Learn how to implement do-it-yourself business intelligence (BI) using Excel add-ins and Power BI. Become familiar with the advanced data query and summarization features in Excel to create Excel-based dashboards, and leverage that knowledge to build even more powerful BI. Highlights
Create Excel-based BI dashboards
Understand the potential shortcomings of BI solutions based wholly on Excel
Implement various Excel add-ins that might be useful in BI applications
Differentiate between BI opportunities in Excel and Power BI
Power BI: How to create and distribute dashboards
Registration
PICPA Member: $299 Nonmember: $399
More Information
Course No. 752902Level: Advanced
Prerequisites:
Basic understanding of computer operations and terminology, including Microsoft Excel
Speaker(s)
Brian Tankersley
Associate
Brian F. Tankersley, CPA, CITP, has made presentations for 46 state CPA
societies, as well as similar organizations across Canada. He writes extensively
on technology issues for professional journals, and serves as a columnist and
technology eEditor for The CPA Practice Advisor. He has over 20 years
of professional experience in accounting, technology, and education.