Transform raw data into clear insights with 'Learn With The Nerds – Power BI to Excel.' Master essential data prep, create powerful visuals, and share results seamlessly—perfect for anyone starting out!
Join us for our Learn With The Nerds – Power BI to Excel, a course designed to help you understand the basics of using Power BI and Excel together. In this course, you’ll learn how to bring data into Power BI, create simple visualizations, and then use Excel’s tools to further organize, analyze, and present that information. We’ll cover essential topics such as connecting to data sources, building easy-to-read dashboards, and enhancing your reports with interactive features in Excel. By the end of this course, you’ll feel more confident in your ability to handle data and share insights using both Power BI and Excel—no advanced technical skills required!
Course Outline ( Free Preview)
Module 00 - What You Need to Get Started
In this preliminary module, you’ll find all the necessary files to get started. Simply download them below to follow along with each lesson. Having these resources at your fingertips will ensure a smoother learning experience right from the start.
Module 01 - Excel to Power BI Introduction
In this module, you’ll get an overview of the basic functions and possibilities these two tools offer. We’ll look at how they can help you work with data more efficiently without diving into advanced technical details. By the end, you’ll have a broad understanding of why Power BI and Excel complement each other.
Module 02 - Using the Power Query Editor in Excel
In this module, you’ll learn how the Power Query Editor can simplify data preparation and organization. We’ll keep the steps very general, focusing on how to load, clean, and shape your information for easier analysis. By the end, you’ll understand the basic benefits of using this tool to make data tasks faster and more efficient.
Module 03 - Power Pivot What It Is, and How to Use It
In this module, you’ll learn about the Power Pivot tool that helps you handle larger datasets and create basic relationships between them. We’ll cover how it simplifies data analysis by bringing multiple sources together in one place. By the end, you’ll have a straightforward understanding of how to leverage Power Pivot for more efficient reporting and clearer insights.
Module 04 - Visual Charts and Intro to Power BI
In this module, you’ll explore how simple visual charts can help highlight patterns and insights in your data. We’ll also introduce Power BI, focusing on its basic features for transforming raw information into easy-to-read visuals. By the end, you’ll have a foundational understanding of how both Excel and Power BI work together to create clear and informative charts.
Module 05 - Publishing into the Power BI Service
In this module, you’ll learn how to take your completed reports and make them available in the Power BI Service. We’ll focus on the simple steps to publish and share your dashboards for easy access and collaboration. By the end, you’ll understand how to reach the right audience with your insights.
Module 06 - Moving Data from Power BI to Excel
In this module, you’ll discover how to transfer the insights you’ve created in Power BI into Excel for additional analysis. We’ll look at the simple steps for exporting and linking your data without diving into complex technical details. By the end, you’ll understand how to make the most of Excel’s tools using the information you’ve already refined in Power BI.
Module 07 - Course Wrap Up
Congratulations on making it to the end of this course! In this final module, we’ll highlight your accomplishments and recap all the essential points you’ve learned. You’ll leave with a boost of confidence, ready to put your new Power BI and Excel skills into action.
Emily graduated from Indiana University with a bachelor's degree in elementary education and the University of North Florida with a master's degree in educational leadership. After 11 years of teaching varying grades (K-5) in Indiana and Florida, she joined the Pragmatic Works team as a Power BI Trainer. Emily's primary goal is to provide engaging trainings that help customers gain confidence using Power BI. When not in the office, Emily enjoys camping, the beach, cheerleading, and visiting family in Indiana.
