April 16, 2025

Webcast Replay

4 CPE

Power BI - Use PBI Desktop to Create Reports and Dashboards

April 16, 2025
Webcast Replay
4 CPE

Power BI - Use PBI Desktop to Create Reports and Dashboards

  • 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. Power BI Desktop is a new stand-alone tool that adds visualization to your data. This webcast focus is on learning the Power BI Desktop interface, connecting to data sources and creating the visualizations. We will demonstrate the creation of each of the various visualizations and the various options related to each. We will also show how the visualization can be connected together to provide fully-interactive reports with drill-down capabilities. This webcast does not require any Excel knowledge but understanding Power Pivot and Power Query can reduce your learning curve. 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
  • Go Beyond PivotTables with Power Pivot Power BI
  • Use Advanced Calculations with DAX Formulas Power BI
  • Share Your Data Analysis using PowerBI.com

Learning Objectives

  • After attending this presentation you will be able to...
  • Identify components of the Power BI Desktop interface
  • Use Power BI Desktop to connect to data sources
  • Use Power BI Desktop to create interactive visualizations of your data

Major Topics

Tour of the Power BI Desktop interface Using Power BI Desktop to connect to data sources Available visualizations in Power BI Desktop Building interactivity into visualizations

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

This class does not require any Excel knowledge, however understanding Power Pivot and Power Query can reduce your learning curve.

Advanced Preparation

None

Intended Audience

Anyone who wants to learn how to analyze data

Provider

AICPA

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