Knowledge base
Articles, tutorials and informed opinions from our daily work. 194 articles and growing | on dashboards, automation, AI and modern web stacks.
Power Automate Desktop vs Cloud Flows: What's the Difference?
Power Automate Desktop automates actions on a local Windows machine, such as clicking through legacy software, while cloud flows run in Microsoft's cloud and connect apps and services over the internet.
How to Set Up Incremental Refresh in Power BI
Set up incremental refresh in Power BI to only reload recent data on each refresh, cutting refresh times drastically for large, growing datasets.
What Is a Business Case?
A business case is a structured document that justifies a proposed investment or project by weighing its expected costs, benefits, and risks against the alternative of doing nothing.
What Is a Condition Node in Automation?
A condition node checks whether a value meets a rule, such as an amount being over a threshold, and sends the workflow down a different path depending on the answer.
What Is a Feature Flag?
A feature flag is a switch in your code that turns a feature on or off without deploying new code, making rollouts and rollbacks instant.
What Is a Headless Commerce Platform?
A headless commerce platform separates the online store's backend, product data, inventory, checkout logic, from the frontend that customers see, letting you build any storefront on top of the same commerce engine.
What Is a Kanban Board?
A Kanban board is a visual work management tool that shows tasks as cards moving through columns like To Do, In Progress, and Done, making bottlenecks and workload visible at a glance.
What Is a Monorepo?
A monorepo is a single repository that holds the code for multiple applications or packages, versioned and managed together instead of split across separate repositories.
What Is a Power BI App?
A Power BI app is a packaged, read-only bundle of reports and dashboards that you publish from a workspace so business users get a clean, curated view of your data.
What Is a Power BI Deployment Pipeline?
A Power BI deployment pipeline lets you move reports and datasets through development, test, and production workspaces in a controlled, repeatable way instead of editing production directly.
What Is a Power BI Gateway?
A Power BI gateway is a piece of software that lets the cloud-based Power BI Service securely reach data sitting on your own network, such as an on-premises database or a local file share.
What Is a SWOT Analysis?
A SWOT analysis is a planning tool that maps a business's Strengths, Weaknesses, Opportunities, and Threats in a simple four-quadrant grid to support strategic decisions.
What Is an AI Gateway?
An AI gateway is a single layer that sits between your application and multiple AI providers, handling routing, caching, cost tracking, and fallback in one place.
What Is an Embedding in AI?
An embedding is a numerical representation of text, images, or other data that captures meaning, so a computer can measure how similar two things are.
What Is Chain-of-Thought Prompting?
Chain-of-thought prompting asks an AI model to reason step by step before answering, which improves accuracy on tasks that require logic or multiple steps.
What Is Continuous Integration and Deployment (CI/CD)?
CI/CD automates testing and shipping code, so every change is checked and released without manual, error-prone build steps.
What Is Multimodal AI?
Multimodal AI can understand and generate more than one type of content, such as text, images, and audio, in a single model instead of needing separate tools for each.
What Is Orchestration in Automation?
Orchestration is the coordination of multiple automated tasks, systems, or workflows into one controlled sequence, so they run in the right order, at the right time, and recover properly when something fails.
What Is Progressive Enhancement in Web Design?
Progressive enhancement is a web development strategy that builds a solid, working baseline for every visitor first, then layers on richer features for browsers and devices that support them.
What Is Web Accessibility (a11y)?
Web accessibility, often abbreviated a11y, means designing and building websites that people with disabilities, including visual, motor, auditory, and cognitive impairments, can use effectively.
Power Automate vs Zapier: Which Should You Choose?
Power Automate and Zapier both automate workflows between apps without code, but they target different environments. Power Automate is built for Microsoft 365 and Dynamics-heavy organisations, while Zapier is platform-agnostic and easier to start with.
What Is a Composite Model in Power BI?
A composite model in Power BI combines import mode and DirectQuery within a single dataset, letting you mix fast, cached tables with tables that query the source live. It solves the problem of needing both speed and freshness in the same report.
What is a Context Window in Language Models?
A context window is the maximum amount of text an AI language model can process at once, measured in tokens, and it determines how much information you can feed the model in a single conversation.
What Is a Design System?
