Introduction to Data Analytics and Microsoft Power BI Tools

John H. Higgins, CPA.CITP, CPA Crossings, LLC
Bryan L. Smith, CPA.CITP, CISA, CPA Crossings, LLC

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 in this area. 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 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.