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Using TREATAS to improve profitability reporting

As a distributor, we offer a ‘spend and profitability’ report in Power BI as an added value for our customers. This report serves two purposes: 1. To provide the customer with a daily tracker of purchases made during the month. 2. To calculate different profitability measures and ratios after month end. The reporting challenge is […]

Excel to Power BI (Part 2)

Are you an Excel user ready to extend your skillset in Power BI? This step-by-step blog series covers just enough to get you rolling.

Download Power BI Desktop for FREE and find out how Power BI compliments what you already know and love in Excel!

#powerbi #powerquery #powerplatform #dax #cpa #analytics #msexcel

Excel to Power BI (Part 1)

If you are an #MSExcel user looking for a 20 minute hands-on demo that will get you started in #PowerBI, check out part 1 of my new blog series “Excel to Power BI”!

Learning from the Power BI Community – Top 10

2020 has been a great year to dive deeper in Power BI and new emerging features and tools. I’ve enjoyed learning from reporting tips, external tools, updated books, more M, culture, and the list goes on. All great resources, and a clear sign to me of a maturing product getting stronger. With all of the […]

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 […]

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