From Excel to Power BI in 12 Minutes (Beginner Essentials)

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Learn how to use Power BI for data analysis and interactive dashboards.

Ever felt like you're wrestling with spreadsheets, trying to make sense of overwhelming data, only to end up with static charts that barely scratch the surface of what's truly happening? You're not alone! The leap from Excel to Power BI is about turning that frustration into empowerment.

For those at the starting line of data analysis in Power BI, this journey transforms daunting data into dynamic, insightful visualizations. Power BI excels where Excel reaches its limits. With advanced data integration, it connects to almost any data source you can think of. Its visualization capabilities are not only more sophisticated but also interactive, allowing for insights that speak volumes more than static charts.

Real-time analytics? Power BI has it covered, offering live updates directly in your dashboards. And when it comes to collaboration, Power BI makes sharing insights a breeze across your organization.

Simply put, Power BI is designed to make your data work harder for you.

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⏲ TIMESTAMPS
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0:00 Why Power BI is better than Excel
1:03 How & where to download Power BI
1:22 Importing data to Power BI
3:19 Building a dashboard with visualizations
7:35 One of the coolest things about Power BI
8:13 Another way of filtering data with slicers
9:37 Creating focused pages with this feature
10:41 Sharing & collaborating in Power BI

#Excel #PowerBI #PowerBITutorial
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❓What's your goal in learning Power BI? Are you looking to visualize your data, uncover insights, or maybe something else?

Master data cleaning with Power Query: bit.ly/pqcourse240312

MyOnlineTrainingHub
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Just when I think that I know Power BI well enough, Mynda reminds me that I am but a novice. This is invaluable. TY!

jonmanalo
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However small and middle-size companies in Australia still prefer to use Excel. I got this opinion from the job market requirement. Companies always need "advanced Excel skills"
Power BI needs licenses to view the shared reports while Excel can be shared by email attachment. It can save the cost for small-size companies.

Bykwkw
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Very impressive and useful. I almost bang my head on the desk when I see yet another 1-off excel spreadsheet someone’s made. I use docs like coda, notion, etc. so I’m biased but seeing data from so many sources in power bi is extremely useful

HippieP
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Thank you so much. Your guidance helps me understand sales reports a lot and get more insights to improve.

DuongEng
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I've been learning Power BI for the last few months and there's definitely some useful tips in here regarding formatting!
I hope you do some more with DAX in the future as that's my biggest hurdle.
Cheers!

whazee
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Charts are fun to look at for managers, but mostly useless to finance teams. Finance people want to see the numbers so they can keep analyzing them themselves afterwards. Excel with built-in PowerQuery can do the pivots and charts too and work with splicers also but still show numbers that they need to see.

trevordennis
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Clear, concise, and to the point! Just what I needed to understand what a Power BI even was and a nice demo to boot. Thanks!

gorflunk
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Excellent Mynda. I've workd hard to up my Power BI skills and it has been a huge help

chrism
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pure joy by watching all of your videos!

wanoschwarzpulvergmbh
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I use both Power BI and Excel, both have thier strengths and weaknesses in my opinion.

kalyissa
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Super cool. I had no idea Power BI was a thing, looks like a really nice way to make interactive reports.

missamo
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I'm missing the obvious... how to open power query editor from power BI web app (rather than desktop)?
Love your tutorials Mynda!

mllawhorn
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It would be real nice to inform us weather the topic that you are about to share relates to Mac users, Window users or both.

CW-ooyx
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I noticed that you are able to select you visual type from the top ribbon rather than the visualization pane. How do you set that up? Great vids too!

simonashworth
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Do you recommend Power BI over Tableau? Do you mind sharing your thoughts on the future of both softwares?

waterfun
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Hi Mynda, great tutorial as usual. Could I make a request for a future video. I was recently asked by a stakeholder to include dynamic commentary in a Power BI report. The Excel file is stored on Sharepoint and displayed in a table within Power BI desktop, to be updated each month. It required a bit of fiddling to get it to work initially. I was wondering if you had a better, more easily repeatable approach. Thanks

moxie
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Thank you for this insight into Power BI, Mynda. After installing the App I found your display allows you to have 'Format' as a pinned menu and rather than 'Build a Visual'. I have a menu titled 'Visualizations' with 'Format Visual' as a paint icon. My version is 2.126.1261.0 64-bit (February 2024). Maybe this is an update?

Also, using your sample I was unable to edit the 'Title' by double--clicking as you demonstrated. However, I was able to edit it under and then Text. Not sure if there is some setting I missed that caused the inability to edit by double-clicking the 'Text Box' object? I completed most of your lesson until I got to adding a page to do filtering. There was no option for page type under page information so I could not set up a drill down category by this method but instead by the 'Build Visual' icon. In the end it didn't display exactly as your example but I understood the concept.

martintayler
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Hello
Very informative video.
Why don’t you create a full series of Power BI step by step tutorial series from scratch.
It’s a suggestion please think about it.

kameshsharma
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This is my first time encountering Power BI, and I want to learn it from home. I noticed there is a sign-in feature in Power BI. However, when I tried to sign in, Microsoft said I needed a work or school account. My work account is not an option for me, and I have no school account. Do you have suggestions? Do I even need to sign in?

RobertWoodman