Power BI Introduction for Excel Users


Duration: 2 day

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.

** NOTE: More In-Depth Microsoft Official Course Available **
While Power BI Introduction for Excel Users is designed for average end users needing to learn essential Power BI skills, we also offer a more in-depth course titled PL-300: Power BI Data Analyst. PL-300 is for IT professionals and power users who want a deeper dive into the material and/or who are preparing to pass the related Microsoft certification exam. To view that course go to:
PL-300: Power BI Data Analyst

What’s included?

  • Authorized Courseware
  • Intensive Hands on Skills Development with an Experienced Subject Matter Expert
  • Hands-on practice on real Servers and extended lab support 1.800.482.3172
  • Examination Vouchers & Onsite Certification Testing- (excluding Adobe and PMP Boot Camps)
  • Academy Code of Honor: Test Pass Guarantee
  • Optional: Package for Hotel Accommodations, Lunch and Transportation

With several convenient training delivery methods offered, The Academy makes getting the training you need easy. Whether you prefer to learn in a classroom or an online live learning virtual environment, training videos hosted online, and private group classes hosted at your site. We offer expert instruction to individuals, government agencies, non-profits, and corporations. Our live classes, on-sites, and online training videos all feature certified instructors who teach a detailed curriculum and share their expertise and insights with trainees. No matter how you prefer to receive the training, you can count on The Academy for an engaging and effective learning experience.


  • Instructor Led (the best training format we offer)
  • Live Online Classroom – Online Instructor Led
  • Self-Paced Video

Speak to an Admissions Representative for complete details

StartFinishPublic PricePublic Enroll Private PricePrivate Enroll


Getting started
Introducing Power BI
A quick look at Power BI Desktop
A quick look at the Power BI service

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

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

Shaping and Transforming Data
Introduction to the Query Editor
Clean and transform your data with the Query Editor
Cleaning irregularly formatted data

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

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

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