Presented by David H. Ringstrom, CPA
 
 

Power BI is a Microsoft product that empowers you to create interactive business intelligence tools, such as dashboards. In this session author and Excel expert David H. Ringstrom, CPA will explain the concept of dashboards, which allow you to summarize data while also being able to quickly drill down into the details. David will first show how to use Power Query to prep data for analysis in Excel or Power BI. He’ll then compare how you can summarize and present data both in Microsoft Excel and Power BI.

David is the author of “Microsoft Excel 365 for Dummies”, “Exploring Microsoft Excel’s Hidden Treasures”, and has written or co-authored six other books. He demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Excel for Microsoft 365. David draws your attention to any differences in Excel 2021, 2019 or 2016 during the presentation and in his detailed handouts. The handouts include an Excel workbook with most of the examples he uses during his demonstrations.

Excel for Microsoft 365 is a subscription-based product that receives periodic feature updates. Conversely, perpetually licensed versions have year numbers in their names and do not receive any feature updates.

Who should attend:

Professionals who would like to learn how to create interactive reporting tools in Power BI and/or Microsoft Excel.

Topics typically covered:

• Interacting with Power BI reports.

• Running an A/R aging summary report in QuickBooks Online.

• Connecting Power BI to an Excel workbook.

• Tracing through a typical Power BI workflow.

• Formatting Power BI Slicers, including enabling multi-select capability.

• Comparing the free versions of Power BI to the paid versions.

• Resizing slicers within Power BI and creating charts.

• Introducing the Power Query feature in Excel.

• Changing the data type for columns of data within the results grid.

• Creating mobile layouts and sharing Power BI reports.

• Building Power BI visuals with natural language questions.

• Transforming an accounting report by way of Power Query.

Learning objectives:

• State which menu the Get Data command appears on in Excel 2019 and later.

• Identify the menu in Power Query that contains the Fill Down command.

• State what the equivalent of a PivotTable in Microsoft Excel is within Power BI.