Scaling New Heights

Advanced Training for Accounting Professionals

Extending Excel with Power Query

Speaker(s): Ernest Cook

This session demonstrates basic Power Query techniques that will enhance your everyday use of Microsoft Excel. While covering the basics, we’ll show you how to build a repeatable process for transforming the information into a form you can use in other applications or combine data in ways that can’t be done in other tools.

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Introduction to Power BI

Speaker(s): Ernest Cook

During this session we walk thru  all the considerations and steps  to go from data to dashboard with Power BI.  In addition to dials on dashboards,  we discuss how critical a good data model is and provide some recommendations for that. We also will show attendees how you can also leverage data stored in Power BI to give full financial statements with Power BI’s tabular reporting and analyze your financials using Excel.

Learning Objectives: 

  • Connect to, import, and transform data from a variety of sources
  • Define business rules and KPIs
  • Explore data with powerful visualization tools
  • Build Financial reports with tabular editor
  • Analyze Power BI data in Excel
  • Share dashboards with their team and business partners, and publish them to the web.

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