Power BI Fundamentals for Internal Auditors: From Excel to Interactive Dashboards (0.5 CPE)

This is an archived session from 6-3-2026, Power BI Fundamentals for Internal Auditors: From Excel to Interactive Dashboards.

This hands-on session introduces internal auditors to Power BI as a practical tool for enhancing audit analytics workflows. Participants will learn how to connect to common audit data sources, build their first interactive dashboard, and discover how visual analytics can accelerate exception identification and risk monitoring. No prior Power BI experience required, just bring your curiosity and a desire to level up your data skills.

Learning Objectives

• Understand the key advantages of Power BI over traditional Excel-based audit reporting, including real-time refresh and interactive filtering capabilities.
• Learn how to connect Power BI to common audit data sources (Excel, CSV, SharePoint) using Power Query and performbasic data transformations.
• Build a simple audit dashboard with visualizations that enable faster identification of exceptions, trends, and risk patterns.

Duration: 30 minutes (approximate)
CPEs Available: 0.5
Knowledge Level: Basic
Category: Applications