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In today's fast-paced, high-tech, competitive business environment, analytics, data visualization, and Business Intelligence (BI) are the hot topics many firms and professional recruiters seek. Increasingly, organizations of all sizes are seeking to take advantage of the vast data available to them to identify previously undiscovered insights and gain competitive advantages. The premier tool for this, especially since the sale of Tableau, is MS Power BI - Excel’s big brother - on steroids!

These "big data" desktop tools were out of reach just a few short years ago. Today Microsoft Desktop Power BI is free. The cloud-based Power BI Pro service costs a small business $10 per month and is used by Fortune 1000 firms on an enterprise-wide basis at extremely competitive prices.

If you understand Excel charts and have an overview of Pivot Tables then you can leverage your existing knowledge and skills to create powerful, interactive dashboards and analyses unthinkable until recently. This 90-minute webinar takes you from Excel Dashboards to easier and more powerful MS Power BI dashboards. With this training, you’ll learn the basics of implementing "do-it-yourself business intelligence" using Power BI.

Over the last few years, data has become the lifeblood of organizations. Those organizations that harness the power of big data business intelligence (BI) realize tangible competitive advantages. MS Power BI allows managers to rely less on the IT department and achieve more self-service, control, agility, and focused business intelligence (BI) using both the data warehouse and outside sources. With MS Power BI you can easily manipulate several databases. MS Power BI is easy, fast, and free.

Power BI is a cloud-based business analytics service that gives you a single view of your most critical business data. Monitor the health of your business using a live dashboard, and create rich interactive reports with Power BI Desktop.

The top BI trends for 2021 include:

  • Data literacy becomes a fundamental skill of the future
  • Modern BI such as Power BI becomes the new normal
  • Advanced analytics becomes more accessible
  • Those versatile in using big data analytics in conjunction with professional-level data visualizations for business intelligence decision-making will have a path to the future.

In 2015 Microsoft introduced Power BI in its current form. Microsoft’s major BI competitor, Tableau, saw their stock price fall 50% within three months. Three years later Tableau was sold to another firm. Today Microsoft Power BI dominates the BI software market. Now you can learn the essential basics of MS Power BI on July 20 in just 90 minutes.

Why you should Attend

  • Introduction to Power BI Desktop
    • Downloading the Power BI Desktop for Free
    • Desktop Summary -  Three Different Views and What They Do
    • An Overview of the Workflow in Power BI Desktop
    • Dashboard in Minutes - Overview
  • Loading the Data Model - Connecting Power BI Desktop to Data Sources
    • Connecting to Excel Data Sources
    • Connecting to CSV and text files
    • Connecting to a Folder of data
    • Connecting to a web URL
  • Introduction to the Query Editor Interface: Editing Data
    • Cleaning up and transforming data
    • Establishing Headers and Removing rows
    • Editing and Renaming Rows and Columns
    • Rearranging columns
    • Creating custom columns
    • Trim and Clean
    • Replacing Values
    • Splitting columns
    • Pivoting and Unpivoting Columns
  • Understanding Database Relationships: Power BI Data Modeling
    • The Data Model: Data & Relationship Power BI Desktop View
    • Adding Databases and Connecting Data Model Relationships
    • Creating Relationships Automatically and Manually
    • Primary Key, Foreign Keys, and Index Columns
    • Understanding Cardinality: Many to Many and One Too Many Relationships
    • Creating DIM and FACT Table(s)
    • Introducing the Star Schema
    • Creating a date table  - date/time intelligence
  • Modeling with Power BI Desktop
    • Formatting Data
    • Performing Basic Mathematical Operations
    • DAX: Creating Calculated Columns and Measures
    • Using time intelligence functions
    • Formatting Dates
    • Using the SUMX function
  • Power BI Desktop Report View:  Creating Interactive Visualizations/Dashboards
    • Walkthrough of Available Charts
    • Creating Your First Visualizations
    • Data, Format, and Analytics Controls
    • Creating Column, Bar, and Line Charts
    • Aggregating Data: Default Summarization & Sorting
    • Grouping data
    • Reference/Constant Lines
    • Stacked and 100% Graphs
    • Formatting, Colors, Charts, and Sorting
    • Tables, Matrices & Conditional Formatting
    • Trend Analysis Graphs  - Analytics
    • Cards, Multi-Row Cards, Gauges, Targets, and KPIs
    • Scatterplots and Bubble plots
    • Scatter & Bubble Charts & Play Axis
    • Map Visualizations
    • Adding Color Saturation
    • Treemap v. Pie or Donut (Desert) Charts
    • Creating/Managing Hierarchies Including Date Hierarchies and Drill-Down /Up
    • Cross Filtering and Highlighting
    • Visual, Page, and Report Level Filters
    • Creating Slicers & Timeline Slicers
    • Backgrounds, logos, and images
    • Customizing Tooltip Messages
    • The Quick Calc Option
    • Downloading Custom Visuals and Slicers

Areas Covered in the Session

  • Introduction to Power BI and how to sign up for free
  • How to create your first online report and dashboard
  • How to download the Power BI Desktop Designer
  • Loading, transforming and filtering, and cross-filtering data in Power BI
  • Creating tables and reports
  • Learning how to use the wide range of charts and visualizations
  • Creating relationships between tables of data
  • Creating powerful calculations, key metrics, and key performance indicators
  • Creating interactive KPI dashboards almost instantly - easier than Excel

Who Will Benefit

  • Accountants (staff through the manager)
  • Financial Analysts
  • Budget Managers/Directors
  • Data Analysts
  • IT Analysts
  • Business Intelligence Analysts
  • CFO’s
  • Controllers
  • Internal Auditors
  • Anyone who repeatedly organizes large databases
  • All IT professionals
  • HR Manager and Directors

Speaker Profile

Joseph Weil has a Master of Accounting Degree from Florida State University and is an actively licensed Florida CPA. Joe’s work experience includes staff accountant with large CPA firm, corporate controller, state agency director of auditing and former municipal CFO. Joe also started and sold his own CPA firm. Joe is the owner and CEO of the National Center for Continuing Education, a nation-wide financial and technology training firm. Joe has led over 500 seminars and over 100 webinars.

Past in-house seminar/webinar clients have included Harley-Davidson, Hewlett-Packard, General Mills, Oracle, Burger King, Deloitte, Florida Power and Light and many similar organizations.