April 14, 2025

Webcast Replay

4 CPE

Power BI - Go Beyond PivotTables with Power Pivot

April 14, 2025
Webcast Replay
4 CPE

Power BI - Go Beyond PivotTables with Power Pivot

  • 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 webcast is part of the 2020 Power BI Series. Please see below for the suggested viewing order. This webcast focuses on using the Power Pivot features to enhance data analysis. We will review the 4 features of Power Pivot (data model, calculations, hierarchies and KPI's) and you will learn how you can use each of these features. Although, the majority of the time will be spent on building the data model and using calculations. You will learn how to add data to your data model either directly into Power Pivot or from Power Query. We will discuss the benefits of the data model relationships versus using the VLOOKUP function to access data in different tables. One of the strengths of Power Pivot is the formula language called DAX (Data Analysis eXpressions). We will introduce DAX so that you can use basic DAX formulas to build various calculations in the data model. You will learn the difference between calculated columns and measures as we build these various calculations into our data model. 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.  (bold) *However, in order to follow along and apply concepts being taught during this session, you need to have the Power Pivot add-in installed. Explore the other webcasts in the 2020 Power BI Series: Power BI
  • Introduction to MS Power BI Tools 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
  • 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

  • Create a data model using Power Pivot
  • Differentiate between calculated columns and measures
  • Use Power Pivot for data analysis

Major Topics

Data modeling in Power Pivot Using basic DAX to create calculations What are and when to use calculated columns and measures Using the data model in Power Pivot to create PivotTables Hierarchies in Power Pivot

CPE Credits Available

4 CPE
4
Computer Software & Applications

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

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

Prerequisites

Attended the Use Power Query to Transform Your Data course or equivalent

Advanced Preparation

None

Intended Audience

Anyone who uses or wants to use Excel for data analysis

Provider

AICPA

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