How to Setup Microsoft Fabric Capacity for a Power BI Workspace from the Azure Portal
Intro If you are new to setting up Microsoft Fabric then this is the post for you. It walks you through step by step on how to setup Fabric capacity from the Azure Portal and then add that capacity to a Power BI Workspace. From the Azure Portal From within Azure Home, either create a […]
How to Access a SharePoint Site’s User List in Power BI
Intro I wrote a post not that long ago demonstrating how to create project status reports from a SharePoint List using Power BI (click here to go to that post), and in this post, I will show two examples on how to view the SharePoint User Lookup field in those Power BI Reports. The below […]
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 […]
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 […]
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 […]
Using Power Automate to Move and Rename Excel Files and Copy its Content to Another Excel File-Series Summary
Every day, while running the Supply-Chain at Cuisine Solutions for one of our plants, our 3rd party warehouse emailed me a copy of the daily raw material inventory report within an Excel file. I’d manually save the file to a SharePoint document library, rename it, copy its contents, and append the data to a master […]
Connect Power BI to Excel File-Series 3 of 4
Power BI can connect to many data sources including Excel. In the previous parts of this 4 part series, we setup the automation to populate an Excel master data file in SharePoint. Next part is to connect the Power BI service to the master Excel file. The Power BI Service is the online portion of […]
Manage Power BI Data Refresh-Series 4 of 4
Now that the Excel file is connected to the Power BI Service, it should be automatically be setup to refresh the report data every hour but to confirm or make changes review the steps below: Step 1: Select “Data hub” on the left side bar and then settings on the 3 ellipses next to the […]