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December 4 - 5, 2019 Roseland

Data Analytics and Dashboards - Leverage the Power of Microsoft Power BI (E1912503)

Registration: 8:00 AM EST

NJCPA Learning Center

105 Eisenhower Parkway, Suite 300
Roseland, NJ 07068

16.0 CPE Credits in CS
Two Day Course - Hands-on training!


Two of the most important skills that every CFO, CPA or auditor should develop are applying data analytics and creating visual dashboard reporting models. This two-day course will teach you both skills using one of the most popular tools available: Microsoft Power BI. When you complete this course, you will advance your ability to perform powerful data analytics and create engaging dashboards. You will be sought after in your organization as the “go to” person to tap into these skills to help your management team and colleagues make better business decisions. You will leave with knowledge that will set you apart in your profession.


All CPAs and accounting professionals who need to analyze data.


  • Understand the various Power BI tools available
  • Know which Power BI tool to use in various situations
  • Know how to use Power Pivot to take your data analysis to the next level
  • Create measures that weren’t possible in regular PivotTables
  • Analyze date-based data in many new ways
  • Build interactive visuals to present your data analysis


  • Introduction to Excel Power BI tools
  • Loading data into Power Pivot
  • Using Power Query to clean and transform data
  • Building a data model
  • Creating calculations using DAX functions and formulas
  • Using a date table to create time-intelligent measures
  • Publishing data models and visualizations to Power BI Services




Thorough understanding of PivotTables.


You must install the Power Pivot Excel add-in and Power BI Desktop prior to class. Email for detailed instructions on how to prepare your laptop for a hands-on experience.


Course materials are distributed electronically. To access the materials visit My Events. Download to your laptop or tablet prior to the seminar, handouts are added as received.


Bryan Smith

Bryan L. Smith, CPA.CITP, CISA

CPA Crossings, LLC

Bryan is the co-founder of CPA Crossings, LLC, (est. 2001), which specializes in helping accounting, tax and financial professionals leverage technology to increase the quality and efficiency of their services.

He has extensive knowledge and experience in proper Excel design techniques as well as helping CPAs build spreadsheets that are accurate. As a Certified Information Systems Auditor (CISA), Bryan has spent a considerable amount of time auditing and validating thousands of Excel spreadsheets. He has developed various data analysis and Microsoft Power BI courses and provides coaching services to various organizations to train and coach staff on proper data analysis techniques.

Bryan, who has a Master of Science in Information Assurance, is a member of the Information System Audit and Control Association and is a past chair of task forces for the Michigan Association of CPAs.


$379.00 - Member

$579.00 - Non Member

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CPA Crossings