Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
Although Power BI has been available for ten years, most business professionals don’t fully appreciate all it can do and its easy use. Many are intimidated by the platform and continue to use less efficient and effective reporting practices. If this describes you, invest some time in this session to learn how to work with Power BI almost immediately.
In this session, you will learn how to use Power BI to create compelling dashboard reports. You will also learn how to optimize these reports to enhance their effectiveness. If you want to improve financial and operational reporting processes, this session is for you!
Topics Include:
- Getting Started with Power BI
- Creating Effective Visualizations in Power BI
- Publishing Power BI Reports to Dashboards
- Optimizing Dashboards for Viewing on Mobile Devices
Key Takeaways
Upon completion of this course, you will be able to:
- Identify the basic steps necessary to generate a Power BI report.
- Distinguish between Power BI reports and dashboards.
- Choose the necessary steps to link data into Power BI.
- Identify the steps necessary to create a Power BI report.
- Select the steps necessary to convert a Power BI report to a dashboard.
- Apply user-defined calculations in Power BI.
Who Will Benefit
Business professionals seeking to improve financial and operational reporting by using Power BI.
Prerequisite(s)
A foundational understanding of business technology (including Excel) and access to the Power BI application for Windows.
How to Access the Course
This course is a live webinar. You must attend the live course to receive verifiable CPD hours. We recommend you join five minutes prior to the scheduled starting time. To get the full experience of this interactive course, use a computer that has video and microphone capabilities.
If available, course materials can be accessed 2 business days prior to the course and should be downloaded in advance.
Registration, cancellation, withdrawal and all other CPA Ontario PD policies can be found here.
Speaker(s)
Stephen M. Yoss, Jr., MS, CPA, is the visionary and entrepreneurial mind behind Devmatics, LLC. Starting his tech journey at age 10, Stephen quickly progressed to establish his own IT company at 13 and began crafting software by 15. He holds a dual degree in Accountancy and International Business from Loyola Marymount, complemented by an Masters of Science in Information Systems and Technology with a focus on Geographic Information Systems from Claremont Graduate University. Stephen specializes in developing tailored software solutions, mobile apps, and sophisticated automation systems to solve complex, critical challenges for a variety of clients. As an authoritative speaker and prolific author, Stephen is a powerhouse in professional education, presenting at over 100 events annually and having authored more than 50 CPE courses.