Introduction to Microsoft Power BI for Excel Users

July
15
2026 (Wednesday)
Time 08:00 AM PDT | 11:00 AM EDT
Duration: 60 Minutes
51 Days Left To REGISTER
Id: 212479
Instructor
Allen Evitts 
Live
Recorded
Live + Recorded

Overview

This session introduces Microsoft Power BI through the lens of the Excel user. Participants will compare familiar Excel tasks with their Power BI equivalents, build confidence with Power BI Desktop, and understand the basic workflow from data connection to finished report. The course is designed for people who know Excel but have not yet developed a durable Power BI mental model.

Why you should Attend

When Excel becomes the reporting system instead of the analysis tool, version control, visibility, and decision quality begin to suffer.

Areas Covered in the Session

  • The Power BI workflow from source data to published report
  • What Excel users already know that transfers directly to Power BI
  • Where Power BI is different: relationships, measures, visuals, and refresh
  • Basic Power Query transformations for spreadsheet-based data
  • Report canvas basics: visuals, filters, formatting, and interactions
  • Common terminology: dataset, semantic model, report, dashboard, workspace
  • A practical first-report exercise using Excel-style source data

Who Will Benefit

  • Excel Users
  • Business Analysts
  • Reporting Specialists
  • Administrative Professionals
  • Team Leads
  • Project Coordinators

Speaker Profile

Allen Evitts is a seasoned project management professional with extensive experience in the field. With a career span of over two decades, Allen has successfully led numerous projects across various industries, including technology, healthcare, and construction. Allen's expertise lies in both traditional and Agile project management methodologies, making them a versatile and knowledgeable instructor. Allen has a proven track record of delivering projects on time, within budget, and to the satisfaction of stakeholders. Their ability to organize, communicate, and lead teams has earned them recognition as a top project management consultant. Allen's approach to project management is rooted in practical, real-world experience, ensuring that participants in their webinars gain valuable insights and actionable skills.

In addition to their professional experience, Allen is a certified Project Management Professional (PMP) and holds certifications in Agile methodologies, including Scrum Master, and in Cybersecurity. Allen is also an active member of the Project Management Institute (PMI).

Allen's passion for teaching and mentoring has led them to develop and deliver comprehensive training programs that empower project professionals to excel in their roles. Their engaging and interactive teaching style ensures that participants not only learn the essential skills but also feel confident in applying them to their projects. Join Allen Evitts in the webinar "Organize, Communicate, Lead: Essential Skills for Project Professionals" to enhance your project management skills and lead your projects to success!
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