Alteryx Tips: Huge Time Saver Combining XLSX Files with Different Schema
I have a client that provides a monthly snapshot of information in an XLSX file. When the data in those files are combined, it paints a historical picture of how data is changing over time that is great grist for an analytics mill. The client process that generates a...
read morePower BI Tips: Change Measures on Drill Down
I recently had to come up with a solution for a customer requirement to change the displayed measure as each level of a hierarchy changed by drill down through a column chart. Yikes! But with a little help from the Power BI Community, here’s the solution. For example,...
read moreLower your total cost of software: Alteryx and Procurement
Does this describe the software procurement process at your company? “Anyone can pretty much buy any low cost title at anytime” Maybe those purchases fly under your management radar because of the low purchase cost...which is fine, until you realize, after the...
read morePower BI DAX for CRM: Count only Opportunities with Conditionally Related Child records
I recently needed to solve this problem, and thought it was worth sharing as a Power BI DAX “go by” for others. The Situation The situation was creating Power BI dashboards for sales pipeline data coming from a CRM system. In this CRM data model, “Opportunities” have...
read moreLearn DAX for Power BI
5 Step Plan to Learn DAX for Power BI In my as-yet-incomplete journey to master the DAX language for solving problems in Power BI, I have come across a few resources that, when consumed in the right order and at the right time, provide a good guide for learning how to...
read moreAn Example of Dynamic Row Level Security in Power BI
If you’d like to download a copy of the PBIX file from what follows, I’d be happy to provide it to you. See instructions at the end of this post. Dynamic Row Level Security Implementing dynamic row level security (RLS) for each table in a Power BI data model based on...
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