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Do-It-Yourself Business Intelligence with Microsoft’s Power BI Tools

Total Credits: 4 including 2 Accounting - Technical, 2 Computer Science

Average Rating:
Tommy Stephens
Course Levels:
4 Hours


Microsoft has created an alternative environment for creating user-interactive, Business Intelligence (BI) dashboards without Excel. The free Power BI Desktop application allows business professionals to create stunning dashboards using quick and easy drag-and-drop processes, similar to Power View, but without the need to invest in a premium-priced version of Microsoft Office. Additionally, extends the functionality of Power BI Desktop by allowing you to create and publish BI dashboards to a cloud-based service. Power BI opens a new era in data analysis and reporting. You do not want to miss this opportunity to see how these amazing new reporting tools can help you with your reporting efforts.

Basic Course Information

Learning Objectives *List the advantages of working with Power BI Desktop and list the relevant limitations associated with using Power View to produce similar reports *Identify how to acquire Power BI Desktop and a subscription *Differentiate between tables and data models and create and work with data models in Power BI Desktop *List ways in which data can be displayed and presented on a Power BI report *Create Power BI reports that present information better than ordinary tabular reports
Major Subjects *Accounting *Computer Software & Applications

Course Materials


Tommy Stephens Related seminars and products: 19

Thomas G. Stephens, Jr., received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985.  Upon graduation, Mr. Stephens began working for an Atlanta-based public accounting firm.  After earning his designation as a Certified Public Accountant, Mr. Stephens worked for BellSouth Corporation in Atlanta as an Internal Auditor.  After two years as an auditor, he was promoted to Staff Manager and then Operations Manager of the Internal Audit Group.  In 1991, he transferred to the Comptrollers’ department of BellSouth and served as Manager of the Cost Accounting organization.   While working full-time at BellSouth Corporation, Mr. Stephens also attended graduate school, earning a Masters of Science (Major in Finance) from Georgia State University in 1992.

Mr. Stephens left BellSouth in 1994 and opened his public accounting practice in the metropolitan Atlanta area.  In his practice, Mr. Stephens provides accounting, tax, and consulting services to individuals and a wide variety of small and emerging businesses.  Additionally, in 1995 he began authoring and presenting continuing professional education courses to accounting and finance professionals.  In 2003, Mr. Stephens affiliated with K2 Enterprises and in 2007 he joined the firm as a partner. To date, he has lectured nationally on subjects such as internal controls for small businesses, technology strategies, computer hardware and software applications, tax strategies and compliance, and financial accounting standards and applications.  Over the past twenty-two years, Mr. Stephens has presented over 2,100 educational sessions to over 61,000 participants nationwide.

Presently, Mr. Stephens resides in Woodstock, Georgia where, in addition to his association with K2 Enterprises, he provides consulting services to small businesses and CPA firms.  In addition to an active professional career, Mr. Stephens enjoys an active personal life as well.  He and Michelle – his wife of thirty-one years – have two children.  His hobbies include snow skiing, fishing, and running.  Additionally, Mr. Stephens maintains professional memberships with the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants and is a past member of the Institute of Internal Auditors.

Additional Info

Basic Course Information

Prerequisites Fundamental knowledge of Microsoft Excel
Advanced Preparation None
Designed For Accounting, financial, and other business professionals who want to learn how to create and distribute effective BI dashboard reports
Original Recording Date 09/13/2017
Yellow Book No
Course Developer K2 Enterprises
Date Added to Catalog 07/31/2017

Additional Information

Complaint Resolution Policy Please contact Anne Taylor for any complaints., (972-377-8199).
Official Registry Statement Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site:
Instructional Delivery Method Group Internet Based
Course Registration Requirements Online Registration
Refund/Cancellation Policy Please contact the ACPEN help desk 1-877-602-9877 or if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.



Overall:      4.5

Total Reviews: 60


Kirk M - x

" "

Ellen B

"Content was really good. "

William M

"I am very secure in my Excel world, but obviously need to extend my knowledge into the BI world because of the amount of data "

Ann B

"Great course!"

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