Excel to Power BI Learning Path
A practical, flexible progression from Excel fundamentals and Power Query through to interactive Power BI reports. Discover the right starting point for your skills and explore instructor-led courses at every stage.
From spreadsheets to interactive insights
Build the confidence to organise, clean, analyse and present data. This pathway brings together ExperTrain's instructor-led Excel, Power Query and Power BI courses into a flexible progression that you can adapt to your existing skills.
The stages are recommendations, not mandatory prerequisites. Choose only the courses relevant to your goals.
Where should you begin?
You don't need to start at stage one. Choose the description closest to your current experience, or take the free Excel Skills Assessment for an additional recommendation.
1
Build your Excel foundation
Learn the spreadsheet essentials and progress into more capable data analysis.
Microsoft Excel Introduction
Learn to create, format and organise worksheets, use essential formulas and functions, and present clear data.
- Formulas
- Charts
- Working with data
Microsoft Excel Intermediate
Build confidence with linked worksheets, Excel tables, text functions, conditional formatting and more complex data.
- Tables
- Linked worksheets
- Text functions
Microsoft Excel Advanced
Work more effectively with advanced functions, PivotTables, PivotCharts, formula auditing and data validation.
- Advanced functions
- PivotTables
- Data validation
2
Prepare data for analysis
Turn time-consuming manual clean-up into repeatable, refreshable steps.
Microsoft Excel Power Query
Import, clean and combine data from different sources, then automate repeated preparation using refreshable queries.
- Connect
- Transform
- Refresh
3
Bring reports to life in Power BI
From your first visual to more sophisticated DAX calculations and interactive reports.
Microsoft Power BI Desktop Introduction
Connect to Excel and other data, explore Power BI Desktop and build your first interactive reports and visuals.
- Data connections
- Visuals
- Reports
Microsoft Power BI Desktop Intermediate
Shape data in Power Query Editor, connect tables with relationships and build more capable reports with introductory DAX.
- Relationships
- Power Query
- DAX foundations
Microsoft Power BI Desktop Advanced
Create sophisticated interactive reports using advanced DAX, transformations, custom columns and report interactions.
- Advanced DAX
- Data modelling
- Rich reporting
About this learning path
Do I need to attend all three Excel courses before Power BI?
No. If you already work confidently with Excel data and are comfortable with basic analysis, you may be ready for Power BI Desktop Introduction. This pathway is a guide, not a fixed programme.
Is Power Query essential before learning Power BI?
It's helpful, especially if you spend time importing and cleaning data, but it isn't compulsory. Power BI Desktop uses Power Query Editor, so Excel Power Query experience transfers well.
Can I book just one course or arrange private training?
Yes. Each stage is a separate instructor-led ExperTrain course. Follow the links for current dates and prices, or enquire about private group training for your team.
How can I check which Excel course matches my abilities?
Take the free Excel Skills Assessment. It recommends a suitable starting point in the Excel course progression and can help you avoid revisiting topics you already know.
Start where you are. Grow from there.
Find a course that fits your current skills and goals. You can follow the whole pathway, select individual stages or explore training for your team.
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