Description
Move a recurring Excel report into Power BI: acquire and shape data, build a model, create visuals, publish and share, and send refreshable data back to Excel.
About this course
This course is a bridge for people who already work in Excel every day. You will bring existing workbooks, Power Query queries, and Power Pivot models into Power BI, then shape the data, replace lookups with relationships, and rebuild a familiar report as an interactive Power BI page. You will finish by publishing and sharing it, and by giving colleagues who stay in Excel a refreshable workbook connected to your data.
Who it is for
This course suits Excel-heavy staff in finance, operations, and sales operations who have been asked to move a recurring Excel report into Power BI.
Prerequisites
You are comfortable building Excel worksheets
PivotTable experience is helpful but not required
No prior Power BI experience is needed
Requirements
Requires a Windows PC
Power BI Desktop (free, Windows only)
Microsoft Excel for Windows with Power Pivot, part of a paid Microsoft 365 or Office licence
Publishing, sharing, and Analyze in Excel need a paid Power BI Pro or Premium Per User licence or a Fabric capacity
What you will be able to do
- You will be able to import an Excel workbook, including its Power Query queries and Power Pivot model, into Power BI Desktop.
- You will be able to clean Excel tables, ranges, and CSV files in Power Query instead of by hand.
- You will be able to replace VLOOKUP and SUMIF logic with model relationships and a simple measure.
- You will be able to rebuild a PivotChart report as a Power BI page with slicers.
- You will be able to publish a report to a workspace, pin a dashboard tile, and share it.
- You will be able to connect Excel to a published Power BI semantic model with Analyze in Excel.
Syllabus
From Workbook to Power BI 1.5 hours
What changes from Excel, Importing an Excel workbook, Bringing in Power Query and Power Pivot.
Acquire and Shape Data 2 hours
Excel tables and ranges, CSV files, Power Query cleaning steps, Repeatable refresh.
Model It 1.5 hours
Relationships instead of VLOOKUP, Lookup and data tables, A first measure instead of SUMIF.
Visualize 1.5 hours
Core visuals, Slicers, Rebuilding a PivotChart report.
Publish and Share 1.5 hours
Workspaces, Dashboard tiles, Share links.
Back to Excel 1 hour
Analyze in Excel, Refreshable Excel workbooks, Supporting colleagues who stay in Excel.
Coaching sessions 1 hour
One-on-one or small-group coaching, scheduled with your coach.
How it is delivered
How you learn
On-demand asynchronous training with online support, plus 1 hour of coaching.
Live or in person
Live online or in-person sessions are available for an additional fee. Email admissions@wecancodeit.org for details.
TechCred
Eligible credential
Microsoft Power BI for Excel
Reimbursement applies only to the credential approved in your TechCred application, so use the exact credential name shown on this page.
Funding
Ohio's TechCred program may reimburse eligible Ohio employers up to $1,000 per person, per credential, and up to $30,000 per application, for eligible costs such as tuition and certification costs.
This price is within TechCred's maximum of $1,000 per person, per credential.
Timeline
The current application period opens at 9:00 a.m. on October 1, 2026 and closes at 3:00 p.m. on October 30, 2026.
Training must start no earlier than the first day of the application period and be completed within 12 months of the award date.
What we provide
For each learner, We Can Code IT provides an itemized per-person invoice that shows the exact credential name, and a certificate that shows the learner's name, the credential and the date earned (or the vendor's exam record for certifications). We can also send a written quote to include with your TechCred application.
Pricing is the same for all customers, whether or not you use TechCred.
We Can Code IT is an independent training provider. Being listed as an eligible TechCred provider is not an endorsement by the State of Ohio and does not guarantee funding. The Ohio Department of Development makes all TechCred decisions, so check the state's current program guidelines before you apply. Program details: the State of Ohio’s TechCred page.
Enroll your team
One or a few learners
Choose the number of seats, add the course to your cart and check out.
A group, or a written quote
Send the form below for group enrollment or a written quote to include with your TechCred application. We reply within one business day. You can also email admissions@wecancodeit.org.
We Can Code IT, LLC, 26300 Cedar Rd, Suite 1105, Beachwood, OH 44122. Registered with the Ohio State Board of Career Colleges and Schools, Registration No. 15-03-2064T.