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Power BI

Microsoft Power BI First Steps

How to go from Excel, Access or SQL to master Power BI fundamentals

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What you’ll learn and how you can apply it

By the end of this live, hands-on, online course, you’ll understand:

  • How to start using Power BI right away to build reports from data in your workplace
  • How Power BI can save you time and effort
  • The importance of data visualization in storytelling and how Power BI can help you to accomplish this task

And you’ll be able to:

  • Connect multiple data sources into a relational data model
  • Identify where and how Power BI can be best used in your organization to solve pressing data issues
  • Create multiple reports in Power BI to tell a story of your company’s performance

This course is for you because…

  • You’re an analyst.
  • You work with Excel or SQL wrangling, reporting, and analyzing data.
  • You want to become a data scientist or business analytics professional.


  • A working knowledge of Excel (e.g., Excel formulas, charts, pivot tables, etc.)
  • A basic understanding of Microsoft Access or databases
  • Familiarity with SQL (useful but not required)

Recommended preparation:

Recommended follow-up:


The timeframes are only estimates and may vary according to how the class is progressing.

Introduction to Power BI and associated tools (55 minutes)

  • Presentation: Key concepts and class outcomes; history of Power BI and associated tools
  • Demo: Gather data from the internet—pulling in the data, formatting the data, and creating a Power BI report
  • Break (5 minutes)

Power Query (55 minutes)

  • Presentation: What is Power Query?; What actions and activities does it streamline?
  • Demo: Combine multiple datasets of different file types—reviewing each dataset, using merge queries and relationships, and creating a Power BI report
  • Break (5 minutes)

Data visualization (55 minutes)

  • Presentation: A quick primer on data visualization
  • Demo: Explore visualizations provided by Power BI—matrix, table, treemap, column chart, bar chart, and unlisted visualizations

Wrap-up and Q&A (5 minutes)

Your Instructor

  • Jordan Goldmeier

    Jordan Goldmeier is an internationally recognized analytics professional and data visualization expert. A former chief operations officer at Excel.TV, he’s spent years in the data training trenches. He’s a celebrated speaker and is the author of Advanced Excel Essentials, Dashboards for Excel, and the forthcoming Becoming a Data Head (Wiley, 2021), aimed at helping managers communicate, challenge, and understand data science with a common language and expectation. His clients include the NATO Training Mission, the Pentagon, Principal Financial Group, H&M, Stony Brook University, and Element Six. Jordan’s work has been quoted in and cited by the Associated Press, Bloomberg Businessweek, and American Express’s OPEN Forum. He’s a six-year Excel MVP Award holder, which allows him to provide feedback and direction to Microsoft product teams. (Jordan once used Excel to save the Air Force $60 million.) He’s also a volunteer EMT.

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