Have you signed up for Part 1 yet? Part 1 is always the best place to start in this much needed 2-Part Series. Each step is important. There is just too much information to pack into one day.
Part 1 begins on 6/11/2024 and can be found at: https://www.irem.org/webinars/id-webfasw-0624hq01/introduction_to_power_bi_part_1
06/12/2024
11 am PT / 12 pm MT / 1 pm CT / 2 pm ET
*approximate length: 45 minutes to 1 hour
Presenter: David Ringstrom, CPA
Power BI is a Microsoft product that empowers you to create interactive business intelligence tools, such as dashboards. In this session author and Excel expert David H. Ringstrom, CPA builds on the concepts covered in Part 1 of this series to show how to create an interactive dashboard in Power BI and to explain some of the nuances of Power BI. David will also compare the limitations of the free Power BI platform versus the capabilities of the subscription-based paid Power BI platform.
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.
Topics typically covered:
- Interacting with Power BI reports
- Comparing the free versions of Power BI to the paid versions
- Adding tables to a Power BI canvas
- Resizing slicers within Power BI and creating charts
- Formatting Power BI data
- Running an A/R aging summary report in QuickBooks Online
- Creating mobile layouts and sharing Power BI reports
- Tracing through a typical Power BI workflow
Learning objectives:
- State which Power BI task pane that you use to select objects that will appear on a Power BI report
- Define hierarchy form for dates within Power Query tables
- State which Power BI view you use to apply number formatting
Level: Basic
David H. Ringstrom, CPA, is an author and nationally recognized instructor who teaches scores of webinars each year. His Excel courses are based on 25 years of consulting and teaching experience. David’s mantra is “Either you work Excel, or it works you,” so he focuses on what he sees users don’t, but should, know about Microsoft Excel. His goal is to empower you to use Excel more effectively.