Power BI - Use PBI Desktop to Create Reports and Dashboards WEBINAR

Monday, December 20 6:00am - 10:00am PST

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4.0 Credits

Member Price $139.00

Non-Member Price $189.00


Power BI Desktop is a new stand-alone tool that adds visualization to your data. This webcast focus is on learning the Power BI Desktop interface, connecting to data sources and creating the visualizations. We will demonstrate the creation of each of the various visualizations and the various options related to each. We will also show how the visualization can be connected together to provide fully-interactive reports with drill-down capabilities. This webcast does not require any Excel knowledge but understanding Power Pivot and Power Query can reduce your learning curve. This webcast is presented using Excel 2019/Office 365. Regardless of the version you are using, most concepts covered in this webcast applies to all versions of Excel.


Tour of the Power BI Desktop interface. Using Power BI Desktop to connect to data sources. Available visualizations in Power BI Desktop. Building interactivity into visualizations.


This class does not require any Excel knowledge, however understanding Power Pivot and Power Query can reduce your learning curve.

Designed For

Anyone who wants to learn how to analyze data.


Identify components of the Power BI Desktop interface. Use Power BI Desktop to connect to data sources. Use Power BI Desktop to create interactive visualizations of your data.


In order to follow along and apply concepts being taught during this session, you need to have the Power Pivot add-in installed.





Bryan Smith

Bryan L. Smith, CPA, CITP, CISA is the co-founder of CPA Crossings in Rochester, MI. He is a CPA with a strong background in information technology and serves as a virtual CIO to CPA firms and professional organizations. He specializes in the planning and deployment of effective technology solutions. Bryan and John Higgins recently authored Ten Steps to a Digital Practice in the Cloud, which has been published by the AICPA.

Bryan helps firm leaders understand the opportunities associated with deploying information technology to improve productivity, enhance client services, and increase profitability. He uses his extensive knowledge and experience to help CPAs bridge the gap between business and technology.

He is a past chair of the Michigan Association of CPAs Information Technology Committee and the Leadership Committee.

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Non-Member Price $189.00

Member Price $139.00