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 working on Google Sheets  for budgets, trackers, and project logs due to its real-time collaboration and cloud-based nature. Unlike traditional files, their data was already centralized and continuously updated by multiple users — making it an ideal source for live reporting in Power BI . Why Google Sheets Over Excel Cloud-based (No dependency on local systems): Data is stored online — no need for any machine to stay ON. No Gateway Required: Dire

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...