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Microsoft Power BI for Excel Users: Turn Data into Insights

Name: Microsoft Power BI for Excel Users: Turn Data into Insights
Rating: 4.7 (113 reviews)

Step-by-step Microsoft Power BI training for professionals ready to go beyond Excel

Bestseller

Created byKyle Pew • 2,000,000+ Students

Last updated 5/2026

English

English [Auto],

What you'll learn

How to navigate the Power BI Desktop interface and understand the Power BI ecosystem
How to connect to Excel and CSV data sources
How to clean, transform, and shape data using Power Query
How to build relationships between tables and design a proper data model
How to design, format, and publish dashboards that tell a clear data story
How to share and refresh reports in the Power BI Service
Best practices for data visualization, interactivity, and storytelling

Course content

8 sections • 63 lectures • 3h 22m total length

Introduction4:15
Course Resources (DOWNLOAD)1:27
Download the course resources and exercise files to follow along with the lectures, using the resources button to access Power BI exercise files and organize them on your computer.

Power BI Step 1: Everything Starts Here: Connecting to Data0:52
Importing Excel Table Data5:41
Connect to an external Excel data source in Power BI by importing the table TBL Customers, load the data, and explore it in the data pane and report canvas.
Save Now, Save Often1:40
Tables vs. Worksheets: Why Power BI Cares3:45
What Happens to Excel Formulas When You Import2:26
Managing Data Refresh (Excel File Updates)3:22
Importing Text Files (CSV)4:00
Exploring Data Types in Power Query4:52
Other Power BI Data Connections (What Exists - Not Required Today)1:40
EXERCISE 01 - Connect to a Data Source1:17
QUIZ 03 - Connecting to Data Sources

Power Query: Stop Repeating Excel Cleanup3:54
Learn how Power Query in Power BI automates data cleaning by recording steps and refreshing data, eliminating repetitive Excel cleanup and ensuring repeatable transformations.
Column Cleanup: Keep What Matters, Drop the Junk5:26
connect to the excel products table in power bi, then transform and clean the data with power query by removing notes, temp flag, and last updated to prepare for reporting.
Filtering Out the Noise2:51
TIP: Revisit a Step in Power Query1:40
Learn how to revisit and tweak a Power Query step to refine filters, such as removing nulls and sample records, by editing the step's settings and adjusting operators or values.
Data Types: The Silent Report Killer3:15
Fixing Inconsistent Discontinued Data (True & False)2:58
Fixing Inconsistent Product Names (Case & Spaces)3:59
Learn to clean inconsistent product names in Power BI by capitalizing each word, trimming leading and trailing spaces, and removing non-printable characters to produce consistent data for reporting.
Duplicate Patrol: Removing Duplicate Records2:59
Split Columns: Undo ‘Stuffed Cells’ (Text-to-Columns for Power BI)3:37
Split a column into two columns using a hyphen delimiter in Power Query, extracting quantity and packaging, and clean up by trimming and capitalizing.
Conditional Columns: Build Business Logic Without Formulas4:43
Loading Data from Power Query to Power BI1:35
Apply Power Query Steps to New Data Source7:21
Append Like a Pro: Combining Tables the Power BI Way4:49
EXERCISE 02 - Clean Additional Product Data1:54
Transforming Data (Power Query)0:24
QUIZ 04 - Power Query Fundamentals

Why Lookups Disappear in Power BI6:07
Learn how Power BI builds relationships between data tables, keeping them separate while reporting across customers and orders, instead of merging with VLOOKUP or XLOOKUP.
Relationships Replace Excel VLOOKUP/XLOOKUP5:21
Manually Define a Relationship2:23
Learn how to manually define relationships in Power BI when automatic links aren’t created, using customer ID to connect customers and orders, including dragging, saving, and verifying one-to-many links.
Confirm the Relationship is Working3:40
EXERCISE 03 - Add Order Details to the Data Model1:58
Data Modeling (Relationships)0:16

