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Excel, SQL & Power BI Study Plan

This document outlines a 4–6 month roadmap for learning Excel, SQL, and Power BI, including a weekly study timetable and practice questions. The roadmap is divided into four main phases: mastering Excel, learning SQL, exploring Power BI, and completing capstone projects. It provides free resources and specific topics to cover each week to facilitate learning.

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0% found this document useful (0 votes)
56 views4 pages

Excel, SQL & Power BI Study Plan

This document outlines a 4–6 month roadmap for learning Excel, SQL, and Power BI, including a weekly study timetable and practice questions. The roadmap is divided into four main phases: mastering Excel, learning SQL, exploring Power BI, and completing capstone projects. It provides free resources and specific topics to cover each week to facilitate learning.

Uploaded by

p86750165
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

Excel + Power BI + SQL Roadmap (4–6 Months)

This document includes a complete roadmap, weekly study timetable, free learning
links, and practice questions.

🌟 4–6 Month Roadmap Overview


 Month 1–2: Excel (Beginner → Advanced)
 Month 2–3: SQL (Basics → Joins → Projects)
 Month 3–5: Power BI (Dashboards + DAX + Projects)
 Month 5–6: Capstone Projects + Portfolio + Job Prep

🌟 WEEKLY STUDY TIMETABLE (Beginner


Friendly)
Each week = 5 days × 1.5 hours/day (or 8–10 hrs/week)

🌟 MONTH 1: Excel
Week 1 – Excel Basics
Topics: - Excel interface, worksheets, formatting - Basic formulas: SUM, AVERAGE,
COUNT - Sorting, filtering
Free Resources: - Excel Basics: [Link] - Excel Practice Files:
[Link]
Practice Questions: 1. Add total sales using SUM 2. Find average score of a dataset
3. Filter sales above 10,000

Week 2 – Intermediate Excel


Topics: - IF, AND, OR - Text functions: LEFT, RIGHT, MID, TRIM - Date functions:
TODAY, DATEDIF
Free Resources: - IF Formula: [Link] - Text Functions:
[Link]
Practice Questions: 1. Extract first 3 letters of employee name 2. Calculate age using
DATEDIF 3. Highlight values above a threshold

Week 3 – Advanced Excel


Topics: - VLOOKUP, HLOOKUP, XLOOKUP - Pivot Tables - Pivot Charts
Free Resources: - VLOOKUP: [Link] - Pivot Tables:
[Link]
Practice Questions: 1. Use VLOOKUP to fetch product price 2. Create a Pivot Table
for monthly sales

Week 4 – Data Cleaning & Practice


Topics: - Conditional formatting - Data validation - Remove duplicates
Free Resources: - Data Cleaning: [Link]
Project: Clean a raw dataset and prepare summary tables.

🌟 MONTH 2: SQL
Week 5 – SQL Basics
Topics: - SELECT, WHERE - ORDER BY, LIMIT
Free Resources: - SQL Basics: [Link] - Online SQL Editor:
[Link]
Practice Questions: 1. Select all customers from table 2. Fetch top 5 highest salaries

Week 6 – Filtering & Functions


Topics: - AND, OR, IN, BETWEEN - COUNT, SUM, AVG - GROUP BY + HAVING
Free Resources: - Aggregate Functions: [Link]
Practice Questions: 1. Count employees per department 2. Sum total sales for each
region
Week 7 – Joins (MOST IMPORTANT)
Topics: - INNER JOIN - LEFT JOIN - RIGHT JOIN - FULL JOIN
Free Resources: - SQL Joins: [Link]
Practice Questions: 1. Join Customers and Orders table 2. List customers with no
orders

Week 8 – SQL Projects


Build small analysis: - Sales report - HR employee report - Inventory summary
Free datasets: [Link]

🌟 MONTH 3–4: Power BI


Week 9 – Power BI Basics
Topics: - Install Power BI Desktop - Import Excel/SQL data - Power Query basics
Free Resources: - Power BI Basics: [Link]

Week 10 – Visualizations
Topics: - Bar, line, pie chart - KPI cards - Slicers & Filters
Free Resources: - Visuals: [Link]
Task: Build Sales Overview Dashboard

Week 11 – DAX Formulas


Topics: - CALCULATE - SUMX, COUNTX - Time intelligence: YTD, MTD
Free Resources: - DAX Tutorial: [Link]
Practice: Create YTD Sales, MTD Sales, LY Sales
Week 12–14 – Projects
Build 4 dashboards: 1. Sales Dashboard 2. HR Attendance Dashboard 3. Finance
Dashboard 4. Marketing Dashboard
Upload to: Power BI Service + GitHub

Common questions

Powered by AI

The transition in the SQL learning roadmap begins with fundamentals such as SELECT, WHERE, ORDER BY, and LIMIT in Week 5, followed by filtering and functions like AND, OR, IN, BETWEEN, and aggregate functions such as COUNT, SUM, AVG in Week 6. This foundation supports the understanding of complex SQL joins, including INNER JOIN, LEFT JOIN, RIGHT JOIN, and FULL JOIN in Week 7, which are crucial for data relationship management .

The roadmap ensures industry-readiness by progressively covering important tools like Excel, SQL, and Power BI, aligning them with practical projects and real-world scenarios. The final months focus on capstone projects and portfolio development, coupled with job preparation strategies, preparing learners to apply their substantial analytics skills in professional environments .

The main components of a Power BI Sales Overview Dashboard include visual elements such as bar, line, and pie charts, KPI cards, as well as slicers and filters. These components are crucial for effectively visualizing sales data and enabling user interactivity .

The weekly study timetable in the roadmap, which suggests spending 5 days per week for 1.5 hours each day (totaling 8-10 hours per week), effectively promotes consistent learning. This structured approach facilitates gradual skill development and helps manage the workload over the 4-6 month period, ensuring adequate focus on each learning phase from Excel to advanced Power BI .

Free online resources play a pivotal role in the learning roadmap by providing accessible, structured guidance to complement the curriculum. They support content delivery by offering step-by-step tutorials, real-world datasets, and practice opportunities that help reinforce concepts and provide visual and practical learning, essential for complex skills like data manipulation and visualization .

The roadmap facilitates practical application through projects in the later stages of learning. For Excel, Month 1 includes a project for data cleaning and preparation of summary tables. In Power BI, Weeks 12-14 are dedicated to building various dashboards such as Sales, HR Attendance, and Finance, and uploading them to Power BI Service and GitHub for real-world application and portfolio development .

The roadmap suggests transitioning from Excel to Power BI by first learning to import Excel/SQL data and understanding the basics of Power Query. Subsequent focus is on creating various visualizations such as bar, line, and pie charts along with KPI cards and slicers, which provide sophisticated data visualization capabilities beyond what's available in spreadsheets .

Learning DAX formulas in Power BI is critical for performing data manipulations and calculations within the data model. Key functions to master include CALCULATE for customizing filtering contexts, SUMX and COUNTX for iterating over tables, and time intelligence functions like YTD (Year-To-Date) and MTD (Month-To-Date) for accurate temporal analysis .

The use of Pivot Tables in advanced Excel is emphasized because they allow for dynamic data summarization and analysis, which is fundamental for producing insights from data. This skill directly prepares learners for Power BI projects where they build on these abilities, utilizing more complex data models and visual analytics features available in Power BI .

According to the roadmap, learning advanced Excel involves focusing on VLOOKUP, HLOOKUP, XLOOKUP functions, Pivot Tables, and Pivot Charts. These topics enhance data management capabilities and visual representation of data .

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