Data, Dialogue, and Better Decisions.


Replacing full records based on partial strings in Power Query.

Just when I thought I could clean any column using the user interface in Power Query, I was stumped when needing to clean a list of 10-20K+ bank merchant name ID’s and turn them into readable business names. Note: This blog ends with a sample file that walks through adding a find replace list, and […]

Improve the Readability of the Matrix Visual.

It’s no surprise that a program aimed at the pivot table loving business user would include a similar visual called the Matrix. The ability to summarize, search, and drill into transaction detail makes it a fast friend of any Accountant or Financial Analyst. However, ask your managers to navigate this visual, and you may ask […]

The Classic Income Statement and Power BI – Better Together

The purpose of is to promote the use of Power BI as a business developer, and share our experience combining analytics with data storytelling to benefit the business. In this post I share working through finding the right income statement BI tool to help our business adopt and drive insights. In the age of […]

Unlocking the potential of data storytelling

Coming from an accounting and reporting background, I quickly put Business Intelligence technology to work by automating monthly process, and providing data consumers with access to raw data and trends. Reducing manual work and giving others 24/7 access to what they need was a win. However, it took some time to realize that this data […]

Links to some of the best Power BI resources the web has to offer.

I have taken advantage of many free (some paid) resources the web has to offer… blogs, YouTube videos, books, courses etc. I believe I have seen some of the best the web has to offer. When I decided to post a list of resources, I though of Alex Powers and his ‘$0 dimes Power BI […]

Helping small business understand the CARES Act with Power BI

Sometimes we use Power BI to help illustrate one single concept that could make a significant impact on our business partners. No complex model, no crazy DAX, just a flexible dashboard and simple visuals that help highlight something meaningful. As part of our effort to stay connected with our customers during this time, we are […]

Filter a measure with a slicer??

I gotta share something I saw from v-jiascu-msft on the community forum. I have an original measure that evaluates total sales over $50 as high, and under as low. I then write the below measure that references a disconnected table. Last step is to filter the visual with my new measure set to “is not […]

M + DAX = Dynamic report date & time stamp.

I see this question pop up periodically, I thought I’d update the blog with an older LinkedIn post I shared two months ago. In this post I share the M and DAX work around that has done the trick to get a date and time stamp posted on report pages. The added benefit is that […]

Hello World!

I’m starting this blog as a platform to share my experience in becoming a Power BI Developer/Storyteller from an Accountants perspective. I had been using Excel for most of my career before learning about Power Pivot in 2013. Ever since, I have enjoyed learning DAX/M and picking up new modeling techniques, user adoption tips, and […]

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