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PST2110 - PST2110. Power BI vs. Excel for ENGAGE

Jul 28, 2021 2:00pm ‐ Jul 28, 2021 3:15pm

Standard: $49.00


This session will review practical applications for Power BI in a CPA firm today. The attendees will walk away with a basic understanding on how to build out a basic Power BI dashboard.

Learning Objectives:
  • Summarize business intelligence (BI) and its use in decision making
  • Determine practical applications of BI in CPA firms as well as well as in other decision making environments
  • Compare and contrast Excel and Power BI as to their similarities and differences, as well as how Excel compliments the use of Power BI
  • Illustrate the construction of a Power BI dashboard and usefulness of constructed visualizations


  • Dr. William S. Thomas, CPA, CGMA, PhD, W. Stewart Thomas, CPA, CGMA, PhD, University of North Carolina at Pembroke

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