April 2, 2025

Webcast Replay

2 CPE

Power BI - Introduction to MS Power BI Tools

April 2, 2025
Webcast Replay
2 CPE

Power BI - Introduction to MS Power BI Tools

  • View Bio

    Instructor

    Bryan
    Smith

    View Bio

    Bryan Smith, CPA.CITP, CISA

    Bio

    Bryan L. Smith, CPA.CITP, CISA

    Bryan is an author and top-rated presenter of numerous courses on technology related topics for CPAs. He also serves as virtual CIO advisor for CPA firms and professional service organizations. He focuses on helping firm leaders understand the issues and opportunities associated with deploying information technology to improve productivity and enhance client services and increase profitability. 

    Professional Experience and Credentials

    • Past Chair, MACPA Information Technology Task Force
    • Master of Science in Information Assurance
    • Past Member, AICPA CITP Credential Committee
    • Past Treasurer of the Microsoft Project Users Group (Detroit Chapter)
    • Past Chair, MACPA Leadership Task Force
    • Regional Director in charge of mid-market technology services for top 10 accounting firm
    • Executive Manager of top 100 firm serving as Regional Director of consulting and IT  audit services
    • Former Senior Manager of top 100 firm responsible for developing and leading IT consulting services group
    • Certified Information System Auditor (CISA)
    • Member of the Information System Audit and Control Association
    • Extensive experience in leading world class organizations through mission critical IT systems deployment
  • This is the first webcast in the 2020 Power BI Series. Please see below for the suggested viewing order. Excel is a popular data analysis tool, yet most users have never learned the basics of data analysis using Excel or the tools that Excel offers to help with data analysis. Those that learned to analyze data using PivotTables, soon learned there were many weaknesses in PivotTables that resulted in elaborate calculations in order to perform simple tasks. In 2010, after much development and little hype, Microsoft released Power Pivot, a new data analytic tool that removed the weaknesses of PivotTables. This single product took Excel from a low-end data analytic tool to one of the most sophisticated and comprehensive tools. Since 2010, Microsoft has continued their development of end-user data analytic tools. This entire suite of products is called Power BI. During this webcast... We will provide an overview of the various Power BI tools and discuss Microsoft's Power BI Strategy. We will begin by explaining the challenges faced by many accountants when it comes to analyzing data in Excel. You will learn how each Power BI tool reduces the challenges and improves your data analytic skills. You will also gain a complete understanding of when to use which tool. This is an overview of the various Microsoft Power BI tools and should be your first step in learning the complete set of Power BI tools. As an overview, we will not be teaching the details of each tool but you will receive a thorough understanding of what each tool can accomplish. This series is presented using Excel 2019/Office 365. Regardless of the version you are using, most concepts covered in this webcast series apply to all versions of Excel. Explore the other webcasts in the Microsoft Power BI Series: Power BI
  • Prepare Your Data Efficiently for Excel Analysis Power BI
  • Analyze Your Data With Excel Pivot Tables Power BI
  • Create Excel Dashboards for Maximum Impact Power BI
  • Use Power Query to Transform Your Data Power BI
  • Go Beyond PivotTables with Power Pivot Power BI
  • Use Advanced Calculations with DAX Formulas Power BI
  • Use PBI Desktop to Create Reports and Dashboards Power BI
  • Share Your Data Analysis using PowerBI.com

Learning Objectives

  • Recognize ways that the Power BI tools can help with your data analysis needs
  • Identify uses for each Power BI tool
  • Select which Power BI tool will meet your organization's strategy

Major Topics

The challenge of using Excel for Data Analysis An overview of the various Power BI Tools An overview of when and why to use each Power BI Tool A tour of each tools interface

CPE Credits Available

2 CPE
2
Computer Software & Applications

Things to Know About This Course

Course Level

  • Basic

Professional Area of Focus

  • Industry
  • Leadership
  • Pracitioner
  • Pracitioner's
  • Pracitioners
  • Technology

Prerequisites

none

Advanced Preparation

None

Intended Audience

Anyone who uses or wants to use Excel for data analysis

Provider

AICPA

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