[Free] Sql + Excel Dashboard Automation: Power Query, Copilot &Amp; Ai

Automate Sales Reports with SQL, SQLite, Excel Power Query, Copilot and Dynamic Dashboards

Added on October 21, 2026 IT & Software 2 min read

What you’ll learn

• Connect a SQLite database to Excel and understand the fundamentals of SQL for business reporting.
• Write SQL queries to filter, group, and summarize sales data for business analysis.
• Import and transform database data using Excel Power Query to create a repeatable reporting workflow.
• Build a sales dashboard with KPI cards and charts using Excel, with Microsoft Copilot assistance where available.
• Update SQLite sales records and refresh Excel reports to see how new data updates your dashboard

Requirements

• Basic familiarity with Microsoft Excel is helpful. No prior SQL or database experience is required. You will need a Windows computer, Microsoft Excel with Power Query, and an internet connection to access course resources. Copilot features depend on your Microsoft 365 subscription and availability.
• No programming experience is needed. You will learn the SQL and SQLite fundamentals step by step, from creating a database to building an Excel sales dashboard.
• A Windows computer with an internet connection is recommended. You should be able to install or use SQLite tools and connect your database to Excel using a compatible ODBC driver.

Description

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.

Author(s): DISCOVER TALENT™