Microsoft BI Tools: Power BI for Excel Users Course


The main purpose of the course is to review the essential skills needed to take data from Excel into Power BI then transform and shape the data, model the data, create reports, then publish the reports on the Power BI cloud service.

Audience profile

The course is for individuals who are not IT professionals but need to easily create and publish reports with Power BI.


Before attending this course, students should have experience creating worksheets in Excel. Familiarity with Pivot Tables is a plus, but is not required.

Instructor Led Learning

Duration: 5 Day
Location: Cape Town & Johannesburg
Registration Open Now!

Video Learning

Duration:5 Day
Registration Open Now!

What you will learn

  • Module 1 : Getting started
  • Module 2 : Power BI and Excel
  • Module 3 : Getting Data
  • Module 4 : Shaping and Transforming Data
  • Module 5 : Modeling
  • Module 6 : Visualizations
  • Module 7 : Publishing and Sharing

Basic computer skills

Computers made easy course

Excel 2010 – Part 1

Excel 2010 – Part 2

Excel 2010 – Part 3

Location for instructor led courses are Cape Town and Johannesburg. We also offer onsite training country wide. T’s and Cs apply. Contact us for more information.


Module 1 : Getting started

  • Introducing Power BI
  • A quick look at Power BI Desktop
  • A quick look at the Power BI service

Module 2 : Power BI and Excel

  • Introduction to using Excel data in Power BI
  • Upload Excel data to Power BI
  • OneDrive for Business with Excel
  • Import Power View and Power Pivot to Power BI

Module 3:Getting Data

  • Available data sources in Power BI Desktop
  • Connecting to data sources
  • Connecting to a database
  • Connecting to a CSV file

Module 4 : Shaping and Transforming Data

  • Introduction to the Query Editor
  • Clean and transform your data with the Query Editor
  • Cleaning irregularly formatted data

Module 5 : Modeling

  • Introduction to modeling your data
  • How to manage your data relationships
  • Optimizing data models
  • Introduction to DAX
  • DAX calculation types
  • DAX functions
  • Create calculated columns
  • Create calculated measures
  • Create calculated tables
  • Explore your time-based data

Module 6 : Visualizations

  • Introduction to visuals in Power BI
  • Create and customize simple visualizations
  • Modify colors in charts and visuals
  • Shapes, text boxes, and images
  • Page layout and formatting
  • Interactions among visualizations
  • Visual hierarchies and drill-down
  • Using custom visualizations
  • R integration in Power BI Desktop

Module 7 : Publishing and Sharing

  • Introduction to the Power BI service
  • Publish Power BI Desktop reports
  • Create and configure a dashboard
  • Share dashboards with your organization
  • Quick insights in Power BI
  • Ask questions of your data with natural language
  • Create custom Q&A suggestions
  • Introduction to security, and workspaces
  • Create workspaces in Power BI
  • Manually republish and refresh your data
  • Install and configure a personal gateway
  • Print and export dashboards and reports
  • Publish to web

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