Target Audience
Experienced Excel users wanting to learn more about PowerBI and how it can help working with multiple data sources.
Outline
This is a standard Microsoft curriculum which means that it has to be delivered according to the instructions laid out.
The course will take place on Zoom over 5 sessions as per details below. Homework will be assigned between sessions. Resources and links will be stored on a platform called GiraffePad. Please note these sessions will be recorded and recordings will be sent to attendees only. Full instructions and links will be given after registration.
Session One (90 minutes) Wed 07 May starting at 3.15pm
Accessing and preparing data:
- How to load data from Excel and CSV files
- Use Get and Transform/Power Query to cleanse and prepare the data
- Preparing the tables in Power Query
- Linking them together
Session Two (90 minutes) Wed 14 May starting at 3.15pm
Data Modeling and Exploration:
- Create a range of charts
- Highlight and cross filter
- Create new groups and hierarchies
- Create measures to the model to do additional analysis
Session Three (90 minutes) Wed 21 May starting at 3.15pm
Data visualisation:
- Building a complete report ready to be published to PowerBI service
- How to do conditional formatting
- Add a logo
- Import a custom visual
- Apply a custom theme
- Add bookmarks to tell a story
Session Four (90 minutes) Wed 28 May starting at 3.15pm
Publishing and Accessing reports:
- Create a mobile view of your report
- Publish this report to PowerBI service
- Create a dashboard in PowerBI service
Session Five (90 minutes) Wed 04 June starting at 3.15pm
Collaboration:
- Learn how to share your dashboard and collaborate with other users
Methodology
- Delivered virtually via Zoom and recorded.
- GiraffePad will be the platform used to hold the Zoom links/training materials.
Instructor
Anne Walsh
Anne Walsh has been an IT trainer since Excel came on Windows 95. She has been a freelance IT trainer since the mid-90s. She is a MOS Master Instructor. She is also the author of “Your Excel Survival Kit: Your guide to surviving and thriving in an Excel world” which has been receiving consistent 5 star reviews on Amazon. She blogs regularly at www.the-excel-expert.com.
You can read testimonials for her work at http://www.the-excel-expert.com/training-2/testimonials/.
Outcomes
- Learn more tips on how to use MS Excel PowerBI.
Carmichael’s Spring/Summer 2025 Scheduled Training Programme is kindly sponsored by BoardEffect.
BoardEffect is part of Diligent, the leader in modern governance. BoardEffect delivers an agile board management solution optimised for governance leaders of nonprofits, higher education institutions, community healthcare organisations, and credit unions with the right tools, analytics, and insights to drive more efficient, transparent, and secure governance.
Fees
| €160 | Nonprofit Organisation |
| €140 | Carmichael Resident Organisation |
| €180 | Statutory Organisation |
| €180 | Corporate Organisation |