Microsoft

Power BI for Excel Users PBI-1

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  • 2 days
  • 1 upcoming date 1 open for booking
  • $1,195 per seat

Upcoming dates

Dates Where Status Seat Book
Dec 7–8 2026 Live Online 9:00 AM to 4:00 PM PT Confirmed to run $1,195

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About this class

As technology progresses and becomes more interwoven with our businesses and lives, more data is collected about business and personal activities. This era of "big data" is a direct result of the popularity and growth of cloud computing, which provides an abundance of computational power and storage, allowing organizations of all sorts to capture and store data. Leveraging that data effectively can provide timely insights and competitive advantages.

Creating data-backed visualizations is key for data scientists, or any professional, to explore, analyze, and report insights and trends from data. Microsoft Power BI software is designed for this purpose. Power BI was built to connect to a wide range of data sources, and it enables users to quickly create visualizations of connected data to gain insights, show trends, and create reports. Power BI's data connection capabilities and visualization features go far beyond those that can be found in spreadsheets, enabling users to create compelling and interactive worksheets, dashboards, and stories that bring data to life and turn data into thoughtful action.

This course is designed for professionals in a variety of job roles who are currently using desktop or web-based data management tools such as Microsoft Excel or SQL Server reporting services to perform numerical or general data analysis. They are responsible for connecting to cloud-based data sources, as well as shaping and combining data for the purpose of analysis. They are also looking for alternative ways to analyze business data, visualize insights, and share those insights with peers across the enterprise. This includes capturing and reporting on data to peers, executives, and clients.

What you'll be able to do

In this course, you will analyze and visualize data using Excel and associated tools. You will

  • Analyze data and create reports with Power BI.
  • Connect to data.
  • Clean, transform, and load data.
  • Visualize data with Power BI.
  • Enhance visuals to support data analysis.
  • Customize and filter reports.
  • Share reports and create dashboards in the Power BI Service.

Before you attend

To ensure your success, you should have experience managing data with a spreadsheet program such as Microsoft Excel. To meet this prerequisite, you can take any one or more of the following courses:

  • Microsoft Excel Level 1
  • Microsoft Excel Level 2
  • Microsoft Excel Power Pivot
  • Data Analysis and Visualization with Microsoft Excel

Course outline

  1. Module 1Analyzing Data and Reporting with Power BI

    • Data Analysis and Visualization for Business Intelligence
    • Interact with Reports in Power BI

  2. Module 2Connecting to Data

    • Create Data Source Connections
    • Configure and Manage Relationships
    • Save Files in Power BI

  3. Module 3Cleaning, Transforming, and Loading Data

    • Load, Clean, and Shape Data with the Query Editor
    • Profile Data with the Query Editor
    • Shape Data with the Query Editor
    • Transform Data with the Query Editor

  4. Module 4Visualizing Data with Power BI

    • Create Visualizations with Power BI
    • Select Visualization Types with Power BI

  5. Module 5Enhancing Visuals for Data Analysis

    • Customize Visuals and Pages
    • Incorporate Tooltips in Visualizations

  6. Module 6Customizing and Filtering Reports

    • Create Data Hierarchies
    • Filter Reports
    • Configure Slicers for Interactive Filtering

  7. Module 7Sharing Reports and Creating Dashboards in the Power BI Service

    • Publish and Explore Reports in the Power BI Service
    • Create Dashboards
    • Add Q&A to Dashboards

Download the full outline (PDF)

Run this for a team

Private cohorts run on your dates, at your site or online, with the labs pointed at your environment. Above about four people it usually costs less than buying seats.

Or call 916-920-1700, weekdays 8 to 5 Pacific.

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