Transitioning from Excel to Power BI

Introduction

• Instructor: Jonathan Silva
• Session Duration: 3 hours
• Focus: Leveraging existing Excel skills in Power BI
• Recording available for later reference

Special Offer

• 50% off on-demand learning for attendees
• Sign up at training.pragmaticworks.com

Instructor Background

• Trainer at Pragmatic Works, Jacksonville, FL
• Microsoft Certified Trainer
• Specializes in Power Platform (Power BI, Power Apps, Power Automate)
• Former high school educator with a focus on advanced courses

Session Agenda

1. Understanding Excel and Power Query Editor
   • Introduction to Power Query Editor
   • Use of PowerPivot (data model) in Excel
   • Migrating data model to Power BI
2. Building reports in Power BI
3. Sharing reports on Power BI Service
4. Integrating Power BI models back into Excel
   • Using Power BI data models to create pivot tables and charts
5. Full cycle demonstration

Understanding Power Query Editor

• ETL Tool: Extract, Transform, Load
• Cleanses data efficiently with a user-friendly interface
• Allows for data connection from various sources (Excel files, SQL Server, Web, etc.)

Key Features of Power Query Editor

• Data cleansing: Automated processes to manipulate data quickly
• Eliminates manual tasks: Reduces time spent on repetitive actions
• Applied steps: Detailed history of actions taken for easy adjustments

Data Modeling in Excel (PowerPivot)

• Connects multiple tables from different data sources
• Establishes relationships between tables for efficient data analysis
• Aims for a single version of truth across the organization
• Users can pull from a central data model to create their reports

Migration to Power BI

• Power BI offers modern visuals and interactive capabilities
• Integration with Excel allows for seamless transition of skills
• Ability to create reports with sophisticated visualizations

Advantages of Power BI

• Free desktop application
• Real-time dashboards and interactive reports
• Natural language querying and AI integration
• Extensive custom visuals and connectors available

Live Demos and Practical Applications

• Starting with Excel, utilizing the Power Query Editor to prepare data
• Migrating cleaned data into Power BI to create reports
• Using DAX (Data Analysis Expressions) for advanced calculations
• Demonstrating how to publish reports back to Excel

Publishing and Sharing Reports

• Power BI Service: Allows sharing and collaboration on reports
• Dashboards: Consolidate multiple reports for comprehensive insights
• Apps: Distribute dashboards across the organization
• Scheduled and manual data refresh options available

Conclusion

• Transitioning between Excel and Power BI enhances overall productivity
• Valuable learning resources available through Pragmatic Works
• Access to 50% discount for further training

Further Engagement

• Connect with the instructor on LinkedIn and YouTube for additional resources
• Ongoing updates and new courses available on the learning platform.

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