* This course is #6 in the Microsoft Power BI series of webinars. Click button in Program Content section below to see suggested viewing order. * This course focuses on using the Power Pivot features to enhance data analysis. We will review the 4 features of Power Pivot (data model, calculations, hierarchies and KPI's) and you will learn how you can use each of these features. Although, the majority of the time will be spent on building the data model and using calculations. You will learn how to add data to your data model either directly into Power Pivot or from Power Query. We will discuss the benefits of the data model relationships versus using the VLOOKUP function to access data in different tables. One of the strengths of Power Pivot is the formula language called DAX (Data Analysis eXpressions). We will introduce DAX so that you can use basic DAX formulas to build various calculations in the data model. You will learn the difference between calculated columns and measures as we build these various calculations into our data model. This session is presented using Excel 2019/Office365. Regardless of the version you are using, most concepts covered in this course apply to all versions of Excel. NOTE: If you want to apply the concepts presented, you will need Excel 2013, 2016 or 2019/Office 365 AND the Power Pivot add-in pre-installed. To see our full prerequisite recommendations, see PROGRAM CONTENT section below. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The major topics that will be covered in this class include:

• Data modeling in Power Pivot
• Using basic DAX to create calculations
• What are and when to use calculated columns and measures
• Using the data model in Power Pivot to create PivotTables
• Hierarchies in Power Pivot

TO SEE OUR FULL PREREQUISITE RECOMMENDATIONS AND INSTRUCTIONS, CLICK HERE. 

This course is #6 in the Microsoft Power BI series of webinars. Click button below to see suggested viewing order.

View Series Sequence Who will benefit: Anyone who uses or wants to use Excel for data analysis

THIS WEBCAST IS HOSTED ON CPA CROSSINGS PLATFORM. ATTENDEES WILL RECEIVE INSTRUCTIONS ON HOW TO ATTEND THE WEBCAST VIA E-MAIL.

Think about how much time you spend reviewing and creating PDF files. This course teaches you how to take advantage of a multitude of features and functions available in Adobe Acrobat to create, review, organize, edit and secure your PDF files more effectively and efficiently. Like many personal productivity software applications, it is very likely that you are using only a fraction of the potential of Adobe Acrobat when working with your PDF files. For many CPAs, a PDF file is the final presentation of your work product, whether it is a tax return, financial statement, audit report or other financial reports. This course will teach you how improve the quality of those report presentations. The tips you learn in this course will save you time on a daily basis. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The major topics that will be covered in this class include:

• Navigating Adobe Acrobat DC
• Creating PDF files from other applications
• Organize PDF files and pages within a PDF
• Using the annotation tools to review and markup  PDF files
• Preparing your PDF for printing
• Creating links to pages, files and websites
• Securing your PDF files
• Searching PDF files
• Creating fillable forms
• Adobe Acrobat integration with Office 365

Who will benefit: Anyone who works with PDF files. Especially if you are already using Adobe Acrobat

THIS WEBCAST IS HOSTED ON CPA CROSSINGS PLATFORM. ATTENDEES WILL RECEIVE INSTRUCTIONS ON HOW TO ATTEND THE WEBCAST VIA E-MAIL.

* This course is #8 in the Microsoft Power BI series of webinars. Click button in Program Content section below to see suggested viewing order. * Power BI Desktop is a new stand-alone tool that adds visualization to your data. This course focus on learning the Power BI Desktop interface, connecting to data sources and creating the visualizations. We will demonstrate the creation of each of the various visualizations and the various options related to each. We will also show how the visualization can be connected together to provide fully-interactive reports with drill-down capabilities. This class does not require any Excel knowledge but understanding Power Pivot and Power Query can reduce your learning curve. This session is presented using Excel 2019/Office 365. Regardless of the version you are using, most concepts covered in this course apply to all versions of Excel. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The major topics that will be covered in this class include:

• Tour of the Power BI Desktop interface
• Using Power BI Desktop to connect to data sources
• Available visualizations in Power BI Desktop
• Building interactivity into visualizations

This course is #8 in the Microsoft Power BI series of webinars. Click button below to see suggested viewing order.

View Series Sequence Who will benefit: Anyone who wants to learn how to analyze data

THIS WEBCAST IS HOSTED ON CPA CROSSINGS PLATFORM. ATTENDEES WILL RECEIVE INSTRUCTIONS ON HOW TO ATTEND THE WEBCAST VIA E-MAIL.

