Intermediate level · Module 6 of 6 · 17 guided hours
Excel Reporting System Project
Build the Automated Reporting System from requirements to a documented, refreshable workbook and present it.
Learning objectives
- Plan a reporting system around users' needs
- Build it with Power Query, a data model, measures and a dashboard
- Test, document and present it
Topics
- requirements
- data pipeline
- model and measures
- scenarios
- dashboard and automation
- testing and handover
Lessons
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Lesson 1 Requirements and Data Pipeline
Agree the report's questions and build the Power Query pipeline from the raw files.
report requirementsdata sourcespipelinedata checks
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Lesson 2 Model, Measures and Dashboard
Build the model, measures, scenario sheet, dashboard and automation.
star schemameasuresscenario sheetdashboard
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Lesson 3 Testing, Handover and Presentation
Test the system with new data, document it and present it.
refresh testuser guidehandoverpresentation
Practical activity
Deliver the level project in three reviewed stages: requirements and data, model and dashboard, testing and handover.
Expected outcomes
- A complete, automated reporting system
- Experience delivering Excel solutions to users
Assessment
The level project assessed against its criteria with a live refresh demonstration.
Taught live by an instructor — online or in person. Free course lessons are for self-study and do not lead to a certificate — see registration options.