Training Migration from Excel to Power BI
Practical information about training
- CATEGORY: Technologies
- SUBCATEGORY: Data and analytics
- TRAINING CODE: IT-DA-211
- DURATION: 1 day
- PRICE INFORMATION from: 1050 PLN net
- LANGUAGE OF TRAINING: polish
- FORM OF IMPLEMENTATION: stationary, online
Training description
The training is designed for people who want to migrate their analytics from Excel to the Power BI environment, retaining existing functionality while taking advantage of advanced data visualization and analysis capabilities. The program covers the migration process, from data preparation in Excel, through its import and transformation in Power BI, to the creation of interactive reports. The class is conducted in a workshop format, where participants work on real business cases, learning how to effectively transfer their analytical solutions to a new environment. The training places special emphasis on the practical aspects of migration and optimization of analytical processes.
Participant profile
- Business analysts using Excel
- Reporting professionals looking to expand their tools
- People responsible for creating dashboards
- Business intelligence employees
- Managers in need of effective analytical tools
- Data analysis specialists
- Financial controllers and controlling specialists
Agenda
- Introduction to Power BI
- Comparison of Excel and Power BI functionality
- Preparing the environment for migration
- Identification of elements to be transferred
- Planning the migration process
- Transferring data and models
- Importing data from Excel sheets
- Data transformation and cleaning
- Reproducing relationships and data models
- Data structure optimization
- Migration of analysis and reports
- Transferring formulas and calculations
- Creation of measures and calculation columns
- Business logic mapping
- Implementation of filters and hierarchies
- Visualization and publication
- Creating interactive dashboards
- Implementation of advanced visualizations
- Data refresh configuration
- Report sharing and management
Benefits
Upon completion of the training, the participant will be able to efficiently transfer his analytical solutions from Excel to Power BI. He will develop the ability to transform static reports into interactive dashboards. He will gain the knowledge to optimize analytical processes in the new environment. Will learn to use the advanced visualization capabilities available in Power BI. Will learn techniques for effective data modeling and relationship building. Will be able to automate the process of refreshing data and distributing reports. Will gain the ability to create professional business reports using modern analytical tools.
Required preparation of participants
- Advanced knowledge of Microsoft Excel
- Experience in creating reports and analysis
- Basic knowledge of data modeling
- Understanding business processes
Issues
- Power BI migration process
- Data modeling
- Data transformation
- Measures and calculations
- Relationships between data
- Interactive visualizations
- Data refresh
- Publication of reports
- Performance optimization
- Security management
- Report sharing
- Process automation
Do you have any questions?
Feel free to contact us.
Patrycja Petkowska
+48 735 257 272
patrycja.petkowska@eitt.academy
31 Ząbkowska Street 03-736 Warsaw
Forms of training delivery
Stationary training
- Training at the customer's premises or at a designated location
- Training room equipped with the necessary equipment
- Training materials in electronic form
- Coffee breaks and lunch
- Direct interaction with the trainer
- Networking in a group
- Workshop exercises in teams
Remote training
- Virtual training environment
- Electronic materials
- Interactive online exercises
- Breakout rooms for group work
- Technical support during the training
- Recordings of the session (optional)
Possibility of funding
The training can be financed with public funds under:
- National Training Fund (KFS)
- Development Services Base (BUR)
- EU projects implemented by PARP
- HR Academy Program (PARP)
- Regional operational programs
If you are interested in funding, our team will help you prepare the required documentation.
HAVE A QUESTION?
Contact us for more information about our training, programs and cooperation. We will be happy to answer all your inquiries!
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Do you have any questions?
Feel free to contact us.
Patrycja Petkowska
+48 735 257 272
patrycja.petkowska@eitt.academy
31 Ząbkowska Street 03-736 Warsaw
FAQ - Frequently Asked Questions
We offer training in a variety of tailored formats: onsite (at the client's location or our training center), live online interactive with a trainer, and in a hybrid format. Detailed information about the available delivery forms for a specific training is always included in its description on the website.
Open online trainings usually take place from 9:00 - 17:00 Polish time. In the case of closed trainings dedicated to companies, the schedule is flexible and we arrange it individually with the client to best fit the needs of the organization.
We use proven and popular video conferencing platforms, such as Microsoft Teams and Zoom, to conduct interactive online training. They provide seamless communication, the ability to work in groups and direct contact with the trainer. We provide information about the platform used in a specific training to participants before the training begins.
To comfortably participate in the online training, all you need is a standard computer (desktop or laptop) with stable internet access and an up-to-date version of a web browser installed. We recommend using headphones with a microphone for better sound quality and communication, although this is not absolutely required. Having a webcam is usually not mandatory either.
Yes, each participant receives a set of training materials prepared by our experts. We usually provide them in electronic form (e.g., PDF files) a few days before the start of the training, after confirmation of participation and payment.
Upon successful completion of most of our training courses, participants receive a named EITT Certificate of Completion, confirming the competencies gained. In addition, we offer accredited training courses (e.g., ITIL®, PRINCE2®) that prepare for official internationally recognized certification exams. Information about the type of certificate available after a specific training is always included in the detailed description of the training.
The enrollment process depends on the type of training. For open trainings (open to anyone who is interested), you can sign up directly through the application form available on the page of the particular training. If you are interested in closed training (dedicated to employees of one company), please contact us directly by email or phone - we will prepare an offer tailored to your needs.
As standard, the price of the training includes: participation in classes taught by an experienced trainer-practitioner, a set of original training materials in electronic form, and a named EITT Certificate of Completion. For accredited training courses, the price often also includes the cost of taking the official certification exam. The detailed scope of benefits for a given course is always given in its description.
The preferred form of payment for our training courses is by bank transfer, executed on the basis of an issued pro forma invoice or VAT invoice. Detailed information on payment terms and conditions is provided in the process of confirming the enrollment in the training or can be found in the regulations.
Of course! Our specialty is closed-door training, designed "tailor-made" - according to the individual needs and business objectives of a given organization. If you are interested in a topic outside of our regular offerings or would like to modify the program of an existing course, feel free to contact us. We will be happy to prepare a dedicated solution.
We are flexible and adapt to the client's needs. We can organize closed trainings even for small groups - usually the minimum number of participants is 4 people, and the cost is often calculated for the whole group. Taking care of the highest quality and comfort of learning, in case of very large groups (more than 40 people) we usually recommend dividing into smaller teams to ensure effective interaction.
Your feedback is extremely important to us, as it allows us to continuously improve our offerings. After each training session, we send participants a link to a short online evaluation survey. You can also always contact us directly by email or phone to provide your comments.
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