2024 MSCPA Annual Convention: Details

K2's Business Intelligence, Featuring Microsoft's Power BI Tools

← Return to The CPE Catalog
Monday, May 13, 2024 @ 8:00am 3:30pm
Add to Calendar

Description

Business Intelligence (BI) is perhaps the hottest topic in most professional circles in today's business climate. Increasingly, organizations of all sizes seek to take advantage of the data available to them to identify previously undiscovered insights and gain competitive advantages thought to be out of reach just a few short years ago. A growing array of tools - from Excel add-ins to dedicated solutions such as Power BI - now allow you to leverage your existing knowledge and skills to create powerful, interactive dashboards and analyses unthinkable until recently. This program will teach you to implement "do-it-yourself business intelligence" using various techniques and tools. First, you will learn to use advanced Excel data query and summarization features to create Excel-based dashboards. You will then learn how to leverage that knowledge to build even more powerful BI objects using Microsoft's Power BI tools. If gaining better insights into your data to make better decisions interests you, then join us for a fast-paced look at how you can take advantage of these fantastic tools.

Prerequisites

Basic understanding of computer operations and terminology, including Microsoft Office Excel 2019 and newer

Highlights

• The importance of Business Intelligence in today's business climate • Differentiating between Power BI licensing options • A hands-on approach to creating effective Power BI reports and dashboards

Objectives

• Create Excel-based BI dashboards • List the potential shortcomings of BI solutions based wholly on Excel • Identify and implement various Excel add-ins that might be helpful in BI applications • Differentiate between the BI opportunities in Excel and Power BI • Create and distribute dashboards using Power BI

Preparation

None

Credits

Category Amount
Accounting&Auditing 8.00