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K2's Advanced Topics in Power BI

Total Credits: 2 including 2 Computer Software & Applications - Non-technical

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

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


So, you’ve been using Power BI to create fundamental reports and dashboards and now you’re ready for even more advanced reporting…if so, this session is for you. In this session, you will learn how to extend your Power BI environment by incorporating tools such as Data Analysis Expressions, Key Performance Indicators, Hierarchies, and Apps and Content Packs, among others. By taking advantage of the tools and techniques covered in this session, you will be able to move beyond simple reports and dashboards in Power BI and truly leverage the power of this awesome reporting tool.

Basic Course Information

Learning Objectives
  • List the steps necessary to create formulas using Data Analysis Expressions
  • Identify the importance of Key Performance Indicators
  • Apply appropriate security techniques to your Power BI reports and dashboards
  • Identify the purpose of Apps and Content Packs in the context of Power BI

Major Subjects
  • Creating formulas in Power BI with Data Analysis Expressions
  • Adding Key Performance Indicators to your Power BI reports and dashboards
  • Managing security in Power BI
  • Publishing your reports and dashboards to Apps and Content Packs for easy sharing with other team members

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.


Tue, Aug 10, 2021 - 02:00pm to 03:50pm EDT
Fri, Aug 27, 2021 - 04:00pm to 05:50pm EDT
Wed, Sep 08, 2021 - 10:00am to 11:50am EDT
Mon, Sep 27, 2021 - 12:00pm to 01:50pm EDT
Thu, Oct 14, 2021 - 02:00pm to 03:50pm EDT
Fri, Oct 22, 2021 - 04:00pm to 05:50pm EDT
Sat, Nov 06, 2021 - 10:00am to 11:50am EDT
Tue, Nov 16, 2021 - 12:00pm to 01:50pm EST
Thu, Dec 09, 2021 - 02:00pm to 03:50pm EST
Wed, Dec 22, 2021 - 04:00pm to 05:50pm EST
Mon, Jan 10, 2022 - 10:00am to 11:50am EST
Thu, Jan 27, 2022 - 12:00pm to 01:50pm EST
Mon, Feb 14, 2022 - 02:00pm to 03:50pm EST
Thu, Feb 24, 2022 - 04:00pm to 05:50pm EST
Mon, Mar 14, 2022 - 10:00am to 11:50am EDT
Thu, Mar 24, 2022 - 12:00pm to 01:50pm EDT
Mon, Apr 11, 2022 - 02:00pm to 03:50pm EDT
Thu, Apr 28, 2022 - 04:00pm to 05:50pm EDT
Mon, May 09, 2022 - 10:00am to 11:50am EDT
Thu, May 26, 2022 - 12:00pm to 01:50pm EDT
Mon, Jun 13, 2022 - 02:00pm to 03:50pm EDT
Thu, Jun 23, 2022 - 04:00pm to 05:50pm EDT

Additional Info

Basic Course Information

Original Recording Date 2021
Date Added to Catalog 6/28/2021
Prerequisites Fundamental knowledge of Power BI 
Advanced Preparation None
Designed For CPAs and other business professionals who want to learn some of the advanced features in Power BI
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


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