TrainHealthOnline

Microsoft Power BI for Beginners & Excel Users

Monday
December
29
2025
Time: 10:00 AM PST | 01:00 PM EST
Duration: 60 Minutes
Webinar Id: 802371
Instructor: Kori Novak 
Refund Policy
Live

 

  • $149.
    One Attendee
  • $299.
    Unlimited Attendees
Combo

Live + Recorded

  • $299 $348  
    One Attendee
  • $599 $698
    Unltd Attendees ?

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
Dr. Kori Novak is an expert in familial (or non-professional or paid) caregiving. While her focus has been end of life, she also has represented familial caregivers in places like the White House Conference on Aging as a delegate from the state of CA. Her specialty in caregiving for families was borne out of her own very personal experiences with her own family.

She earned her PhD in Human Services where she focused this passion into her own intellectual exploration of aging and dying withing the US prison system.

Moving on she went to the Stanford School of Medicine where she did her post-doctoral work looking at ethno-geriatrics in the prison setting, Dr. Novak has been a noted researcher and expert in trauma, narrative medicine and health equity for underserved populations.


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