Overview:
This session introduces Microsoft Power BI through the lens of the Excel user.
Participants will compare familiar Excel tasks with their Power BI equivalents, build confidence with Power BI Desktop, and understand the basic workflow from data connection to finished report. The course is designed for people who know Excel but have not yet developed a durable Power BI mental model.
Why you should Attend:
When Excel becomes the reporting system instead of the analysis tool, version control, visibility, and decision quality begin to suffer.
Areas Covered in the Session:
- The Power BI workflow from source data to published report
- What Excel users already know that transfers directly to Power BI
- Where Power BI is different: relationships, measures, visuals, and refresh
- Basic Power Query transformations for spreadsheet-based data
- Report canvas basics: visuals, filters, formatting, and interactions
- Common terminology: dataset, semantic model, report, dashboard, workspace
- A practical first-report exercise using Excel-style source data
Who Will Benefit:
- Excel Users
- Business Analysts
- Reporting Specialists
- Administrative Professionals
- Team Leads
- Project Coordinators