Introduction to Power BI

Level: Basic

Available Durations:

  • 100 Minutes Live


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:

  • Interacting with Power BI reports.
  • Formatting Power BI data.
  • Exploring the Power BI interface.
  • Overwriting one workbook that Power Query is referencing with another to roll the results forward to a new month, year, or other basis.
  • Comparing the free versions of Power BI to the paid versions.
  • Formatting Power BI Slicers, including enabling multi-select capability.
  • Using Power Query to clean up accounting reports to remove pitfalls like blank rows, merged cells, missing data, and more.
  • Demonstrating how slicers control all objects on a Power BI report.
  • Building Power BI visuals with natural language questions.
  • Creating a PivotTable in Excel as a frame of reference for a Matrix in Power BI.
  • Contrasting Microsoft Excel to Power Query and Power BI.
  • Adding tables to a Power BI canvas.

Learning objectives:

  • Recall which menu the Field Buttons command appears on in Excel.
  • Define the purpose of linked pictures within Excel spreadsheets.


Live webcast

Instructional Method:

Group: Internet-based

NASBA Field of Study:

Specialized Knowledge and Applications (2 hours)

Program Prerequisites:


Advance Preparation:


About the Instructor:

David H. Ringstrom, CPA is the owner of Accounting Advisors, Inc., an Atlanta-based spreadsheet consulting firm that he started in 1991. Throughout his career David has spoken at conferences on Microsoft Excel, and written dozens of freelance articles about spreadsheets. He offers Excel and Access training and consulting services nationwide.

Pricing and Format Options:

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