K2’s Business Intelligence, Featuring Microsoft's Power BI Tools
8.00 Credits
Member Price $250.00
Price will increase by $25 after 9/1
Non-Member Price $375.00
Overview
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 – 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 various 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 be helpful in BI applications
• Differentiate between the BI opportunities in Excel and Power BI
• Create and distribute dashboards using Power BI
Preparation
None
Leader(s):
Leader Bios
Brian Tankersley, K2 Enterprises
Brian Tankersley is a consultant based in Knoxville, Tennessee. Brian is a frequent speaker at continuing education courses on auditing and technology for K2 Enterprises, and is a senior faculty member with Becker Professional Review. Brian writes and publishes a nationally recognized blog on accounting and technology (www.cpatechblog.com) and frequently posts articles to the K2 blog on AccountingWeb.com. Tankersley’s areas of practice include accounting systems, taxation, IT consulting, and general business consulting. Prior to forming his own firm Brian practiced in public accounting with both international and local firms, as well as industry. His public accounting experience includes accounting system implementations, tax returns, financial analysis, inventory costing, and audits of public and private companies. Brian’s industry experience includes retail, financial services, wholesale, and manufacturing. His information technology experience includes technology strategy, technology management, systems implementation, technical training and documentation. Brian is both a Certified Public Accountant and Certified Information Technology Professional, and has bachelors degrees in both Accounting and Finance, cum laude, from the University of Tennessee. He is a certified public accountant (Tennessee), and a certified information technology professional (CITP). In 2007 and 2008, Brian was selected as a “40 Under 40” honoree for his leadership in the profession by the CPA Technology Advisor. He holds numerous vendor consultant certifications in applications such as QuickBooks, QuickBooks Enterprise Solutions, and Microsoft Office Accounting. Brian has served on numerous board of directors and in leadership roles for both his church and in professional organizations. Brian is a member of the Tennessee Society of CPAs, the American Institute of CPAs, and an associate with the Association of Certified Fraud Examiners. He has also served as an officer and director for numerous area community and professional organizations. Brian, his wife Janette, and their six year old son make their home in Farragut, Tennessee.
Non-Member Price $375.00
Member Price $250.00