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A lot of finance teams want to move their profit and loss statement out of Excel and into Power BI, but building an automated P&L from chart of accounts data can get tricky very quickly. In this video, I show you how to build a fully automated income statement in Power BI from raw journal entry/chart of accounts data. We start from the raw data, create a simple P&L te...

In this Power Query masterclass, we solve a real-life advanced data cleaning problem using Power Query and M language. The data is messy, with merged headers, multiple header rows, totals in between, data split into different sections, changing stage columns, and multiple Excel files coming from a folder. Instead of cleaning everything manually, we build a dynamic Power Query...

A lot of people are saying AI can make Power BI development easy. But is that actually true when the work gets real? In this video, I test Claude with Power BI on actual reporting tasks instead of just praising it blindly. We start with simple things like creating basic measures, then move into more realistic problems like refund calculations, accrued commission, Power Query ...

There are a lot of small but powerful things hidden inside DAX and Power BI, and in this blog I walk through 3 such tricks that can genuinely improve the way your reports look and behave. We cover:• Dynamic format strings in DAX to go beyond default measure formatting• A clever way to sort months without a month number column• How to find max values by different granularities...