K2's Power BI in 10 easy steps

Course Description

Although Microsoft released Power BI in 2015, many users still struggle to create effective business intelligence reports and dashboards with this powerful tool. If you're ready to get started with Power BI or refine your skills, plan to participate in this session! This course will teach you how to go from “A to Z” in Power BI. More specifically, you will learn how to query data into Power BI, create visualizations in your Power BI reports, convert those reports to dashboards, optimize your dashboards for mobile viewing, secure your dashboards, and share them with your team. This course is your “go-to” resource for getting started or improving your Power BI skills.

Major Topics

• Linking data into Power BI
• Creating effective visualizations
• Converting Power BI reports to dashboards
• Sharing and securing your dashboards
• Analyzing data with Power BI

Learning Objectives

Upon completing this course, you should be able to:

• Identify necessary steps to link data into Power BI datasets
• List examples of useful visualizations
• Cite examples of data analytics options in Power BI
• Differentiate between reports and dashboards
• List the procedures necessary to enable a dashboard for mobile viewing

Course Information

• CPD Credit: 2.0 hours Computer Software and Applications
• Prerequisites: Fundamental understanding of computer operations
• Program Level: Intermediate
• Advance Preparation: None
• Who Should Participate: Accounting, financial, and other business professionals seeking to use Power BI or to improve their Power BI skills

Instructor

• Name: Tommy Stephens
• Hometown: Woodstock, GA
• Bio: 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. 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.
• Name: K2 Enterprises
• Hometown: Hammond, LA
• Bio: K2's goal is to produce and deliver the highest quality technology seminars and conferences available to business professionals. We work cooperatively with professional organizations (such as state CPA societies and associations of Chartered Accountants) and vendors of technology products. K2 also provides consulting services and advice on technology. We make every effort to maintain a high level of integrity, family values, and friendship among all involved.