How to Create YTD Calculations in Tableau

How to Create YTD Calculations in Tableau One of the most commonly requested items in Tableau dashboarding is to show your metrics as Year to Date (YTD), Prior Year to Date (PYTD), and Year over Year change (YoY). Although seemingly … Read More

Creating a Measures Table in Power BI

Creating a Measures Table in Power BI When navigating through your data model in Power BI Desktop, it’s easy to get lost, especially if you have a data model with several tables and a multitude of measures. In order to … Read More

Import v Direct Query: Here’s What You Need to Know

Import v Direct Query: Here’s What You Need to Know One of the first things any Power BI developer needs to know is whether to check that Import or Direct Query box while connecting to data in Power BI Desktop. … Read More

Dynamic Rows and Columns in Tableau

Dynamic Rows & Columns in Tableau Recently Luke Stanke and myself held a webinar discussing some cool ways to enhance P&L statements and other financial reporting. This blog post contains detailed instructions on how to use some of the techniques … Read More

YTD Flags in Power Query

YTD Flags in Power Query Dates tables are an integral part of any comprehensive data model. Dates tables allow you to normalize a variety of different date fields and perform calculations and filtering on all of those different fields at … Read More

Mapping Lines with Endpoints in Tableau

Mapping Lines with Endpoints in Tableau Tableau offers its users a vast array of geospatial tools for mapping and other geospatial analysis including buffer calcs, distance calculations, and the ability to drill down into different levels of geospatial granularity with a click of the … Read More

Toggling Views with Bookmarks in Power BI

Toggling Views with Bookmarks in Power BI Bookmarks are one of my favorite features in Power BI because they allow for a lot of great customization options for user experience. In this blog, I am going to show you how … Read More

Switching Metrics in Power BI

Switching Metrics in Power BI To avoid having multiple tabs with the same charts, but different metrics, you have to get a little creative in Power BI. This blog will walk you through how to enable this toggle functionality in … Read More

Fact of Fact Analysis Using Power Query

Fact of Fact Analysis in Power Query Building a data model in Power BI can be extremely easy. When primary keys match foreign keys one to one and when tables are built with a star schema in mind, things go … Read More

Optimizing Power BI Reports

Optimizing Power BI Reports Building performant reports is important in gaining trust with stakeholders and ensuring user adoption. Here are some practical and easy tips on how to optimize your Power BI reports! These tips will be broken down into … Read More