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Program Overview

Learn how each PowerBI tool eliminates challenges and improves your data analytic skills. Go beyond the conventional analysis to visualising the data that matters and empower your decisions like never before.

You will also:

  • Be able to visualise data through data modeling
  • Achieve an insight into PowerBI desktop and dashboard
  • Get an insight into Power Pivot
  • Learn the fundamentals of Power Query

Learning Objectives

Introduction to Data Analytics and Microsoft PowerBI Tools

  • Understand how the PowerBI tools can help with your data analysis needs.
  • Identify when and why to use each PowerBI tool.
  • Understand how each PowerBI tool will meet your organization's strategy.

Get Started with the Right Data

  • Place data into the correct structure.
  • Identify the different data sources that you can access.
  • Work with multiple tables and data sources.
  • Identify the steps to import data for analysis.
  • Understand the functions of Power Query and Get and Transform.

Introduction to Data Analysis in Excel

  • Understand the advantages of using PivotTables to analyze data from multiple dimensions.
  • Understand how data is displayed in PivotTables.
  • Recognize how PivotTables can help analyze data.

Improve Data Analysis with DAX Measures

  • Recognize the difference between calculated columns and measures.
  • Understand how calculations and measures can improve your data analysis.
  • Understand basic DAX formula creation.

Power Pivot for Advanced Data Analysis

  • Use Power Pivot for data analysis.
  • Create advanced DAX formulas.
  • Utilize a Date / Calendar table to perform complex date analysis.

Fundamentals of Power Query

  • Understand how Power Query can solve your data needs.
  • Use Power Query to get more data into Excel.
  • Create a one-click refresh of your data.

Fundamentals of the PowerBI Desktop App

  • Understand the PowerBI Desktop interface.
  • Connect data sources to PowerBI Desktop.
  • Build interactive visualizations of your data.

Fundamentals of the PowerBI Dashboards

  • Identify the different techniques of predictive analytics: regression, classification, clustering, optimization and simulation.
  • Calculate varying types of regressions using R and Excel.
  • Apply classification and clustering algorithms.

Modes

Online Webcasts

$1435 $225

  • Online webcasts (July 15 - Aug 14)
  • For CPAs & CMAs: 24 CPE credits

Upcoming Webcast Schedule

Date Start time Duration Topic Session Focus
July 15, 2019 9:30 PM IST onwards 2 hours Introduction to Data Analytics and Microsoft PowerBI Tools Excel is the #1 data analysis tool for accountants, yet most accountants don’t know the basics of Excel data analysis functions and tools. In this webcast, we will help you expand your knowledge of data analysis in Excel and provide an overview of the new and exciting PowerBI tools.
July 16, 2019 9:30 PM IST onwards 2 hours Microsoft PowerBI - Get Started with the Right Data This webcast discusses the importance of having data in a data model versus in a spreadsheet. We will introduce some of the basic features of the Microsoft PowerBI Power Query, as well as Get and Transform in Excel 2016.
July 17, 2019 9:30 PM IST onwards 2 hours Microsoft PowerBI - Introduction to Data Analysis in Excel Before you start using all of the PowerBI tools, you first need to understand the data analysis tools available in Excel. This webcast introduces you to the relevant Excel data analysis tools and focuses what you can do with your data once it is in Excel.
July 18, 2019 9:30 PM IST onwards 2 hours Microsoft PowerBI - Improve Data Analysis with DAX Measures This webcast digs into major PowerBI tools. We will introduce DAX formulas and how they are used to create calculations. You will also learn about Power Pivot as a means to demonstrate calculations and measures.
July 19, 2019 9:30 PM IST onwards 4 hours Microsoft PowerBI - Power Pivot for Advanced Data Analysis This webcast focuses on using the Power Pivot features to enhance your data analysis. You will also learn how to use a date or calendar table to perform date analysis.
August 12, 2019 9:30 PM IST onwards 2 hours Microsoft PowerBI - Fundamentals of Power Query This webcast focuses on using the PowerBI Power Query, as well as Get and Transform in Excel 2016, to clean, shape and transform your messy data while still allowing you the one-click refresh.
August 13, 2019 9:30 PM IST onwards 4 hours Microsoft PowerBI - Fundamentals of the PowerBI Desktop App This webcast focuses on learning the PowerBI Desktop interface, connecting to data sources and creating visualizations. We will tour the PowerBi Desktop interface and create each of the various visualizations.
August 14, 2019 9:30 PM IST onwards 4 hours Microsoft PowerBI - Fundamentals of the PowerBI Dashboards Microsoft's cloud-based platform on PowerBI.com allows you to share your data and create meaningful dashboards. This webcast introduces you to the interface and explores its differences from PowerBI Desktop.

Speaker Bio

Bryan Smith, CPA, CITP, CISA

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