TCH2509. Empowering CPAs with PowerBI: Transforming Data into Actionable Insights
In today’s data-driven world, CPAs are increasingly expected to leverage technology to deliver deeper insights and greater efficiency. This session will guide public accountants, controllers, and CFOs on how to harness the power of PowerBI to transform data extraction into scalable, actionable insights.
We’ll begin by exploring best practices for extracting client data from various systems, followed by step-by-step guidance on building robust data models tailored to your analysis needs. You’ll learn how to create compelling, interactive dashboards and reports that not only streamline workflows but also uncover valuable insights. Along the way, we’ll address common challenges, such as managing incomplete datasets and ensuring data security.
Through real-world examples, live demonstrations, and actionable tips, you’ll leave this session equipped with practical strategies to integrate PowerBI into your workflow, enabling your team to deliver more value to clients and stakeholders. Whether you're new to PowerBI or looking to optimize your current setup, this session offers something for everyone.
Learning Objectives:
- Identify the fundamentals of data extraction and how to efficiently gather and organize client data from various systems to prepare for analysis.
- Recognize best practices for data modeling that meet audit requirements and ensure accuracy.
- Identify how to build insightful reports and analytics using PowerBI to create interactive dashboards and reports that add value to the analysis process.
- Identify ways to enhance efficiency and insights through data analytics and visualization to streamline workflows and uncover key insights.
