Creating data source parameters for SQL Server in Microsoft Power BI
Sep17

Creating data source parameters for SQL Server in Microsoft Power BI

If you want to model data against a development SQL Server environment and deploy against a production SQL Server, in Microsoft Power BI, this video is for you.  In this Tiny tip, I will show you how to create a Parameter, edit your data source, export, and import your work.

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Using Microsoft Power BI Q&A to ask about a specific field in a column
Sep11

Using Microsoft Power BI Q&A to ask about a specific field in a column

Yesterday I had the pleasure of hanging out with the Microsoft Modern Excel and Power BI user Group.  We were talking about Q&A and discovered, together, a method of asking about data based on the value of a specific column.  While using the Q&A feature of Microsoft Power BI, I have done things like “Show me the revenue where the state is MN” but I had asked in this method.  We were… Continue Reading Belinda...

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Renaming and Hiding Fields in Microsoft Power BI
Sep04

Renaming and Hiding Fields in Microsoft Power BI

Microsoft Power BI allows for the hiding of fields in Report Mode.    In this Tiny Tip video, I will show you how hiding fields affect Q&A and DAX. Today’s DAX Expression: Customer and Class = Customers[Customer Name] & ” ” & Customers[Customer Class] <div… Continue Reading Belinda Allen’s Article on their blog Renaming and Hiding Fields in Microsoft Power BI Microsoft Power BI allows for the...

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Using DAX with Conditional Formatting in Microsoft Power BI
Sep02

Using DAX with Conditional Formatting in Microsoft Power BI

OK, I have this table visual in my Microsoft Power BI Report and I want to highlight a row if a column value is “Yes” but do nothing to the background if the value is “No”.  In this Tiny Tip video, I will show you how to achieve this very thing. Today’s DAX Expression: Hold Background Color = VAR _HoldColor = SELECTEDVALUE(Customers[Hold]) RETURN IF(_HoldColor = “Yes”, “#A0D1FF”) <div… Continue Reading...

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Setting Geographic Data Categories in Microsoft Power BI Q&A
Aug31

Setting Geographic Data Categories in Microsoft Power BI Q&A

Ever use a map visual in Microsoft Power BI, but the locations are not correct?  In this Tiny Tip I will show you how to categorize geographic fields.  For example, we will take the city field and define it as a City.  If you were trying to display information for the city of New York, Texas, you would not want it to display as the state of New York. <div… Continue Reading Belinda Allen’s Article on their blog Setting...

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Using Q&A to assist in User Adoption of Microsoft Power BI
Aug28

Using Q&A to assist in User Adoption of Microsoft Power BI

User adoption of any application is a “Hard road to Hoe”.  Sorry, the southerner in me breaks out every now and then.  In this Tiny Tip video, I’ll show you how to make a Microsoft Power BI report page, that will help end users have control over what they see.   <div… Continue Reading Belinda Allen’s Article on their blog Using Q&A to assist in User Adoption of Microsoft Power BI User adoption of any...

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Creating Suggested Questions in Microsoft Power BI Q&A
Aug26

Creating Suggested Questions in Microsoft Power BI Q&A

If you have ever used the Microsoft Power BI Q&A visual, you know it creates “Suggested Questions” for you based on your dataset.  In this Tiny tip, I’ll show you have to create your own list of suggested questions, ones that are relevant to you and your users! <div… Continue Reading Belinda Allen’s Article on their blog Creating Suggested Questions in Microsoft Power BI Q&A If you have ever used the Microsoft...

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Using Synonyms in Microsoft Power BI Q&A
Aug24

Using Synonyms in Microsoft Power BI Q&A

The Q&A is a super cool visual in Microsoft Power BI.  In this Tiny Tip I will show you how to add synonyms to your data fields so Q&A can recognize different terms that end users may enter.  For example, what if you call your customers “Guests” or “Clients”?  If you do, this tip is for you!  <div… Continue Reading Belinda Allen’s Article on their blog Using Synonyms in Microsoft Power BI Q&A The Q&A is...

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Using a DAX function as a Report Title in Microsoft Power BI
Aug21

Using a DAX function as a Report Title in Microsoft Power BI

Using the Card Visual as a Report Title and a value can save you space on a Microsoft Power BI Report.  In this Tiny Tip I will show you how to make a DAX measure become text for a Report Title.  Because it is a visual, it will even be interactive with the remainder of the report! <div… Continue Reading Belinda Allen’s Article on their blog Using a DAX function as a Report Title in Microsoft Power BI Using the Card...

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Changing Interactions between visuals in Microsoft Power BI
Aug14

Changing Interactions between visuals in Microsoft Power BI

The ability of visuals to interact with each other in Microsoft Power BI is probably one of the most powerful tools for letting your data talk to you, rather than reading the data.  However, sometimes you might need or want to control how the interactions work.  In this Tiny Tip, I will show you how to make changes to your report so interactions filter rather than highlight, or simply just… Continue Reading Belinda Allen’s...

