Excel Level 4 - Data Modeling - Custom Fit

Prerequiste

Comfortable working with PivotTables.

Class Description

As spreadsheets grow — more tabs, more people touching them, more things that all have to line up — chaos can creep in. One broken link, one accidental edit, and a report that used to just work suddenly doesn't. This course teaches your team how to use Excel's Data Model to tame that monster: organizing related information with guardrails, so it stays connected and accurate, even as more people and more data pile in. Reports hold together on their own. Less time spent troubleshooting, less risk of a bad number reaching a decision-maker, and less dependence on your Excel guru keeping things running.

What Your Team Will Gain

• A way to clean up messy data automatically, every time — using a tool called Power Query, your team sets up the cleanup steps once, and Excel repeats them automatically whenever new data comes in — no more manually fixing the same problems every week
• Reports that don't fall apart when data changes — instead of a report that breaks the moment a spreadsheet gets reorganized, your team learns to connect related information (like customers, orders, and products) in a way built to hold up over time
• Fewer costly copy-paste mistakes — combining information from different spreadsheets by hand is one of the easiest ways bad numbers sneak into a report; this course replaces that manual process with a repeatable, automatic one
• Reports more people can maintain, not just one specialist — once your team understands how the data is organized, more than one person can safely update and build on it, instead of everything depending on whoever originally built the spreadsheet
• One complete picture instead of scattered tabs — the course ends with building a dashboard that pulls everything together, giving decision-makers a full view instead of them having to hunt across multiple sheets

You'll Also Get

• Links to the class workbook, exercise files, and quizzes, so employees can practice and review everything at their own pace after class
• A free 30-minute one-on-one Zoom session with the instructor — included with every TechMentors Excel class, so there's backup when a real snag comes up applying this to your own data

Books & Supplies: Any required books, software, or materials will be communicated prior to the start of training.