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Power BI for CA Offices: Office and Client DashboardsPracticeGuru Learnings

PracticeGuru Learnings · Course

Power BI for CA Offices: Office and Client Dashboards

See every job, every unpaid bill and every overloaded staff member on one page, and give your business clients a monthly MIS they actually read. Built in free Power BI Desktop, refreshed each month in minutes.

New courseFirst lesson freeCertificate
  • 14 short lessons12 to 15 minutes each
  • About 3.4 hoursin all, at your own pace
  • Bonus filespractice files for every build, all code, and a dashboards kit (Word)
  • Who it is forfor senior staff, accountants and partners

What you need before you start

Device: A Windows 10 or 11 PC (64-bit)

  • Windows onlyPower BI DesktopFree from Microsoft. It does not run on a Mac.Power BI Desktop
  • You may already have itExcelTo open the practice files.Microsoft Excel

What you will do

Each lesson ends with a "Do this today" box and numbers to check your file against. By the last lesson your office has five working dashboards, a monthly partner review page and one client MIS with a monthly refresh routine.

  1. Free What Power BI does for a CA officeWhen Excel is enough, when Power BI helps, and the six pages you will build. · 12 min
  2. 01 Install Power BI Desktop and find your way aroundInstall from the Microsoft Store, check the requirements and learn the three main views. · 12 min 🔒 Paid
  3. 02 Get your office data in: Excel files and a folderLoad clients, staff, services, jobs, bills, receipts and a folder of monthly timesheets. · 15 min 🔒 Paid
  4. 03 A simple data model: facts, lists and a date tableFact and dimension tables, relationships and a financial-year date table, in plain words. · 15 min 🔒 Paid
  5. 04 Your first measures: SUM, COUNTROWS, DIVIDE and CALCULATEMeasures that answer the partner's Monday questions, with copy-paste code. · 15 min 🔒 Paid
  6. 05 Two dashboards: work status, and due dates and workloadPick the right visual, lay out a page, and add slicers and a matrix of who is due what. · 15 min 🔒 Paid
  7. 06 Fees, profitability and the monthly partner review pageBuild the fee page and the profitability page, then a partner review page from what you built. · 15 min 🔒 Paid
  8. 07 Before you touch client data: the client data gateIndependence first, then confidentiality, written scope, minimum personal data and a firm account. · 15 min 🔒 Paid
  9. 08 Load a client's registers and a TB exportReady queries for sales, receipts, expenses and a TB, a ledger-to-MIS map and two safety checks. · 15 min 🔒 Paid
  10. 09 Month-on-month, YTD and last year: time measuresFinancial-year YTD, previous month, same month last year, growth and gross margin, with copy-paste DAX. · 15 min 🔒 Paid
  11. 10 The client's one-page owner viewSales trend, top customers, receivables ageing, expense mix and month-on-month on one page. · 15 min 🔒 Paid
  12. 11 Next month: refresh, check and the monthly MIS routineDrop in next month's files, Refresh, check the numbers, and follow a fixed monthly routine. · 15 min 🔒 Paid
  13. 12 Sharing safely: PDF, PowerPoint and the Power BI serviceExport a checked PDF, know what the service and licences do, and never Publish to web. · 15 min 🔒 Paid
  14. 13 Capstone: your dashboards live and a 30-day planBuild the office pages and one client MIS on real data, hand over, and keep them alive. · 12 min 🔒 Paid

Who made this

The PracticeGuru team, who run OneClick Branding for thousands of tax professionals. Steps are written for free Power BI Desktop on Windows and tested on it before release; practice files use made-up data only, and client data is used only after the client data gate in lesson 7.