Microsoft PowerBI includes the capability to neatly bring together multiple data sources. Whether you are working with a manufacturer, a professional services firm, a retailer or an association, you can pull together information from ledger, CRM, sales and the wider economy to provide insights that seems like magic to your clients.
PowerBI can become a key asset of your advisory armour and in this session you will learn the techniques to bring together data to provide rich insights and visualisations.
Webinar Learning Outcomes:
Bring together lots of different data to provide deep insights to your clients.
Aimed at any firms and those responsible for communicating financial information with small and medium clients.
This is a medium level session aimed at those who have used at least PowerBI desktop to some level before. Good Excel knowledge will also be an advantage.
Nick Beaugeard is the CEO and Founder of HubOne, a software company which develops solutions for Accounting Firms. Prior to that he has worked in large software vendors including Microsoft and had executive roles at JP Morgan, National Westminster Bank among others.
Nick started writing software at the age of seven and boasts over twenty five years’ experience as a software developer, manager and architect. Nick has lived in London, New York, Seattle and is now settled in Sydney with his wife and four kids.
You will be provided with:
• PowerPoint presentation slide deck
• Supporting documentation
• Webinar Recording to view multiple times for up to 6 months
• An opportunity to ask questions to the presenter
Pull together accounting, public and other data to provide your clients deeper visibility of their business