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WayLearnGUIDED LEARNING PATH
BeginnerRole path

Excel to Power BI

Turn your monthly Excel pack into a report you can maintain.

Move beyond following a tutorial. Learn to make decisions about your data, explain your model and build a report you can confidently maintain.

Guided learning Practical exercises Feedback and questions6 × 60-minute sessions
WHAT’S INCLUDED

A clear set of skills to work towards.

Build your understanding step by step, then apply it to work you can explain.

  1. 01

    Clean data with Power Query

    Explore the inputs and the steps that make them useful. Practise profiling, preparing and validating data before building on it.

  2. 02

    Build relationships and DAX measures

    Work through the structure behind a solution. Practise organising data, choosing relationships and checking how your design behaves.

  3. 03

    Design and present an accessible report

    Connect a business question to a clear result. Practise explaining the analysis and choosing a presentation that helps someone act on it.

See the full 6-step path
  1. Understand your reporting goal
  2. Clean and transform data
  3. Build a star schema
  4. Write DAX measures
  5. Design a reporting page
  6. Review and present
HOW YOUR PREPARATION WORKS

Less guessing. More deliberate practice.

01

Find your starting point

Review your current skills, your goal and the topics you already know. Use that starting point to shape your preparation.

02

Learn, then put it to work

Work through the topics with guided explanations, demonstrations and hands-on exercises. Ask questions as you apply each idea.

03

Build and get feedback

Bring the skills together in a practical scenario. Review the result, explain your choices and revisit the parts that need more practice.

04

Make the skills your own

Review your work, document what you built and leave with clear next steps you can continue independently.

PUT IT INTO PRACTICE

Something to build. Something to explain.

Build a reporting page from an anonymised dataset, explain your model and measures, and present the decisions behind your analysis.

Practical work, review notes and clear next steps.
THE HUMAN PART OF THE PLAN

Technical knowledge. Teaching that makes sense.

TRAINER MATCHING STANDARD

Practitioner with relevant teaching experience

Trainer matching considers relevant platform expertise, practical project experience and teaching ability. Credentials are checked before matching.

  • Relevant credentials checked before matching
  • Practical experience with the technology
  • Teaching clarity, feedback and space for questions

Your trainer’s profile and credential details are confirmed before scheduling.

About this credential standard
WHO IT’S FOR

A sensible next step for you?

Excel users moving into practical reporting.

BEFORE YOU START

Bring a foundation to build on.

Bring a reporting goal and an anonymised dataset.

THE BIGGER PICTURE

Your place in the power bi roadmap.

  1. BeginnerExcel to Power BIYou are here
  2. IntermediatePL-300
A CLEAR PLACE TO START

Tell us about your learning goal and preferred availability.