November 21, 2022


8 Total CPE Credits


K2's Business Intelligence - Featuring Microsoft's Power BI Tools

Learning Objectives

  • 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 useful in BI applications
  • Differentiate between the BI opportunities in Excel and Power BI
  • Create and distribute dashboards using Power BI

Major Topics

  • Excel BI dashboards
  • shortcomings of BI solutions based on Excel
  • Excel add-ins
  • BI in Excel and Power BI
  • Dashboards using Power BI

CPE Credits Available

Total CPE
Accounting & Auditing

Things to Know About This Course


Basic understanding of computer operations and terminology, including Microsoft Office Excel 2013 and newer

Advanced Preparation


Intended Audience

Business professionals seeking to develop and implement BI solutions


California Society of CPAs

This event has ended.