Introduction to Power BI
Power BI is a Microsoft product that empowers you to create interactive business intelligence tools, such as dashboards. This session will explain the concept of dashboards, which allow you to summarize data while also being able to quickly drill down into the details. It will first show how to use Power Query to prep data for analysis in Excel or Power BI. It will then compare how you can summarize and present data both in Microsoft Excel and Power BI.
Author and Excel expert David H. Ringstrom, CPA will demonstrate every technique at least twice. First, techniques will be shown on a PowerPoint slide with numbered steps. Then the techniques will be shown in the subscription-based Excel for Microsoft 365.
David draws your attention to any differences in Excel 2021, 2019, or 2016 during the presentation and in his detailed handouts. The handouts include an Excel workbook with most of the examples he uses during his demonstrations.
Excel for Microsoft 365 is a subscription-based product that receives periodic feature updates. Conversely, perpetually licensed versions have year numbers in their names and do not receive any feature updates.
David is the author of “Exploring Microsoft Excel’s Hidden Treasures: Turbocharge Your Excel Proficiency with Expert Tips, Automation Techniques, and Overlooked Features.”
