Excel to Power BI: Modernize Your Reporting

Instructor: Alaa Hady · Language: English or Arabic · Suggested duration: 1–2 days · Level: Foundation to Intermediate (Level 100–200)

Objectives

• Identify fragile, recurring spreadsheet "VLOOKUP factories" suitable for modernization.
• Import, combine, clean, and structure multi-file data using Power Query.
• Transition from cell-based formulas to relational data models and reusable DAX measures.
• Build, publish, and connect Excel PivotTables directly to governed Power BI semantic models.

Outline and contents

1. Assessing current spreadsheet pain points and manual reporting bottlenecks
2. Structuring source files and proper Excel Tables for automation
3. Connecting to files, SharePoint/OneDrive folders, and corporate databases
4. Cleaning, unpivoting, and transforming data with Power Query (in Excel and Power BI)
5. Moving from flat tables and XLOOKUP to Star Schema relationships
6. Translating Excel formulas (SUMIFS, COUNTIFS) into foundational DAX measures
7. Creating interactive visuals, slicers, and leveraging "Analyze in Excel"
8. Practical migration lab: converting a monthly multi-tab Excel pack into an automated Power BI report

Target audience

Excel power users, financial analysts, reporting coordinators, business analysts, and departmental teams.

Expected outcomes

Participants can convert a manual spreadsheet process into an automated, refreshable Power BI workflow while maintaining seamless Excel integration for stakeholders who prefer PivotTables.