Using Power BI to Create Client Dashboards

Description

PowerBI has been described as Excel on Steroids. In this presentation, you will learn how to use PowerBI with different data to provide rich insights into your clients end to end business. 

We will use a real world example and show how you can pull together client, public and other data to produce deep advisory insights.
In addition, we will experience some of the rich artificial intelligence features of the platform.
This practical session shows from start to finish how you can create, distribute and publish amazing information for your clients.

Webinar Learning Outcomes:
Be able to rapidly develop and deliver financial and business dashboards for your clients.

Suited to:
Aimed at any firms and those responsible for communicating financial information with small and medium clients.
This is an introductory session which will step through the process. Good Excel Knowledge will help.

Presenter Bio:
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

Amaze and impress your clients with live financial data and insights

  • Webinar Recording
    • PD hours: 1
    Stream this recording multiple times at your convenience.
    • $180.00 incl. GST

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One-Connection-One-Fee

Our webinars operate on a 'one-connection-one-fee' basis so you can have your whole team participate for one cost effective price and claim CPD points.

Recordings

Like the topic but can’t make the time? Register for the Live Session and you’ll receive the Recording regardless! You can watch it as many times as you like for up to 6 months. You will also receive Supporting Documentation.