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FormateurAlaa Hady MBA, AI Engineer
Associé gérant, Advanced Management Solutions
Instructor: Alaa Hady · Language: English or Arabic · Suggested duration: 1–2 days · Level: Foundation to Intermediate (Level 100–200)
Objectives
- Identify fragile, recurring spreadsheet "VLOOKUP factories" suitable for modernization.
- Import, combine, clean, and structure multi-file data using Power Query.
- Transition from cell-based formulas to relational data models and reusable DAX measures.
- Build, publish, and connect Excel PivotTables directly to governed Power BI semantic models.
Outline and contents
- Assessing current spreadsheet pain points and manual reporting bottlenecks
- Structuring source files and proper Excel Tables for automation
- Connecting to files, SharePoint/OneDrive folders, and corporate databases
- Cleaning, unpivoting, and transforming data with Power Query (in Excel and Power BI)
- Moving from flat tables and
XLOOKUPto Star Schema relationships - Translating Excel formulas (
SUMIFS,COUNTIFS) into foundational DAX measures - Creating interactive visuals, slicers, and leveraging "Analyze in Excel"
- Practical migration lab: converting a monthly multi-tab Excel pack into an automated Power BI report
Target audience
Excel power users, financial analysts, reporting coordinators, business analysts, and departmental teams.
Expected outcomes
Participants can convert a manual spreadsheet process into an automated, refreshable Power BI workflow while maintaining seamless Excel integration for stakeholders who prefer PivotTables.
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