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Monday, March 2, 2020 Webcast

Power BI - Advanced Data Analytics with Power Pivot (X2-12443)

9:00 AM - 5:00 PM EST
webcast

Webcast

8.0 CPE Credits in CS

OVERVIEW

This fast-paced 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 before. 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, year-to-date, last year same period, last year-to-date, 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 Power BI Tools including: Power Query (Get & Transform), Power BI Desktop and Power BI Services (PowerBI.com). NOTE: If you want to apply the concepts presented, you will need Excel 2013, 2016 or 2019/Office 365 AND the Power Pivot add-in pre-installed. To see our full prerequisite recommendations, see PROGRAM CONTENT section below. This session is presented using Excel 2019/Office 365. Regardless of the version you are using, most concepts covered in this course apply to all versions of Excel. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

DESIGNED FOR

Anyone who wants to analyze data in Excel.

BENEFITS

After attending this presentation you will be able to...

  • Determine which Power BI tools works best for your needs
  • Use Power Pivot to analysis your data
  • Create measures that will help you analyze your data
  • Use a Date / Calendar table to perform complex date analysis
  • Apply the DAX calculation process to validate calculations

HIGHLIGHTS

The major topics that will be covered in this class include:

  • Introduction to Excel Power BI 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
  • The DAX calculation process

TO SEE OUR FULL PREREQUISITE RECOMMENDATIONS AND INSTRUCTIONS, CLICK HERE

COURSE LEVEL

Intermediate

PREREQUISITES

Thorough understanding of PivotTables. ALSO, if you wish to follow along, you MUST install the Power Pivot add-in prior to class. See link in Program Content section.

ADVANCE PREPARATION

Install the Power Pivot add-in prior to class. See link in Program Content section. (Email: PowerBI@cpax.net for details),

INSTRUCTOR

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.

PRICING

$199.00 - Member

$199.00 - Non Member

$0.00 - Student Member

$0.00 - CPA Candidate Member

Pre-Registration Closed

Online pre-registration for this event is now closed.

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COURSE DEVELOPER

CPA Crossings