From the category archives: Business Intelligence & Reporting

Business Intelligence & Reporting

Todd Shilhanek's avatar

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548 views

Merging and Expanding Queries in Power Query

When using Power Query (Get & Transform) in Power BI and Excel, you have the ability to merge queries together and expand the dataset to view all the columns in your merged dataset.While you can do this in Power BI, the i ...


Todd Shilhanek's avatar

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321 views

Improving Data Refresh with Power Query Options

I have been helping several customers recently with their reporting performance issues. The reports themselves performed well, but the data refresh took forever. There are two simple steps in Power Query for Power BI and Exce ...


Rebecca Culver's avatar

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3516 views

SQL Server 2016 Reporting Services to Offer Export to PowerPoint

In many environments, presentations are always offered in PowerPoint format. This is true even if the recipients will receive the deck via email, rather than viewing it in a meeting. For report writers and deck assemblers, th ...


Rebecca Culver's avatar

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1297 views

Using EPM Workflow Phases and Stages in Reporting–Tips and Tricks

Many of our clients have taken advantage of the workflow capabilities in Project Server and Project Online. Two of the biggest reasons to do this: Tracking approval for governance transparency Being able to see, at any time, ...


Rebecca Culver's avatar

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1582 views

Use Power Query to Shrink Odata Requests Down to Size

Most of the reports I create have a time element… Which client used the most project hours last year? ….. How many hours are my QA people scheduled to work next month?  Without that time framework, the information is les ...


Rebecca Culver's avatar

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994 views

Project Online Reporting with Excel: Why Isn’t My Data Model Working?

Recently, we were working on a nice set of Project Online timesheet reports for a client.  The fields we needed were in these Odata tables: Tasks TimesheetLines TimesheetLineActualDataSet We knew we were going to need t ...


Rebecca Culver's avatar

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1014 views

Project Center Views–Group by Year, Quarter and Month

Project Center is a great tool for presenting a portfolio in a snapshot. Using the right filters and grouping, you can quickly show health across the portfolio, projects grouped by client, capitalized vs. non-capitalized proj ...


Rebecca Culver's avatar

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946 views

How to Edit a Connection String in Excel PowerPivot

The functionality in Excel’s PowerPivot is wonderful. My favorite is the ability to add columns that contain functions, and I use this frequently for client reports. So, this is all great.  New functionality, happ ...


Rebecca Culver's avatar

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1955 views

Fixing Powerpivot Table Relationships for Odata

Are you a vlookup veteran?  Were you thrilled when table relationships and Powerpivot became available in Excel? Oh yes. So this week I’m using Powerpivot to create a really cool report in Project Online, where I associa ...


Lenice Harris's avatar

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1195 views

What’s new in Microsoft SharePoint Online

“The new SharePoint Online, available with Office 365, includes a wide variety of improvements and new features. Discover how SharePoint Online can help you share your work and work with others, organize your projects and tea ...


Rebecca Culver's avatar

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1212 views

Real Time Reporting in Project Online and Project Server 2013 part II

Last week we talked about which reporting tools are real time in Project Online and Project Server 2013: Real Time Reporting in Project Online and Project Server 2013. This week, let’s talk about the data behind that r ...


Rebecca Culver's avatar

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1339 views

Real-Time Reporting in Project Online and Project Server 2013

One thing that can make our rollout of Microsoft Project a success is understanding how our data shows up in reporting and views.  This is true whether we’re using Project Online or Project Server. At MS Project N ...


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