Lesson Outcomes
After completing this practical lesson, learners will be able to:
- Explain spreadsheet data models
- Create relationships between datasets
- Apply data models within spreadsheet tools
- Combine data from multiple tables
- Analyse linked datasets
- Verify and maintain data model accuracy
Overview
Spreadsheet data models allow multiple datasets and tables to be connected and analysed together within a single reporting environment. Businesses and Robotic Process Automation (RPA) environments use data models to improve reporting, reduce duplication, and support large-scale data analysis.
This practical lesson introduces learners to spreadsheet data models, table relationships, linked datasets, data analysis, and reporting using spreadsheet and business intelligence tools. Learners will complete practical activities involving the integration and analysis of multiple business datasets.
Scenario: Integrated Business Reporting System
A business organisation stores sales, customer, and product information in separate datasets.
Management requires an integrated reporting solution that combines the datasets into a single data model for analysis and reporting purposes.
Learners are required to create and apply a spreadsheet data model that links multiple datasets correctly.
PA0601 — Import Multiple Datasets
Tools/Resources
- PC or laptop
- Spreadsheet or BI software
- Business datasets
Activity Instructions
- Open the spreadsheet environment.
- Import multiple datasets into the workbook.
- Organise tables appropriately.
- Verify imported records.
Expected Outcome
Multiple datasets are imported successfully into the spreadsheet environment.
Evidence Required
- Screenshot of imported datasets
- Screenshot of workbook tables
- Screenshot of organised data
PA0602 — Create Relationships Between Tables
Tools/Resources
- Spreadsheet software
- Data model tools
- Imported datasets
Activity Instructions
- Identify common fields between datasets.
- Create relationships between tables.
- Configure relationship settings.
- Verify linked data structures.
Expected Outcome
Relationships between datasets are created correctly.
Evidence Required
- Screenshot of table relationships
- Screenshot of linked datasets
- Screenshot of configured relationship settings
PA0603 — Apply the Spreadsheet Data Model
Tools/Resources
- Spreadsheet software
- Data model tools
- Linked datasets
Activity Instructions
- Enable the spreadsheet data model.
- Use linked datasets in reporting activities.
- Generate summaries using related tables.
- Verify outputs.
Expected Outcome
The spreadsheet data model is applied successfully for reporting and analysis.
Evidence Required
- Screenshot of data model application
- Screenshot of summarised reports
- Screenshot of analysed outputs
PA0604 — Analyse and Visualise Linked Data
Tools/Resources
- Spreadsheet software
- Pivot tables or dashboards
- Chart tools
Activity Instructions
- Analyse linked datasets using pivot tables or reports.
- Create charts or dashboards from linked data.
- Present summarised business information visually.
- Verify report accuracy.
Expected Outcome
Linked datasets are analysed and visualised successfully.
Evidence Required
- Screenshot of analysed reports
- Screenshot of charts or dashboards
- Screenshot of visualised outputs
PA0605 — Verify and Maintain Data Model Accuracy
Tools/Resources
- Spreadsheet software
- Dataset updates
- Validation tools
Activity Instructions
- Verify relationships and linked records.
- Refresh the data model after updates.
- Correct relationship or data errors.
- Save the completed workbook.
Expected Outcome
The spreadsheet data model functions accurately after verification and updates.
Evidence Required
- Screenshot of refreshed data model
- Screenshot of corrected relationship issues
- Screenshot of verified outputs
Key Notes
- Data models connect multiple datasets for analysis.
- Relationships improve reporting efficiency.
- Linked tables reduce duplication.
- Data models support large-scale business reporting.
- Visualisation improves interpretation of linked information.
- Verification improves reporting accuracy and reliability.