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Get started with Power BI

Friday, July 19
 11:30am - 1:30pm

(Check-In 11:25am)

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2.00 Credits

Member Price $89.00

Non-Member Price $124.00

Overview

Embark on a journey to master Power BI, a powerful tool for data analysis and business intelligence, in our comprehensive course, “Get Started with Power BI.” This course is meticulously designed for professionals who seek to understand the full spectrum of Power BI capabilities, including its integration with Excel’s Power BI features like Power Pivot and Power Query, and its comparison with standalone Power BI tools such as Power BI Desktop, Power BI Service, and Power BI Report Server. In the first part of the course, participants will be introduced to the fundamentals of Power BI. This includes an overview of Power BI’s interface, key features, and its seamless integration with Excel. The course will cover Excel’s Power BI tools - Power Pivot, for advanced data modeling, and Power Query, for efficient data transformation and preparation. This segment is essential for understanding how Power BI extends and enhances the data processing and analytical capabilities of Excel. The second section of the course delves into the standalone Power BI tools. Here, participants will explore Power BI Desktop for creating complex data models and sophisticated reports, Power BI Service for cloud-based collaboration and sharing, and Power BI Report Server for on-premises report deployment. This part of the course will focus on the unique features and strengths of these standalone tools, providing attendees with the skills to leverage Power BI in a variety of business contexts. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives

After attending this presentation, you will be able to...

  • Identify the differences and synergies between Excel's Power BI tools and the standalone Power BI tools, enabling a clear understanding of when and how to use each tool effectively in various business scenarios.
  • Distinguish between the various functionalities and use cases of Power BI tools, empowering participants to select the most appropriate Power BI tool for specific data analysis and reporting needs in their professional roles.
  • Recognize the impact of integrating Power BI with Excel on the efficiency and effectiveness of data processing, analysis, and visualization tasks, aiding in the development of more streamlined and powerful data analytics strategies within their organizations.

Highlights

The major topics that will be covered in this class include:

  • Overview of the Power BI Tools: Introduction to the Power BI ecosystem, including Excel’s Power BI features (Power Pivot and Power Query) and standalone tools (Power BI Desktop, Power BI Service, Power BI Report Builder and Power BI Report Server).
  • Tour of the Tools: Introduction to the interfaces of Power Pivot, Power Query, Power BI Desktop and Power BI Services.
  • Comparative Analysis:
    • Understand the strengths and limitations of Excel’s Power BI features versus standalone Power BI tools.
    • Strategic decision-making on when to use each tool for optimal efficiency and accuracy in data analysis tasks.

Designed For

Anyone who wants to enhance their analytical skills and embrace the advanced capabilities of Power BI, setting them apart in a data-driven business environment.

Prerequisites

None

Preparation

None

Notice

You will receive an email from CPA Crossings via Webex with instructions to access the webinar.

Leader(s):

Leader Bios

Bryan Smith, CPA Crossings LLC

Bryan serves as a trusted adviser to CPAs in public accounting, as well as business and industry, on all aspects of information technology. Bryan’s expertise includes in-depth knowledge of paperless work flow solutions, the impact of technology on internal controls, strategic IT infrastructure design and information security best practices. As a nationally recognized author and presenter on information technology issues impacting CPAs, Bryan is passionate about the opportunities for CPAs to benefit from safe and secure computing. Qualifications and Experience: •Leadership role in IT consulting services for a top 10 and two top 100 firms over the past 25 years. •Nationally recognized speaker on technology issues impacting the CPA profession, with an emphasis on internal controls, disaster recovery planning and information security. •Specialized knowledge in project management systems •Charter member of the Masters of Science in Information Assurance (MISA), Walsh College, Troy, Michigan •Treasurer of the Microsoft Project Users Group - Michigan •Member of the AICPA CITP (Certified Information technology Professional) Credential Committee •Past Chair of the Michigan Association of CPAs Information Technology Committee and Leadership Committee

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Non-Member Price $124.00

Member Price $89.00