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Do-It-Yourself Business Intelligence with Microsoft’s Power BI Tools


Total Credits: 4 including 2 Accounting - Technical, 2 Computer Software & Applications - Non-technical

Average Rating:
   60
Categories:
Accounting and Auditing |  ACPEN Industry Institute |  Industry
Faculty:
Thomas G. Stephens Jr., CPA.CITP, CGMA
Course Levels:
Intermediate
Duration:
4 Hours
License:

Dates


Description

Microsoft has created an alternative environment for creating user-interactive, Business Intelligence (BI) dashboards without Excel. The free Power BI Desktop application allows business professionals to create stunning dashboards using quick and easy drag-and-drop processes, similar to Power View, but without the need to invest in a premium-priced version of Microsoft Office. Additionally, PowerBI.com extends the functionality of Power BI Desktop by allowing you to create and publish BI dashboards to a cloud-based service. Power BI opens a new era in data analysis and reporting. You do not want to miss this opportunity to see how these amazing new reporting tools can help you with your reporting efforts.

Basic Course Information

Learning Objectives *List the advantages of working with Power BI Desktop and list the relevant limitations associated with using Power View to produce similar reports *Identify how to acquire Power BI Desktop and a PowerBI.com subscription *Differentiate between tables and data models and create and work with data models in Power BI Desktop *List ways in which data can be displayed and presented on a Power BI report *Create Power BI reports that present information better than ordinary tabular reports
Major Subjects *Accounting *Computer Software & Applications

Course Materials

Faculty

Thomas G. Stephens Jr., CPA.CITP, CGMA's Profile

Thomas G. Stephens Jr., CPA.CITP, CGMA Related Seminars and Products

Shareholder

K2 Enterprises


Tommy Stephens received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985. In 1992, he earned a Master of Science degree (Major in Finance) from Georgia State University in Atlanta. Presently, Tommy is a Certified Public Accountant, a Certified Information Technology Professional, and a Chartered Global Management Accountant.

During his professional career, Tommy has gained valuable experience in a variety of positions, including:

  • Working as an auditor and technology consultant for an Atlanta-based public accounting firm;
  • Leading an Internal Audit staff and managing a Cost Accounting team for a Fortune 500 company;
  • Serving as a Chief Financial Officer for an international engineering organization; and
  • Founding and managing his public accounting firm that provides accounting, tax, and consulting services to individuals and a variety of small and emerging businesses.

In 1995, Tommy began authoring and presenting continuing professional education courses to accounting and finance professionals. In 2003, he affiliated with K2 Enterprises, and in 2007, he joined the firm as a partner. To date, he has lectured internationally on subjects such as internal controls for small businesses, technology strategies, computer hardware and software applications, tax strategies and compliance, and financial accounting standards and applications. Over the past twenty-five years, Tommy has presented over 2,700 educational sessions to over 70,000 participants throughout the United States and Canada.

Presently, Tommy resides in Woodstock, Georgia, where he enjoys an active personal life with his wife. His hobbies include snow skiing, fishing, running, and other outdoor activities. Tommy maintains professional memberships with the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants. Additionally, he is a past member of the Institute of Internal Auditors.


Additional Info

Basic Course Information

Prerequisites Fundamental knowledge of Microsoft Excel
Advanced Preparation None
Designed For Accounting, financial, and other business professionals who want to learn how to create and distribute effective BI dashboard reports
Original Recording Date 09/13/2017
Yellow Book No
Course Developer K2 Enterprises
Date Added to Catalog 07/31/2017

Additional Information

Complaint Resolution Policy Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).
Official Registry Statement

Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org


Instructional Delivery Method Group Internet Based
Course Registration Requirements Online Registration
Refund/Cancellation Policy Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.

Reviews

5
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Overall:      4.5

Total Reviews: 60

Comments

Kirk M - x

" "

Ellen B

"Content was really good. "

William M

"I am very secure in my Excel world, but obviously need to extend my knowledge into the BI world because of the amount of data "

Ann B

"Great course!"