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AI, Technology & Innovation

Rapid Dashboard Development with Power BI Desktop (In-Person)

DELIVERY FORMAT
In Person
SEMINAR TYPE
PD Seminar
REQUIRED
Refer to Special Notes

Overview

For years, Excel has been the business intelligence tool of choice for accountants and business analysts around the world. In 2015, however, Microsoft released a free software package that has become the hottest software commodity in the business intelligence landscape; Power BI Desktop. Power BI Desktop allows rapid collection and cleaning of data and creates a relational database of the data on the fly. But the best part is that once this work is done it provides access to compelling dashboards that are attractive, interactive and best of all incredibly easy to both build and refresh.

You will need to bring your laptop and have the free version of Power BI Desktop installed on your computer (Power BI Pro/Premium are not Power BI Desktop and are not sufficient, nor required). As Power BI Desktop is automatically updated monthly with new features, we recommend installing Power BI desktop via the Windows Store. To access the Microsoft Store, press the Windows key, type Store, press Enter, search for ‘Power BI Desktop’ and install it from the Power BI Desktop app tile. If you cannot access the Microsoft Store, you can download the most recent version of Power BI Desktop.

Course Description

In this course, we will give you an introduction to the five different areas that make up Power BI:  Sourcing data, Modeling Data, Building Formulas, Creating Visualizations and Sharing. This course is not intended to make you a Power BI expert, but it will give you a great overview of the technology areas, benefits and give you the confidence to get started.

Applicable for

Accountants and data professionals who are responsible for building business intelligence reports.

MAC users – there is no Power BI Desktop installer for Mac. While you will be able to read reports shared with you, you will not be able to create new reports (which is approximately 80% of the course content).

Content

  • sourcing data from a variety of sources
  • data visualization and transformations
  • creating data model relationships
  • introduction to DAX measures
  • working with interactive visuals
  • sharing dashboard solutions personal vs. enterprise

 

Registration terms and conditions, including the cancellation policy can be found here. If you require further assistance, please contact the PD Department. 

Course Dates & Registration

Aug 11, 2026
9:00AM - 5:00PM
To Be Announced, Vancouver
Ken Puls
Ken Puls KEN PULS, FCPA, FCMA, is a world respected speaker, trainer, author, software developer and community leader when it comes to self-service business intelligence using Microsoft tools. With over 30 years of accounting and IT experience behind him, Ken is the founder of Excelguru Consulting Inc (www.excelguru.ca) and Skillwave.Training (https://skillwave.training) whose goals are to help users get the most out of Microsoft Excel and Power BI. An expert in his field, Ken has received many accolades including the prestigious Microsoft MVP award, which he has been re-awarded each year since 2006
Available
Dec 9, 2025
9:00AM - 5:00PM
Ken Puls
Ken Puls KEN PULS, FCPA, FCMA, is a world respected speaker, trainer, author, software developer and community leader when it comes to self-service business intelligence using Microsoft tools. With over 30 years of accounting and IT experience behind him, Ken is the founder of Excelguru Consulting Inc (www.excelguru.ca) and Skillwave.Training (https://skillwave.training) whose goals are to help users get the most out of Microsoft Excel and Power BI. An expert in his field, Ken has received many accolades including the prestigious Microsoft MVP award, which he has been re-awarded each year since 2006
Past
Course Details
Cost
$425
Members
$475
Non-Members
Eligible Hours
7
CPD Hours
0
Ethics Hours
0
AML Hours
Passport
10
Credits
Special Notes
This is a hands-on seminar and you will need to bring a laptop with you. You will require the free version of Power BI Desktop installed on your computer (Power BI Pro/Premium are not Power BI Desktop and are not sufficient, nor required). As Power BI Desktop is automatically updated monthly with new features, we recommend installing Power BI desktop via the Windows Store. To access the Microsoft Store, press the Windows key, type Store, press Enter, search for ‘Power BI Desktop’ and install it from the Power BI Desktop app tile. If you cannot access the Microsoft Store, you can download the most recent version of Power BI Desktop available at https://www.microsoft.com/en-us/download/details.aspx?id=58494.
Interested in similar content?

Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.

