IOFM Spring Conference and Expo

May 19-21, 2024 |  Disney’s Yacht and Beach Club Resort  |  Lake Buena Vista, FL

Agenda Session

Creating a Power BI Dashboard for AP + AR

May 19 2024

1:30 PM - 4:30 PM EST

Power BI is a powerful and dynamic tool from Microsoft for creating interactive online reports. To build consistency and flexibility into your daily reporting, you can create an Accounts Payable or Receivable dashboard and simply have it refresh each day, updating automatically. In this session, we will learn how to easily create a visual report with filters, hover states, and other layers of interactivity.

Topics include:

  • Understanding the Power BI licensing and permissions structure
  • Retrieving data dynamically with Power Query
  • Adding relationships between data tables
  • Creating DAX expressions for common calculations
  • Designing interactive visual reports

NOTE – Laptops are required for this training. Charging strips will be provided throughout the room.

Speakers

Knack Training

- Principal

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