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Showing posts with the label Custom Column

When One Agent Tried to DO Everything

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When One Agent Tried to DO Everything The second article in my Finance Agent series My first Collection Manager Agent worked well - until I kept giving it more jobs. What started as a customer-review assistant grew to hanle automated credit-hold analysis, collection-call preparation, and customer email drafting. Each addition made sense. Together, they created a problem. In my first article, I mentioned the importance of narrower scope. This time, I want to show you what happened when I ignored that lesson. Watch: Why I Split One Agent Into Three What the First Version Was Asked to Do The first Collection Manager Agent started with a simple job. Review a customer. Pull the aging, the credit limit, the open invoices. Tell me what to do next. It did that well. Then I started adding to it. • I wanted it to react automatically when a sales order was placed on credit hold. • I wanted it to prepare me for a collection call. • I wanted it to review disputes and promises to pay. • I wa...
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Column from Examples - Power BI

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In the April 2017 release of Power BI, Microsoft introduced a great new function.  Have you every been working with your data, and you know exactly what you want a calculated column to look like, but your are not exactly sure of the syntax for the formula?  Maybe you want to concatenate a couple columns, or you want to trim a column or even add some text to a column, well Column by Examples makes this very easy to do. You can access this function in the Query Editor on the Add Column tab. In my sample data there are three columns (birthCountry, birthState and birthCity).  I would like to simply have a new column for Birth Place.  In order to do this, I could add a custom column and write the M formula to define this column.  However I am not sure what the exact syntax should be, so I can simply choose Column From Examples - From All Columns. This creates a new column in the preview mode.  I can then simply type the result I am looking for in th...
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