First Steps

Context The client’s team was using SharePoint Lists  to track approvals, tasks, and project updates. Unlike files stored in document...

Context The client had a mixed bag of Excel files: Some with standardized column structures. Others with completely different formats....

Context The client stored all their Excel and CSV files on SharePoint Online  instead of a local folder. They wanted the same automation...

Context The client’s team was heavily using Google Sheets  for collaborative work — budgets, trackers, and project logs. They wanted this...

Overview You’ve received an Excel file with three sheets. Simple project. But if you connect all three manually, you’re setting yourself...

Overview You’ve got one Excel file. One sheet. You don’t need automation, fancy folders, or a deep Power Query chain. But you also...

💡 Overview At first glance, connecting to a data source in Power BI seems simple — just click New Source , right? But it isn't. Here are...