Intro to Visualizations7:25
Learn how report visuals in Power BI transform raw data into concise, story-driven insights using charts, cards, tables, and slicers to highlight key metrics and trends for decision making.
TIP: Start with the End - Plan the Report First2:20
TIP: Update Microsoft Power BI Visuals2:44
Using Cards to Display Key Values2:58
Intro to Properties of Visuals1:58
Power Query Record Level Calculations5:57
Create a record-level calculation in Power Query to compute order total using unit price, quantity, and discount, then use the result as a card visual to display total revenue.
One More Card - Average Shipping Time4:04
Building Core Charts - Line Chart4:13
Building Core Charts - Pie Chart2:33
Create a pie chart in Power BI to visualize product sales by summing order totals and displaying product names in the legend. Filter for top products and refine the chart.
Building Core Charts - Column & Bar Charts3:32
Applying Filters to Visuals5:04
Displaying Details with Table Visuals3:24
Explore how to display detailed data with the Power BI table visual, pulling order IDs, company names, product names, quantities, and totals across related tables without VLOOKUPs.
Page Filters vs. Slicer Filters5:54
Improving the Layout of Your Visuals2:54
Formatting that Improves Readability3:07
Formatting Properties for Card Visuals4:25
TIP: Using the Fomat Painter to Copy Formatting1:16
Modify Formatting for Chart Visuals3:17
Formatting Styles for Table Visuals1:33
Formatting Power BI Slicers3:01
Apply quick formatting to Power BI slicers by adjusting callout values, renaming the title to 'year filter', centering text, removing the background, and choosing column counts to fit the slicer.
EXERCISE 03 - Build an Employee Report2:19
Reporting & Visuals0:22
QUIZ 5 - Visualization Basics

Requirements

A computer with Windows and Power BI Desktop installed (free download from Microsoft)
Basic familiarity with Microsoft Excel or spreadsheets (helpful but not required)
A desire to learn by doing — this course is built around hands-on exercises
No prior Power BI experience required — everything is taught step-by-step

Description

Unlock the power of your data and take your career to the next level with Power BI Essentials — a hands-on, beginner-friendly course designed to help you build professional, interactive dashboards from real-world business data.

Whether you’re an Excel user, office professional, or aspiring data analyst, this course gives you the practical Power BI skills you need to confidently turn raw data into clear, actionable insights.

Learn by Doing — Not by Watching

In this course, you won’t just learn what Power BI can do — you’ll actually build it yourself.

You’ll work through realistic, messy business datasets and follow step-by-step as you transform raw data into a fully interactive Power BI dashboard. Along the way, you’ll learn how to:

Connect to multiple data sources
Clean and transform messy data using Power Query
Build relationships between tables
Create meaningful, interactive visuals
Design dashboards that communicate insights clearly

This is a practical, real-world workflow you can apply immediately in your own work.

Why Learn Power BI?

Power BI has quickly become one of the most in-demand tools for professionals working with data.

Organizations use Power BI to:

Visualize data more effectively
Automate reporting processes
Make faster, data-driven decisions

By learning Power BI, you’ll gain a valuable skillset that applies across industries and roles, including:

Business Analyst
Data Analyst
Financial Analyst
Operations Manager
Excel Power User

…and any professional looking to move beyond spreadsheets and deliver real insights.

Course Highlights

Hands-on learning with realistic datasets and guided exercises
Clear, step-by-step structure designed for beginners
Practical skills you can apply immediately at work
Build a complete dashboard you can showcase in a portfolio
Lifetime access — learn at your own pace and revisit anytime

About the Instructor

Kyle Pew — Microsoft Certified Trainer (MCT), Microsoft Office Master Instructor, and Udemy Instructor Partner — has taught over 2 million students worldwide and brings more than 20 years of experience helping professionals master Microsoft tools.

Kyle’s teaching style is clear, practical, and focused on real-world application — making even complex topics easy to understand and immediately useful.

Who this course is for:

Excel users ready to move beyond charts and pivot tables
Office professionals who want to make data-driven decisions
Business analysts looking to automate reporting and visualize key metrics
Managers and team leads who need clearer visibility into performance data
Small business owners who want to track sales, customers, and growth trends
Students or career changers entering the world of data analytics or BI
Anyone who wants to build dashboards and reports from real-world data

Microsoft Power BI for Excel Users: Turn Data into Insights

What you'll learn

Explore related topics

Course content

Getting Started and Power BI Essentials Course Introduction2 lectures • 6min

Gettig Started with Microsoft Power BI4 lectures • 15min

Step 1 - Connecting to Data Sources10 lectures • 30min

Step 2 - Cleaning and Transforming Data with Power Query15 lectures • 51min

Building Relationships and Data Models6 lectures • 20min

Step 3 - Building Reports that Answer Questions with Power BI Visuals22 lectures • 1hr 14min

Publishing Microsoft Power BI Report3 lectures • 5min

Congratulations1 lecture • 1min

Requirements

Description

Who this course is for: