Excel to Power BI
Help teams move beyond static spreadsheets and build interactive dashboards and reports that update themselves.
Level: Intermediate Duration: 1 day Format: Workshop · Webinar · Blended Audience: Analysts, Finance and operations teams, Managers
Course overview
Spreadsheets are where most analysis starts — and where it often gets stuck. This course helps teams make the leap to Power BI, turning manual, one-off spreadsheets into living dashboards that connect to their data and refresh automatically.
What learners will be able to do
- Understand when to move from Excel to Power BI
- Connect, clean, and shape data with Power Query
- Build relationships between tables for richer analysis
- Create interactive dashboards and visual reports
- Write basic measures with DAX for key metrics
- Share and refresh reports so they stay up to date
What the course covers
Module 1: From spreadsheets to a data model
Why dashboards beat copy-paste reporting.
Module 2: Getting and cleaning data
Power Query, transformations, and repeatable refreshes.
Module 3: Modelling your data
Tables, relationships, and a few essential DAX measures.
Module 4: Designing useful dashboards
Charts, filters, and layouts people actually read.
Module 5: Publishing and sharing
Refresh schedules, sharing, and keeping reports trustworthy.
Interested in this course for your team?
Tell us your team size, preferred format, and goals — we'll recommend the best delivery option.