Power BI with Excel

Week 1: Introduction to Power BI and Excel

• Session 1: Overview of Power BI

  • What is Power BI?
  • Key components of Power BI (Desktop, Service, Mobile)
  • Use cases and benefits of using Power BI with Excel

• Session 2: Getting Started with Power BI

  • Installing Power BI Desktop
  • Navigating the Power BI interface
  • Understanding Power Query vs. Power Pivot in Excel

Week 2: Data Import and Preparation

• Session 3: Importing Data from Excel to Power BI

  • Connecting Power BI to Excel files
  • Understanding data types and formats
  • Using Power Query for data transformation

• Session 4: Data Cleaning and Transformation

  • Cleaning data in Power Query (removing duplicates, filtering)
  • Merging and appending queries
  • Creating calculated columns and measures in Power BI

Week 3: Data Modeling

• Session 5: Building a Data Model

  • Understanding relationships between tables
  • Creating and managing relationships in Power BI
  • Using Excel’s Power Pivot for data modeling

• Session 6: DAX Basics

  • Introduction to DAX (Data Analysis Expressions)
  • Creating basic measures and calculated columns
  • Common DAX functions and their applications

Week 4: Data Visualization

• Session 7: Creating Visualizations

  • Overview of visualization types in Power BI
  • Creating and customizing charts, tables, and maps
  • Best practices for effective data visualization

• Session 8: Designing Reports and Dashboards

  • Building interactive reports in Power BI
  • Using slicers and filters for user interactivity
  • Formatting and arranging visuals for clarity

Week 5: Sharing and Collaboration

• Session 9: Publishing Reports to Power BI Service

  • Understanding the Power BI Service
  • Publishing and sharing reports with stakeholders
  • Setting up scheduled refresh for data updates

• Session 10: Collaborating with Excel and Power BI

  • Exporting Power BI reports to Excel
  • Using Excel for further data analysis and visualization
  • Integrating Power BI with Excel for collaborative workflows

Week 6: Advanced Features and Course Wrap-Up

• Session 11: Advanced Power BI Features

  • Using bookmarks and storytelling in reports
  • Implementing row-level security
  • Overview of Power BI Apps and Workspaces

• Session 12: Course Review and Capstone Project

  • Review of key concepts and techniques learned
  • Capstone project: Build a complete report using Power BI and Excel
  • Q&A session and next steps for further learning

Assessment:

• Participation in Sessions: 10%
• Homework Assignments: 30%
• Capstone Project: 40%
• Quizzes on Key Concepts: 20%