TCH2509. Empowering CPAs with PowerBI: From Data Extraction to Actionable Analytics

In today’s data-driven world, CPAs are increasingly expected to harness technology to deliver deeper insights and improved efficiency. This session will guide public accountants, controllers, and CFOs in how to leverage PowerBI to create scalable insights from data extraction to insights. We’ll start by exploring best practices for extracting client data from various systems, followed by step-by-step guidance on building robust data models tailored to meet analysis needs. You’ll learn how to create compelling, interactive dashboards and reports that not only streamline workflows but also uncover critical insights. Along the way, we’ll tackle common challenges like handling incomplete datasets and ensuring data security. Through real-world examples, live demonstrations, and practical tips, you’ll leave this session with actionable strategies to integrate PowerBI into your toolkit, empowering your team to deliver more value to clients and stakeholders. Whether you're new to PowerBI or looking to optimize your current workflows, this session has something for everyone.

Learning Objectives:

• Understand the Fundamentals of Data Extraction: Learn how to efficiently gather and organize client data from various systems to prepare for analysis.
• Master Data Modeling Techniques: Explore best practices for designing data models that meet audit requirements and ensure accuracy.
• Create Insightful Reports and Analytics: Discover how to use PowerBI to build interactive dashboards and reports that add value to the analysis process.
• Enhance Efficiency and Insights: Understand how data analytics and visualization can streamline workflows and identify key insights.