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Accessing Your Company’s Data in Power Query and Power BI – Webinar

Unlock the power of Power Query and Power BI to streamline your workflow! Easily update reports in real-time with the click of a button. Connect di...

Event Overview

Unlock the power of Power Query and Power BI to streamline your workflow! Easily update reports in real-time with the click of a button. Connect directly to your company’s databases and accounting applications for dynamic data retrieval. Our course series offers hands-on activities to help you master these incredible tools. CPE Today presents a new learning tool for mastering Power Query and Power BI. Access our public server with sample databases to learn data extraction, transformation, and loading into your dashboards and spreadsheets. Gain practical experience with cloud databases from major accounting solutions like Quickbooks Desktop and QuickBooks Online. Learn to create repeatable pivot tables, Power BI dashboards, and more from your organization’s actual data!

Event Sessions

Tuesday, March 5, 2024
Day #1
Accessing Your Company’s Data in Power Query and Power BI
Information Technology | 2 Credits
Stephen Yoss
09:00 AM to 11:00 AM America/Los_Angeles

Power Query and Power BI are genuinely incredible tools to revolutionize your workflow. They offer the promise of “write once, refresh many” reporting where your reports can be instantly updated in real-time with the click of a button. These tools can be hooked directly to your company’s databases, accounting applications, enterprise resource planning solutions, etc. Once the connection is established, they can dynamically retrieve anything from the database and populate your reports. While incredible tools, these features require additional training and experience to master. This course series will review the different methods of connecting to your data and have multiple hands-on activities to help you master these incredible tools. CPE Today has a brand new learning tool to help you learn how to use Power Query and Power BI. We have created a public server with several sample databases to help you learn how to extract, transform and load data into your dashboards and spreadsheets. This tool will give you practical hands-on experience working with cloud databases from major accounting solutions, including Quickbooks Desktop, QuickBooks Online, and more. This course will provide you with the knowledge to turn your organization’s actual data into repeatable refreshable pivot tables, Power BI dashboards, and more!

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Event Instructors

Stephen Yoss

Big Bear Lake, CA
Speaker & Author, CPE Today

Stephen M. Yoss, Jr., CPA, MS, is a certified public accountant, partner and CEO of Devmatics, LLC, a continuing education instructor for financial professionals, a and a licensed pyrotechnician. While his interests and skills are varied, they all share a common thread—his love for and skill in finding technology-based solutions. In 2017, Stephen and Alex White formed Devmatics, LLC, a company focused on helping organizations develop technology strategies to streamline their business operations. He specializes in taking on high-difficulty, mission-critical organizational issues that require technological expertise and an ability to find solutions to problems that no one else can answer. With all of his clients, he emphasizes the need to embrace technology at every opportunity and utilize the latest technological trends and breakthroughs in order to gain a competitive advantage while increasing efficiency and productivity.

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