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K2's Power BI - Advanced Reporting

Total Credits: 2.2 including 2.2 Computer Software & Applications - Non-technical

Average Rating:
ACPEN Industry Institute |  Industry
Thomas G. Stephens Jr., CPA.CITP, CGMA, Jr.
Course Levels:
2.2 Hours
Access for 30 day(s) after program date.

Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.


In this session, you will learn how to go beyond importing data into Power BI and creating simple reports. Instead, you will learn how to take advantage of some of Power BI’s advanced features, including managing data relationships, creating KPIs, adding goal-oriented graphics, filtering with Slicers, and using new AI features in Power BI. Further, you will learn how you can use Power BI Desktop, Power BI Mobile, and Power BI Pro in concert to create a comprehensive reporting strategy.


Basic Course Information

Learning Objectives
  • List two ways of connecting tables
  • Create and display revenue per foot KPI
  • Identify the steps for adding a static value into the Power BI data model

Major Subjects
  • Data relationships
  • KPI graphics
  • Adding measures and calculations

Course Materials


Thomas G. Stephens Jr., CPA.CITP, CGMA's Profile

Thomas G. Stephens Jr., CPA.CITP, CGMA Related seminars and products


K2 Enterprises

Tommy Stephens received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985. In 1992, he earned a Master of Science degree (Major in Finance) from Georgia State University in Atlanta. Presently, Tommy is a Certified Public Accountant, a Certified Information Technology Professional, and a Chartered Global Management Accountant.

During his professional career, Tommy has gained valuable experience in a variety of positions, including:

  • Working as an auditor and technology consultant for an Atlanta-based public accounting firm;
  • Leading an Internal Audit staff and managing a Cost Accounting team for a Fortune 500 company;
  • Serving as a Chief Financial Officer for an international engineering organization; and
  • Founding and managing his public accounting firm that provides accounting, tax, and consulting services to individuals and a variety of small and emerging businesses.

In 1995, Tommy began authoring and presenting continuing professional education courses to accounting and finance professionals. In 2003, he affiliated with K2 Enterprises, and in 2007, he joined the firm as a partner. To date, he has lectured internationally on subjects such as internal controls for small businesses, technology strategies, computer hardware and software applications, tax strategies and compliance, and financial accounting standards and applications. Over the past twenty-five years, Tommy has presented over 2,700 educational sessions to over 70,000 participants throughout the United States and Canada.

Presently, Tommy resides in Woodstock, Georgia, where he enjoys an active personal life with his wife. His hobbies include snow skiing, fishing, running, and other outdoor activities. Tommy maintains professional memberships with the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants. Additionally, he is a past member of the Institute of Internal Auditors.


Mon, May 17, 2021 - 11:00am to 12:50pm EDT
Fri, Jun 11, 2021 - 09:00am to 10:50am EDT
Wed, Jun 23, 2021 - 02:00pm to 03:50pm EDT
Wed, Jul 07, 2021 - 12:00pm to 01:50pm EDT
Fri, Jul 30, 2021 - 04:00pm to 05:50pm EDT
Thu, Aug 05, 2021 - 08:00pm to 09:50pm EDT
Thu, Aug 26, 2021 - 01:00pm to 02:50pm EDT
Thu, Sep 02, 2021 - 02:00pm to 03:50pm EDT
Tue, Sep 07, 2021 - 08:00pm to 09:50pm EDT
Sat, Oct 02, 2021 - 11:00am to 12:50pm EDT
Tue, Oct 19, 2021 - 10:00am to 11:50am EDT
Fri, Nov 12, 2021 - 05:00pm to 06:50pm EST
Tue, Nov 23, 2021 - 08:00pm to 09:50pm EST
Wed, Dec 01, 2021 - 11:00am to 12:50pm EST
Sat, Dec 18, 2021 - 09:00am to 10:50am EST

Additional Info

Basic Course Information

Original Recording Date 11/14/19
Date Added to Catalog 01/24/2020
Prerequisites Fundamental knowledge of computer operations
Advanced Preparation None
Designed For Business professionals who desire to use Power BI to build effective reports and dashboards
Course Developer K2 Enterprises
Yellow Book No

Additional Information

Instructional Delivery Method Group Internet Based
Complaint Resolution Policy Please contact Anne Taylor for any complaints., (972-377-8199).
Official Registry Statement Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:
Refund/Cancellation Policy Please contact the ACPEN help desk 1-877-602-9877 or if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.
Course Registration Requirements Online Registration



Overall:      4.3

Total Reviews: 10


Yent-Ling T

"will there be any consideration of hands one training where the teacher and participants can work on the same dataset together?"

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