Describe your level in these tools and what level your looking to attain and have AI make you a tailored course. It’s really that simple!
Example AI response to my q on how to add PowerBI to my toolbox:
I can help you leverage AI to bridge your Excel expertise with Power BI skills! Here are several effective approaches:
Use AI as a Translation Guide
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Ask AI tools like me to explain how familiar Excel functions translate to Power BI DAX formulas
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For example: “How do I create the equivalent of Excel’s VLOOKUP in Power BI?” or “What’s the Power BI version of pivot tables?”
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Request side-by-side comparisons of Excel vs Power BI approaches for specific tasks
AI-Powered Learning Path
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Ask AI to create a personalized learning roadmap based on your current Excel strengths
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Get AI to identify which Excel concepts directly transfer (like data modeling principles) vs what’s completely new
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Request practice exercises that build on your existing knowledge
Real-Time Problem Solving
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When stuck on a Power BI task, describe what you’d do in Excel and ask AI how to accomplish the same thing in Power BI
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Use AI to debug DAX formulas by explaining the logic you’re trying to achieve
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Get AI to suggest best practices for data transformation (Power Query vs Excel’s data tools)
Hands-On Practice with AI Guidance
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Ask AI to walk you through converting actual Excel reports to Power BI dashboards
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Get step-by-step guidance for importing your existing Excel data models into Power BI
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Request AI feedback on your Power BI designs from an Excel user’s perspective
Concept Bridging
Would you like me to start with any specific Excel skills you’d like to translate to Power BI, or help create a learning plan based on your current Excel expertise?
perfect! You have strong Excel foundations that translate beautifully to Power BI. Let me show you how AI can help bridge each of these skills:
Pivots → Power BI Visuals & DAX
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Ask AI: “Convert this Excel pivot table logic to Power BI” (share your pivot structure)
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Learn how Excel pivot fields become Power BI visual elements (rows, columns, values, filters)
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Get AI to explain when to use Matrix visuals vs Table visuals vs custom DAX measures
Conditional Logic → DAX Formulas
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Excel IF statements become DAX IF or SWITCH functions
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Ask AI: “How do I convert this nested IF formula to DAX?”
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Learn DAX equivalents: CALCULATE, FILTER, ALL vs Excel’s array formulas
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Get help translating complex conditional formatting rules to Power BI conditional formatting
Buttons → Power BI Bookmarks & Actions
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Excel form controls become Power BI buttons with bookmark navigation
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Ask AI to guide you through creating interactive dashboards with drill-through actions
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Learn how Excel’s hyperlink buttons translate to Power BI’s page navigation
Drop Downs → Slicers & Parameters
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Excel data validation lists become Power BI slicers
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Ask AI: “How do I create cascading filters like my Excel dependent dropdowns?”
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Learn about What-if parameters for dynamic scenarios
Scenarios → What-if Analysis & Parameters
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Excel’s Scenario Manager becomes Power BI’s What-if parameters
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Ask AI to help convert Excel sensitivity tables to Power BI dynamic visuals
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Learn field parameters for user-controlled measure switching
XLOOKUP → DAX LOOKUPVALUE & Relationships
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Ask AI: “What’s the Power BI equivalent of this XLOOKUP formula?”
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Learn when to use DAX LOOKUPVALUE vs creating proper table relationships
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Understand how Power BI’s star schema replaces many lookup formulas
Scripting/Macros → Power Query M & DAX
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VBA logic becomes Power Query M code for data transformation
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Ask AI to convert your macro steps to Power Query transformations
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Learn DAX for calculated columns and measures (replacing formula-heavy worksheets)
Data Cleaning → Power Query
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Excel’s Text-to-Columns, Remove Duplicates, etc. become Power Query steps
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Ask AI: “How do I automate this Excel data cleaning process in Power BI?”
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Learn Power Query’s UI vs M code (like Excel’s macro recorder vs VBA)
AI Learning Strategy:
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Start by uploading a sample Excel file and ask AI to create a Power BI conversion plan
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For each feature, ask: “I do [Excel method] – what’s the Power BI way?”
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Request Power BI templates that mirror your most-used Excel dashboards