From Excel to Power BI Desktop Reports is a course in organising Excel data as a proper database and turning it into reports in Power BI Desktop, covering Power Query, star schemas, DAX measures and interactive visuals. It suits Excel users who report regularly and staff who look after data, and you leave with a sales report that refreshes.
Many organisations keep sales, budget and register data in Excel, but when they try to report on it in Power BI they find several subjects crammed into one sheet, merged cells, numbers stored as text, dates mixing Buddhist and Gregorian years, and fixes that have to be redone every month. If the Excel file is designed as a proper database from the start, Power BI Desktop can turn it into an interactive report that refreshes as soon as new data arrives.
The course has two parts. Day one practises storing and fixing data in Excel so it is ready to act as a database, covering data types, data entry, Excel tables, data validation and separating fact tables from lookup tables. Day two brings the data into Power BI Desktop, cleans it with Power Query, shapes it into a star schema, adds basic DAX measures and builds visuals that interact with each other. It finishes with a workshop that produces a sales report from Excel files that can be refreshed. (2 days, 6 hours per day, 12 hours in total, Beginner level.)
Course Details
This is the 2026 edition of the course on using Excel as a database for Power BI Desktop reports. It runs for 2 days, 6 hours per day (12 hours in total, 09:00-16:00), as lectures with labs, at Beginner level. It keeps the original approach of starting with data preparation in Excel, updates every step for Excel in Microsoft 365 and the current Power BI Desktop, and adds lookup tables, the Folder connector, basic DAX measures and bookmarks. The course is aimed at beginners working from Excel data; learners who need advanced DAX and report management in the Power BI service can continue with Analyzing Data with Power BI Desktop. Learners take home the sample data and the report built in the workshop.
Section 1: Storing Data in Excel the Database Way
Section 2: Lab: Fixing Number and Date Data Types
Section 3: Lab: Entering and Selecting Data Quickly
Section 4: Lab: Excel Tables and Data Validation
Section 5: Lab: Separating Fact Tables from Lookup Tables
Section 6: Introducing Power BI and Business Intelligence
Section 7: Lab: Bringing Excel Data into Power BI Desktop
Section 8: Lab: Cleaning Data with Power Query
Section 9: Lab: Star Schema and Relationships
Section 10: Lab: Basic Measures with DAX
Section 11: Lab: Visuals and Report Interactions
Section 12: Workshop: A Sales Report from Excel Files
No public rounds are open right now. Join the waiting list and we will contact you first when the next round opens, or ask us on LINE. Or call 02-570-8449 or 088-807-9770
A star schema places a fact table, such as sales transactions, at the centre and links it to dimension tables, such as products, branches and dates, through one-to-many relationships. This structure makes filters behave correctly, keeps DAX formulas simple and makes reports faster than keeping everything in one wide table.
Select Transform Data to open Power Query Editor, check data quality with Column quality, Column distribution and Column profile, then fix it with commands such as Change Type, Using Locale, Trim, Clean and Replace Values. Every step is recorded as an applied step, so when the source file gains new data a refresh runs the same steps automatically.
Keep one row per record with a single header row, avoid merged cells and subtotal rows in the middle, keep one data type per column, turn the range into an Excel table, and move repeated details such as product information into lookup tables linked by a code.
It suits Excel users who produce regular summary reports, staff who look after data in Excel files and anyone starting out with Power BI. You should be comfortable with Excel for everyday work; no Power BI experience is needed, but you need a Windows computer because Power BI Desktop runs on Windows only.
You will be able to organise Excel files as sound databases, fix wrongly typed data, bring the data into Power BI Desktop, clean it with Power Query, model it as a star schema, create basic measures and build interactive reports that refresh, and you leave with the sales report from the workshop.
Yes. IT Genius Institute runs in-house sessions and can adapt the lab examples to resemble the data structures your team actually uses. Contact us for a quotation.
Articles are published in Thai.
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