3-day Virtual Seminar

Power BI for Excel Users: Build Your First Interactive Report

Overview

Power BI for Excel Users: Build Your First Interactive Report is a hands-on session designed to help Excel professionals confidently create their first Power BI report using a prepared dataset. Instead of focusing on data modeling or complex calculations, this webinar emphasizes report design, visual selection, filtering, and layout principles.

Participants will build a multi-page interactive report using charts, slicers, and visual interactions. The session also introduces core design principles to ensure clarity and usability. By the end of the webinar, attendees will have a working Power BI file and a clear understanding of how interactive reports differ from traditional Excel dashboards.

Prerequisites

This webinar is built for those new to Power BI who have Intermediate Excel skills. You should know how to create charts and Pivot tables in Excel.  

Participants must:

• Have Power BI Desktop installed (free download from Microsoft)
  
• Be comfortable using Excel, including PivotTables and basic charts
  
• Understand basic reporting concepts (totals, categories, trends)
  

This session does not cover:

• Data importing, data modeling, relationships, Power Query, or DAX
  
• Access to Power BI Service is optional. Participants may sign up for a free Power BI account using a work email address or activate a Power BI Pro trial if available through their organization

Why you should Attend

• Are you tired of sending static Excel reports that require constant follow-up questions?
  
• Have you wondered if Power BI should replace your Excel reporting but not sure where to start? 
  
• Do stakeholders ask for different views of the same data after you’ve already built the report?
  
• Interactive reporting is becoming the standard in many organizations. Learning how to build dynamic reports can significantly elevate how your work is perceived
  

Areas Covered in the Session

• Transition from static Excel reports to interactive Power BI visuals
  
• Select appropriate chart types for different business questions
  
• Build multi-page reports that tell a clear story
  
• Add slicers to allow dynamic filtering
  
• Control how visuals interact with one another
  
• Apply clean layout and design principles for readability
  
• Create reports that reduce follow-up questions from stakeholders
  
• Understand how reports can be shared through Power BI Service

Who Will Benefit

• Business Analysts
  
• Financial Analysts
  
• Operations Managers
  
• Supply Chain Analysts
  
• HR Analysts
  
• Marketing Analysts
  
• Reporting Specialists
  
• Excel power users transitioning to Power BI