A design system is a shared library of reusable components, patterns, and rules that keeps an application's or website's look and behaviour consistent, no matter how many people build features on top of it.
What Is a Jamstack Website?
Jamstack is an architecture that pre-builds your website as static files and calls APIs for anything dynamic, resulting in faster, more secure, and easier to scale sites.
What Is a Power BI Dataset?
A Power BI dataset is the data model behind your reports: the tables, relationships, and calculations that reports query. It is the reusable engine that sits between your raw data sources and the visuals you see on screen.
What Is a RACI Model?
A RACI model is a simple chart that assigns clear ownership for every task or decision in a project, defining who is Responsible, Accountable, Consulted, and Informed.
What Is a Sitemap and Why Does Your Website Need One?
A sitemap is a file that lists every page on your website, helping search engines discover and index your content more completely and efficiently.
What is a Staging Environment?
A staging environment is a near-identical copy of your production system used to test changes safely before they reach real users.
What is AI Hallucination?
AI hallucination is when a language model generates information that sounds confident and plausible but is factually wrong or entirely made up.
What is an AI Workflow?
An AI workflow is a series of connected steps, often combining automation tools with one or more AI models, that carries a business task from trigger to completion with little or no manual intervention.
What Is an iPaaS Integration Platform?
An iPaaS, or integration platform as a service, is a cloud service that connects different applications, data sources, and systems so they can exchange data automatically, without you building and maintaining custom point-to-point integrations.
What Is an SLA (Service Level Agreement)?
An SLA is a written agreement that defines the level of service a provider guarantees, including uptime, response times, and what happens when those commitments are missed.
What Is Change Management in Software Projects?
Change management is the structured process of proposing, reviewing, and controlling changes to software so scope stays under control and nothing important breaks unexpectedly.
What is Edge AI?
Edge AI is artificial intelligence that runs directly on a local device, such as a camera, sensor, or phone, instead of sending data to a remote cloud server for processing.
What Is Event-Driven Automation?
Event-driven automation triggers a workflow the instant something happens, such as a new order or a status change, instead of waiting for a scheduled check. It makes automated processes react in near real time rather than on a fixed timer.
What Is Power BI Premium Capacity?
Power BI Premium capacity is a dedicated block of compute and memory resources reserved for your organisation, separate from the shared capacity used by regular Pro licenses. It unlocks larger datasets, more frequent refreshes, and the ability to share reports with users who do not have a Power BI license themselves.
What is Server-Side Rendering (SSR)?
Server-side rendering is a technique where a web page's HTML is generated on the server for each request and sent to the browser fully formed, rather than being built up in the browser by JavaScript.
What is Technical Debt in Software?
Technical debt is the extra work created when a team chooses a quick, easy solution now instead of a better approach that would take longer, similar to financial debt that accrues interest.
What Is Technical SEO?
Technical SEO covers the behind-the-scenes work that lets search engines crawl, index, and understand your website, separate from content and backlinks.
Automating Invoice Processing with Power Automate
Power Automate can extract data from incoming invoices, validate the amounts, and route them for approval automatically, cutting out manual data entry.
Monolith vs Microservices: Which Architecture Fits You?
A monolith runs your whole application as one deployable unit, while microservices split it into small, independently deployable services that communicate over APIs.
Static vs Dynamic Website: What Is the Difference?
A static website serves the same pre-built HTML file to every visitor, while a dynamic website generates the page content on the fly for each request.
Trigger vs Action in Power Automate
A trigger starts a Power Automate flow when something happens, while an action carries out a step within the flow after it has started.
What Is a CMS (Content Management System)?
A CMS is software that lets you create, edit, and publish website content through an interface, without writing code for every change.
What is a Power BI Workspace?
A Power BI workspace is a container in the Power BI service where you store, organize, and share reports, dashboards, and datasets with a team.
What is a Semantic Model in Power BI?
A semantic model in Power BI is the underlying data structure, made up of tables, relationships, and DAX measures, that reports are built on top of.
What is a Webhook? Real-Time Automation Explained
A webhook is an automated message a system sends the moment something happens, so other systems can react instantly without checking in on a schedule.
What Is A/B Testing?
A/B testing compares two versions of a webpage or element by showing each to a portion of visitors and measuring which one performs better against a defined goal.
