K2's Business Intelligence, Featuring Microsoft's Power BI Tools - Virtual Experience

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  • Date/Time
    • Jun 19, 2024
    • Sign In: 7:30am (MT)
    • Program: 8:00am - 3:30pm (MT)
    • Add to Calendar
  • Location
    • Your Computer
      Your Space
      ISCPA / K2 Webinar, ID 00000
  • Credits
    • 8.00
  • Credit Type(s)
    • Accounting (8.00)
  • Prerequisites
    • Basic understanding of computer operations and terminology, including Microsoft Office Excel 2019 and newer

  • Vendor
    • K2 Enterprises
  • Level
    • Advanced
  • Fields of Study
    • Information Technology
  • Message
    • Virtual Experience


Business Intelligence (BI) is perhaps the hottest topic in most professional circles in today's business climate. Increasingly, organizations of all sizes seek to take advantage of the data available to them to identify previously undiscovered insights and gain competitive advantages thought to be out of reach just a few short years ago. A growing array of tools - from Excel add-ins to dedicated solutions such as Power BI - now allow you to leverage your existing knowledge and skills to create powerful, interactive dashboards and analyses unthinkable until recently.

This program will teach you to implement "do-it-yourself business intelligence" using various techniques and tools. First, you will learn to use advanced Excel data query and summarization features to create Excel-based dashboards. You will then learn how to leverage that knowledge to build even more powerful BI objects using Microsoft's Power BI tools. If gaining better insights into your data to make better decisions interests you, then join us for a fast-paced look at how you can take advantage of these fantastic tools.

Designed For

  • Business professionals seeking to develop and implement BI solutions


  • Business intelligence efforts continue to grow, and Microsoft's Power BI platform is central to many of these efforts. Participate in this session to learn more about business intelligence and how to create dashboards using Power BI.
  • 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


  • 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

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Lawrence McClelland

Mac McClelland, an attorney and accounting professional, is an associate of K2 Enterprises of Hammond, Louisiana, and Network Management Group of Hutchinson, Kansas.

Mac was formerly the director of the Centre for Financial Studies at the University of Otago in Dunedin, New Zealand, where he lived and worked for seven years from 1990 to 1997. He was also a member of the faculty of the Advanced Business Programme, ranked in the top 100 MBA programs in the world by The Economist, specializing in business strategy and strategic management accounting.

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