Scaling New Heights

Advanced Training for Accounting Professionals

Making a Great Dashboard with Power BI


QuickBooks has general purpose metrics that can fit a wide market but, in this class, we show you how to leverage the most popular and dynamic analytics platform available to provide your clients with up-to-date metrics that matter to them while future-proofing your business.

During the session we will start from scratch to build a dashboard that you can immediately use to show meaningful financial information and then expand on with information from other sources. We will also show how your client’s can expand their team’s online access to QuickBooks data online while maintaining control of the data and end with a peek at how natural language queries will allow for no code self-service business intelligence.

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 stunning reports
  • Share dashboards with their team and business partners, and publish them to the web.

Length (in minutes): 50

Level (Basic, Intermediate, Advanced): Basic

Prerequisites: None

CPE Field of Study: Computer Software & Applications

CPE Hours: 1

EA/AFSP CE Hours: 0