Date: 03/25/2026
Time: 12:00 PM - 2:00 PM EST
CPE Credit: 2 hours

In this presentation, author and Excel expert David H. Ringstrom, CPA, will guide participants into the world of Power BI and creating a basic dashboard. He will cover topics such as connecting Power BI to an Excel workbook, using Power Query to import sales and merging data from multiple sources. From there you’ll see how to create visualizations such as matrices and charts, apply conditional formatting, and utilize slicers for interactivity. Other features covered include creating sparkline charts, adding tables, formatting data, and enabling Drill Down mode. David will show you how to use natural language queries to build Power BI visuals, access Power BI sample data sets and reports, and exploring mobile layout and sharing options for Power BI reports. Whether you're new to Power BI or looking to enhance your skills, this webinar will provide valuable insights and practical tips to help you make the most of this powerful tool.

David is the author of “Exploring Microsoft Excel's Hidden Treasures: Turbocharge your Excel proficiency with expert tips, automation techniques, and overlooked features”. 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 seeking to get an introduction to Power BI and creating dashboards.

Topics typically covered:

• Creating an utilizing timeline slicers in Power BI.

• Creating Top 10 style filtering in Power BI visualizations.

• Contrasting Drill Down and Hierarchy modes in Power BI.

• Formatting Power BI data.

• Connecting Power BI to an Excel workbook.

• Building Power BI visuals with natural language questions.

• Creating sparkline charts in Power BI tables and matrices

• Resizing slicers within Power BI and creating charts.

• Adding tables to a Power BI canvas.

• Enabling Drill Down mode in Power BI.

• Creating mobile layouts and sharing Power BI reports.

• Enlivening staid lists of numbers with the Data Bars conditional formatting.

Learning objectives:

• State which command enables you to update a Power Query data set.

• Recall which command enables you to send data from the Power Query Editor to a Power BI report.

• State which Power BI task pane that you use to select objects that will appear on a Power BI report.