Power BI is a Microsoft product that empowers you to create interactive business intelligence tools, such as dashboards. In this session author and Excel expert David H. Ringstrom, CPA will explain the concept of dashboards, which allow you to summarize data while also being able to quickly drill down into the details. David will first show how to use Power Query to prep data for analysis in Excel or Power BI. He’ll then compare how you can summarize and present data both in Microsoft Excel and Power BI.

David is the author of “Exploring Microsoft Excel's Hidden Treasures: Turbocharge your Excel proficiency with expert tips, automation techniques, and overlooked features”. He demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Excel for Microsoft 365. David draws your attention to any differences in Excel 2021, 2019 or 2016 during the presentation and in his detailed handouts. The handouts include an Excel workbook with most of the examples he uses during his demonstrations.

Excel for Microsoft 365 is a subscription-based product that receives periodic feature updates. Conversely, perpetually licensed versions have year numbers in their names and do not receive any feature updates.

Who should attend:
Professionals who would like to learn how to create interactive reporting tools in Power BI and/or Microsoft Excel.

Topics covered:

  • Adding interactivity to PivotTables by using the Slicer feature to filter.
  • Creating a PivotTable in Excel as a frame of reference for a Matrix in Power BI.
  • Adding tables to a Power BI canvas.
  • Comparing an Accounts Receivable Aging Detail report to the Summary version.
  • Introducing the Power Query feature in Excel.
  • Comparing the free versions of Power BI to the paid versions.
  • Transforming reports for use in Power BI with Power Query.
  • Exploring the Power BI interface.
  • Using Power Query to clean up accounting reports to remove pitfalls like blank rows, merged cells, missing data, and more.
  • Creating mobile layouts and sharing Power BI reports.
  • Demonstrating how slicers control all objects on a Power BI report.
  • Tracing through a typical Power BI workflow.
Learning Objectives
  • Discover and state which command enables you to update a Power Query data set.
  • Explore and state which Power BI task pane enables you to add features to a report.
  • Discover and define hierarchy form for dates within Power BI visualizations.
Last updated/reviewed: January 17, 2024
3 Reviews (6 ratings)


Anonymous Author
very useful class on how to start using power BI. i will be referencing the materials for future projects i work on. thank you!

Member's Profile
This was an effective presentation of using power Bi to clean data and present it either through excel report tools or Power BI

Anonymous Author
Excellent course which I will use as a reference for building reports in Power BI. Thank you, David :-)

Course Complexity: Intermediate
Prior experience with Microsoft Excel is recommended.
Advance Preparation: None.
Education Provider Information
Company: Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
Contact: For more information regarding this course, including complaint and cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to .
Instructor for this course
Course Syllabus
  Introduction to Power BI and Excel-based Alternatives2:00
  Excel Vs Power Query Vs. Power BI8:40
  Report Clean Up Automation Overview19:10
  Clean A/R Aging with Power Query18:24
  Create Pivot Table from Power Query Data11:52
  Connecting Power BI to an Excel Workbook12:42
  Creating Power BI Matrix, Slicer and Chart18:34
  Adding a Table to Power 16:14
  Interacting with Power BI Report5:10
  Introduction to Power BI and Excel-based Alternatives1:52:46
  Slides: Introduction to Power BI and Excel-based AlternativesPDF
  Introduction to Power BI and Excel-based Alternatives Glossary/ IndexPDF
  Handouts: Introduction to Power BI and Excel-based AlternativesXLSX