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Power BI For Financial Professionals - Part 2

Earn 1 CPE Credit!

Price $19

All of our materials/exams are NASBA and the AICPA approved the revisions to the Statement on Standards for Continuing Professional Education (CPE) Programs (Standards).

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In today’s business climate, Business Intelligence (BI) is perhaps the hottest topic in most professional circles. Increasingly, organizations of all sizes are seeking to take advantage of the data that is available to them to identify previously undiscovered insights and gain competitive advantages thought to be out-of-reach just a few short years ago. A growing array of tools – ranging from Excel add-ins to dedicated solutions such as Power BI – now allow you to leverage your existing knowledge and skills to create powerful, interactive dashboards and analyses unthinkable until recently. This course is going to specifically look at data import methods within Power BI, including using static and dynamic data sources. Additionally, we will look at doing custom calculations inside Power BI using DAX. Using DAX, we can display custom information is calculated columns and measures.

  • Distinguish different methods of importing data into Power BI, including the major static data sources (e.g. Excel, CSV), dynamic data sources (e.g. databases), and online data sources (e.g. QuickBooks Online).
  • Recognize opportunities when you might want to use manual data entry for a Power BI dashboard.
  • The importance and use of Data Analysis Expressions (DAX) for manipulating data inside of Power BI.
  • Explain the similarities and differences of calculated measures and columns in Power BI.
  • None, but it would be recommended to check out the other episodes in the series.
  • None
  • Basic
  • 103648