As an experienced Business Intelligence specialist, Dynamics 365 finance architect and a CPA I have worked with many prospects and customers that are looking for answers to not only understand their data, but to put systems in place to gather and work with the data. This blog shares information on features, benefits, tips and thoughts around the Microsoft Power Platform and Dynamics 365 applications.
A recap of Power BI World Tour - New York
I am just returning from presenting at
the Power BI World Tour in New York.
This was a great event with around 150 attendees from many different
companies. Some were experienced with
Power BI and many were just getting started.
Microsoft presented a roadmap session
on Power BI and showed some of the new and upcoming features. I was excited to see Bookmarks. This feature will allow for improved navigation
through reports and really help with storytelling. There were also other sessions on licensing,
Enterprise governance, PowerApps, Flow and Azure Data Warehouse. In addition, many partners and consultants
presented sessions covering everything from basic DAX to developing a Business
Intelligence Roadmap. Of course there
was also time to meet other users and a lot of learning took place at breaks
I was lucky to assist in moderating one
of the closing sessions, Use What You Learned.
Many in the session were new to Power BI, but it was obvious they were
very excited and they were able to leave the session with some great next steps
and an action plan, so they can hit the ground running when they get back to
It is not too late to
catch the World Tour?
The Power BI World Tour is making a
stop in 4 additional cities around the World, and there is still space
available in most of the locations. I
will be presenting Data Visualization Best Practices for Power BI in San
Francisco and it would be great to see you there. Below is the remaining schedule.
The Power BI World Tour is a local two-day
technical conference targeted for the newbie/business user, business analyst,
super user, or IT / Administrator of Power BI. Our goal is to bring value added
content that is relevant and timely that will take your knowledge of Power BI
to the next level, give you an opportunity to network with peers and Industry
Experts, and tweak your dashboards so they give your organization the extra
Contact firstname.lastname@example.org and
we’ll get your questions answered.
There are many different articles available on Time Intelligence in Power BI. Many new users to Power BI do not really understand the importance of having a date table in their data model. I have spoken on this topic on many different occasions and continue to receive a lot of questions about the topic. In this article I am going to try and cover a few tips on how to work with dates in your Power BI model. Many new users simply use the Auto Date & Time function of Power BI. This function automatically creates a hidden date table for each field in the model with a date or date/time data type. This function is enabled by default and it allows for slicing by Year, Quarter, Month and Day. The problem with Auto Date and Time is that it only works with a standard calendar (Jan to Dec). It requires a datetime column in the fact table. It does not work with multiple fact tables and it does not support time intelligence calculations (YTD, MTD, etc.). So there must be
When working with financial and sales data, clients often ask for charts showing the last 12 months of data. This is actually very simple using relative date filtering. In addition, they might ask to compare to the same month last year. With a simple DAX calculation (SAMEPERIODLASTYEAR) it is possible to add this measure. Here is the formula: Same Month Last Year = CALCULATE(Sum(Sales[SalesAmount]),SAMEPERIODLASTYEAR('Date'[Datekey])) For many users this is all they need. The chart will update each month and they will always be able to see the last 12 months. However, this chart will not work with date slicers. If the client adds a date slicer to the page and selects just one month, the chart will be limited to one month. The reason the chart is limited to one month is because the date dimension relates to the sales fact table and it filters the data for the selected month. However, this is not what
Have you ever wanted to just create your Dynamics 365 Finance journal entries in Excel, without dealing with the Excel Add In. This blog article will show you have using Excel, OneDrive and Power Automate. Typically I put all the steps right in the article, but this is a pretty detailed process, so I have included the link to a document I prepared, or you can simply watch the video below. Download the detail directions here