Tools to Learn for Data Analysis (and the Order to Learn Them)

Data Analysis series · Part 2

The tools data analysts actually use, what each one is for, and the order to learn them in.

The short answer

Learn Excel → Power Query → Power Pivot → SQL → Power BI. Add Python later if your job needs it. The first three all live inside Excel, so you can start today with software you probably already have.

Tools at a glance

ToolWhat it is forLearn itCost
ExcelEveryday analysis, formulas, PivotTables and chartsFirstMicrosoft 365 subscription; Excel for the web is free with a Microsoft account
Power QueryImporting and cleaning data with repeatable stepsSecondBuilt into Excel and Power BI
Power PivotData Model, relationships, millions of rows, DAX measuresThirdBuilt into Excel for Windows
SQLPulling data from databasesFourthFree databases: MySQL, PostgreSQL, SQL Server Express
Power BIInteractive dashboards and shared reportsFifthPower BI Desktop is free; sharing needs a licence
PythonAutomation and advanced analysis with pandasOptionalFree
Google SheetsCollaborative sheets, common in startupsAs neededFree
TableauDashboards; an alternative to Power BIOptionalTableau Public is free

Excel

Excel is where you learn the logic of analysis: filtering, grouping, summarising and charting. Focus on tables, lookup functions, SUMIFS and COUNTIFS, PivotTables and dynamic array functions.

Useful pages: Excel functions · Excel shortcuts

Power Query

Power Query records each cleaning step: removing blank rows, splitting columns, fixing data types, combining files from a folder. Next month, when new data arrives, you press Refresh instead of repeating the work. Find it under Data › Get Data.

Power Pivot and the Data Model

Power Pivot stores data in a compressed Data Model instead of on a worksheet, so the 1,048,576-row limit no longer applies. You can link tables with relationships and write DAX measures. Learn Power Pivot in Part 3 →

SQL

Most companies store data in databases, and SQL is the common language to query them. A few commands cover most daily work: SELECT, WHERE, GROUP BY and JOIN.

SELECT region, SUM(amount) AS total_sales
FROM sales
WHERE order_date >= '2026-04-01'
GROUP BY region
ORDER BY total_sales DESC;

Power BI

Power BI Desktop combines Power Query and the same Data Model engine as Power Pivot, then adds interactive visuals. If you know Power Pivot, you already know half of Power BI.

Python

Python with pandas is useful for automation, very large files and statistical work. Many analyst roles do not require it. Learn it after the core tools, or when a job you want asks for it.

AI assistants

Copilot in Excel, ChatGPT and Claude can draft formulas, DAX and SQL and explain errors. Treat them as a fast assistant: check every answer against your data.

Practice tip: pick one dataset and take it through every tool: clean it in Power Query, model it in Power Pivot, query it in SQL and present it in Power BI. One dataset, four skills, one portfolio project.

FAQ

Is Power Pivot available in my Excel?

Power Pivot is available in Excel for Windows. It is not available in Excel for Mac or Excel for the web. See how to enable it.

Do I need all of these tools?

No. Excel, Power Query, SQL and one dashboard tool cover most data analyst job descriptions.

Where do I start?

Read the roadmap in Part 1, then go to Power Pivot.

Last updated · Written by Ajay Anand, Microsoft Excel MVP