What is an AI Chatbot? How It Works and When to Use One
An AI chatbot is a conversational application built on top of a language model that understands questions in natural language and responds automatically.
What is an API Gateway? The Front Door for Your APIs
An API gateway is a single entry point that sits in front of your APIs, handling authentication, rate limiting, and routing so individual services do not have to.
What Is Computer Vision?
Computer vision is a field of AI that trains computers to interpret images and video, extracting information such as objects, text, defects, or movement without human review.
What Is Data Consolidation?
Data consolidation is the process of combining data from multiple separate systems into one unified location, so it can be reported on and analyzed consistently.
What is DAX in Power BI?
DAX (Data Analysis Expressions) is the formula language behind Power BI, used to build calculated columns, measures, and custom aggregations in a semantic model.
What is Machine Learning? The Basics Explained
Machine learning is a way of building software that learns patterns from data instead of following rules a programmer wrote explicitly.
What is Power Automate?
Power Automate is Microsoft's automation platform for building workflows that connect apps, move data, and trigger actions without writing code.
What is Power Query?
Power Query is the data preparation engine built into Power BI, Excel, and other Microsoft tools that lets you connect to, clean, and transform data before it reaches your report.
What Is Process Automation?
Process automation uses technology to carry out repetitive business tasks and workflows automatically, without requiring manual action at each step.
What is Prompt Engineering? Getting Better AI Results
Prompt engineering is the practice of writing and structuring instructions to an AI model so it produces the specific, useful output you actually need.
What is Serverless Computing? A Practical Explanation
Serverless computing lets you run code without managing servers; the cloud provider allocates resources automatically and you only pay for the time your code actually runs.
How AI Is Used in Customer Service
AI in customer service handles FAQ answers, routes tickets, suggests replies, and gives agents real-time information, reducing response time and cost.
Boost Productivity with AI Tools
AI tools save hours each week on writing, research, meetings, and planning. Here is which tool to use for which task, with concrete tips.
Comparing AI Tools for Business Use
ChatGPT, Claude, Gemini, Copilot: which AI tool fits your business best? A practical comparison on price, strengths, and privacy.
Conversion Rate Optimization Explained
CRO increases the percentage of visitors who take action. Here is how to calculate your conversion rate and which improvements deliver the fastest results.
Copy SharePoint Files with Power Automate
Automatically copy or move files between SharePoint libraries using a trigger-based or manual Power Automate flow.
Save Outlook Attachments with Power Automate
Automatically save email attachments from Outlook to SharePoint or OneDrive using a Power Automate cloud flow.
How to Set Up Google Analytics 4
Google Analytics 4 replaced Universal Analytics in 2023. Here is how to set it up correctly in six steps, from account creation to your first conversion.
Transforming Data in n8n
Use the Set node, Edit Fields node, and Code node in n8n to rename, reformat, and restructure data between steps in your workflow.
What Are OKRs?
OKRs (Objectives and Key Results) help teams set ambitious goals and measure real progress. Here is how they work and how to write them correctly.
What Is a Database Schema?
A database schema defines the structure of your data: which tables exist, which columns they have, and what rules apply to the data stored in them.
What Is a REST API?
A REST API lets applications communicate over HTTP using standard methods like GET and POST, exchanging data as JSON.
What Is Agile Working?
Agile is an iterative approach to work based on four core values. Here is what it means in practice and how SMBs can adopt it without a full Scrum framework.
What Is AI Fine-Tuning?
Fine-tuning trains an existing AI model on your own data. Here is when it makes sense and when prompting or RAG is enough.
What Is Docker?
Docker packages an application and all its dependencies into a portable container that runs identically on any machine.
What Is Generative AI?
Generative AI creates new content, text, images, code, and video, by learning patterns from vast amounts of existing data.
What Is OAuth 2.0?
OAuth 2.0 lets users grant an app access to their data on another service without sharing their password.
What Is RPA (Robotic Process Automation)?
RPA automates repetitive computer tasks by mimicking how a human interacts with software, clicking, typing, and copying, without needing an API.
What Is Scrum?
Scrum is the most widely used agile framework. Here is how its three roles, five events, and three artifacts work together, without the jargon.
What Is Webflow?
