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Power Query: The First Step to Self-Service Business Intelligence

POWER QUERY: THE FIRST STEP TO SELF-SERVICE BUSINESS INTELLIGENCE

Cost Free
Presentation Length 1.0 hour

Recorded DateOctober 28, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Self-service business intelligence (BI) is designed for business users to perform data analytics on their own even if they have limited IT skills. Self-service BI design can be described by the three D’s: data, data model, and dashboards.

Power Query is the tool you need to perform the first step in setting up a self-service BI architecture for business users.

Power Query is an ETL (Extract, Transform, Load) tool. It extracts various data sources, transforms the data sources by cleaning and enriching the data, and finally loading the data.

Learning Objectives:


  • Define self-service business intelligence (BI) for business users

  • Describe an ETL tool—extract, transform, load—the three components of accessing and cleaning data.

  • Identify Power Query an ETL tool for self-service business intelligence 

  • Determine why you should learn Power Query

  • Recognize how Power Query integrates with other Microsoft self-service BI tools to create a complete solution for self-service business intelligence

  • Describe how Power Query is the authoring tool for applications that lead to automation

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Virginia Collins

Data Accountant
Information Technology Consultant
vmcollins@outlook.com
(732) 763-3792

Dataaccountants

Virginia was formerly a quality reviewer for several medium-size CPA firms in the New York City area for the last twelve years of her 35 years career in public accounting. She continues to consult small CPA firms to implement new accounting standards, including but not limited to revenue recognition. Virginia has advised clients across a broad spectrum of industries, including the following, real estate, not-for-profit, employee benefit plans, construction, wholesale, retail, health care, auto dealerships, and hospitality. Her experience extends to the planning of engagements, applying CAATS techniques, and IT control assessments. As part of her quality review role, she developed and presented training to the audit staff on the use of Excel, CAATS, data analytics, continuous auditing, and Active Data in their audits.

Virginia is a certified Informational Technology Professional (CITP) and a former committee member of the AICPA (CITP) credential committee. Virginia has been actively involved in increasing the use of computer-assisted auditing techniques (CAAT’s) by CPA’s as part of her role as a CITP committee member. She has delivered webinars and podcasts for the AICPA while a committee member, including the following webinars- “Auditing In the Information Age,” “CAATS for All,” “ Business Intelligence- Managing Data as an Asset,” “Power Query- Get and Transform an ETL tool.” In 2019 Virginia was a speaker at the AICPA Engage conference in which she presented the following CPE session:  “Data Extraction and Analytics- Audit Data Analytics Implementations and Key Success Factors.”

About Our Presenter

Dataaccountants
Data Accountant’s mission is to provide “Information at Your Fingertips”. Data Accountant accomplishes its mission by working with small businesses to manage their most precious asset “THEIR DATA”. These data initiatives are managed with an “Agile” project methodology that allows the business to respond to change and focus on creating value quickly while allowing innovation to become part of their daily processes. Data Accountant uses Power BI Desktop to create dashboards with the information small businesses need to make timely decisions. Data Accountant works with QuickBooks Online and various applications that add to the functionality and integrate with Quick Books Online. Data Accountant has expertise in Excel, Dax, Power Query, Power BI Desktop, and Quick Books Online and applications that aid in producing information in a timely manner.