Getting Started with Power BI for Excel Users

MentorHealth
Date: Monday December 15, 2025
Time:

10:00 AM PST | 01:00 PM EST

Duration: 60 Minutes
Instructor: Tom Fragale 
Webinar Id: 804955
28 Days Left To Register

 Live 

$139.
One Attendee
$299.
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Overview:

Excel and Power BI are both powerful Microsoft tools - but they're built for different stages of your analytics journey.

In this one-hour webinar, you'll discover where each tool shines, how they overlap, and how to use them together for maximum impact.

We'll break down the strengths, limitations, and real-world use cases of both platforms - from data modeling and automation in Excel to visualization and sharing in Power BI. You'll see live comparisons of the same dataset analyzed in both tools, and learn how to transition from spreadsheet-based reporting to interactive dashboards that drive better business decisions.

Whether you're a long-time Excel user, a Power BI beginner, or a manager deciding where to invest your team's efforts, this session will help you make smart, data-driven choices about your analytics workflow.

Areas Covered in the Session:

  • The fundamental differences between Excel and Power BI in purpose, design, and scalability
  • When to use Excel for analysis - and when to move to Power BI for automation and collaboration
  • Data modeling: PivotTables vs. Power Query vs. the Power BI data model
  • Visual storytelling: charts and conditional formatting in Excel vs. Power BI dashboards
  • Real-time demo: analyzing the same dataset in both Excel and Power BI
  • Integrating the two tools - exporting visuals, connecting workbooks, and shared data models

Who Will Benefit:
  • Business Owners
  • CEO's / CFO's / CTO's
  • Managers of All Levels
  • Anybody who uses Excel or PowerBI on a regular basis, and want to be more efficient and productive
  • Administrators
  • Salespeople
  • Trainers
  • Bankers
  • Office Workers
  • Data Managers

Speaker Profile
Tom Fragale is a computer professional with over 40 years of professional experience. He is a Microsoft Certified Trainer, and a Microsoft Certified Expert in Excel. He has trained over 45,000 businesspeople in on-line webinars, public seminars, and on-site training sessions. His clients include many Fortune 500 companies, government agencies, military bases, and companies large and small across many industries, including manufacturing, banking, pharmaceutical, education, retail, etc. He started his career as a database application programmer and has served as a consultant and a trainer on many successful projects. His topics of expertise include: Access, Excel, Word, PowerPoint, Outlook, Crystal Reports, SQL Server, Visio, ChatGPT, PowerBi, and CoPilot, among others. His passion is training people and helping people get the most out of their computers, and he is a published author having written a book on Microsoft Access and another book on Excel Pivot Tables. He graduated in 1988 from LaSalle University in Philadelphia, PA with a BA in Computer Science.


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