Introduction to Power BI (Completed)

Date: Friday, May 24, 2024
Instructor: David H. Ringstrom
Begin Time:  9:00am Pacific Time
10:00am Mountain Time
11:00am Central Time
12:00pm Eastern Time
CPE Credit:  2 hours for CPAs

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

David is the author of “Exploring Microsoft Excel's Hidden Treasures: Turbocharge your Excel proficiency with expert tips, automation techniques, and overlooked features”. He demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the desktop app for Power BI. The handouts include the Excel workbooks that he will use during his demonstrations.

Who Should Attend
Professionals wishing to gain an introduction to the world of Business Intelligence.

Topics Covered

  • Resizing slicers within Power BI and creating charts
  • Tracing through a typical Power BI workflow
  • Comparing the free versions of Power BI to the paid versions
  • Adding tables to a Power BI canvas
  • Adding interactivity to PivotTables by using the Slicer feature to filter
  • Comparing an Accounts Receivable Aging Detail report to the Summary version
  • Connecting Power BI to an Excel workbook
  • Interacting with Power BI reports
  • Using Power Query to create self-updating accounting reports that automatically remove issues such as leading spaces before account names
  • Contrasting Microsoft Excel to Power Query and Power BI
  • Creating a PivotTable in Excel as a frame of reference for a Matrix in Power BI
  • Formatting Power BI data

Learning Objectives

  • Recognize which version(s) of Excel offer the FILTER function
  • Recognize the color that dynamic array functions are displayed in within Excel's formula bar in all cells except the cell where the formulas was entered
  • State which menu the Trace Dependents command appears on in Excel


Instructional Method
Group: Internet-based

NASBA Field of Study
Specialized Knowledge and Applications (2 hours)

Program Prerequisites

Advance Preparation

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