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Excel Power Pivot - Take PivotTables to the Next Level Webinar

CPE

When
March 18
9:00 a.m. - 5:00 p.m.

CPE Credits
8-Other

Details

 Pricing

PICPA Member: $199 | Nonmember: $299


 More Information

Course No.
CXOPBI014W8
Level
Intermediate
Prerequisites
Thorough understanding of PivotTables. ALSO, if you wish to follow along, you MUST install the Power Pivot add-in prior to class
Note

This webinar is hosted by PICPA's partner, CPA Crossings. After registering, you will receive an email from CPA Crossings with the log-in information.

Description

Upon completing this course, you will …

  • Understand the various Power BI tools available in Excel
  • Know how to use Power Pivot to take your data analysis to the next level
  • Create measures that you we unable to do in regular PivotTables
  • Analyze date-based data in many new ways
  • Build interactive visuals to present your data analysis

Highlights

The key topics that will be covered in this course include:

  • Introduction to Excel Power BI Tools
  • Loading data into Power Pivot using data modeling
  • Creating "measures" using DAX functions and formulas
  • Using a date table to create time-intelligent measures
  • Building visuals using Power BI Desktop and Power BI Services


Speaker(s)

Bryan L. Smith, CPA.CITP, CISA

Bryan is an author and top-rated presenter of numerous courses on technology related topics for CPAs. He also serves as virtual CIO advisor for CPA firms and professional service organizations. He focuses on helping firm leaders understand the issues and opportunities associated with deploying information technology to improve productivity and enhance client services and increase profitability.

Professional Experience and Credentials

  • Past Chair, MACPA Information Technology Task Force
  • Master of Science in Information Assurance
  • Past Member, AICPA CITP Credential Committee
  • Past Treasurer of the Microsoft Project Users Group (Detroit Chapter)
  • Past Chair, MACPA Leadership Task Force
  • Regional Director in charge of mid-market technology services for top 10 accounting firm
  • Executive Manager of top 100 firm serving as Regional Director of consulting and IT  audit services
  • Former Senior Manager of top 100 firm responsible for developing and leading IT consulting services group
  • Certified Information System Auditor (CISA)
  • Member of the Information System Audit and Control Association
  • Extensive experience in leading world class organizations through mission critical IT systems deployment

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