Introduction to Business Intelligence

Overview

This session introduces the PivotTable feature and covers the basics. Learn the four report layout areas, rows, columns, values and filters. Then you will learn how to update PivotTable reports and ensure that any new transactions appended to the data source are included in the report. You will explore how to create monthly columns and how to properly format the values in a PivotTable. This is part 7 of a 10-part series: Module 1: Fundamental Features Module 2: Fundamental Functions, Concepts, Techniques Module 3: Six Critical Excel Functions Module 4: Handling Errors and Comparing Lists Module 5: Date and Text Functions Module 6: Time-Saving Techniques Module 7: Introduction to PivotTables Module 8: PivotTable vs. Formula-Based Reports Module 9: PivotTable Wrap-Up and Web Data Module 10: Getting, Preparing and Summarizing Data

Highlights

• Learn core BI concepts, roles, and processes
• Compare BI vs. data science and where each fits
• Use Excel and Power BI for hands-on data analysis
• Understand the BI lifecycle and its impact on business value
• Develop the foundational data skills used in BI teams

Objectives

• Explain the different roles that form part of a business intelligence team
• Discuss how BI serves the needs of a business
• Recognize well-designed and badly designed visuals
• Compare different data types and data structures
• Explain the basics of metrics and functions

Preparation

Attendees should have a basic understanding of accounting fundamentals, business processing and reporting, and Excel.

Notice

This is a self-study/on demand course offered by a 3rd party vendor and will NOT be accessible in the My Upcoming CPE section of the ISCPA website. Course access information will be emailed directly to you by CalCPA. The course expires one year from the purchase date. Format = Online Self-Study.