Introduction to Data Analytics and Microsoft PowerBI Tools

Course Details


Wednesday, May 15, 2019

8:30am – 10:30am (Registration: 5:08pm)



Field of Study


CPE Credit

2 hours CPE credit

Level of Knowledge



CPA Crossings




* This course is #1 in the Microsoft PowerBI series of webinars. Click button in Program Content section below to see suggested viewing order. *

Excel is the #1 data analysis tool for accountants, yet most accountants have never learned the basics of data analysis using Excel or the tools that Excel offers to help with data analysis. Those that learned to analyze data using PivotTables, soon learned there were many weaknesses in PivotTables that resulted in elaborate calculations in order to perform simple tasks.

In 2010, after much development and little hype, Microsoft released Power Pivot, a new data analytic tool that removed the weaknesses of PivotTables. This single product took Excel from a low-end data analytic tool to one of the most sophisticated and comprehensive tools. Since 2010, Microsoft has continued their development of end-user data analytic tools. This entire suite of products is called PowerBI.

In this session, we will provide an overview of the various PowerBI tools and discuss Microsoft's PowerBI Strategy. We will begin by explaining the challenges faced by many accountants when it comes to analyzing data in Excel. You will learn how each PowerBI tool reduces the challenges and improves your data analytic skills. You will also gain a complete understanding of when to use which tool.

This session is an overview of the various Microsoft PowerBI tools and should be your first step in learning the complete set of PowerBI tools. As an overview, we will not be teaching the details of each tool but you will receive a thorough understanding of what each tool can accomplish.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.


The major topics that will be covered in this class include:

  • The challenge of using Excel for Data Analysis
  • An overview of the various PowerBI Tools
  • An overview of when and why to use each PowerBI Tool
  • A tour of each tools interface
This course is #1 in the Microsoft PowerBI series of webinars. Click button below to see suggested viewing order.

View Series Sequence


After attending this presentation, you will .

  • Realize how the PowerBI tools can help with your data analysis needs
  • Know when and why to use each PowerBI tool
  • Understand how each PowerBI tool will meet your organization's strategy

Designed For

Anyone who uses or wants to use Excel for Data Analysis

Registration for this course has passed.

Course Pricing

WYOCPA Member Fee

Applicable if you are a WYOCPA member in good standing.

Non-Member Fee

Applicable if you are not a WYOCPA member.

Your Price $79.00

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