Power BI
How do I get started?
This document serves as a prerequisite guide for implementing Power BI within a practice. It outlines essential steps such as purchasing a Power BI Pro license, ensuring staff proficiency through available online courses, and installing a gateway for data access. Additionally, it emphasizes the need to create a workspace for reports and maintain a detailed employee spreadsheet. The aim is to thoroughly prepare practices for effective Power BI deployment, offering resources like webinars for further education.
CCH Working Paper Management
Prerequisites for CCH Working Paper Management
The document outlines the prerequisites and installation process for CCH Working Paper Management. Users need to have CCH Accounts Production and a license for CCH Working Paper Management. To install the software, one must run the Central Suite Installer (CSI), where it will be listed as a separate product.