In this newsletter, we’ll dive into hierarchical directories and how they’re used in analytics. Let's clarify what we mean.

Downloadable Materials 

Power BI can connect to, transform and visualise data. Which is great but how do we get that modified data out?

One way is using a Power Automate flow to connect to the published Power BI dataset.

In this video we discuss how to manage a notebook PySpark code throughout the deployment pipeline stages, so that it adjusts dynamically to each deployment stage without needing manual interaction.

All About Power BI Metrics, A hidden Gem

It's a great external tool to generate developer documentation for our reports with a single click, and we want to have a report or document that documents the entire process from data import to Power BI, and from Power BI report authoring to delivery.

In the process, we'll have a lot of pages, measures, parameters, calculation groups, even Power Query queries, and so on. Sometimes we need something to be able to visually observe it and count this information, so the tool shared today will be able to help you!

Custom Sorting with Power BI

Custom sorting in Power BI can significantly enhance the clarity and impact of your data visualizations. However, users often encounter several challenges when setting up custom sorts. Here’s a look at some of the common hurdles and how to overcome them:

Step 1

Create a Custom Table with all the category either manually in Power Query or read from source.

Create a new column beside and provide the number in the order you want to arrange.

Step 2

Create a relationship between the column in actual table to the custom sort table.

Step 3

Create a column in Actual table with an expression.

Sort order = RELATED(CustomSortTable[Sort])

Step 4

Select the column you want to sort, and a “Column Tools” menu bar will appear at the top. Now Select the “Sort by column” and select the sort order column.

In this blog, we'll explore how to display the previous 6 months of data based on a single slicer selection in Power BI.

Learn how to design a medallion architecure in Fabric!

Designing effective Power BI reports isn't just about data accuracy—it’s also about creating a visually clean, user-friendly experience. When it comes to color, less is often more. This article will guide you through the benefits of using a single color or a few complementary shades in Power BI, highlighting how this minimalist approach can improve readability, reduce cognitive load, and help users focus on insights instead of aesthetics.

In this guide, we’ll cover how to bring task data from Microsoft Planner into Power BI for analysis, using Power Automate and SharePoint as intermediaries. Since Power BI currently lacks a direct Planner connector, Power Automate lets us fetch the data from Planner and save it to SharePoint as a JSON file, enabling Power BI to access it on a scheduled basis.

Have you ever worked in Power Query editor and you had to create lot of "helping" queries to achieve your goal? Usually you started to have lot of queries with similar names and majority are just disabled for loading?

Well actually there is an old trick, where you don't need to do that (in majority of cases) and you can just do "self reference" your existing query.

Navigating the sea of data

Power Pivot consistently amazes me by effortlessly converting raw data into crucial, real-time information—like overdue receivables or extended payment terms—that would otherwise be buried in a sea of data.

Although standard ERP systems have all the data for accounts receivable by customers, checking customer AR balances through ERP involves a snail-like process. Typically this entails keying in the customer code into a field box and checking the balance and aging for the outstanding amounts one by one. Even though the data is all there in the system, for a company with more than several thousand customers, identifying and properly acting upon overdue accounts receivable on a timely basis tends not to be such a quick exercise when using ERP alone.

Everybody who works with Power BI and page tooltips knows that, after period of time the report can be overwhelmed by too many pages and it could be quite a chaos.

In this article I am showing easy an alternative way how to lower number of tooltip pages to minimum and in some cases to only ONE single page!

Many accountants consider cash flow statements to be the most important indicator of a company’s performance, as they do not rely on estimates or judgments by the preparers.

While indirect method cash flow statements can be easily prepared from the P&L and the opening and closing balance sheets, they do not provide much insight into where the money is coming from or going to. Because of this, users of financial statements and accounting standard setters alike (e.g., FASB and IASB) have always preferred the direct method over the indirect method for cash flow statements.

🚀 *Struggling to delete hundreds of bookmarks in Power BI reports at once?*

I recently faced the same challenge and found a quick, efficient solution! If you're tired of manually deleting bookmarks one by one, check out my latest article where I explain how to remove them in bulk in just a few simple steps.

Give it a read and let me know if you have a better way to delete bookmarks in bulk. 💡