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This course covers dynamic features in Excel to create charts and dashboards of key performance indicators based on worksheet data ranges, PivotTables, reports created with PowerPivot, and Power BI. The new Microsoft Power BI business analytics tool allows the user to load data and utilize pre-designed dashboards for quick analysis and visualization. In addition, Power BI will be compared to other data visualization tools. Participants will receive take-aways of reference materials and examples.
This is a hands-on class, so please bring your Windows laptop with Microsoft Excel 2016 or Office 365 ProPlus already installed. Prior to the class, you are expected to install the Power BI Desktop app for use in the class. Upon registration, you will instructions on how to do so.
Upon completion of this course, participants will be able to:
Add different types of custom visuals to business data
Setup self-service reports and dashboards
Understand how to query and filter your data
Understand relationships between sets of data
Invite others to see your dashboards
Introduction to business intelligence
Introduction to data analysis
Introduction to data visualization
Overview of self-service BI
Explore considerations for self-service BI
Use Microsoft tools for self-service BI
Explore examples of BI solutions using Excel and other tools
Create Power BI reports
Create a Power BI dashboard
Build Power BI reports
Manage the Power BI solution
Understand how to connect to data
Use preset and custom visuals
Explore the mobile app
Share dashboards within your organization
Print and export dashboards and reports
CPAs and finance professionals who desire to learn to work with data visualization and dashboards to communicate business results to others
Familiarity with Microsoft Excel
None
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