SQL + Excel Dashboard Automation: Power Query, Copilot & AI

SQL + Excel Dashboard Automation: Power Query, Copilot & AI

Are you spending hours preparing daily business reports by downloading CSV files, cleaning data, fixing formulas, and updating Excel dashboards manually?

This practical, beginner-friendly course introduces you to a repeatable business reporting workflow using SQL, SQLite, Command Prompt, Microsoft Excel, Power Query, and Microsoft Copilot where available.

What You Will Learn

• Understand how databases and SQL support business reporting.

• Create and manage a sample sales database using SQLite.

• Write SQL queries to filter, group, and summarize sales transactions.

• Analyze sales performance across regions and product categories.

• Connect database data to Excel using a compatible ODBC connector.

• Import and transform data using Excel Power Query.

• Calculate key performance indicators, including total revenue, order count, and average order value.

• Build a sales dashboard with charts and business metrics.

• Explore how Copilot can assist with dashboard planning and data analysis.

• Understand how data refresh can reduce repetitive reporting work.

Practical Business Project

Throughout this course, we use a fictional company's sales transactions to demonstrate the workflow from database to dashboard. You'll work with structured data, analyze business performance, and organize the results into a visual report.

Who Should Take This Course?

This course is suitable for MIS executives, reporting specialists, business analysts, data analysts, team leaders, managers, and Excel users who want to improve their reporting and data analysis skills.

Prerequisites

Basic familiarity with Excel is helpful, but prior SQL experience is not required. You will need a Windows computer and Microsoft Excel with Power Query. Copilot features depend on your Microsoft 365 subscription and availability.

By the end of this course, you'll understand how SQL and Excel can work together in a practical reporting workflow and have a foundation for applying these techniques to your own business reports.

Start learning today and take your first step toward smarter, more efficient business reporting.