* This course is #9 in the Microsoft Power BI series of webinars. Click button in Program Content section below to see suggested viewing order. * What good is data analysis if you can't share it? This course will focus on using Microsoft’s cloud-based sharing/publishing platform, PowerBI.com. You will learn the interface as well as the benefits of using PowerBI.com. You will learn how to use PowerBI.com to leverage the work performed in Power Pivot or Power BI Desktop. Using PowerBI.com to create visuals is very similar to Power BI Desktop, so we will only review this feature. If you want detailed instructions on creating visualizations, please attend the Power BI Desktop course. This class can be taken with no Excel or Power BI Desktop knowledge, but some concepts will be a repeat from those classes and will serve as a knowledge reinforcement for experienced users. Many data analysts may create models in Power Pivot or Power BI Desktop, so we will spend time to learn how to share that data with PowerBI.com. This will ensure that everyone is looking at the same data, no matter the toolset. PowerBI.com adds the ability to create and share dashboards, so we will demonstrate how to create visualizations that can be turned into dashboards that allow users to customize their PowerBI.com with dashboards that are meaningful to them. This session is presented using Excel 2019/Office 365. Regardless of the version you are using, most concepts covered in this course apply to all versions of Excel. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The major topics that will be covered in this class include:

• A tour of the PowerBI.com interface
• Sharing data with Power Pivot and Power BI Desktop
• Creating visualizations and turning them into dashboards
• Sharing visualizations and dashboards with others

This course is #9 in the Microsoft Power BI series of webinars. Click button below to see suggested viewing order.

View Series Sequence Who will benefit: Anyone who wants to learn how to analyze data

THIS WEBCAST IS HOSTED ON CPA CROSSINGS PLATFORM. ATTENDEES WILL RECEIVE INSTRUCTIONS ON HOW TO ATTEND THE WEBCAST VIA E-MAIL.

This course is an extension of the Power BI series of courses that specifically explores using OLAP formulas and advanced time intelligent functions. OLAP formulas provide the ability to create a calculation in a cell that is based upon the measure in the data model. This powerful tool provides the ability to create calculations in an Excel worksheet without using a PivotTable to perform the calculation. Gone are the days of creating a PivotTable, then using those values in the PivotTable for additional calculations. When using Power BI to build a data model that connects to data files, you may want to know the date of these files. This class teaches you how to create a measure based upon the refresh date of your data. In the class "Power BI - Use Advanced Calculations with DAX Formulas," you learned the basics of time intelligent functions, the ability to calculate measures based upon dates. In THIS course, we will take it to the next step and teach you how to perform many more date-based calculations. This session is presented using Excel 2019/Office 365. Regardless of the version you are using, most concepts covered in this course apply to all versions of Excel. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The major topics that will be covered in this class include:

• OLAP functions to create custom calculations on an Excel worksheet
• Measures that help determine the date of your refreshed data
• Advanced time intelligent functions to create date-based measures

Who will benefit: Anyone who wants to learn to create advanced calculations in Power BI or Power Pivot

THIS WEBCAST IS HOSTED ON CPA CROSSINGS PLATFORM. ATTENDEES WILL RECEIVE INSTRUCTIONS ON HOW TO ATTEND THE WEBCAST VIA E-MAIL.

* This course is #7 in the Microsoft Power BI series of webinars. Click button in Program Content section below to see suggested viewing order. * This course focuses on using DAX (Data Analysis eXpressions) to create advanced calculations in Power Pivot data models. We will review what you learned in "Power BI - Go Beyond PivotTables with Power Pivot" and take your calculations to the next level using advanced DAX formulas. You will learn over 20 DAX functions that will allow you to perform calculations that were not possible with standard Excel. We will also review the use of a date or calendar table that allows us to perform date analysis that was never possible before. This will allow us to use the new time-intelligent functions to perform complex calculations on our data like: month-to-date, quarter-to-date, year-to-date, last year same period, last year-to-date, etc. You will also learn the DAX calculation process in order to proof and validate your calculations. We will be using Power Pivot to create our DAX calculations, however, the process is very similar in Power BI Desktop and the functions and formulas are identical. If you are using Power BI Desktop, you should be able to follow along and learn how to create advanced calculations. This session is presented using Excel 2019/Office 365. Regardless of the version you are using, most concepts covered in this course apply to all versions of Excel. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The major topics that will be covered in this class include:

• Review Power Pivot calculations (column calculations vs. measures)
• Create advanced DAX formulas
• Using a Date / Calendar table for data analysis
• The DAX calculation process

This course is #7 in the Microsoft Power BI series of webinars. Click button below to see suggested viewing order.

View Series Sequence Who will benefit: Anyone who is using Power Pivot or Power BI Desktop for data analysis

THIS WEBCAST IS HOSTED ON CPA CROSSINGS PLATFORM. ATTENDEES WILL RECEIVE INSTRUCTIONS ON HOW TO ATTEND THE WEBCAST VIA E-MAIL.

