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Introduction to Power BI

Power BI is a Microsoft product that empowers you to create interactive business intelligence tools, such as dashboards. This session will explain the concept of dashboards, which allow you to summarize data while also being able to quickly drill down into the details. It will first show how to use Power Query to prep data for analysis in Excel or Power BI. It will then compare how you can summarize and present data both in Microsoft Excel and Power BI.

Upcoming
Friday, October 11th, 2024
10:00 am - 12:00 pm
Presented by David Ringstrom
2 CPE Credits
$299.00 or 1 Token

Includes: Live Access, 30 Days OnDemand Playback, Presenter Materials and Handouts

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Author and Excel expert David H. Ringstrom, CPA will demonstrate every technique at least twice. First, techniques will be shown on a PowerPoint slide with numbered steps. Then the techniques will be shown in the subscription-based Excel for Microsoft 365.

David draws your attention to any differences in Excel 2021, 2019, or 2016 during the presentation and in his detailed handouts. The handouts include an Excel workbook with most of the examples he uses during his demonstrations.

Excel for Microsoft 365 is a subscription-based product that receives periodic feature updates. Conversely, perpetually licensed versions have year numbers in their names and do not receive any feature updates.

David is the author of “Exploring Microsoft Excel's Hidden Treasures: Turbocharge Your Excel Proficiency with Expert Tips, Automation Techniques, and Overlooked Features.”

What You'll Learn

  • Running an A/R aging summary report in QuickBooks Online
  • Contrasting Microsoft Excel to Power Query and Power BI
  • Exploring the Power BI interface
  • Using Power Query to clean up accounting reports to remove pitfalls like blank rows, merged cells, missing data, and more
  • Adding interactivity to PivotTables by using the Slicer feature to filter
  • Tracing through a typical Power BI workflow
  • Comparing an Accounts Receivable Aging Detail report to the Summary version
  • Formatting Power BI data
  • Overwriting one workbook that Power Query is referencing with another to roll the results forward to a new month, year, or other basis
  • Creating a PivotTable in Excel as a frame of reference for a Matrix in Power BI
  • Introducing the Power Query feature in Excel
  • Comparing the free versions of Power BI to the paid versions

Who Should Attend

Professionals who would like to learn how to create interactive reporting tools in Power BI and/or Microsoft Excel.

Field of Study:Computer Software & Applications

Skill level:Basic

Prerequisites:None

Advanced Preparation:None

David Ringstrom

Instructor Bio

David H. Ringstrom, CPA, is an author and nationally recognized instructor who teaches scores of webinars each year. His Excel courses are based on over 25 years of consulting and teaching experience. David's mantra is "Either you work Excel, or it works you", so he focuses on what he sees users don't, but should, know about Microsoft Excel. His goal is to empower you to use Excel more effectively. To learn more about David, you can view his LinkedIn profile and follow him on Facebook or Twitter (@excelwriter).

Continuing Education Credit Information

Introduction to Power BI has been approved for 2 CPE credits. Credits are redeemable for Live attendance only.

OnCourse Learning is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Students can contact OnCourse Learning via email at support@oncourselearning.com to lodge complaints or issues.

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