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K2's BI Add-ins - Self-Service Business Analytics on the Desktop (4 Hours)

K2's BI Add-ins - Self-Service Business Analytics on the Desktop (4 Hours)

Course Description

Microsoft has created two parallel environments for delivering business intelligence reports and dashboards. One uses Excel and the four premium data-analysis add-ins (Power Pivot, Power View, 3D Maps, and Power Query). The other environment uses the cloud-based tools of Power BI and Power BI Desktop to create dashboards without Excel. Both environments allow business professionals to create user-interactive tabular reports and dashboards using quick and easy drag-and-drop processes. Don't miss this opportunity to see and evaluate the Excel-based environment for producing business intelligence reports, analysis, and dashboards.

Main Topics

  • Comparing the two BI environments
  • Understanding the add-ins required to use BI functionality in Excel
  • Using the Excel BI add-ins to produce financial and operational analysis
  • Comparing the two BI environments

Learning Objectives

Upon completing this course, you should be able to:

  • Identify the desktop applications, server components, and Office 365 subscriptions for producing and delivering analytics
  • Describe the process of accessing external data for analysis
  • Use Power Pivot, Power View, and Power Map to produce user-interactive analysis
  • Explain how to use Power Query to find, clean, transform, and merge data from multiple sources

    Course Information

    • CPE credit: Recommended for 4 CPE hours Computer Software and Applications
    • Prerequisites: Good working knowledge of Excel and PivotTables
    • Program level: Advanced
    • Advance preparation: None
    • Who should participate: Accountants and business professionals who want to harness the power of business intelligence functionality using the premium Excel add-ins.