K2's Taking Another Look At Power BI

K2's Taking Another Look At Power BI

K2’s Taking Another Look At Power BI

Computer Software and Applications
2 CPE Credits
Course - K2's Taking Another Look At Power BI
25c-pbi
In-Person, Webinar
Live
Intermediate
100 Minutes
Topics Learning Objectives Description Compliance

Major Topics

  • Getting started with Power BI
  • Creating effective visualizations in Power BI
  • Publishing Power BI reports to dashboards
  • Optimizing dashboards for viewing on mobile devices

Learning Objectives

  1. List the basic steps necessary to generate a Power BI report
  2. Distinguish between Power BI reports and dashboards
  3. Identify the necessary steps to link data into Power BI
  4. List the steps necessary to create a Power BI report
  5. Specify the steps necessary to convert a Power BI report to a dashboard
  6. Generate user-defined calculations in Power BI

Description

Although Power BI has been available for ten years, most business professionals don’t fully appreciate all it can do and its easy use. Further, many are intimidated by the platform and continue to use less efficient and effective reporting practices. If this describes you, invest some time in this session to learn how to work with Power BI almost immediately.

In this session, you will learn how to use Power BI to create compelling dashboard reports. You will also learn how to optimize these reports to enhance their effectiveness. If you want to improve financial and operational reporting processes, this session is for you!

Compliance Information

Business professionals seeking to improve financial and operational reporting by using Power BI None Computer Software and Applications 2 Credits January 1, 2025
Topics

Overview

Although Power BI has been available for ten years, most business professionals don’t fully appreciate all it can do and its easy use. Further, many are intimidated by the platform and continue to use less efficient and effective reporting practices. If this describes you, invest some time in this session to learn how to work with Power BI almost immediately.

In this session, you will learn how to use Power BI to create compelling dashboard reports. You will also learn how to optimize these reports to enhance their effectiveness. If you want to improve financial and operational reporting processes, this session is for you!

Course Details

  • PivotTable fundamentals, including Recommended PivotTables and the six elements of PivotTables
  • Formatting PivotTables
  • Advanced PivotTable techniques and options, including consolidation PivotTables, user-defined calculations, and working with Power Pivot
  • Analytical techniques available in PivotTables

  1. Identify the six main elements of a PivotTable report and their use when creating PivotTables
  2. Create PivotTables and manipulate data in PivotTables using grouping techniques, modified Field Settings, user-defined calculations, and sorting and filtering options
  3. Import and link data from external data sources into PivotTables; additionally, use Tables and Data Models as data sources for PivotTables
  4. Create Consolidation PivotTables to consolidate data from multiple data sources in Excel
  5. Construct PivotTables in enterprise-class organizations using Power Pivot and Slicers
  6. Analyze data in PivotTables using tools and techniques, such as sorting, filtering, and Excel’s GETPIVOTDATA function
  7. Apply specific PivotTable methods to solve problems in areas of PivotTable formatting, creating multiple PivotTables from a single data source, grouping PivotTable data into fiscal reporting periods, and keeping PivotTable row order intact

Intended Audience — Accounting and financial professionals who want to use the power of Excel PivotTables to analyze and summarize data

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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