Microsoft Excel to Power BI

Course details

In this course, Tom Themeles shows you how to strategically use Excel and Power BI together to clean data, build models, and share insights. Discover best practices for connecting the tools, avoiding common pitfalls, and creating workflows that scale with your business needs. By the end of this course, you'll be more prepared to switch between Excel and Power BI to support smarter, faster analysis.

Learning objectives
Differentiate between the core functions of Excel and Power BI in business intelligence.
Apply Power Query in Excel to automate and clean raw data.
Connect Excel Pivot Tables to live Power BI datasets for dynamic analysis.
Build data models in Power BI using fact and lookup tables.
Design visualizations that fit the needs of different platforms and audiences.
Develop a collaborative, scalable workflow using both tools in tandem.

Concepts

Introduction

Tailor a BI system for success

Comparing Excel and Power BI

Compare core uses - Excel vs. Power BI
Start data analysis with Excel
Elevate business analytics with Power BI
Choose the right tool - Excel vs. Power BI
Evaluate management and governance

Modeling with Excel and Power BI

Connect and prepare data in Power Query
Apply advanced functions in Excel
Perform modeling and analysis in Excel
Model Excel data with Power BI DAX

Visualize and Share Results

Create data visualizations in Excel
Design interactive Power BI dashboards
Compare visuals - Excel vs. Power BI

Collaborate and Automate across Tools

Collaborate in the cloud with both tools
Master hybrid analytics

Conclusion

Turn your tools into a strategy