Instructor
Donald Tomoff, CPA, MBA
Don is the founder of Invenio Advisors LLC, a consulting firm specializing in information management, process improvement, reporting and data analysis, as well as education and training. Don’s experience includes “Big 4” public accounting, senior-level industry finance positions, and consulting. Don’s industry experience includes serving eight years with Jo-Ann Stores as VP, Finance and Treasurer.
Since 2010, Don has focused his efforts with executives and companies on many digital process improvement, data analytics and training initiatives, including developing and implementing mobile information strategies. His efforts are focused on the identification of process improvement opportunities, and leveraging readily available technology tools to drive that change. In addition to consulting, Don speaks at various conferences, including the IMA National Conference in Indianapolis, IN.
For a sample of Don’s instructor style, please see his video on Generative AI and ChatGPT.
BI and business analytics are in high demand. Companies are adopting data analytics initiatives to enable better and faster decision making. Excel & Power BI are an advanced, yet easy, way to get started with self service business analytics / business intelligence.
Please note that this course can be purchased for a discount here: Buy the entire 2019-2020 Quarterly Financial Leaders Series at a discount.
Upon completion of this course, participants will be able to:
– explain the Excel “power tools” and better understand the capabilities of “modern” Excel
– understand how Excel & PowerBI, although separate platforms, are integrated and complementary tools.
– explain the process of “ELTR” in data analytics – Extract, Transform, Load & Report
– understand basic reporting concepts and considerations for both Excel and PowerBI
– explore basic data sets and understand the basics of cleaning data using Excel (consistent with Power BI)
This course will explore the concepts of modern Excel power tools and Power BI. We will explore cleaning data (Power Query), shaping and modeling data (Power Pivot, Data Model and DAX), loading our data and tips for creating basic dashboards and reports. Participants will understand the process using real-world data sets and examples that they can take back to their organizations and put to use.
8890 McGaw Rd, Columbia, Howard County, Maryland 21045
Get DirectionsThis session is designed as an overview session, rather than a “how-to” deep dive. However, use of Excel on a regular basis and ability to navigate menus, options, etc. provided in the software would be beneficial – but not required.
Designed for financial leaders and senior management interested in better understanding the data analytics opportunities that exist with Microsoft’s readily available spreadsheet and BI solution. Leaders of tomorrow will benefit from a strong foundation in data analytics, and that knowledge starts with the everyday tools that we all have.