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Turning Off Auto-Size Column Width in Microsoft Power BI
Aug12

Turning Off Auto-Size Column Width in Microsoft Power BI

Thanks, Fred Kaffenberger, for sharing your tip with me for the Matrix visual in Microsoft Power BI. Check out this video to see Fred’s suggestion on manually controlling the width of columns.  It’s simple and cool! <div… Continue Reading Belinda Allen’s Article on their blog Turning Off Auto-Size Column Width in Microsoft Power BI Thanks, Fred Kaffenberger, for sharing your tip with me for the Matrix visual in...

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Changing the Report Background in Microsoft Power BI
Aug10

Changing the Report Background in Microsoft Power BI

by @MsBelindaAllen Changing the background of a report in Microsoft Power BI can, and will, change the user’s experience.  In this Tiny Tip I will show you how to make every visual stand out a little more, by just changing the background.       <div… Continue Reading Belinda Allen’s Article on their blog Changing the Report Background in Microsoft Power BI Changing the background of a report in Microsoft...

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Formatting the Matrix Visual Microsoft Power BI
Aug07

Formatting the Matrix Visual Microsoft Power BI

I love using PivotTables in Microsoft Excel.  When I use them, I always change them to Tabular and remove Subtotals to make them easier to read.  The Matrix visual in Microsoft Power BI is like the Excel PivotTable.  In this Tiny Tip video, I will show you how to make it tabular and remove subtotals. by @MsBelindaAllen <div… Continue Reading Belinda Allen’s Article on their blog Formatting the Matrix Visual Microsoft...

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Adding the Last Refresh Date in Microsoft Power BI (Tiny Tip)
Aug05

Adding the Last Refresh Date in Microsoft Power BI (Tiny Tip)

by @MsBelindaAllen   In this TINY Video, I will add the last date and time the data in Microsoft Power BI was refreshed.  Old data is bad data!  This is an easy way to make sure you are looking at a good data! <div… Continue Reading Belinda Allen’s Article on their blog Adding the Last Refresh Date in Microsoft Power BI (Tiny Tip) In this TINY Video, I will add the last date and time the data in Microsoft Power BI...

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Adding multiple Trend Lines in Microsoft Power BI (Tiny Tip)
Aug03

Adding multiple Trend Lines in Microsoft Power BI (Tiny Tip)

by @MsBelindaAllen In this TINY Video, I will add a trend line to my clustered column chart visual in Microsoft Power BI.  Since my visual has 3 columns in each cluster (Legend), I want to have 3 separate trend lines so I can compare the trends of each value in the legend using the same x and y axis.  This 2-minute video shows how to do this! <div… Continue Reading Belinda Allen’s Article on their blog Adding multiple...

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Underlying data in Microsoft Power BI Visuals
Aug16

Underlying data in Microsoft Power BI Visuals

Some visuals provide the report consumer with the ability to “Drill Down” to the underlying data, i.e. the individual records or rows in the dataset in Microsoft Power BI.  In this video, I’ll show you this very feature in a Clustered Column Chart.   <div… Continue Reading Belinda Allen’s Article on their blog Underlying data in Microsoft Power BI Visuals Some visuals provide the report consumer with the ability to...

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DAX 101 – Wrap up in Microsoft Power BI
Jun24

DAX 101 – Wrap up in Microsoft Power BI

In this (DAX 101) Video series, I’ve created DAX (Data Analysis eXpression) Columns and Measures. In this final video in DAX 101, I’ll put some of the work together to create some new visuals. DAX can be used in Microsoft Power BI, Microsoft PowerPivot, and MDX.  It’s a relatively easy way to model your data. Today’s DAX Expressions: Net Margin = SUM(‘Sales Line Items'[Gross… Continue Reading Belinda Allen’s Article...

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Using DAX Measures across multiple Queries in Microsoft Power BI
Jun17

Using DAX Measures across multiple Queries in Microsoft Power BI

  In this Video, I’ll create a DAX (Data Analysis eXpression) Measure.  This measure creates the Salesperson Commission amount.  To achieve this, I’ll have to multiply two fields together that reside in different queries. DAX can be used in Microsoft Power BI, Microsoft PowerPivot, and MDX.  It’s a relatively easy way to model your data. Today’s DAX Expression: Commission :=… Continue Reading Belinda Allen’s Article...

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Using DAX Measures that Counts the number of Invoices in Microsoft Power BI
Jun10

Using DAX Measures that Counts the number of Invoices in Microsoft Power BI

In this Video, I’ll create a DAX (Data Analysis eXpression) Measure.  This measure will be used to count the number of Invoices.  The same measure will show the number of invoices for each Customer and the numbers of invoices for which each item appears. DAX can be used in Microsoft Power BI, Microsoft PowerPivot, and MDX.  It’s a relatively easy way to model your data. Today’s DAX… Continue Reading Belinda Allen’s Article...

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Making Tooltips easier to read in Microsoft Power BI
Jun07

Making Tooltips easier to read in Microsoft Power BI

In this video, I’ll show you how to format Tooltips in a Microsoft Power BI visual to make them easier on the eyes.  The default of white letters on a black background can be difficult to read.  This 2-minute video will show you simple changes that make tooltips more powerful!

