October 5, 2023


8 Total CPE Credits


Webinar (CA): K2's Business Intelligence, Featuring Microsoft's Power BI Tools

  • Instructor

    Thomas Stephens, Jr

Learning Objectives

• Create Excel-based BI dashboards
• List the potential shortcomings of BI solutions based wholly on Excel
• Identify and implement various Excel add-ins that might be helpful in BI applications
• Differentiate between the BI opportunities in Excel and Power BI
• Create and distribute dashboards using Power BI

Major Topics

• The importance of Business Intelligence in today's business climate
• Differentiating between Power BI licensing options
• A hands-on approach to creating effective Power BI reports and dashboards

CPE Credits Available

Total CPE

Things to Know About This Course

Course Level

  • Advanced


Basic understanding of computer operations and terminology, including Microsoft Office Excel 2019 and newer

Advanced Preparation

This webinar is produced by CalCPA. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Intended Audience

Business professionals seeking to develop and implement BI solutions


California CPA Education Foundation

Register For This Event

  • COCPA Member

    $ 299 299
  • COCPA Non-Member

    $ 399 399
    Your Price

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