Module 10: Visualizations and Reporting

Course Description
This one-hour course serves as an introduction to data visualization and reporting using Power BI and Excel. Users will understand the benefits of using Power BI to create data visualizations and how Power BI differs from previous functions in Excel for visualizations. A hands-on exercise will be applied where the user will work alongside the instructor to create dashboarding for journal entry testing. Specific focus will be paid to the relation among various tools for data analytics: Power Query, Power Pivot, PivotTables, DAX formulas, and storyboarding.
Learning Objectives
  • Understand the applicable Excel skills that will be required in making the transition to data analyst
  • Understand what data visualization tools are available in Excel and Power BI and how they are superior to previous Excel tools.
  • Apply skills learned to create a dashboard from journal entry testing data
  • Apply skills to present the output of analytical modeling in an easy to interpret form and evaluate the output of the analytics
  • Be able to use the camera tool in Power BI to create dashboards
Who Should Take This Course?
Auditors: Staff Auditors, Senior Auditors, Internal Auditors, Government Auditors Accountants: Staff Accountants, Senior Accountants, Supervisors, Managers, Management Accountants Analysts: Business Analysts, Financial Analysts

Module 10: Visualizations and Reporting


1 hour of Instruction

Level: Intermediate

100% Online
and On-Demand

Video Lectures

Earn a Professional



2+ years of experience working with Excel

Advance Preparation

Install Power Pivot and Data Analysis ToolPak

Resume Skills
Data Analytics Power BI Microsoft Excel Data Visualization
Virginia Collins, CPA, CFE, CITP
Meet The Instructor

Virginia Collins is a former Manager in the Quality Control Department of Berdon LLP. With more than 35 years of experience in public accounting, she has advised clients across many industries. Leveraging broad experience in auditing, accounting, and internal controls, she has expertise in information technology including data analytics, Excel, and active data. Ms. Collins is a Certified Informational Technology Professional (CITP), which is a specialty designation awarded by the AICPA to CPAs with the unique ability to bridge business and technology. She was appointed a Committee Member of the AICPA Credential Committee where she has been actively involved in increasing the use of Computer Assisted Auditing Techniques (CAATs) by CPAs. Her experience extends to planning of engagements — applying CAATs techniques and training staff on their use, internal control I.T. review, quality control review of engagements, data analytics, continuous auditing and business intelligence, and advising on the requirements of Section 404 of the Sarbanes-Oxley Act.

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