Excel to Power BI [Full Course] 📊
Вставка
- Опубліковано 13 чер 2024
- Microsoft Excel has been the primary reporting tool of choice for businesses to develop data analytics solutions. While those skills are still important, learning Power BI opens you up to a more interactive and visually appealing experience by offering more powerful analytics and reporting features.
In this session, Jonathon Silva will teach you about some of the most advanced capabilities available in Excel, and how to bridge those skills into a new world within Microsoft Power BI where manual, complex, and arduous reports are a thing of the past. You’ll also learn how Excel and Power BI best work together and understand the migration path to take your existing Excel work into Power BI.
What You’ll Learn:
• The most advanced capabilities available in Excel (Power Query & Power Pivot)
• Understand how to migrate your existing Excel work into Power BI
• Learn the best opportunities to use Excel & Power BI together
• How to transform existing manual reporting into actionable insights
Prerequisites: (to follow along or review later)
✔️ Install Power BI Desktop (tinyurl.com/33rcb3rn)
✔️ Download student files (share.hsforms.com/1DW6j0yH2RY...)
After you finish this course:
📄 If you have completed this class and would like a certificate, fill out this form - share.hsforms.com/1JYYgjCoITT...
0:00 - Intro
4:31- Session starts
22:31 - Power Query Explanation and Import Files from a Folder
41:15 - PowerPivot and the Data Model in Excel
49:15 - Power Query: Using Unpivot
58:16 - Power Query: Splitting Column by Delimiter and Fill Down
Full Report Demo:
1:10:32 - Part 1: Data Cleansing in Power Query
1:54:48 - Part 2: Data Modeling
2:02:50 - Migrating from Excel to Power BI
2:09:35 - Part 3: Data Visualizations
2:29:27 - Part 4: Publishing a Power BI Report
2:36:03 - Using Analyze in Excel
2:50:15 - Adding Excel charts to a Power BI Dashboard and App
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Next step on your journey:
👉 On-Demand Learning - Start With The FREE Community Plan: prag.works/lwtn-trial
🔗Pragmatic Works On-Demand Learning Packages: pragmaticworks.com/pricing/
🔗Pragmatic Works Boot Camps: pragmaticworks.com/boot-camps/
🔗Pragmatic Works Hackathons: pragmaticworks.com/private-tr...
🔗Pragmatic Works Virtual Mentoring: pragmaticworks.com/virtual-me...
🔗Pragmatic Works Enterprise Private Training: pragmaticworks.com/private-tr...
🔗Pragmatic Works Blog: blog.pragmaticworks.com/
Let's connect:
✔️Twitter: / pragmaticworks
✔️Facebook: / pragmaticworks
✔️Instagram: / pragmatic.works
✔️LinkedIn: / pragmaticworks
✔️UA-cam: / pragmaticworks
Pragmatic Works
7175 Hwy 17, Suite 2 Fleming Island, FL 32003
Phone: (904) 638-5743
Email: training@pragmaticworks.com
**Any sale mentioned in the video are no longer valid. Offers are subject to change with/without notice and are for a limited time only.
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Please watch: "(275) Free Pragmatic Works Power Apps Component Library "
• Free Power Apps Compon...
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👉 Important files:
◉ Download student files - share.hsforms.com/1DW6j0yH2RY-dFcomVMMkPg8xue
◉ Certificate of Completion - share.hsforms.com/1JYYgjCoITT-7M3O8SMRTjg8xue
Why to fill all details like name email id Company name and phone number to download File Such details need to share in website
Please dear, these source files are corrupted, How can I get the correct ones to follow the course along...
@@raquieldanadu1175 Hi, these files appear to be working on our end. Please try downloading again from a different browser. Let me know if I can assist further!
@@PragmaticWorksthanks, I’ll try
@_senthan_amudhan_ I'd need to know you're email address to ensure it's sending.
This is one of the best free webinars that I have seen. As a long-time Excel user who is relatively new to Power BI, I feel very empowered as data analyst.
Highly recommended for all who are looking to learn Power BI. Great video. Thanks for your effort.
You blew my mind. The way you explain is AMAZING. Thank you 🙏
Thank you for providing the video on youtube. Due to the time difference, I cannot participate in real-time, but I can come to your youtube channel to watch any time I want. That's great!
I dont even use any of the software in this video and I stayed till the end, excellent video
Thanks for watching!
This video was very usefull, This is one of the best free webinars that I have seen yet
Jonathon Silva you are a great educator and presenter, thanks very much!
Thank you for watching!
Jonathon Silva, you and Pragmatic Works rock so hard! This course is a gem and so very much worthwhile. I watch it over and over. I have a subscription to Pragmatic works and try to take as many courses as possible.
I have watched a lot of videos on this stuff, but you brought out many amazing tips no one else has said. Thank you so much for what you do.
You are so welcome!
Another excellent course from you guys. Thank you for sharing and greetings from Denmark:)
Thanks for watching!
Amazing presentation, was able to understand and do the stages on my own, thanks to your excellent teaching skills!
Glad it was helpful! Thank you!
Fantastic training Jonathan. Thanks and God bless you.
Glad you enjoyed it
Waou !! Fantastic presentation. You are an amazing trainer. Keep up with the excellent work. It is a privilege to have this free training. Thank you, Pragmatic Works Team.
This one of my favorite course to watch. From Cambodia.
Fantastic journey.
Thanks a lot for this great session.
Best regards,
Carlos
Glad you enjoyed it!
Thank you! for the awesome webinar/class.
Great video - Thanks!
Great training. I am looking forward to building my model. You have answered many of my challenges going in. Now I will be looking for your training that will allow me to do everything and stay in Excel (How to create DAX formulas without going into Power BI Desktop first as an example). I suspect I will be signing up for some of your more detailed classes soon.
