Microsoft 365: Choosing the right tool for the job

MS 365 - Choosing the right tool for the task

Target audience

This module helps delegates understand which Microsoft 365 tool best fits their workflow - whether they’re cleansing data, automating tasks or creating dashboards. Participants will explore how Excel, Power Query, VBA and Power BI connect and learn how to identify the right tool for their data and reporting needs.

Aimed at Excel users, analysts and team members who regularly work with data, reports, orexports and want to know when to use Excel, Power Query, VBA, or Power BI

The Content

• Poll 1: “Which tool do you currently use most?”
• The Microsoft 365 Data Landscape
• Demonstration: Same Data, Four Different Tools
• Comparison & Reflection
• Poll 2:“Which tool do you want to use more after today’s session?”
• Workflow Pathways & Recommendations
• Wrap-Up & Q&A

Key Takeaways

• Understand when to use Excel, Power Query, VBA, or Power BI
• Identify natural workflow handover points between tools
• Recognise opportunities to automate repetitive work and build refreshable reports
• Gain awareness of training pathways to upskill effectively

Prerequisites

It suits both everyday users and managers seeking to identify opportunities for improved efficiency, collaboration and data-driven decision-making.