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Microsoft Excel to Power BI

Microsoft Excel to Power BI

Total video time: 58m
Expert instructor: Tom Themeles
View pricing 14-day money-back guarantee
Beginner No prior experience needed
Bite-sized content Learn at your own pace
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What you’ll learn

Differentiate between the core functions of Excel and Power BI in business intelligence.
Apply Power Query in Excel to automate and clean raw data.
Connect Excel Pivot Tables to live Power BI datasets for dynamic analysis.
Build data models in Power BI using fact and lookup tables.
Design visualizations that fit the needs of different platforms and audiences.
Develop a collaborative, scalable workflow using both tools in tandem.

Skills you’ll gain

Power BI Data visualization Data analysis

In this course, author Tom Themeless shows you how to strategically use Excel and Power BI together to clean data, build models, and share insights. You’ll learn best practices for connecting the tools, avoiding common pitfalls, and creating workflows that scale with your business needs. After this course, you'll be able to confidently switch between Excel and Power BI to support smarter, faster analysis.

  • 1
    Tailor a BI system for success Many professionals use Excel or Power BI without fully understanding how these tools complement each other in a modern analytics workflow. 1m
  • 1
    Compare core uses: Excel vs Power BI Although both tools analyze data, their design principles and end goals differ. 3m
  • 2
    Start data analysis with Excel Excel is powerful, but not without limitations in data modeling, scalability, and visualization. 2m
  • 3
    Elevate business analytics with Power BI Power BI provides more robust tools for modeling, DAX calculations, and interactive dashboards. 2m
  • 4
    Choose the right tool: Excel vs Power BI Identify how data size, audience, and business needs influence your choice between Excel and Power BI. 3m
  • 5
    Evaluate data management & governance Both Excel and Power BI utilizes its data differently. 4m
  • 1
    Prepare data with Power Query Most organizations have fragmented data systems and manual cleaning wastes time and introduces risk. 5m
  • 2
    Apply advanced functions in Excel Each business department require custom calculations, formulas, and functions to fulfill their objectives. 3m
  • 3
    Perform modeling and analysis in Excel Many organizations must predict future trends to drive business strategy. 6m
  • 4
    Build Power BI DAX models Organizations often need to perform advanced analysis and forecasting on data stored in Excel. 5m
  • 1
    Compare visualization: Excel vs Power BI Each platform encourages different communication styles. 2m
  • 2
    Create data visualizations in Excel Excel remains powerful for quick, tabular visuals. 3m
  • 3
    Design dashboards with Power BI Power BI creates highly visual, filterable dashboards for dynamic reporting. 6m
  • 1
    Collaborate in the cloud Shared data sources reduce redundancy and confusion. 3m
  • 2
    Avoid common pitfalls Switching between Excel and Power BI can cause errors if you overlook critical differences. 3m
  • 1
    Turn your tools into a strategy Success doesn’t come from choosing one tool—it comes from using both strategically. 1m

Certificate

Certificate of Completion

Awarded upon successful completion of the course.

Certificate sample

Instructor

Tom Themeles

Tom is a professor, instructor, and educator. He obtained an interdisciplinary education with academic degrees in science, history, and education, along with credentials in data science and cybersecurity. He specializes in the use of digital business solutions to help companies optimize their operations, processes, data, and people. Tom has also contributed significantly as a course designer and instructor, developing webinars and courses on topics such as digital transformation, cybersecurity, and generative AI.

Senior Data Analyst Tom Themeles

Tom Themeles

Senior Data Analyst

Accreditations

Link to awards

How GoSkills helped Chris

I got the promotion largely because of the skills I could develop, thanks to the GoSkills courses I took. I set aside at least 30 minutes daily to invest in myself and my professional growth. Seeing how much this has helped me become a more efficient employee is a big motivation.

Chris Sanchez GoSkills learner
Chris Sanchez, GoSkills learner