Transition from Excel to Power BI - Your 1st Step to PowerBI

Transition from Excel to Power BI introduces loading data from Excel, creating calculations, and building charts and reports with advanced formatting and visual storytelling.

Import data from Excel into Power BI, loading multiple sheets such as orders, returns, and users; verify loaded data and establish or review relationships, then save the project.

Create custom calculations in Power BI to combine sales and shipping costs into a single metric. Build calculated fields in the orders table to enrich dashboards and reports.

Create visualizations in Power BI by adding slicers, selecting dimensions and measures, and assembling a dashboard with bar, pie, and line charts.

Learn how to create if conditions in Power BI by adding a new column that classifies values based on a 10 percent threshold, mirroring Excel logic.

Learn how to perform vlookup-like lookups in Power BI by creating relationships and using the related function to pull status from the orders table into related tables for accurate reporting.

Create a simple table in Power BI by adding fields like customer, region, product, and sales. Learn to sort, filter, and remove totals, then adjust the table size.

Create pivot tables in Power BI by dragging fields to rows and columns, selecting metrics, and configuring totals to summarize data across customer segments, product categories, and regions.

Learn how to filter data in Power BI using slicers and chart selections, enabling dynamic filtering by region, product names, and technology across dashboards.

Explore how to format data in Power BI by adjusting font size, font color, and background in visuals, and customize headers, borders, and item styles to improve dashboard clarity.

Apply conditional formatting in Power BI to highlight min and max values in a table using red and green color scales, via right-clicking fields and choosing formatting options.

Apply data validation in Power BI by creating a validation column and enforcing rules on order quantity and data types, using checks like is blank, is text, and is numeric.

Learn to apply text to columns in Power BI by splitting a dash-delimited column into region and manager, using left-most, right-most, or each occurrence delimiters.

Explore what-if analysis in Power BI by using a dynamic quantity slicer to see how increasing or decreasing quantity affects sales, with measures calculating increased sales.

Learn how to insert and arrange images in Power BI reports and dashboards to give them a professional look, enhance readability, branding, and visual storytelling.

Learn to create Power BI reports and dashboards by using bar charts, line charts, KPI cards, and pie charts, and configure filters on the left or top for user-friendly analysis.

Explore how to show top 10 rows in Power BI with dynamic ranking and selections, using table visuals and flexible sorting for sales, quantity, or customer segment.

Celebrate completing the course on transitioning from Excel to Power BI and apply real-time data practicals to build dashboards, showcase your expertise to management, and seek feedback.