AI, Technology & Innovation

Rapid Dashboard Development with Power BI Desktop (In-Person)

DELIVERY FORMAT
In Person
SEMINAR TYPE
PD Seminar
REQUIRED
Refer to Special Notes
Course Details
Cost
$425
Members
$475
Non-Members
Eligible Hours
7
CPD Hours
0
Ethics Hours
0
AML Hours
Passport
10
Credits

Overview

For years, Excel has been the business intelligence tool of choice for accountants and business analysts around the world. In 2015, however, Microsoft released a free software package that has become the hottest software commodity in the business intelligence landscape; Power BI Desktop. Power BI Desktop allows rapid collection and cleaning of data and creates a relational database of the data on the fly. But the best part is that once this work is done it provides access to compelling dashboards that are attractive, interactive and best of all incredibly easy to both build and refresh.

You will need to bring your laptop and have the free version of Power BI Desktop installed on your computer (Power BI Pro/Premium are not Power BI Desktop and are not sufficient, nor required). As Power BI Desktop is automatically updated monthly with new features, we recommend installing Power BI desktop via the Windows Store. To access the Microsoft Store, press the Windows key, type Store, press Enter, search for ‘Power BI Desktop’ and install it from the Power BI Desktop app tile. If you cannot access the Microsoft Store, you can download the most recent version of Power BI Desktop.

Course Description

In this course, we will give you an introduction to the five different areas that make up Power BI:  Sourcing data, Modeling Data, Building Formulas, Creating Visualizations and Sharing. This course is not intended to make you a Power BI expert, but it will give you a great overview of the technology areas, benefits and give you the confidence to get started.

Applicable for

Accountants and data professionals who are responsible for building business intelligence reports.

MAC users – there is no Power BI Desktop installer for Mac. While you will be able to read reports shared with you, you will not be able to create new reports (which is approximately 80% of the course content).

Content

  • sourcing data from a variety of sources
  • data visualization and transformations
  • creating data model relationships
  • introduction to DAX measures
  • working with interactive visuals
  • sharing dashboard solutions personal vs. enterprise

 

Registration terms and conditions, including the cancellation policy can be found here. If you require further assistance, please contact the PD Department. 

Course Dates & Registration

Aug 11, 2026
9:00AM - 5:00PM
To Be Announced, Vancouver
Ken Puls
Ken Puls KEN PULS, FCPA, FCMA, is a world respected speaker, trainer, author, software developer and community leader when it comes to self-service business intelligence using Microsoft tools. With over 30 years of accounting and IT experience behind him, Ken is the founder of Excelguru Consulting Inc (www.excelguru.ca) and Skillwave.Training (https://skillwave.training) whose goals are to help users get the most out of Microsoft Excel and Power BI. An expert in his field, Ken has received many accolades including the prestigious Microsoft MVP award, which he has been re-awarded each year since 2006
Available
Dec 9, 2025
9:00AM - 5:00PM
Ken Puls
Ken Puls KEN PULS, FCPA, FCMA, is a world respected speaker, trainer, author, software developer and community leader when it comes to self-service business intelligence using Microsoft tools. With over 30 years of accounting and IT experience behind him, Ken is the founder of Excelguru Consulting Inc (www.excelguru.ca) and Skillwave.Training (https://skillwave.training) whose goals are to help users get the most out of Microsoft Excel and Power BI. An expert in his field, Ken has received many accolades including the prestigious Microsoft MVP award, which he has been re-awarded each year since 2006
Past
Special Notes
This is a hands-on seminar and you will need to bring a laptop with you. You will require the free version of Power BI Desktop installed on your computer (Power BI Pro/Premium are not Power BI Desktop and are not sufficient, nor required). As Power BI Desktop is automatically updated monthly with new features, we recommend installing Power BI desktop via the Windows Store. To access the Microsoft Store, press the Windows key, type Store, press Enter, search for ‘Power BI Desktop’ and install it from the Power BI Desktop app tile. If you cannot access the Microsoft Store, you can download the most recent version of Power BI Desktop available at https://www.microsoft.com/en-us/download/details.aspx?id=58494.
Interested in similar content?

Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.