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From Excel to Power BI
  • Level Foundation
  • Duration 3 hours
  • Course by Knowledge Accelerators
  • Offered by

About

Are you using Excel to manage, analyze, and visualize your data? Would you like to do more? Perhaps you've considered Power BI as an alternative, but have been intimidated by the idea of working in an advanced environment. The fact is, many of the same tools and mechanisms exist across both these Microsoft products. This means Excel users are actually uniquely positioned to transition to data modeling and visualization in Power BI! Using methods that will feel familiar, you can learn to use Power BI to make data-driven business decisions using large volumes of data. We will help you to build fundamental Power BI knowledge and skills, including: • Importing data from Excel and other locations into Power BI. • Understanding the Power BI environment and its three Views. • Building beginner-to-moderate level skills for navigating the Power BI product. • Exploring influential relationships within datasets. • Designing Power BI visuals and reports. • Building effective dashboards for sharing, presenting, and collaborating with peers in Power BI Service. For this course you will need: • A basic understanding of data analysis processes in Excel. • At least a free Power BI licensed account, including: • The Power BI desktop application. • Power BI Online in Microsoft 365. Course duration is approximately three hours. Learning is divided into five modules, the fifth being a cumulative assessment. The curriculum design includes video lessons, interactive learning using short, how-to video tutorials, and practice opportunities using COMPLIMENTARY DATASETS. Intended audiences include business students, small business owners, administrative assistants, accountants, retail managers, estimators, project managers, business analysts, and anyone who is inclined to make data-driven business decisions. Join us for the journey!

Modules

Course Introduction: Understand Power BI

    • 3 Videos
    • 4 Readings
    • 1 Discussion
    • 1 Assignment
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1 Assignment

  • Quiz: Understand Power BI

1 Discussions

  • Jump Into the Journey: Check Your Power BI License

3 Videos

  • Course Introduction and Objectives
  • Overview of Power BI
  • Lesson: Understand Power BI Licenses

4 Readings

  • A Note on Power BI Access and Course Contact Information
  • STOP: Retrieve a Course Sample Dataset
  • Regarding DAX Query View
  • Regarding Power BI Interface

Lesson 1: Import and Clean Excel Data in Power BI

    • 10 Videos
    • 2 Discussion
    • 1 Assignment
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1 Assignment

  • Quiz: Lesson 1 Review

2 Discussions

  • Jump Into the Journey: Import Your Data!
  • Jump Into the Journey: Clean Your Data

10 Videos

  • Lesson: Understand Data Importation and the Table View
  • Overview of the Table View in Power BI
  • Import a File from Excel
  • Use Get Data to Connect to Data Sources
  • Try a Sample Dataset from Power BI Desktop
  • Lesson: Clean and Transform Data
  • Access the Power Query Editor
  • Overview of the Applied Steps List in Power Query Editor
  • Execute Basic Math Operations to a Column
  • Replace Errors in a Column

Lesson 2: Model and Visualize Data in Power BI

    • 9 Videos
    • 2 Discussion
    • 1 Assignment
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1 Assignment

  • Quiz: Lesson 2 Review

2 Discussions

  • Jump Into the Journey: Practice Data Modeling
  • Jump Into the Journey: Get to Know the Report View

9 Videos

  • Lesson: Introduction to Data Modeling, Report View, and Visualizations
  • View Relationships in the Model View
  • Edit or Remove Relationships
  • Add a New Relationship Between Tables and Columns
  • Lesson: Understand the Report View
  • Overview of the Report View in Power BI
  • Add a Visualization
  • Overview of Format Features for Visualizations
  • Change the Visualization Type

Lesson 3: Work with Different Types of Visualizations

    • 14 Videos
    • 3 Discussion
    • 1 Assignment
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1 Assignment

  • Quiz: Lesson 3 Review

3 Discussions

  • Jump Into the Journey: Practice Creating Text Visualizations!
  • Jump Into the Journey: Practice Creating Chart Visualizations!
  • Jump Into the Journey: Practice Using Filters and Slicers!

14 Videos

  • Lesson: Understand Text Visualization Types
  • Create a Visualization Card
  • Create a Table Visualization
  • Create a KPI Chart
  • Create a Key Influencers Chart
  • Lesson: Intro to Chart Visualizations
  • Create a Scatter Chart
  • Create a Waterfall Chart
  • Create a Funnel Chart
  • Create a Ribbon Chart
  • Lesson: Filters, Slicers, and Data Drilling
  • Create a Slicer
  • Analyze Your Visualization
  • Drill Down and Drill Up in a Visualization

Lesson 4: Work with Dashboards in Power BI Online

    • 12 Videos
    • 3 Discussion
    • 1 Assignment
Show info about module content

1 Assignment

  • Quiz: Lesson 4 Review

3 Discussions

  • Jump Into the Journey: Publish Your Report!
  • Jump Into the Journey: Explore Workspaces and Dashboards!
  • Jump Into the Journey: Share Your Report!

12 Videos

  • Lesson: Introduction to Power BI Service
  • Publish a Dataset or Report
  • View My Workspace in the Power BI Service
  • View Workspaces in the Power BI Service
  • Overview of Dashboards
  • Create a New Dashboard
  • Add a Tile to a Dashboard
  • Pin a Tile from a Report
  • Subscribe to a Power BI Dashboard
  • Share a Report Via Email
  • Share a Report To a Teams Channel
  • Export a Report to PowerPoint

Cumulative Assessment

    • 1 Readings
    • 1 Assignment
Show info about module content

1 Assignment

  • Final Test

1 Readings

  • Congratulations!

Auto Summary

"From Excel to Power BI" is an IT & Computer Science course designed for Excel users looking to transition to Power BI for advanced data modeling and visualization. Led by Coursera, this three-hour foundational course covers importing data, navigating Power BI, designing visuals and reports, and creating effective dashboards. Ideal for business students, small business owners, and professionals in data-driven roles, the course offers interactive video lessons and practice with complimentary datasets. Subscription options include Starter and Professional plans. Join to enhance your data-driven decision-making skills!

Keith Gibson
Instructor

Keith Gibson