In this post you’ll learn how to generate a Power BI cumulative sum report to visualize sales revenue through today’s date. Cumulative Sum Report Preview This example report continues from the previous post describing how to calculate profit margin.The report… Read More ›
Power BI
Power BI Profit Margin – Profits vs. Sales
The starting point for a sales analysis dashboard.
Power BI DAX CONTAINSSTRING – Sales and Expense Report
Power BI DAX CONTAINSSTRING in an Expense Report When looking at sales income versus expense values in Microsoft Power BI, you can easily turn expense / cost values into negative numbers using the Power BI DAX CONTAINSSTRING formula. I’ll demonstrate… Read More ›
Power BI – Sales and Expense Reports – Prepare Excel Tables from Office 365 SharePoint
Power BI can connect to Microsoft Excel files in your Office 365 SharePoint sites to produce powerful reports. You can then publish those reports and create dashboards using the Power BI Service in Office 365. In this first of two… Read More ›
Power BI – Sales Invoice Reports with Filled Map, Slicers, and Report Level Filters
Creating Sales Invoice Reports using Power BI is a straightforward concept, but it comes with some quirks when you actually go to build the report and evaluate the results. I’ll build a visual report in this post using the Filled… Read More ›
Power BI Expense Reports – Global Currency Support in Office 365
In this post, Power BI Expense Reports will be created Office 365 using SharePoint. You’ll see how to create an expense report solution that easily accounts for your team’s global presence and globally accrued expenses. Below I demonstrate how to… Read More ›
Power BI Fitness and Meal Planning with Excel
Power BI Fitness and Meal Planning with Excel This post demonstrates a Power BI Fitness and Meal planning solution based on Excel data. Power BI is an excellent tool for visualizing important data about the food we consume and provides… Read More ›
Power BI and Power Query – Human Resources (HR) Performance Review Survey Reports – Unpivot Columns
Power BI has a very useful feature in the Power Query Editor named Unpivot Columns. In this blog entry, we’ll look at an interesting problem with analyzing Human Resources (HR) peer Performance Review survey results, and how to solve that… Read More ›
Power BI – Remove Rows or use Column Filters?
The data we import in Power BI would always be formatted consistently-and-predictably in an ideal situation, but the likelihood of inconsistencies and changes in delivered reports bring up a critical question you should ask yourself when setting up your edit… Read More ›
Power BI – Merge Queries – Client Invoices and Related Tables through SharePoint Lookup Columns in Office 365
In this post we’ll look at how to sum-up and report on unpaid Invoice amounts with a currency data type in Power BI using the Merge Queries feature. We’ll see how to manage related tables that have their relationship defined… Read More ›