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Course outline
Course description
This one-day (In-House / On-Site) training aims to bring awareness of advanced capabilities available in Excel, to empower Modern Excel analysts to see what’s possible, to explore how Excel & Power BI are best used together and how Excel & Power BI can be integrated in Microsoft Teams & SharePoint Online.
It targets:
- Power BI analysts
- Excel analysts
- Data enthusiasts
Course objectives
On completion of this course, you will…
- Have Awareness of Power Query & Power Pivot In Excel
- Learn how Power Query & Power Pivot In Excel can improve efficiency, provide reusable seamless solutions and transform existing manual reporting into actionable insights
- Understand how Excel maps into Power BI Desktop
- Identify opportunities to use Excel & Power BI together
- Integrate Excel & Power BI solutions into Microsoft Teams & SharePoint
Course prerequisites:
- There are no specific prerequisites
- It will be helpful, however, if you have basic familiarity with Excel
Computer prerequisites:
- Windows 8 / Windows 10
- Excel 2016 64-bit is recommended for using Power Pivot In Excel & also includes Power Query
- Latest version of Power BI Desktop 64-bit (Download options)
- Microsoft Edge (based on Chromium) recommended—or, another web browser supported by Power BI
On-line Experience:
- Presentation hours: 9AM – 5PM
- Breaks: 15-minute breaks 10:30AM & 3:45PM
- Meals: 1-hour break for lunch 12PM – 1PM
- Mute + Headset
- Chat
- Feedback
In-house Experience:
- Presentation hours: 9AM – 5PM
- Breaks: 15-minute breaks 10:30AM & 3:45PM
- Meals: 1-hour break for lunch 12PM – 1PM
- Discussion
- Feedback
Course outline / Modules:
- Analytics in Excel
- Mapping learning to Power BI
- Power BI + Excel better together
- Power BI + Office better together
- Questions & Wrap-Up
Module 1: Analytics In Excel
- Introducing Modern Excel
- Modern Tools
- Power Query In Excel
- Power Pivot In Excel
- Relationships
- Multiple Table Pivot Tables
- Measures
- Slicers & Timeline
- Conditional Formatting
Module 2: Mapping Learning to Power BI
- Power BI Desktop – Introduction
- Power Query in Power BI Desktop
- Modeling in Power BI Desktop
Module 3: Power BI & Excel Better Together
- Power BI & Excel better together – Ecosystem
- Connecting to Power BI from Excel
- Cube Formulas
- Microsoft Information Protection/Row Level Security (RLS)
- Roadmap: Featured Tables, Data Types, Lineage
Module 4: Power BI & Office Better Together
Module 5: Questions & Wrap-Up