Webflow lets you build professional websites visually without writing code. Here is how it works, who it is for, and where it falls short.
What Is WordPress?
WordPress powers 43% of all websites. Here is how it works, what it costs, and when you should and should not choose it.
Comparing Website Hosting Options for SMBs
Shared hosting, VPS, cloud, managed, and static hosting each suit different needs. Here is how to choose the right fit for your business without overpaying or underbuilding.
Data-Driven Working Explained
Data-driven working means making business decisions based on evidence from your own data rather than instinct alone. It requires data quality, the right tools, and a culture willing to follow the numbers.
Error Handling in n8n: A Practical Guide
n8n has built-in error handling through the Error Trigger node, retry settings, and error workflows that run when a production workflow fails.
How to Send HTTP Requests in Power Automate
Power Automate's HTTP action lets you call any REST API directly from a flow, enabling integrations beyond the built-in connectors.
IT Outsourcing vs In-House for SMBs
Outsourcing IT saves cost and eliminates hiring, but full outsourcing creates dependency and erodes internal knowledge. Most SMBs end up best served by a deliberate hybrid model.
Make vs n8n vs Power Automate: Which to Choose?
Make, n8n, and Power Automate each target different users. Your choice depends on technical skill, Microsoft stack usage, and hosting preferences.
Structured Data for Better Search Results
Structured data is machine-readable markup that tells search engines exactly what your content means, enabling rich results and better visibility in Google Search and AI Overviews.
Using the OpenAI API in Your Application
The OpenAI API lets you add AI capabilities to any application via HTTP requests. Here is how authentication, endpoints, tokens, and costs work.
UX Design for Web Applications
UX design shapes how users experience your web app. Good UX reduces friction, prevents errors, and keeps users coming back.
What Is a Content Delivery Network (CDN)?
A CDN is a network of servers distributed around the world that delivers your website's files from a location close to each visitor, reducing load times and improving availability.
What is a Large Language Model (LLM)?
A large language model is an AI system trained on vast amounts of text that can generate, summarize, translate, and answer questions in natural language.
What Is a No-Code Platform?
No-code platforms let you build apps and workflows without writing code, using visual interfaces and pre-built components.
What Is a Relational Database?
A relational database stores data in tables with rows and columns, linked together through relationships using keys.
What Is a Vector Database?
A vector database stores data as numerical embeddings and retrieves results by semantic similarity rather than exact keyword matches. It is the storage layer behind most modern AI search systems.
What Is Digital Transformation?
Digital transformation is the fundamental rethinking of how your business operates using technology. It is not about buying software; it is about changing how work gets done.
What Is Low-Code and No-Code?
Low-code and no-code platforms let you build applications and automations with minimal or no traditional programming. They speed up development but come with real limitations at scale.
What Is Make? The Automation Platform Explained
Make (formerly Integromat) is a visual automation platform that connects apps and services through scenarios built from modules.
What is Microsoft Copilot Studio?
Microsoft Copilot Studio is a low-code platform for building custom AI assistants and chatbots that connect to your data and integrate with Microsoft 365 and Power Platform.
What Is SEO for Businesses?
SEO is the practice of making your website easier for search engines to find, understand, and rank. More visibility in search results means more visitors without paying for ads.
What Is Supabase?
Supabase is an open-source backend platform built on PostgreSQL, offering a database, authentication, storage, and real-time subscriptions in one place.
How Authentication Works in a Web Application
Authentication is how a web application verifies who you are. Understanding the basics helps you make better decisions about login flows, security, and access control in your own application.
How to Automatically Generate and Send Reports with AI
Automating report delivery saves time and ensures stakeholders receive consistent, timely updates without manual effort. Here are three practical architectures, with a step-by-step guide for the most flexible option.
How to Build an AI Agent with n8n
n8n lets you build AI agents that call a language model, make decisions based on the response, and route to different actions. Here is how to set one up step by step.
Claude vs ChatGPT: Which is Better for Your Business?
Claude and ChatGPT are both capable AI assistants. Which one fits your business better depends on your use cases, existing tools, and how you plan to integrate AI.
Combining Power BI and AI: What's Possible?
Power BI includes several built-in AI features and connects to external AI services. Here is a practical overview of what each option does and when to use it.
