Automatically Refresh Power BI Report Data
Intro In this post, I discuss how to keep your Power BI dataset automatically refreshed with the most current data. Keeping your PBI reports up to date is crucial for making informed decisions. Microsoft Power BI offers two ways to ensure your data is always fresh, manual refresh and automatic, and we will discuss both. […]
Create Project Status Reports from a SharePoint List Using Power BI
Intro In my last post I built a Project Tracker in a SharePoint/Microsoft List (Click here to see that post), today I’m discussing how to build reporting in Power BI that directly connects to the dataset in that SharePoint List. Power BI provides advanced reporting capabilities and connects with many types of data sources to […]
SharePoint Project Tracker
Intro In this post, I discuss how to use Microsoft (SharePoint) Lists to track projects. Although Microsoft Planner is a great tool and Microsoft Project is fantastic as well, sometimes you need more customization that is not readily available in those two applications. With Microsoft Lists, you start with a blank slate, it is completely […]
5 Big Enhancements to a SharePoint Vacation Tracker in Microsoft Lists
Intro In a previous blog post I created a Vacation tracker in a SharePoint List and in this post, I’ll be adding enhancements to the list. These enhancements are fairly straight forward and will improve the vacation tracker’s functionality. I’ve received several comments on my Vacation Tracker YouTube video with viewers asking for additional features […]
Directly Query a Power BI Dataset Using Power Automate and Save it to Excel in SharePoint
Intro: I received a request from one of my viewers for help in developing a Power Automate flow and after completing the flow decided to do a blog post and YouTube video on it. The Request: I decided to take it one step further by removing the need for the Power BI Export button and […]
How to Export a Large Filtered SharePoint List into a CSV File Using Power Automate
In the previous post I imported 100,000 rows of data from Excel into a SharePoint List using Power Automate. In this post, I will export a large amount of filtered data out of the same SharePoint List and into a CSV file using Power Automate. Within Power Automate, I’m just using a manual trigger and […]
How to Import a Large Excel Dataset into SharePoint Using Power Automate
In this blog post, I discuss how to import 100,000 rows and 56 columns (5.6m data points) into a SharePoint List (Microsoft Lists) from a Microsoft Excel csv file using Power Automate. I downloaded a 1.8 GB csv dataset from Kaggle with 495,000 rows and 89 columns and transformed the data into two 50 MB […]
SharePoint Team Vacation Tracker
Today we are going to discuss how to setup a team vacation tracker in SharePoint using Microsoft Lists. Once the list is completed, we will integrate it into Microsoft Teams. While working at Microsoft, my boss asked me to create a team vacation tracker in Excel to provide visibility and ensure redundancy while members of […]
Create a Power BI Date Table
In this post we are going to take a look at the Power BI Date Table, how to set it up when the calendar year and fiscal year are different and show an example for each against the same set of summarized data. A Power BI Date Table is a table that only contains date-related data and […]
Link Notes to a SQL Server Table in Excel Using Power Query
While working at Microsoft I had access to the SQL data from many of the applications used by the Azure Capacity Planning and Supply Chain teams. One of my functions was to track the changes and movement made to capacity (server racks) across time. To accomplish this, I used Power Query in Excel to link […]