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Power BI Jumpstart: From an Excel File to an Interactive Report

January 26, 2027 @ 9:00 am - 12:00 pm
$350.00
Hands-on, 3 hours. Connect Power BI Desktop to an Excel file, clean the data, and build a report page with a slicer.

The monthly report is an Excel file you rebuild by hand.

You connect Power BI Desktop to an Excel sales file and clean it in Power Query. You format the numbers as currency, add a product hierarchy and two measures that count orders and customers correctly. Then you build a dashboard page: four KPI cards, a year slicer, a sales trend line chart and a sales-by-category bar chart you can drill into, and you control which visuals the slicer filters. The instructor shows how a report is published and shared.

What you will do

  • Find your way around Power BI Desktop
  • Connect to an Excel file and clean the data in Power Query
  • Format numbers and add a product hierarchy and two measures
  • Build KPI cards, a slicer, a trend line chart and a drill-down bar chart
  • Control which visuals a slicer filters
  • Explain what is needed to share a report

You leave with: A report file with a dashboard page: four KPI cards, a year slicer, a trend line chart and a drill-down bar chart.

Who it is for: Analysts and managers who report from Excel today and are new to Power BI.

What you need

  • A Windows PC with Power BI Desktop installed. It is free. It does not run on a Mac. No paid license is needed for the hands-on work. Sharing or publishing a report needs Power BI Pro or Premium Per User and is shown by the instructor.
  • Check before you register: Install Power BI Desktop from the Microsoft Store before class. If your PC is locked down, ask your IT department to install it.
  • Power BI Desktop installed. Sample Excel file downloaded from the link sent before class. Basic Excel helps.
  • A computer with a reliable internet connection. The online meeting link is sent after you register.

You receive: Lab Exercise Manual and the sample data file.

Length: 3 hours. Level: Beginner. Format: Instructor-led, hands-on.

Your instructor: Cecil Renshaw is a Microsoft Certified Trainer (MCT) and Project Management Professional (PMP) with more than 18 years of Microsoft 365 training and consulting for government agencies, corporations and small businesses. He writes his own courseware. SharePoint Business Solutions, Inc. (SBSI), sharepointmentoring.com.

Refunds: Full refund up to 7 days before the class. The class runs with at least 4 registrations. If SBSI cancels the class, you get a full refund.

Private sessions: This class can be run for your team, online or on-site. Contact cecil.renshaw@sharepointbiz.com or (217) 741-7165.

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