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

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

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

Accounting
8 CPE Credits
Course - K2's Client Accounting Services For CPA Firms: Strategies For Growth And Success
23s-bif
In-Person, Webinar
Live
Advanced
400 Minutes
Topics Learning Objectives Description Compliance

Major Topics

  • 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

Learning Objectives

  1. Create and distribute dashboards using Power BI
  2. Create Excel-based BI dashboards
  3. List the potential shortcomings of BI solutions based wholly on Excel
  4. Identify and implement various Excel add-ins that might useful in BI applications
  5. Differentiate between the BI opportunities in Excel and Power BI

Description

Business Intelligence (BI) is perhaps the hottest topic in most professional circles in today’s business climate. Increasingly, organizations of all sizes are seeking 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 a variety of 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.

Compliance Information

None Accounting 8 Credits November 2, 2022
Topics

Overview

Business Intelligence (BI) is perhaps the hottest topic in most professional circles in today’s business climate. Increasingly, organizations of all sizes are seeking 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 a variety of 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.

Course Details

  • Fundamental Excel techniques all accounting and financial professionals should know and use
  • Creating date-based calculations in Excel
  • How to create Excel templates
  • Key options you should enable in Excel
  • Linking data in Excel

  1. Implement tools and techniques for formatting data in Excel, including multiline column headings, the Accounting Format, custom date and number formats, and Conditional Formatting
  2. Customize Excel’s user environment, including the Ribbon and the Quick Access Toolbar, adjust Excel’s Options to improve efficiency, and create and use Templates to increase efficiency and productivity
  3. Utilize various formula-building tools to create formulas more efficiently and create multiple types of formulas, including formulas to manipulate text and dates, formulas containing XLOOKUP functions, formulas that contain conditional calculations, and formulas that contain circular references
  4. Link data across multiple Excel worksheets and workbooks, update and manage links, and create sum-through formulas and rolling reports

Intended Audience — Accounting and financial professionals who want to learn how to use Excel more efficiently and effectively

Advanced Preparation — None

Field of Study — Accounting, Computer Software and Applications

Credits — 8 Credits

IRS Program Number –

Published Date – November 2, 2022

Revision Date –

Course Authors

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