formatting, summaries, and auditable workbook structures

Guided Demonstration

1. Review the requirement, environment, dependencies, roles, risks, and expected outcome.
2. Demonstrate the relevant configuration, analysis, code, or administration workflow step by step.
3. Capture settings, outputs, logs, screenshots, calculations, or test evidence.
4. Compare the observed result with the stated acceptance criteria.

Hands-On Activity

Clean and analyze a raw dataset in Excel with validated formulas and visual summaries.

• Document assumptions and the planned sequence before making changes.
• Complete the activity and preserve evidence of normal and exception behavior.
• Record issues, corrective actions, and reusable operational or development notes.

Troubleshooting Focus

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

Validation Checklist

• The requirement and expected outcome are clear.
• The selected configuration, design, query, code, or process is documented.
• Normal, boundary, failure, security, 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 Foundations, Data Quality, and Core Analysis in a realistic scenario and validate the result with documented evidence.