6 Credits: Accounting
Business Intelligence (BI) is perhaps the hottest topic in most professional circles in today’s business climate. Increasingly, organizations of all sizes seek 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 – ranging 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 how to implement “do it yourself business intelligence” using various techniques and tools. First, you will learn to work with some of the advanced data query and summarization features in Excel 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 is of interest to you, then join us for a fast-paced look at how you can take advantage of these fantastic tools.
Upon successful completion of this course, participants will be able to:
• Upon completing this course, you should be able to:
• 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 be helpful in BI applications
• Differentiate between the BI opportunities in Excel and Power BI
• Create and distribute dashboards using Power BI
Basic understanding of computer operations and terminology, including Microsoft Office Excel 2013 and newer.
CMA Notice: Western CPE makes every attempt to maintain our CMA CPE library, to ensure a course meets your continuing education requirements please visit Insitute of Management Accountants (IMA)
CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.
Meet The Experts
K2’s goal is to produce and deliver the highest quality technology seminars and conferences available to business professionals. We make every effort to maintain a high level of integrity, family values, and friendship among all involved. Instructors: Randolph P. (Randy) Johnston, MCS Thomas G. (Tommy) Stephens, Jr., CPA, CITP, CGMA Brian F. Tankersley, CPA, CGMA, CITP Lawrence A. (Mac) McClelland, MBA, JD Ward Blatch