Excel to Power BI

• An understanding of the basics in Excel.

Audience

• Data Analysts

Microsoft Excel is the world's most popular business analysis, reporting, and strategy software. Power BI is a business intelligence tool for visualizing data at the operating level of business.

This instructor-led, live training (online or onsite) is aimed at data analysts who wish to learn techniques for preparing data in Excel, then visualizing it in Power BI.

By the end of this training, participants will be able to:

• Understand the principles of data analysis, objectives of data analysis, and approaches for data analysis.
• Use DAX formulas in Power BI for complex calculations.
• Create and use visualizations and charts for particular analysis cases.
• Import with Power View to move from Excel based Power BI to independent Power BI.

Format of the Course

• Interactive lecture and discussion.
• Lots of exercises and practice.
• Hands-on implementation in a live-lab environment.

Course Customization Options

• To request a customized training for this course, please contact us to arrange.

Introduction

Theoretical Science of Data Analysis

• The principles of data analysis
• Objectives of data analysis
• Approaches for data analysis

Excel and Data Science

• Data consistency
• Data types used in Excel

Overview of Power BI

• Processes and Power products used in Power BI

Preparing the Development Environment

• Installing and configuring Excel
• Installing and configuring Power BI

Business Data Analysis in Excel

• Inserting and working with PivotCharts
• Inserting and working with PowerPivots
• Mail merging
• Linking and duplicating sheets
• Freezing panes
• Splitting windows
• Using conditional formatting
• Creating a named range
• Using Execel Web Query
• Working with Power Excel functions

Power BI and Excel Integration

• Importing data from Excel to Power BI with Power View
• Incorporating Excel into the Power BI Portal

Cleaning Data in Power BI

• Cleaning up cross tab data with unPivot
• Cleaning up multiple cross tab data
• Combining data from multiple tabs and sheets

Databases and Reports in Power BI

• Using relationships to eliminate VLOOKUP
• Creating calculated columns
• Creating a custom date table
• Working with reports and visuals
• Filtering reports and viewing data
• Publishing the report to Power BI Portal

DAX and Power BI

• Adding calculated columns
• Text grouping
• Using Bin Analysis
• Adding measures
• Comparing past and current data

Summary and Conclusion