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Excel → Power BI Cheat Sheet Your complete transition guide

30 minutes admin 13 views Internal

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Overview

Excel → Power BI Cheat Sheet
Your complete transition guide — formulas, Power Query, modeling & pitfalls

Prerequisites

Completed the Power BI Readiness Bootcamp session (or equivalent Excel practice)
https://aplly.xyz/tutorial/power-bi-readiness-boot-camp

Comfortable writing Excel formulas: IF, SUMIFS, XLOOKUP
Basic familiarity with what PivotTables do
Power BI Desktop installed or a free Power BI web account

Learning Outcomes

Map every major Excel feature to its direct Power BI equivalent
Translate Excel formulas (XLOOKUP, SUMIFS, IF) into DAX equivalents
Apply the correct Power Query transformations using both the UI and M code
Distinguish dimension tables from fact tables and build a star schema
Avoid the most common Excel habits that break Power BI data models

Tutorial Info

Type Interactive
Difficulty Beginner
Duration 30 minutes
Provider Internal
Published Mar 29, 2026
Last Updated Jun 04, 2026