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Power BI - Use PBI Desktop to Create Reports and Dashboards Webinar

CPE

When
May 26
9:30 a.m. - 1:30 p.m.

CPE Credits
4-Other

Details

 Pricing

PICPA Member: $139 | Nonmember: $189


 More Information

Course No.
CXOPBI208W4
Level
Intermediate
Prerequisites
This class does not require any Excel knowledge, however understanding Power Pivot and Power Query can reduce your learning curve.
Note
This webinar is hosted by PICPA's partner, CPA Crossings, LLC. After registering, you will receive an email from messenger@webex.com with the log-in information.

Description

* This course is #8 in the Microsoft Power BI series of webinars. Click button in Program Content section below to see suggested viewing order. * Power BI Desktop is a new stand-alone tool that adds visualization to your data. This course focus on learning the Power BI Desktop interface, connecting to data sources and creating the visualizations. We will demonstrate the creation of each of the various visualizations and the various options related to each. We will also show how the visualization can be connected together to provide fully-interactive reports with drill-down capabilities. This class does not require any Excel knowledge but understanding Power Pivot and Power Query can reduce your learning curve. This session is presented using Excel 2019/Office 365. Regardless of the version you are using, most concepts covered in this course apply to all versions of Excel. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Learning Objectives:
After attending this presentation you will be able to...
  • Identify components of the Power BI Desktop interface
  • Use Power BI Desktop to connect to data sources
  • Use Power BI Desktop to create interactive visualizations of your data

Highlights

The major topics that will be covered in this class include:

  • Tour of the Power BI Desktop interface
  • Using Power BI Desktop to connect to data sources
  • Available visualizations in Power BI Desktop
  • Building interactivity into visualizations

This course is #8 in the Microsoft Power BI series of webinars. Click button below to see suggested viewing order.

View Series Sequence


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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