This course focuses on using Excel Power Pivot features to enhance data analysis. One of the strengths of Power Pivot is the formula language DAX (Data Analysis eXpressions). We will spend considerable time using the power of DAX to create meaningful calculations that add new dimensions to our data. We will also review the use of a date or calendar table that allows us to perform date analysis that was never possible be- fore. This will allow us to use the new time-intelligent functions to perform complex calculations on our data, such as month-to-date, quarter-to-date, last year same period, etc. We will also demonstrate the hottest tips and tricks that will take your data analysis to the next level. Although our focus will be on using Power Pivot, we will review some of the other PowerBI tools, including Power Query (Get & Transform), PowerBI Desktop and PowerBI Services (PowerBI.com).
All CPAs and Accounting Professionals that want to learn how to analyze data.
- Understand the various PowerBI tools available in Excel
- Know how to use Power Pivot to take your data analysis to the next level
- Create measures that you are unable to do in regular PivotTables
- Analyze date-based data in many new ways
- Build interactive visuals to present your data analysis
- Introduction to Excel PowerBI Tools
- Loading data into Power Pivot using data modeling
- Creating “measures” using DAX functions and formulas
- Using a date table to create time-intelligent measures
- Building visuals using PowerBI Desktop and PowerBI Services
- Note: Bring your own PC with Excel 2013 or 2016 and the PowerPivot add-in pre-installed.
NJCPA Goes Green - Registrants Save $20
New for 2018, course materials will be distributed electronically and we're passing the savings along to you. All 8-hour seminar pricing has been reduced by $20. To access, visit your My Events page. Download to your laptop or tablet prior to your seminar. Handouts are added as received.
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Bryan L. Smith, CPA, CITP, CISA
CPA Crossings, LLC
Bryan L. Smith, CPA.CITP, CISA, serves as a virtual CIO to CPA firms and professional organizations. He specializes in the planning and deployment of effective technology solutions. As a co-founder of CPA Crossings, Bryan focuses on helping firm leaders understand the issues and opportunities associated with deploying information technology to improve productivity, enhance client services and increase profitability.
In 2015, Bryan established CPA Crossings new Excelerator Learning Center. This is a comprehensive knowledge base of training, information and consulting services that is designed to help CPAs become more effective and efficient in Microsoft Excel. The focus of the Excelerator Learning Center is learning and understanding proper Excel design techniques so CPAs can build spreadsheets that are accurate and allow for better data analysis.
Bryan recently co-authored Ten Steps to a Digital Practice in the Cloud, published by the AICPA. This book provides CPAs with a strategic roadmap for taking their firms online by leveraging cloud computing.
Bryan’s primary qualification is his understanding the business side of technology and helping CPAs bridge the gap between business and technology. He has extensive knowledge and experience working with CPAs throughout the country.