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Excel to Power BI

Hands-on topics for Excel users learning Power BI Desktop.

Learn the five foundations of developing and sharing automated reports in Power BI.

1. Transform Data with Power Query: Eliminate manual data prep!

Data transformation in Power BI is essential to creating an efficient model and reporting solution. Power Query allows us to import raw data from different data sources and automate what would otherwise be manual data preparation. With just clicks of the mouse Power Query turns messy data into clean structured tables that serve as the foundation of our reports.

2. Data Modeling: Connect data from multiple sources.

Data Modeling allows us to connect tables together and blend data from our different data sources. Connect to ERP Sales and General Ledger tables from SQL or CSVs… No problem. Combine your ERP data with other Excel workbooks from within the business… No problem! By following modeling best practices, we learn how to connect our data in a way that improves insights and increases performance.

3. Data Analysis eXpressions: Add custom formulas by learning DAX.

DAX is the heart of developing an effective reporting solution. At a basic level DAX resembles many familiar Excel formulas; however, more advanced insights require learning evaluation context. It is important to learn and gain confidence in both row and filter context by working through practical examples.

4. Report Design: Make an impact through design best practices.

Build the reporting canvas to help your users better navigate, follow the story, and draw valuable insights. Learn to customize themes, organize visuals, and add features that give users control over the report. Create visuals and features that turn a flat report into a user friendly engaging experience.

5. Publish and Share: Share automated reports with confidence!

Now that we have a report designed for success, learn to share reports through the encrypted Microsoft web service. Set user roles to control what information your users see. Schedule automatic refresh schedules to ensure our users always view current information.

Last but not least, learn how all of these skills build collaboration and direction in your business.

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