Course Description
This course is the first of a two-part series. Click here to register for the second part.
Power BI is a Microsoft product that empowers you to create interactive business intelligence tools, such as dashboards. In this course, author and Excel expert David H. Ringstrom, CPA, explains the concept of dashboards, which allow you to summarize data while also being able to quickly drill down into the details. David will first show how to use Power Query to prep data for analysis in Excel or Power BI. He’ll then compare how you can summarize and present data both in Microsoft Excel and Power BI.
David is the author of Exploring Microsoft Excel's Hidden Treasures: Turbocharge your Excel proficiency with expert tips, automation techniques, and overlooked features. He demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Excel for Microsoft 365. David draws your attention to any differences in Excel 2021, 2019 or 2016 during the presentation and in his detailed handouts. The handouts include an Excel workbook with most of the examples he uses during his demonstrations.
Excel for Microsoft 365 is a subscription-based product that receives periodic feature updates. Conversely, perpetually licensed versions have year numbers in their names and do not receive any feature updates.
Who should attend: Professionals who would like to learn how to create interactive reporting tools in Power BI and/or Microsoft Excel.
Level: Basic
Topics typically covered:
- Exploring the Power BI interface
- Running an A/R aging summary report in QuickBooks Online
- Contrasting Microsoft Excel to Power Query and Power BI
- Using Power Query to create self-updating accounting reports that automatically remove issues such as leading spaces before account names
- Connecting Power BI to an Excel workbook
- Adding interactivity to PivotTables by using the Slicer feature to filter
- Creating a PivotTable in Excel as a frame of reference for a Matrix in Power BI
Learning objectives:
- State which menu the Get Data command appears on in Excel 2019 and later
- Identify the menu in Power Query that contains the Fill Down command
- State what the equivalent of a PivotTable in Microsoft Excel is within Power BI
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