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Getting Started with DAX in Excel and Power BI 1.5 Credits

Getting Started with DAX in Excel and Power BI 1.5 Credits

  • Rating

    4.5
  • Reviewed on

    February, 2024
  • Subject Area

    Computer Software and Applications

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Mar 21, 11:00 AM ET

Learning Objective

  • To explain DAX.
  • To analyze how to leverage the functionality of DAX formulas.
  • To explain Measures and CALCULATE function.
  • To discuss how Power Pivot provides Business Intelligence and reporting functionality within the familiar environment of Excel.

Course Overview

Think of DAX as Excel formulas on steroids. Without it, you are using a fraction of the capabilities of Power Pivot.

We hear a lot about the benefits of storing your list-based data in Excel's Data Model instead of in worksheet cells. Most of those benefits revolve around how much data you can store, how much space you can save, and how much easier it is to create Pivot Tables from multiple data sources.

Dive a little deeper and you'll find a whole magical world of DAX, Measures, and CUBE functions which will help you to take your reporting and data analysis skills to the next level this is where the Power of Power Pivot comes in.

This CPE Computer Software webinar will introduce you to the DAX formula and function language that is part of Power Pivot. You will learn how to access DAX, understand its syntax, and create calculated columns and Measures (a special type of DAX formula).

Major topics covered in this CPE/CPD Excel webinar:

  • Introduction to DAX (the Power Pivot formula language).
  • Manipulating text with a Calculated Column.
  • Performing a Lookup with DAX.
  • Working with dates in DAX.
  • DAX Calculated Columns v Query Editor Calculated Columns.
  • Introduction to Measures.
  • The all-important CALCULATE function.
  • CUBE functions - letting the worksheet talk to The Data Mode.

  • 1.5 CPE Credit of Computer Software and Applications for Certified Public Accountants (CPA-US)
  • 1.5 General Credit of Computer Software and Applications for Accountant/Bookkeeper/Tax Professionals
  • 1.5 CPD Credit of Computer Software and Applications for CPA in Canada
  • 1.5 CPE Credit of Computer Software and Applications for Certified Fraud Examiner (CFE)
  • 1.5 CPE Credit of Information Technology for Certified Government Financial Manager (CGFM)
  • 1 CE Credit of Computer technology for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01367-22-S)
  • 1.5 CPD Credit for Association of Chartered Certified Accountants (ACCA)
  • 1.5 CPD Credit for Chartered Accountant - ICAEW
  • 1.5 CE Credit of Information Technology (inc. Excel) for Certified FP&A Professional (FP&A)
  • 1.5 CPE Credit of Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA)
  • 1.5 CPE Credit of Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA)
  • 1.5 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 1.5 CPD Credit for Chartered Accountants - Scotland
  • 1.5 CPD Credit for CPA - Ireland
  • 1.5 CPE Credit of Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA)

  • 1.5 CPE Credit of Computer Software and Applications for Certified Public Accountants (CPA-US)
  • 1.5 General Credit of Computer Software and Applications for Accountant/Bookkeeper/Tax Professionals
  • 1.5 CPD Credit of Computer Software and Applications for CPA in Canada
  • 1.5 CPE Credit of Computer Software and Applications for Certified Fraud Examiner (CFE)
  • 1.5 CPE Credit of Information Technology for Certified Government Financial Manager (CGFM)
  • 1 CE Credit of Computer technology for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01367-22-O)
  • 1.5 CPD Credit for Association of Chartered Certified Accountants (ACCA)
  • 1.5 CPD Credit for Chartered Accountant - ICAEW
  • 1.5 CE Credit of Information Technology (inc. Excel) for Certified FP&A Professional (FP&A)
  • 1.5 CPE Credit of Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA)
  • 1.5 CPE Credit of Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA)
  • 1.5 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 1.5 CPD Credit for Chartered Accountants - Scotland
  • 1.5 CPD Credit for CPA - Ireland
  • 1.5 CPE Credit of Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA)

Additional Information

Credits

1.5

Course Level

Basic

Instructional Method

QAS Self Study
Group Internet Based

Pre-requisites

None

Advance Preparation

None

IRS APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering aintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) 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.

About Instructor

Mike Thomas
Mike Thomas

Owner, The Excel Trainer

  • 4.6
  • rating
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In a career spanning 30+ years, Mike Thomas, a UK-based IT Trainer, has delivered thousands of courses and produced hundreds of written and video-based tutorials. 

He is a subject matter expert in a range of technologies, his primary focus and passion being Microsoft Office (especially Excel) on both the Windows and Mac platforms and Power BI. 

Mike is a Fellow of The Learning and Performance Institute and has worked with and for many global and UK-based companies and organizations across a diverse range of industries including healthcare, pharmaceutical and public sector.

In addition to training, he also designs and develops Microsoft Office-based solutions that automate key business tasks and processes.

On Demand FAQs

What is Self Study (QAS)?

Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses approved by NASBA and other regulatory bodies?

Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Live Webinar FAQs

What is a Live Webinar Group Internet-Based Credit?

A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn credits through live webinars?

To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.

Are the live webinars approved by NASBA and other regulatory bodies?

Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.

What are the requirements to maintain compliance with live webinar courses?

To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.

How can I access my webinar completion certificates?

After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Ratings and Review

4.5

Excellent

Very Good

Average

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Terrible

DJ

David Johnson, CPA (US)

Great webinar and a lot of material to review again. I plan to delve deeper into DAX and Power BI and continue to understand the complexity of this tool. Thank you for your presentation.

KF

Kenneth Fischer, CPA in Canada

Lots of new stuff in this one, but taught in a manner that wasn't too stressful.

Inclusions
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  • Certifications & Reporting
    Certifications & Reporting

    We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days - fastest in the industry.

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