April 22, 2026

Webinar

2 CPE

Webinar (CPA Crossings): Get started with Power BI🗓️

April 22, 2026
Webinar
2 CPE

Webinar (CPA Crossings): Get started with Power BI🗓️

  • View Bio

    Instructor

    Bryan
    Smith

    View Bio

    Bryan Smith, CPA.CITP, CISA

    Bio

    Bryan has more than 25 years of experience as a strategic technology advisor to CPA firms and professional organizations. He is a nationally recognized author and speaker on topics that help CPAs bridge the gap between business and technology.

  • Embark on a journey to master Power BI, a powerful tool for data analysis and business intelligence, in our comprehensive course, "Get Started with Power BI." This course is meticulously designed for professionals who seek to understand the full spectrum of Power BI capabilities, including its integration with Excel's Power BI features like Power Pivot and Power Query, and its comparison with standalone Power BI tools such as Power BI Desktop, Power BI Service, and Power BI Report Server. In the first part of the course, participants will be introduced to the fundamentals of Power BI. This includes an overview of Power BI's interface, key features, and its seamless integration with Excel. The course will cover Excel's Power BI tools
  • Power Pivot, for advanced data modeling, and Power Query, for efficient data transformation and preparation. This segment is essential for understanding how Power BI extends and enhances the data processing and analytical capabilities of Excel. The second section of the course delves into the standalone Power BI tools. Here, participants will explore Power BI Desktop for creating complex data models and sophisticated reports, Power BI Service for cloud-based collaboration and sharing, and Power BI Report Server for on-premises report deployment. This part of the course will focus on the unique features and strengths of these standalone tools, providing attendees with the skills to leverage Power BI in a variety of business contexts. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Learning Objectives

After attending this presentation, you will be able to...

  • Identify the differences and synergies between Excel's Power BI tools and the standalone Power BI tools, enabling a clear understanding of when and how to use each tool effectively in various business scenarios.
  • Distinguish between the various functionalities and use cases of Power BI tools, empowering participants to select the most appropriate Power BI tool for specific data analysis and reporting needs in their professional roles.
  • Recognize the impact of integrating Power BI with Excel on the efficiency and effectiveness of data processing, analysis, and visualization tasks, aiding in the development of more streamlined and powerful data analytics strategies within their organizations.

Major Topics

The major topics that will be covered in this class include:

  • Overview of the Power BI Tools: Introduction to the Power BI ecosystem, including Excel’s Power BI features (Power Pivot and Power Query) and standalone tools (Power BI Desktop, Power BI Service, Power BI Report Builder and Power BI Report Server).
  • Tour of the Tools: Introduction to the interfaces of Power Pivot, Power Query, Power BI Desktop and Power BI Services.
  • Comparative Analysis:
    • Understand the strengths and limitations of Excel’s Power BI features versus standalone Power BI tools.
    • Strategic decision-making on when to use each tool for optimal efficiency and accuracy in data analysis tasks.

CPE Credits Available

2 CPE
2
Computer Software & Applications

Things to Know About This Course

Course Level

  • Overview

Professional Area of Focus

  • Technology

Prerequisites

None

Advanced Preparation

This webinar is produced by CPA Crossings. 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

Anyone who wants to enhance their analytical skills and embrace the advanced capabilities of Power BI, setting them apart in a data-driven business environment.

Provider

CPA Crossings, LLC

Register For This Event

  • COCPA Member

    $ 89 89
    Join

  • COCPA Non-Member

    $ 116 116
    Your Price

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