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K2's Business Intelligence, Featuring Microsoft's Power BI Tools - Webcast

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8.0 Credits

Member Price $315.00

Non-Member Price $395.00

Overview

Business Intelligence (BI) is perhaps the hottest topic in most professional circles in today’s business climate. Increasingly, organizations of all sizes are seeking to take advantage of the data available to them to identify previously undiscovered insights and gain competitive advantages thought to be out of reach just a few short years ago. A growing array of tools - from Excel add-ins to dedicated solutions such as Power BI - now allow you to leverage your existing knowledge and skills to create powerful, interactive dashboards and analyses unthinkable until recently. This program will teach you to implement “do-it-yourself business intelligence” using a variety of techniques and tools. First, you will learn to use advanced Excel data query and summarization features to create Excel-based dashboards. You will then learn how to leverage that knowledge to build even more powerful BI objects using Microsoft’s Power BI tools. If gaining better insights into your data to make better decisions interests you, then join us for a fast-paced look at how you can take advantage of these fantastic tools.

Highlights

  • The importance of Business Intelligence in today's business climate
  • Differentiating between Power BI licensing options
  • A hands-on approach to creating effective Power BI reports and dashboards

Prerequisites

Basic understanding of computer operations and terminology, including Microsoft Office Excel 2019 and newer.

Designed For

Business professionals seeking to develop and implement BI solutions.

Objectives

  • Create Excel-based BI dashboards.
  • List the potential shortcomings of BI solutions based wholly on Excel.
  • Identify and implement various Excel add-ins that might useful in BI applications.
  • Differentiate between the BI opportunities in Excel and Power BI.
  • Create and distribute dashboards using Power BI.

Leader(s):

Leader Bios

Brian Tankersley, K2 Enterprises

Brian Tankersley is a consultant who advises US firms and companies on accounting technology issues. Mr. Tankersley is a frequent speaker at continuing education courses for K2 Enterprises, writes for multiple accounting media outlets, and publishes a nationally recognized blog on accounting and technology (www.cpatechblog.com).  Mr. Tankersley has over 30 years of professional experience, including accounting, auditing, technology, and education, has been with K2 Enterprises since 2005. 

Tankersley has been recognized eight times as one of the "Top 25 Thought Leaders in Public Accounting Technology" by Cygnus Business Media. Brian has made presentations in 48 of the 50 US states and has served as a guest speaker for many professional accounting organizations across Canada.  He has received numerous awards for his writing and speaking from state CPA societies. Brian has presented sessions at most major national accounting technology conferences, including AICPA TECH+/Practitioners Conference, The Sleeter Group's Solutions Conference, Sage Summit, CCH Connections, and Thomson Reuters Synergy User Conference.

Brian is a certified public accountant (Tennessee), a certified information technology professional (CITP), and a Chartered Global Management Accountant (CGMA).  He holds bachelor's degrees in both Accounting and Finance, cum laude, from the University of Tennessee. Tankersley also maintains numerous vendor software certifications, and is a member of the Tennessee Society of CPAs and the American Institute of CPAs. 

Brian and his family make their home in Farragut, Tennessee.

(3/27/24)

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Non-Member Price $395.00

Member Price $315.00