Excellent Training , Definitely Your Videos make people to be future Leaders in this competitive market , More thanksful best ever training session
Glad you enjoyed! Thank you!
44mins into this tutorial.... Thank youuuu
You're welcome!!
Fabulous tutorial !!! thanks for sharing 👍👍
Glad you enjoyed!
Excellent work... i really liked the last one hr...
Amazing content and smooth content delivery.
Much appreciated!
Very nice and complete presentation. Thank you!!!
Glad you enjoyed!
Just wow. Oh, and thank you.
excellent tutorial !!! thanks a lot
Glad you liked it!
Such A great video! What do you use as software to write on screen like you do?
Great thanks for sharing this unique video over the world during the bad and gloomy period we faced currently, now I am getting my fully understanding after I got your excellent presentation, for me you deserve to subscribe and Dibble like , give more and get our god bless , this is Alaa from Iraq , cheers
It was great. Thanks.
Excellent work!
Glad you like it! Thanks!
I am excited with this super information.
Great Session. Never knew the power of the Power Apps till this video . Was wondering how you could draw the red squares and arrows on the excel sheet ? Is the tool also available in Excel or Power Query where we can highlight the way you do to focus on the particular area
From what I understand you can use Microsoft Whiteboard and make it transparent, then add Microsoft Whiteboard to OBS Studio (this is a free open-source software) or other video software then you should be able to write on Microsoft Whiteboard on screen where ever you want. May be with Excel on screen, but whatever.
All of these videos on Power BI and Power Pivot are great. But I cannot find a good solution to the following question: What if in Get Data From Folder, after a period of time the format of the source file changes. There is a need for a new column to be added, for example. If we remove a column, that could critically impact downstream calculations already done in Pivot or BI. But are there specific routines to be followed when the source file format changes? I see no videos or articles on this.
Thanks for this video
Most welcome!
thanks for sharing
Thanks for watching!
Watching this at 1.25x speed makes the resemblance to Ludwig so uncanny hahaha.
Great video and great explanation!
Is this a good start for someone who only barely knows excel, or are there any pre-requisites that one should be familiar with ?
great video
Glad you enjoyed!
Great Job! Thank you for this video. I'm really a newbie to data analysis; also, I have an entry level knowledge of MS Excel. What do I need to focus on to be a data analyst. How long will it take me to really understand the data terms, start cleaning data, and developing dashboards? Thank you once more.
Great webinar. The only thing that would make it fabulous is for you to remove yourself when you're doing PivotTables in Excel, and in PBI working with the Visualization & Data Panes.
Hey could show how the jet engine part listing was done.
Great tutorial 👍🏼👍🏼👈
Thank you 👍
@@PragmaticWorks welcome👍🏼👍🏼
I am a novice excel use having 2019 excel downloaded. i would like to move some of the workbooks into the web version to utilize some of the functionality. how do i import from excel 2019 to excel web
The revenue column is a Txt and when I try changing i=the format to a whole number or a decimal it gives me a error?
what is the software you use to make this video?
Take a shot every time he says leverage
I have a doubt, Why would we clean up and import data in excel power query etc, when we can do the same in power bi?
This is providing another option to using Power Query, because, you are correct, it is precisely how we could also do it in Power BI. It would be completely dependent on the journey you are looking to take with the report - for me, I like to have the end goals/ visuals in mind and if its simply to produce a PivotTable, staying in Excel would be the way to go.
@@Jonathon_Silva Thanks.
*you look like one of my counsins*
Impossible to follow this lesson. The international sales/World sales folder you are talking about at 25:05 time mark is completely empty. I have downloaded the student files three times now.
The files look fine. Please double check that you have unzipped the files before you attempt to pull data from it.
@@desktopdatacrunching4032 Of course I unzipped it. If had not, I would not even be able to see the folders. I just realized, I CAN see the files in file explorer. It is excel power query that cannot see them. WTF?
@@KingCAMBO Hi, maybe you could try changing the folder name from "Bridging Your Skills from Excel to Power BI" to simpler and shorter name like "Tutorial", it works for me. Because what I found is that the file path is too long and microsoft is unable to read file path more than 256 path name.
Based on google, Microsoft Windows has a MAX_PATH limit of ~256 characters
Kankakee - I lived there for a while it's pronunciation is "Can - ka - key"
Hi Jonathon,
I am trying to create a project in Excel PowerBI. I need your assistance to build a work allocation tool with specific conditions allocation of tickets to team based on age of tickets, employee tenure or number of tickets to be assigned, capacity, automatically change assignment based on meetings or team members availability, manage and create workflow reports.
Thanks,
Anil Kumar
Hi! We are so glad that you enjoyed our tutorial. We offer mentoring hours and would love to help you with your project! Please send an email to training@pragmaticworks.com and one of our team members will reach out to you. Thank you!
Why are your paid plans so expensive despite your 75% discounts? You should have a monthly charge which is reasonable.
Load all tabs with data to power Query, pre-process the data, and save as connection-only
2. Create the Data Model
3. Using the connection-only query as a reference:
a. Create a calculated field called "Actual Balance" and apply new customer discounts
» What is the total balance now? What is the average and median of the "actual balances" owed
b. Using the Statistics function, what is the highest amount owed
c. Split the account ID column by # of characters/by positions; how many Regular, High Risk, Government Affiliate and Premium customers does the company have, respectively? & Show balances owed in each category
d. Identify customers that bought additional licenses during the period and for which products
e. How much in total did the company lose as discounts during this period?
4. Describe the four steps in data preprocessing and explain how/if they apply with the practice data set you are working with.
5. Present your answers in a Microsoft Word document with Screenshots of all your tables, queries and data model.