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Using DAX Measures that calculate by row rather than a summary, in Microsoft Power BI
Jun03

Using DAX Measures that calculate by row rather than a summary, in Microsoft Power BI

  In this Video, I’ll create a DAX (Data Analysis eXpression) Measure.  This measure will be used to calculate the total sales price.  Check out this video to see how to create a measure that performs “Aggregation with Iteration”; which is a fancy way of saying DAX needs to calculate the total sales price for each row, then sum it together.  Look at the two examples below and… Continue Reading Belinda Allen’s Article...

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Creating a Conditional Title with DAX in Microsoft Power BI
May31

Creating a Conditional Title with DAX in Microsoft Power BI

In this Video, I’ll use DAX to make a visual Title be conditional based on a selection in a filter, using Microsoft Power BI.

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Tips on using the Matrix Visual in Microsoft Power BI
May29

Tips on using the Matrix Visual in Microsoft Power BI

In this Video, I’ll show you some tips on using the Microsoft Power BI visual.  I’ll build a GL Account Summary Matrix by month.  

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Using Divide in a DAX Measures in Microsoft Power BI
May28

Using Divide in a DAX Measures in Microsoft Power BI

In this Video, I’ll create a DAX (Data Analysis eXpression) function (Divide) to alter a Measure.  DAX can be used in Microsoft Power BI, Microsoft PowerPivot, and MDX.  It’s a relatively easy way to model your data. Today’s DAX Expression: Gross Margin % := DIVIDE(SUM(‘Sales Line Items'[Gross Margin]), SUM(‘Sales Line Items'[Total Sales]), 0)  

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Treemap Bar Chart in Microsoft Power BI
May24

Treemap Bar Chart in Microsoft Power BI

In this video, I’ll use a new custom visual called the Treemap Bar Chart.  It’s like the baby of the Clustered Column Visual and the Treemap Visual.  This was created by MAQ Software. https://maqsoftware.com/

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Line Chart Formatting in Microsoft Power BI
May22

Line Chart Formatting in Microsoft Power BI

 In this video, I demonstrate formatting the Microsoft Power BI Line Chart visual.  

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Creating DAX Measures in Microsoft Power BI
May20

Creating DAX Measures in Microsoft Power BI

In this Video, I’ll create a DAX (Data Analysis eXpression) function to create a Measure.  DAX can be used in Microsoft Power BI, Microsoft PowerPivot, and MDX.  It’s a relatively easy way to model your data. Today’s DAX Expression: Gross Margin % := SUM(‘Sales Line Items'[Gross Margin]) / SUM(‘Sales Line Items'[Total Sales])

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Adding the Fields to a Visual’s Tooltips in Microsoft Power BI
May17

Adding the Fields to a Visual’s Tooltips in Microsoft Power BI

In this Video, I’ll show you how to add fields to the additional information, called “Tooltips”, in a Microsoft Power BI visual.  

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Adding the Q&A Visual in Microsoft Power BI
May15

Adding the Q&A Visual in Microsoft Power BI

In this Video, I’ll add a Q&A Visual to my Microsoft Power BI Desktop Report.  This visual uses Microsoft Bing “Natural Query Language” technology.  This is just a fancy way to say, you ask it a question, and you’ll get an answer back in the form of a visual.  

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Creating DAX Columns in Microsoft Power BI
May13

Creating DAX Columns in Microsoft Power BI

In this Video, I’ll create a DAX (Data Analysis eXpression) function to create a column.  DAX can be used in Microsoft Power BI, Microsoft PowerPivot, and MDX.  It’s a relatively easy way to model your data. Today’s DAX Expression: Gross Margin = ‘Sales Line Items'[Total Sales] – ‘Sales Line Items'[Total Costs]

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Microsoft Excel new Rich Data Types (with Video)
Dec18

Microsoft Excel new Rich Data Types (with Video)

Microsoft Excel Developers have done it again.  They created an amazing new feature called Rich Data Types.  Excel has always been able to recognize Text, Numbers, Errors, etc.  But now?  Now it can recognize Stocks and Geography.  Watch this video to see this cool new feature.     I hope eventually we can develop our own rich data types.  I’d love to be able to just select fields… Continue Reading Belinda...

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Not Your Daddy’s Financial Series

I’m conducting a 2-part series on building and consuming Financial Statement data in Microsoft Power BI called Not your Daddy’s Financials Series.  Feel free to join me! Not your Daddy’s Cash Flow Statement One of the first things we all learn in Business 101 is that Cash is needed to operate a business. We also learned that being Profitable does not mean you have cash in the bank…. Continue Reading Belinda Allen’s...

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Using Relative Date Filtering in Microsoft Power BI
Apr20
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Super cool use of Microsoft Flow
May02
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Amazon AWS Getting Serious about Analytics — Business Intelligence & Advanced Analytics
Dec08
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I love Microsoft Power BI
Jun24

I love Microsoft Power BI

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