Data Analysis with Excel: Free Step-by-Step Series

Free series · XL n CAD

A step-by-step path from Excel user to data analyst. It starts with what you already know in Excel and moves to the Data Model, Power Pivot, DAX and Power BI.

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Who this series is for

Anyone who already uses Excel at work and wants to move into reporting, MIS or data analyst roles. You do not need a programming background to start. Everything begins inside Excel.

What you will learn

  • How data analysts think: question, data, analysis, answer.
  • Cleaning messy data with Power Query.
  • Building a Data Model and analysing millions of rows with Power Pivot.
  • Writing your first DAX measures.
  • Taking the same model into Power BI for dashboards.
New to Excel formulas? Start with the Excel functions explainers and the Excel shortcuts list, then come back to Part 1.

Frequently asked questions

Do I need Power BI to analyse data?

No. Excel with Power Query and Power Pivot can clean data, handle millions of rows, link tables and calculate with DAX measures. Power BI uses the same Power Query and DAX, so what you learn in Excel carries straight over.

What is the difference between Power Query and Power Pivot?

Power Query imports and cleans data. Power Pivot stores the cleaned tables in the Data Model, links them with relationships and calculates results with DAX measures for your PivotTables.

Which versions of Excel have Power Pivot?

Power Pivot is available in Excel for Windows, in Microsoft 365 and Excel 2016 and later. It is not available in Excel for Mac or Excel for the web.

In what order should I learn these tools?

Start with Excel formulas and PivotTables, then Power Query, then Power Pivot and DAX. Move to Power BI after that, and add SQL and Python once you are comfortable with the rest.

Last updated · Written by Ajay Anand, Microsoft Excel MVP