Self-service business intelligence (BI) is designed for business users to perform data analytics on their own even if they have limited IT skills. Self-service BI design can be described by the three D’s: data, data model, and dashboards.
Power Query is the tool you need to perform the first step in setting up a self-service BI architecture for business users.
Power Query is an ETL (Extract, Transform, Load) tool. It extracts various data sources, transforms the data sources by cleaning and enriching the data, and finally loading the data.
Learning Objectives:
Data Accountant
Information Technology Consultant
[email protected]
(732) 763-3792
Virginia was formerly a quality reviewer for several medium-size CPA firms in the New York City area for the last twelve years of her 35 years career in public accounting. She continues to consult small CPA firms to implement new accounting standards, including but not limited to revenue recognition. Virginia has advised clients across a broad spectrum of industries, including the following, real estate, not-for-profit, employee benefit plans, construction, wholesale, retail, health care, auto dealerships, and hospitality. Her experience extends to the planning of engagements, applying CAATS techniques, and IT control assessments. As part of her quality review role, she developed and presented training to the audit staff on the use of Excel, CAATS, data analytics, continuous auditing, and Active Data in their audits.
Virginia is a certified Informational Technology Professional (CITP) and a former committee member of the AICPA (CITP) credential committee. Virginia has been actively involved in increasing the use of computer-assisted auditing techniques (CAAT’s) by CPA’s as part of her role as a CITP committee member. She has delivered webinars and podcasts for the AICPA while a committee member, including the following webinars- “Auditing In the Information Age,” “CAATS for All,” “ Business Intelligence- Managing Data as an Asset,” “Power Query- Get and Transform an ETL tool.” In 2019 Virginia was a speaker at the AICPA Engage conference in which she presented the following CPE session: “Data Extraction and Analytics- Audit Data Analytics Implementations and Key Success Factors.”