Course Description

Is This Course Right For Me?      

Perhaps no term receives more coverage in business circles today than “business intelligence (BI).”  With Microsoft’s “Power BI” tools, you can now create powerful, interactive, and visually compelling summaries of potentially vast quantities of data directly from your computer and without the assistance of your technology team. In this course, you will learn how to use Microsoft’s Power BI tools to solve many of the financial and operational reporting issues you face each day. More specifically, you will learn how to leverage your existing understanding of Microsoft Excel to harness the power of tools such as Power Query, Power View, Power Map, and Power Pivot.

Using “do it yourself business intelligence,” provided by Power BI, will enable you to quickly and easily create reports and dashboards that might have taken days or even weeks in the past. With the knowledge you glean from these reports and dashboards, you will have insights into your data that can help you make more-informed and more profitable decisions while still retaining full control over your data. Perhaps best of all, most Excel users will be able to implement Power BI without any additional investment in hardware or software!

"Very good course.  Valuable tool."  L.C., CPA TN

Course Information

CPE Credit: Recommended for 4 hours Specialized Knowledge and Applications

Instructional delivery method: Group-live demo and discussion using color computer projection – laptop friendly, with access to demonstration files

Prerequisites: Basic understanding of computer operations, including Microsoft Office Excel 2010 or newer

Program level: Advanced

Advance preparation: None

Who should attend: Business professionals who are seeking to improve decisions by creating interactive BI reports

Learning Objectives

Upon completing this course, you should be able to:

  • Utilize Power Query to extract financial and operational data from multiple data sources
  • Summarize data in Power Pivot, including data found in the Data Model feature of Excel 2013
  • Prepare stunning, interactive visualizations of data using Power Map and Power View
  • Share your BI reports and dashboards and collaborate with team members using tools such as Power BI Sites
  • Use Power BI’s Q&A feature to “ask” natural language questions of your BI reports and dashboards

Dates & Locations

Event Date Location Sponsor Name