Excel is the #1 data analysis tool for accountants, yet many accountants have never learned the basics of data analysis using Excel or the tools that Excel offers to help with data analysis. This session is designed to teach participants the importance of PivotTables for analyzing data. We will demonstrate how PivotTables can make analyzing data an easy task for all accountants. Participants will learn the step-by-step process to create PivotTables and PivotCharts. We will also cover all the setup options and features. This session is presented using Excel 2013. Regardless of the version you are using, ALL concepts covered in this course apply to ALL versions of Excel. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The major topics that will be covered in this class include:

• The advantages of PivotTable for Data Analysis
• Step-by-Step PivotTable creation
• Creating PivotCharts

Who will benefit: All CPAs and Accounting Professionals that want to learn how to analyze data

THIS WEBCAST IS HOSTED ON CPA CROSSINGS PLATFORM. ATTENDEES WILL RECEIVE INSTRUCTIONS ON HOW TO ATTEND THE WEBCAST VIA E-MAIL.

This fast-paced course focuses on using Excel Power Pivot features to enhance data analysis. One of the strengths of Power Pivot is the formula language DAX (Data Analysis eXpressions). We will spend considerable time using the power of DAX to create meaningful calculations that add new dimensions to our data. We will also review the use of a date or calendar table that allows us to perform date analysis that was never possible before. This will allow us to use the new time-intelligent functions to perform complex calculations on our data such as: month-to-date, quarter-to-date, year-to-date, last year same period, last year-to-date, etc. We will also demonstrate the hottest tips and tricks that will take your data analysis to the next level. Although our focus will be on using Power Pivot, we will review some of the other Power BI Tools including: Power Query (Get & Transform), Power BI Desktop and Power BI Services (PowerBI.com). NOTE: If you want to apply the concepts presented, you will need Excel 2013, 2016 or 2019/Office 365 AND the Power Pivot add-in pre-installed. To see our full prerequisite recommendations, see PROGRAM CONTENT section below. This session is presented using Excel 2019/Office 365. Regardless of the version you are using, most concepts covered in this course apply to all versions of Excel. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The major topics that will be covered in this class include:

• Introduction to Excel Power BI Tools
• Loading data into Power Pivot using data modeling
• Creating "measures" using DAX functions and formulas
• Using a date table to create time-intelligent measures
• The DAX calculation process

TO SEE OUR FULL PREREQUISITE RECOMMENDATIONS AND INSTRUCTIONS, CLICK HERE

Who will benefit: Anyone who wants to analyze data in Excel

THIS WEBCAST IS HOSTED ON CPA CROSSINGS PLATFORM. ATTENDEES WILL RECEIVE INSTRUCTIONS ON HOW TO ATTEND THE WEBCAST VIA E-MAIL.

PowerPoint is a widely available resource that is potentially underutilized by accountants because many accountants do not stray beyond Excel and Word in the Microsoft Office suite. You will learn how to create and edit a professional PowerPoint slide deck. This session places particular emphasis on efficiency tips and tricks that will allow you to develop creative, professional visual aids while minimizing time and effort. The course's author will share personal insights he has cultivated throughout more than two decades of public speaking. Although the session will focus on creating and editing slides, we will illustrate best practices for presentation delivery. We also will explain how PowerPoint can be used for purposes other than delivering presentations. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The major topics covered in this course include:

• Exploration of tabs within PowerPoint's ribbon
• Initial creation of a slide deck
• Using slide masters
• Utilization of external content
• SmartArt
• Alignments and layouts
• Tips and tricks for efficiency
• Best practices for effective presentation delivery
• Other creative uses for PowerPoint

Who will benefit: Accountants and other professionals who want to learn how to efficiently use PowerPoint for presentations and other purposes.

THIS WEBCAST IS HOSTED ON CPA CROSSINGS PLATFORM. ATTENDEES WILL RECEIVE INSTRUCTIONS ON HOW TO ATTEND THE WEBCAST VIA E-MAIL.

If you are familiar with the Office 365 Teams app, you know it is an extremely powerful tool to transform the way you communicate, collaborate and share knowledge. What you may not know is how to configure Teams to optimize your ROI and how effectively your team members use it. This course takes you on a tour of the important setup and configuration settings you need to be familiar with to ensure the best Teams experience for your organization. Whether you are already using Teams, in the process of deploying it, or are contemplating whether or not to bring it into your organization, this course will prove to be invaluable. The information shared in this course is sure to help you avoid costly mistakes in your Teams app deployment. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The major topics that will be covered in this course include:

• Defining your teams and channel structure - best practices
• Step-by-step guide on how to create and manage teams and channels
• How to organize your Teams navigation panel
• Configuring your notification settings
• Connecting Teams to external apps
• Understanding how Teams integrates with SharePoint, OneNote and Planner apps
• Tracking your Teams app usage analytics
• Archiving and deleting Teams and related content

Who will benefit: Anyone who is contemplating, deploying or already using Microsoft Teams

THIS WEBCAST IS HOSTED ON CPA CROSSINGS PLATFORM. ATTENDEES WILL RECEIVE INSTRUCTIONS ON HOW TO ATTEND THE WEBCAST VIA E-MAIL.