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

Topics typically covered:

• Comparing an Accounts Receivable Aging Detail report to the Summary version.

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

• Connecting Power BI to an Excel workbook.

• Tracing through a typical Power BI workflow.

• Interacting with Power BI reports.

• Creating a PivotTable in Excel as a frame of reference for a Matrix in Power BI.

• Exploring the Power BI interface

• Contrasting Microsoft Excel to Power Query and Power BI

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

• Adding tables to a Power BI canvas.

• Creating mobile layouts and sharing Power BI reports.

• Resizing slicers within Power BI and creating charts.

Learning objectives:

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

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

• Define hierarchy form for dates within Power Query tables.