How to Connect an AI Model to Your n8n Workflow
You can connect AI models like OpenAI GPT or Anthropic Claude directly to n8n workflows. This guide shows how to classify incoming emails with AI and send an automatic reply.
Creating Your First Workflow in n8n
This guide walks you through building a basic n8n workflow: receive a webhook, extract data, and send an email notification. No prior automation experience needed.
n8n vs Power Automate: Which Fits Your Organisation?
n8n and Power Automate both automate workflows between apps. Which one fits your organisation depends on your tech stack, data-control needs, and technical capacity.
How to Set Up a Webhook in n8n
A webhook lets external services trigger your n8n workflow automatically. This guide shows how to configure the Webhook node and receive data from an outside source.
How to Use Claude in Your Daily Work
Claude can handle document analysis, drafting, coding, and brainstorming. Here are six concrete use cases with example prompts you can apply directly.
How to Use Copilot in Power Automate
Copilot in Power Automate lets you describe a flow in plain language and have it built for you. Here is how it works, what the requirements are, and what to watch out for.
Web App or Native App: Which Should You Choose?
A web app runs in the browser and works on any device; a native app is installed on a specific platform like iOS or Android. Which you need depends on your use case, budget, and audience.
What is a Multi-Tenant Application?
A multi-tenant application serves multiple customers from a single shared instance. Each customer sees only their own data, but the infrastructure and codebase are shared.
What is a SaaS Application?
SaaS stands for Software as a Service: software you use via the internet, hosted and maintained by the vendor. You pay a subscription instead of buying and installing software.
What is an AI Agent?
An AI agent is a system that uses a language model to independently execute tasks and make decisions. It does more than answer questions: it takes actions on your behalf.
What is an MVP and Why Should You Start with One?
An MVP (Minimum Viable Product) is the smallest version of your application that delivers real value and lets you test your core assumptions before investing in full development.
What is Claude by Anthropic?
Claude is an AI assistant built by Anthropic, designed for safe and honest conversations, document analysis, coding, and complex reasoning tasks.
What is n8n and How Does It Work?
n8n is an open-source workflow automation tool that connects your apps and services without requiring code. You build automations visually using nodes and triggers.
What is Retrieval-Augmented Generation (RAG)?
RAG is a technique that gives a language model access to your own documents at query time, so it can answer questions based on information it was not trained on.
What is the Claude API and What Can You Use It For?
The Claude API gives developers direct access to Claude models to build AI features into their own applications, without using the claude.ai chat interface.
AI Features in Power BI: What's Possible?
Power BI includes several built-in AI features that go beyond standard charts: Q&A, Smart Narratives, Anomaly Detection, Key Influencers, and Copilot. Here is what each one does and when to use it.
The CALCULATE Function in Power BI Explained
CALCULATE is the most important DAX function in Power BI. It lets you modify the filter context of a measure, making complex calculations like year-to-date, comparisons, and conditional totals possible.
DirectQuery vs Import Mode in Power BI: Which Should You Use?
Choosing between DirectQuery and Import mode in Power BI affects report speed, data freshness, and what DAX you can write. This article explains the trade-offs and when to use each.
How to Set Up Error Handling in Power Automate
A flow without error handling fails silently. This how-to shows you how to use a Scope as a try-catch, send a notification on failure, and log error details for debugging.
How to Make Your Power BI Reports Faster: 7 Tips
Slow Power BI reports frustrate users and undermine trust in your data. These 7 practical tips improve report load times and visual responsiveness without a full rebuild.
How to Set Up Row-Level Security in Power BI
Set up Row-Level Security in Power BI to give each user access to only their own data, using roles and DAX filters in Power BI Desktop and the Service.
What Are Dataflows in Power BI?
Dataflows in Power BI are cloud-based data preparation pipelines that let you clean, transform, and store data once, then reuse it across multiple reports and datasets.
How to Use Field Parameters in Power BI
Field parameters in Power BI let report users switch between different measures or dimensions on a visual using a slicer, making one chart do the work of several.
How to Create a Scheduled Flow in Power Automate
A scheduled flow in Power Automate runs automatically at a time and frequency you define. This how-to walks through setting up the Recurrence trigger, adding actions, and making the flow reliable.
