Getting Started with Power BI - For Partners (Nov 2021)

If, you want to build Interactive and POWERFUL (pun intended) reports using (any) Accounting (ERP) system data for your customers, then this course is for you. This PARTNER ONLY course is a “A through R, omitting some letters in between”. With this short class we want to ensure you receive enough information to begin or enhance your Power BI practice.

In this course, you will:

• Review business value and overview of Power BI
• Review how to access different data sources
• Perform Data Modeling with the Query Editor (M) and DAX
• Build a Power BI Report using the Power BI Desktop
  • Accounts Payable Report
  • Accounts Receivable Report
  • Cash Report
  • General Ledger Report
  • Artificial Intelligent Visuals
• Publish your Report to the Power BI Service
• Create a Dashboard
• Create a Power BI App
• Explore features in the Power BI Service and in the Mobile App (if you have an iPhone or Android)
• Explore the Power BI Administration Center
• Review methods to help you create a Power BI Practice.

Note: We’ll be extracting data from Excel files that will be provided to you, eliminating both security and connectivity issues.

Who Should Attend?

Any partner interested in supplementing their existing services with Power BI reports and dashboards.

Learning Objectives:

At the end of this class, participants will be able to:

• Connect Power BI to a data source
• Generate and publish a basic report
• Create and publish a dashboard
• Identify additional services / products to offer

Field of Study: Computer Software & Applications

Program Level: Basic

Prerequisites: None.

Advanced Preparation: A portion of class will be spent doing hands-on exercises. You will receive a link to download the sample data (Excel files) and instructions for downloading and installing the (most current) Power BI Desktop App prior to the class.  Note: Power BI Desktop requires access to the Microsoft Store OR administrative rights on your local machine; please confirm the appropriate access with your IT department prior to class. 

Delivery Method: Group Internet-based

CPE Credits: By participating in this class, you are eligible to earn up to 8 CPE credits which will be distributed following class completion. In order to be awarded the full credit hours, you must notify your instructor of your intention to request credit before the start of the first class. To receive CPE credit, you must be present and actively engaged, which will be verified using polling questions and other means. You will not receive CPE credit for any portion of the class that you do not appear fully engaged.

Learning environment: As experienced trainers of adult learners, we understand how to make training “stick”. We use proven practices to make sure you retain what you learn and are fully equipped to immediately apply what you discovered in class. Each day, you will spend more than 50% of your time doing hands-on exercises in our simulated learning environment.

Refund and Cancellation Policy: Please refer here: https://getyournewview.com/refund-policy/