From Spreadsheet Logic to Analytics Logic: Excel → Power BI Thinking Name

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  • Industry Best Practices
  • Practical Implementation
  • Real-world Scenarios
Duncan Williamson

Speaker: Duncan Williamson

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Date
23 February, 2026 (Monday)
Time
12:00 PM PDT | 03:00 PM EDT
Duration
75 Minutes

Overview

This course has the aim of developing a thought process, a work flow, that illustrates how we move from row, ranges and tables of data in an Excel workbook to an exploration of the ways in which the data behave, interact with each other and help to explain where they came from and how they help us to understand the messages hidden in them.

Area Covered

  • Finding and downloading/importing data from source
  • Importing data: copying data from another file, manually typing it in, copy and paste, Power Query, Power Pivot
  • Cleaning data by inspection and by analysis, using Regular Expressions, using Power Query: replace values, split column
  • Decisions involving missing data
  • Data Analysis ToolPak in Excel: correlation matrix, descriptive statistics
  • Basic visualisation in Excel, more comprehensive visualisation in Power BI
  • Assessing anomalies and outliers in Power BI

Why Should You Attend

Even as recently as a decade ago, we wrote two words and believed we had encapsulated the world of data Analytics: data and information. We saw data as the raw materials and information as the finished product. Since then, we have come to appreciate that the information is just step two on the longer road to analytics, action and reflection.

In this seminar we will use real world data examples such as financial results, house/vehicle pricing models and even weather patterns to illustrate the ways in which data becomes information becomes analytics.

Who Will Benefit?

  • Bookkeepers and accountants
  • Financial analysts
  • Sales and Marketing staff
  • Budget Accountants

Speaker

Cost accountant in process industries in the UK
Further Education College Lecturer
Reader and Associate Professor, University of Malawi: teaching financial and management accounting
Honorary Professor, Kazakhstan Institute of Management, Economics and Strategic Research: 1993-1998
Teacher, trainer, author, management consultant, project management in a variety of settings in a variety of countries
Currently focusing on online and face to face training in a post experience environment as well as writing/creating teaching/learning materials

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