How to Use Copilot in Excel
Copilot in Excel can generate formulas, explain existing ones, summarise data, suggest charts, and highlight trends, all from a plain-language prompt in the side pane.
How to Use Copilot in Power BI
Copilot in Power BI uses AI to help you summarise reports, create visuals, and answer data questions in plain language, without writing DAX or clicking through menus.
What Are Core Web Vitals and Why Do They Matter?
Core Web Vitals are three Google metrics that measure how users experience your website: load speed, interactivity, and visual stability. They affect your search rankings.
What is a Progressive Web App (PWA)?
A Progressive Web App is a website that behaves like a native app: you can install it on your home screen, use it offline, and receive push notifications, all without an app store.
What is AI Builder in the Power Platform?
AI Builder lets you add no-code AI capabilities to Power Apps and Power Automate without writing a single line of code or having a data science background.
What is an API? A Non-Technical Explanation
An API is a way for two software systems to communicate with each other. When you pay online or log in with Google, an API is working in the background connecting those systems.
What is Data Governance and Why Does It Matter?
Data governance is the set of policies, roles, and processes that determine how data is managed across your organization. Without it, reports contradict each other and no one agrees on which number is correct.
What is Microsoft 365 Copilot?
Microsoft 365 Copilot is an AI assistant built into Word, Excel, Teams, Outlook, and PowerPoint that uses your organisation's data to help you write, summarise, and analyse faster.
What is Power Automate Desktop?
Power Automate Desktop automates tasks on your Windows screen: clicking buttons, filling forms, copying data between applications. It works even with legacy software that has no API.
What is Row-Level Security in Power BI?
Row-Level Security in Power BI restricts which rows of data a user sees based on their identity, so each person only accesses data relevant to their role.
How to Write Effective Prompts for Work
The quality of your prompt determines the quality of the output. These six steps help you get usable results from ChatGPT, Copilot, or any other AI tool at work.
Power BI: Split a column on multiple delimiters
In Power BI you often encounter data where columns contain multiple types of delimiters, such as commas, semicolons, or spaces. This can make analysing and structuring data more difficult.
Power BI: Unpivot columns for clean data
In Power BI it is common to receive data in a wide format where multiple columns contain similar information. This makes analysis difficult and disorganised.
Power BI: Transpose columns
In Power BI you sometimes encounter data where columns should actually be rows to make analysis easier. This article explains how to apply column transposing in Power BI to better structure your data and improve visualisations.
Power BI: Interactive Drillthrough Reports
In Power BI you want to give users the ability to easily click through from a summary report to detailed information.
Power BI: Create a dynamic KPI indicator with icons
A dynamic KPI indicator with icons helps you see the status of important performance metrics at a glance. In this article you'll learn how to create such a dynamic KPI indicator in Power BI, making your dashboards immediately more insightful and interactive.
Power Automate: Automatically process new Excel rows
Many data and BI teams work with Excel files as a source for analyses and reports. Automatically processing new rows in Excel with Power Automate saves time and prevents errors.
Power Automate: Automatically validate Excel data
Automatically validating Excel data via Power Automate can save you a lot of time and improve data quality.
Power BI: Create cumulative totals easily
In Power BI it is often valuable to show cumulative totals to make trends and performance over time visible. In this article you'll learn how to add a cumulative totals column to your dataset in a straightforward way, making your data analyses even more powerful.
Power BI: Create a dynamic rolling average for trend analysis
A rolling average helps you better understand trends in your data by smoothing out fluctuations. In this article you'll learn how to create a dynamic rolling average in Power BI that automatically moves along with your selected date range.
Automate an approval process in Power Automate
In many organisations, approving documents, requests or tasks is a recurring process that is often manual and time-consuming. With Power Automate you can easily automate an approval process, saving time and maintaining an overview of the status of approvals.
Automatic archiving of SharePoint documents with Power Automate
Managing documents in SharePoint can quickly become disorganised, especially when documents are no longer actively used over time. In this article you will learn how to set up automatic archiving for SharePoint documents using Power Automate.
Power BI: Combining columns with Power Query
In Power BI it is often necessary to merge data from different columns to create new insights or simplify analyses. This article teaches you how to combine columns in Power BI with Power Query, a powerful and accessible way to transform data.
