Power Pivot
Leveraging Power Query, Data Model and
Power Pivot
Connect multiple data sources, automate complex calculations with DAX, and build interactive management reports that update themselves — all inside Excel.
Your management reports deserve better than manual updates.
Power Query, Data Model, and Power Pivot are Excel’s most powerful — and most underused — features. This course puts all three to work for you.
Connect any data source
Pull in data from SQL, SharePoint, CSV files, and multiple Excel workbooks — without copying and pasting ever again.
Auto-calculate MTD and YTD
Write DAX measures once and let Power Pivot calculate month-to-date, year-to-date, and target comparisons automatically.
Interactive slicers and charts
Build reports that executives can filter themselves — no more fielding requests for custom cuts of the same data.
Auto-refresh on demand
Turn on Power Pivot’s auto-refresh function so your reports stay current — the moment the source data changes.
Built for managers who own the numbers
This course is designed for business managers and executives who prepare management reports and want to do it faster, more accurately, and with more impact.
Finance and accounting managers
Consolidate actuals vs budgets across entities with one model that refreshes automatically each month.
Sales and business development
Track pipeline, revenue performance, and top customers with auto-ranked tables and interactive line charts.
Operations and supply chain
Merge data from multiple systems and benchmark performance visually with coloured band charts.
C-suite report preparers
Produce executive-ready dashboards with interactive titles, slicers, and historical data views — on deadline, every time.
IT-adjacent business analysts
Connect directly to SQL and SharePoint without needing a developer — Power Query handles the data pipeline.
everydayExcel alumni
Already completed the Hidden Secrets course? This is the natural next step to take your skills to the advanced level.
What you’ll build over 2 days
Every module is hands-on and centred on a real management reporting challenge — from data import to interactive charts your leadership team can use.
Power Query & Data Model
Advanced Reporting & Visualisation
A complete management reporting system
By the end of day 2, you will have built a fully interactive, auto-refreshing management report from scratch — connected to real data sources, powered by DAX, and presentation-ready for your next board meeting.
Trusted by managers across industries
I used to spend two days preparing the monthly management pack. After this course, the whole thing refreshes in minutes. It’s been a complete game-changer for my team.
The DAX module was tough but the trainer broke it down brilliantly. I can now auto-calculate YTD and targets without manual formulas — something I’d been doing wrong for years.
Being able to pull from SharePoint and SQL directly into Excel — without IT help — is something I didn’t think was possible. This course opened up an entirely new way of working.
Simple, transparent pricing
All-inclusive. No hidden fees. Designed to deliver immediate ROI the first time you run your refreshed report.
Power Pivot for Managers & Executives
Upcoming workshops
Small cohorts for personalised coaching. Seats are limited — register early.
Ready to build reports that run themselves?
Join managers who’ve replaced hours of manual reporting with a system that updates in minutes.