No more information overload
In today’s world, accounting firms have access to more data than ever before and understanding the fundamentals of business intelligence is often cited as a critical component to the success of the modern CPA firm. Using Microsoft Power BI, you can create a true business intelligence platform. Pairing Power BI and Wolters Kluwer products can help your firm run more efficiently, understand your Key Performance Indicators (KPIs), and deliver interactive dashboards that are the cornerstone for informed decision making.
Wolters Kluwer offers several training options for Microsoft Power BI:
Introduction to Power BI (Web Based)
This course utilizes Wolters Kluwer product-oriented datasets in guided steps to help the professionals in the firm learn the fundamentals of Power BI. By using real world situations (tax season, WIP listings, etc.), we teach not only how to pull the information you need, but how to create new connections from the information you have. While this course works with Power BI and Wolters Kluwer products, the ability to use other datasets is discussed as well as how to create relationships between unaffiliated datasets. We will also share advanced Power BI and Power Query tips, including how to create Hierarchy drilldowns and slicers which help the consumers of your business information navigate effortlessly to the information they need.
Power BI Workshop (Web Based)
This workshop is designed for firms who want specialized assistance using Microsoft Power BI and have already taken our Introduction to Power BI course. During this workshop, one of our consultants will help you create custom reports/data visualization using Power BI.
Power BI 2-Day Workshop (Classroom-based at select locations)
The Power BI 2 Day Workshop, is designed to help our customers obtain a broader understanding of the datasets available to them and the Power BI utility. The first day will be Instructor led learning, focused on real world BI projects including, a tax return project, a WIP project, a chargeable hours project. The key learnings in the class will include the Power BI interface, SQL & Power BI fundamentals, Power Query and the Query Editor, Quick Measures and Dax.
The 2nd day will be focused on attendee self-work with access to the Power BI trainers to help them design their own custom dashboards and reports.
Attendees are encouraged to bring backups of their datasets to make this session as useful as possible.