Power BI: Apply dynamic colour coding
A good dashboard tells a story without you having to search for long. With dynamic colour coding in Power BI you make your visualisations immediately more insightful and appealing.
Power BI: Date table with week numbers and weekdays
A good date table is essential for time-based analyses in Power BI. In this article you will learn how to create a dynamic date table that automatically includes week numbers and weekdays. This helps you build flexible and insightful reports that are easy to filter by time unit.
Power BI: Create dynamic tooltips for interactive dashboards
In Power BI it is important to make dashboards not only informative, but also interactive and user-friendly. Dynamic tooltips in Power BI offer a powerful way to show extra context and details without overloading the dashboard.
Power Automate: Set up an email notification for a new SharePoint row
In many BI environments it is important to be immediately informed when new data arrives. With Power Automate you can easily set up an automatic email notification that is sent as soon as a new row is added to a SharePoint list.
Power Automate: Reminder for expired SharePoint items
Many BI teams use SharePoint lists to manage projects, tasks or data. However, it can be difficult to manually track which items have expired or are about to expire.
Power Automate: Send a Teams message when a new SharePoint item is created
In many BI and data environments it is important to be quickly informed of new data entries. With Power Automate you can easily set up a trigger that automatically sends a message in Microsoft Teams whenever a new item is added to a SharePoint list.
Power BI: Create a date table with fiscal weeks
A date table is essential for time analyses in Power BI, but standard date tables often do not include fiscal weeks. In this article you will learn how to create a date table that includes fiscal weeks, so your reports better align with your organisation's financial calendar.
Power BI: Add a dynamic month column
In Power BI it is often useful to filter data on the current month, for example to keep monthly reports or analyses up to date. In this article you'll learn how to add a dynamic month column in Power BI that automatically marks the current month.
Power BI: Create a relative date slicer for dynamic filters
In Power BI it is often desirable to filter reports on a dynamic date range, for example the last 7 or 30 days. With a relative date slicer you can set this up easily, so your report always shows current data without manual adjustments.
Power Automate: Set Up an Automatic Task Reminder
In many projects and processes, completing tasks on time is crucial. With an automatic task reminder in Power Automate, you can prevent important deadlines from being missed. In this article, you will learn how to easily create a flow that automatically sends you a reminder when a task is about to expire.
Setting Up a Power Automate Webhook for Real-Time Data Integration
In modern BI environments, processing data as quickly as possible is crucial. With a Power Automate webhook, you can receive real-time data and trigger actions immediately. In this article, you will learn how to set up a webhook in Power Automate, what it delivers for your data and BI team, and how to apply it in practice.
Power BI: Easily Create Hierarchies for Better Analysis
In Power BI, structuring data is essential for clear and insightful reports. A commonly used technique is creating hierarchies, which allow you to analyze and visualize data at different levels.
Automatic Email When New Excel Data Is Added
Goal: This flow automatically sends an email to a specified address when new data is added to an Excel file. This is useful for quickly sharing new information without having to manually check or send an email.
Automatically Save Email Attachments
Goal: This flow automatically saves all attachments from incoming emails to a SharePoint document library. It saves time and ensures that files are well organized.
Add a Column in Power BI
To transform data in a Power BI dashboard, it is useful to add columns. This is possible both in Power Query and in the report view. This allows data to be combined or supplemented.
Custom Theme in Power BI
When creating a dashboard in Microsoft Power BI, a report theme is used. A theme contains default colors and layouts that are applied to visuals in the report. These can be customized so that the report automatically adopts the desired colors and layouts.
Replace Values in Power BI
In Power BI, Power Query provides the capabilities to transform data. The data is retrieved in a certain way, but you often still need to perform operations on it.
Split a Column in Power BI
In Power BI, Power Query provides the capabilities to transform data. The data is retrieved in a certain way, but you often still need to perform operations on it.
Unpivot a Pivot Table in Power BI
In Power BI, data can be transformed via Power Query. The data is retrieved in a certain way, but you often still need to perform operations on it.
Group Data in Power BI
Do you ever deal with a column of data that you want to group? You don't need to create a separate column for this, because this feature is built right into Power BI. It lets you group data into categories directly in Power BI.
