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Data Sources & Power BI: Making the Right Connections

March 21, 2024 Register Today
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Join us for a live demonstration exploring best practices for connecting data sources to Microsoft Power BI. Whether you're new to Power BI data connectivity or looking to take your skills to the next level, this webinar will help empower you to connect to data sets confidently. Attendees will have the opportunity to participate in live Q&A with our presenter during this interactive digital event. We look forward to seeing you there!

Learning Objectives

Upon completion of this program, participants will be able to:

  • Explain data connection types for different data sources like SQL Server, Excel, and web APIs based on factors such as data volumes, refresh requirements, and more.
  • Describe steps for shaping and transforming source data from platforms like Dynamics 365, Azure SQL Database, and CSV files to prepare for reporting and analytics in Power BI.
  • Discuss troubleshooting tips for common connection errors and replication issues when integrating data from databases, apps, and other sources into Power BI.

CPE Information

1.00 CPE Credit (pending approval)

One CPE credit (pending approval) in the Information Technology field of study may be awarded upon verification of participant attendance, during live broadcast.

Fields of Study

Who's This For

CIOs, CTOs, and COOs; IT, operations, accounting, business analyst, and business development professionals



Delivery Method

Group internet-based. Each attendee must be logged in and answer the poll questions in order to receive CPE credit.

Refund Policy

There is no fee associated with this event.

Program Level


Advanced Preparation



If you have concerns or would like information regarding program cancellation policies or CPE credit, contact us at

FORVIS, LLP 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:


Charles Allen