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Technologies / Data & Analytics

Migration from Excel to Power BI

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.

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

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
  • 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

Who is this training for?

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

Prerequisites

  • Advanced knowledge of Microsoft Excel
  • Experience in creating reports and analysis
  • Basic knowledge of data modeling
  • Understanding business processes

Training program

01

Comparison of Excel and Power BI functionality

  • Preparing the environment for migration
  • Identification of elements to be transferred
  • Planning the migration process
02

Transferring data and models

  • Importing data from Excel sheets
  • Data transformation and cleaning
  • Reproducing relationships and data models
03

Data structure optimization

  • Migration of analysis and reports
  • Transferring formulas and calculations
  • Creation of measures and calculation columns
04

Business logic mapping

  • Implementation of filters and hierarchies
05

Visualization and publication

  • Creating interactive dashboards
  • Implementation of advanced visualizations
06

Data refresh configuration

  • Report sharing and management

Delivery Methods

Online

  • Convenience of participating from anywhere
  • Interactive live sessions with trainer
  • Materials available for 30 days
  • No travel costs

On-site

  • Direct contact with trainer and group
  • Intensive hands-on workshops
  • Networking with other participants
  • Full focus on learning

Frequently asked questions

Who is the Migration from Excel to Power BI training for?

This training is designed for professionals looking to develop skills in migration from excel to power bi. Required level: advanced.

How long is the Migration from Excel to Power BI training?

The training lasts 1. Available in online or on-site format.

Will I receive a certificate?

Yes — every participant receives a completion certificate confirming acquired competencies. EITT holds ISO 9001 accreditation.

Can this training be conducted for a closed group?

Yes — we offer dedicated closed trainings for companies. We customize the program to your team's needs. Contact us for an individual quote.

Kamil Gabryszewski
Kamil Gabryszewski Opiekun szkolenia

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Funding Options

Check funding options for your company

Up to 80%

Development Services Database

Up to 80% funding for SMEs from EU funds

Check availability
Up to 100%

National Training Fund

Up to 100% funding for employers

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Trusted by

We train teams at Poland's largest companies

ING Bank - EITT client
mBank - EITT client
PKO Bank Polski - EITT client
PZU - EITT client
Allianz - EITT client
T-Mobile - EITT client
KGHM - EITT client
PGE - EITT client
IKEA - EITT client
InPost - EITT client
Leroy Merlin - EITT client
ZUS - EITT client

Interested in this training?

Contact us - we'll prepare an offer tailored to your organization's needs.

500+ experts
2500+ trainings available
ISO 9001 quality certified
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