Topic

Business intelligence courses: from a spreadsheet export to a dashboard

Turn the weekly spreadsheet export into answers people can find themselves. Start by having AI check and summarize a sheet, clean a messy export into a workbook and keep data live in Google Sheets, then build your first chart and dashboard in the free Tableau Desktop Public Edition, on real Tableau screens.

Every module is a hands-on practice that checks your work, then a checklist to do it for real. Looker Studio Basics then builds a free website dashboard on Google Analytics 4 in Looker Studio (now Data Studio), on real screens. The course comes with a one-page Tableau cheat sheet and the few words you meet most.

Who it is for: office staff, analysts and owners who send the same report every week and want it to update itself. You need no paid BI software and no code. Tableau Desktop Public Edition is free, but anything saved to Tableau Public is visible to anyone, so the practice uses a four-row sample CSV you can download. If your company uses Power BI or Excel instead, the ideas carry over: dimensions you group by, measures you add up, a filter the viewer controls and one page that answers one question.

2 courses9 modulesFree

Across several tools1 course

Beginner to Intermediate

Data and Dashboards for Beginners

Go from a spreadsheet export to a dashboard: have AI check and summarize a sheet, turn a messy export into a clean Excel workbook, pull live data into Google Sheets, build your first Tableau chart and dashboard, and make a simple dashboard app.

7 modules~1 hr of practiceFree
  • Analyze a Spreadsheet
  • Use case: messy export to clean Excel workbook
  • Pull Live Pipeline Data into Google Sheets and Auto-Refresh It Daily
The 7 modules
  1. Analyze a SpreadsheetChatGPT · Beginner · ~10 min
  2. Use case: messy export to clean Excel workbookClaude · Intermediate · ~8 min
  3. Coefficient: Pull Live Pipeline Data into Google Sheets and Auto-Refresh It DailyCoefficient · Beginner · ~12 min
  4. Tableau Public: Your First Chart and DashboardTableau · Beginner · ~15 min
  5. A simple dashboard from your dataLovable · Intermediate · ~9 min
  6. Better Analyst: Check a Donor Export Before the Board Sees ItBetter Analyst · Beginner · ~7 min
  7. Elyx: Build a Plan vs Actual Variance Report Inside ExcelElyx · Beginner · ~8 min

Cheat sheet: Tableau Public Cheat Sheet: First Chart and Dashboard · PDF

Words to know: Dashboard CSV Pivot table Data transformation

Start the courseNext → Looker Studio Basics: A Free GA4 Website Dashboard

Looker Studio1 course

Beginner

Looker Studio Basics: A Free GA4 Website Dashboard

Build a one-page website report in the free Looker Studio (now Data Studio) on real screens: connect Google Analytics 4, add three headline scorecards, a trend chart, a table of where visitors come from and a date picker colleagues use themselves.

2 modules~17 min of practiceFree
The 2 modules
  1. Looker Studio: Connect GA4 and Build Your First ReportLooker Studio · Beginner · ~8 min
  2. Looker Studio: Add a Trend Chart, Channel Table and Date PickerLooker Studio · Beginner · ~9 min

Cheat sheet: Looker Studio Cheat Sheet: A GA4 Report in 10 Clicks · PDF

Words to know: Looker Studio (Data Studio) Scorecard (chart) Date range control

Start the course

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