Using a Power BI Template
Power BI lets you use a template — a file in which standards for report formatting, the data model and queries can be preset. Using one makes working with new reports within your organisation considerably more streamlined.
Change Page Size in Power BI
Microsoft Power BI lets you change the page size. This makes it possible to make the page larger than the default size. A different size is useful when you work with a wide screen or want to create a tooltip.
Create a Power BI Template
Microsoft Power BI lets you use a template, also known as a template file. This creates a new Power BI file in which you can immediately use preset elements such as visuals, images and data sources.
Dynamic Images in Power BI
Microsoft Power BI lets you add images to a dashboard, such as a company logo or other icons. Did you know it's also possible to add dynamic images? This way, specific images are shown depending on a filter value.
Add Page Navigation in Power BI
A dashboard in Microsoft Power BI quickly ends up with multiple pages. You can navigate between them via the tab menu in Power BI, but it is also possible to add page navigation directly in Power BI.
Sparklines in a Table in Power BI
Microsoft Power BI continues to evolve, and since December 2021 it has been possible to add sparklines (small diagrams) to a table or matrix. This adds an extra dimension to your table or matrix by visually displaying a trend.
Dynamic Titles in Power BI
Microsoft Power BI offers multiple ways to add a title to a visual. One of these is adding dynamic titles, where the chosen filter value determines what appears. Want to know how to create dynamic titles in Power BI?
Link an Excel File in Dropbox to Power BI
There are various solutions for storing files in the cloud, such as Microsoft OneDrive or Dropbox.
Export a Power BI Dashboard to PDF
A Microsoft Power BI dashboard can be accessed in several ways. When you want to share a snapshot of the dashboard with others, this can be done easily. You can export one or more pages to PDF.
How to Add a Date Table in Power BI
To filter information from multiple sources by date in a Power BI dashboard, it is useful to use a date table. This allows you to create relationships with the date columns across your different tables.
Using Bookmarks in Power BI
When building a dashboard in Microsoft Power BI, you add all kinds of visual elements. This can range from a company logo to charts and everything in between. You may have built a chart, but actually want to show the underlying data in a table or matrix.
Icons in a Table in Power BI
Microsoft Power BI offers all kinds of options for formatting a visual, including features you may not even know exist. For example, Power BI allows you to add icons to a column in a table, letting you represent a numeric value visually.
How to Organise Your Power BI Dashboard
Building a dashboard or report in Power BI is often a process of trial and error. In most cases it will never be a straight path to the desired result, which means things can get a bit messy in Power BI.
Using a What-If Parameter in Power BI
In a Power BI dashboard, it is possible to add a what-if parameter that lets you influence the visualised information. In this example, we show how applying discounts will affect the sales of your company.
Connect an Excel File in OneDrive to Power BI
Connecting an Excel file in Power BI is fairly straightforward within the Power BI Desktop environment. However, the problem with a direct connection to an Excel file is that Power BI will create a link to the local file on your computer.
Custom Tooltips in Power BI
Power BI offers the option to add a tooltip value to a visual. This means that when you hover over a visual, you will see a value associated with that visual. This is also known as tooltip info.
Last refresh time in Power BI
Microsoft Power BI offers several ways to display the last refresh time of the data in your dashboard. One of the methods Power BI provides requires changing many settings and uses UTC. This article walks you through a simpler approach.
Export a Power BI dashboard to PowerPoint
A Microsoft Power BI dashboard is accessible in multiple ways. When you want to share a snapshot of the dashboard with others, this is possible in a straightforward way. You can export one or more pages to Microsoft PowerPoint.
Mobile layout in Power BI
Microsoft Power BI offers the ability to create a mobile layout for a dashboard. This can be done without making any changes to the original dashboard.
Creating relationships in Power BI
Relationships are important in Microsoft Power BI for connecting different data sources so that information can be displayed in the dashboard exactly as you want it.
Excel file as a source in Power BI
Microsoft Excel is a widely used tool for tracking all kinds of data. This article explains how to easily connect an Excel file to Power BI as a data source to generate new insights.
Publishing a Power BI dashboard
Once you have created a dashboard in Microsoft Power BI Desktop, you can publish it to the Power BI workspace. This makes it easy to share the dashboard with others.
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