Category: Power BI
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Updating data in Dynamics 365 from Power BI
I had a list of companies in my Dynamics 365 Sales environment and a Power BI report with the last 12 months of sales data. I wanted to take that list of customers in Power BI and use it to update a flag in CRM that was called “active customers”. I started doing this by…
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How is Power BI different from Microsoft Fabric?
Microsoft Power BI is a component inside Microsoft Fabric. I’ve been using Power BI for a long time. Since it came out, I think. I think it was some sort of Excel add-in at first and it’s since morphed into a pretty awesome reporting and analytics toolset offered at a somewhat reasonable price. I’ve even…
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Not all my records are showing up in my Power BI groups
I was just working on something in Power BI and saw some weird behavior. I had created some groups in Power BI (learn how to do that here) and a weird little peccadillo popped up. I had opened my Power BI Desktop file earlier on in the morning. Later on, I realized I wanted to…
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Create PivotTable unsuccessful – Power BI and Excel
Every once in a while, I’ll Google something and get 0 results. I hate that. This time, it was me trying to connect to a Power BI data model through Excel so I could use the cube functions and make a fancy little Excel-based dashboard. I swear, I don’t know how anyone does anything in…
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Easily building an income statement in Power BI
Want an easy way to create either an income statement or a balance sheet in Power BI? Here’s one straightforward approach that worked for me!
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How to quickly use ChatGPT with Power BI and Dynamics 365
Do you want to know how to calculate utilization for your consulting company? Me too! Thankfully, I have Power BI and ChatGPT is around to help…