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In this episode of Corporate Treasury 101, we sit down with Philip Costa Hibberd and Jan-Willem Attevelt from Automation Boutique to explore how Robotic Process Automation (RPA) and Artificial Intelligence (AI) are transforming treasury and finance teams. From eliminating manual workflows to building scalable automation ecosystems, Philip and Jan-Willem explain how modern tech can unlock efficiency and empower treasury teams to focus on value-driving activities. Whether you're new to automation or considering a rollout in your organization, this is a treasury-forward deep dive worth tuning into.Philip Costa Hibberd is the founder of Automation Boutique and a seasoned automation manager specializing in finance and treasury. Jan-Willem Attevelt is a technical expert in RPA, APIs, and AI, and brings extensive treasury experience to his work. Together, they help global organizations streamline operations through practical, no-nonsense automation strategies.What You'll Learn in This EpisodeWhat RPA is and how it fits into broader treasury automation effortsWhy attended vs unattended bots matter—and where AI fits into the mixPractical use cases: from FX rate retrieval to multi-bank PDF parsingWhy RPA is “macros on steroids”—and what it can do that Excel can'tThe risks of automating broken processes and why simplicity winsEpisode Breakdown & Timestamps [00:00] – Introduction and AFP partnership ($100 off CTP certification) [01:29] – Meet Philip and Jan-Willem from Automation Boutique [03:02] – What is automation in Treasury, and why does it matter [06:02] – What is RPA and how it works in a Treasury context [08:04] – Security, attended vs unattended bots, and credential handling [11:25] – How RPA and AI can work together in automation flows [15:23] – Simple RPA use case: extracting data from PDF confirmations [19:52] – Why RPA isn't always the best solution – when to say no [24:17] – RPA vs Excel macros: key differences and advantages [30:22] – How bots interact with applications and system UIs [36:05] – Is RPA suitable for small businesses? Cost and scalability [39:40] – Using Excel and Power Query as a starting point for automation [43:48] – Skills needed to start with RPA (free training and tools) [46:53] – How to maintain RPA implementations without deep tech skills [51:19] – Drawbacks of RPA: automating messy processes creates bigger problems [54:41] – Common Treasury RPA use cases: reporting & master data uploads [56:51] – Real success story: automating bank deal confirmation processing [01:09:13] – Future of Treasury: combining RPA with AI for decision-making [01:10:51] – Where to learn more: UiPath, Microsoft, and Automation BoutiqueFollow Philip Costa Hibberd & Jan-Willem AtteveltWebsite: https://www.automationboutique.com/Philip Costa Hibberd on LinkedIn: https://www.linkedin.com/in/philip-costa-hibberd/ Jan-Willem Attevelt on Linkedin: https://www.linkedin.com/in/attevelt/ Follow Corporate Treasury 101:Website:
This week, I'm joined by my friend and audit pro Elizabeth McCormick.We chat about her unexpected path into internal audit, starting her own company Audit Forward, and how tools like Power Query and AI are changing the game. Elizabeth also gets real about growing up with congenital hearing loss and how it's fueled her push for disability inclusion in the profession.We cover fraud, ethics, embracing failure, and why showing up as your full self matters more than ever.
#234 Power BI, Python & Copilot: What Finance Teams Need to Know with Dan Stockdale https://open.spotify.com/episode/4gs9QiDVheQ0U2ZnGm4QBU In this insightful episode, host Kevin Appleby welcomes back Dan Stockdale, a GrowCFO facilitator and financial modeling specialist. Dan shares his journey from management accountant to financial modeling expert across diverse industries including media, advertising, defense, and retail. Currently working as a contractor for London Business School and creating online courses for finance professionals, Dan offers valuable insights on automation tools that are transforming finance departments. The conversation explores how Power BI, Power Query, Power Pivot, Python, and Microsoft Copilot are revolutionizing financial analysis and reporting. Dan emphasizes that while learning these tools initially requires investment, the practical implementation in day-to-day finance operations delivers significant time savings and value creation. He highlights that as organizations collect increasingly larger volumes of data from diverse sources, finance professionals who can leverage these automation tools become indispensable to their businesses. Key topics covered: Dan explains how Power BI enables finance teams to automate month-end reporting and create dynamic visualizations that tell compelling financial stories The conversation covers the growing importance of Python in Excel for predictive analytics and how it's becoming more accessible to finance professionals Dan discusses how Microsoft Copilot is changing financial modeling, though he cautions about the need for human oversight when using AI-generated code The discussion explores how automation tools free finance professionals from routine tasks, allowing them to focus on delivering insights and strategic value Dan shares his plans to continuously update his courses as Microsoft releases new AI and automation features, ensuring finance professionals stay current with technological advancements https://www.youtube.com/watch?v=ote8IemqGfs Links Dan Stockdale on LinkedIn Kevin Appleby on LinkedIn GrowCFO Mentoring Timestamps 0:11:44 Dan introduces his background as a management accountant who specialized in financial modeling across multiple industries 0:14:09 Dan discusses the learning curve of automation tools and the importance of practical implementation to solve business problems 0:22:48 The conversation covers data sources and the challenges of departments using Excel spreadsheets as databases 0:27:38 Discussion about the speed and efficiency benefits of automation tools compared to traditional manual processes 0:33:51 Exploration of the time-to-value proposition of Power BI and the challenges of data preparation Find out more about GrowCFO If you enjoyed this podcast, you can subscribe to the GrowCFO Show with your favorite podcast app. The GrowCFO show is listed in the Apple podcast directory, Spotify and many others. Why not subscribe there today? That way, you never miss an episode. GrowCFO is a great place to extend your professional network. Join GrowCFO as a free member today and participate in our regular networking events and webinars. Premium members can also access our extensive training center and CFO Digital Toolkit. You can enroll in our flagship Future CFO or Finance Leader programs here. You can find out more and join today at growcfo.net
Mike & Tommy are joined by the one and only Alex Powers again as they dive into getting the most bang for your buck in Power Query / Dataflows.Get in touch:Send in your questions or topics you want us to discuss by tweeting to @PowerBITips with the hashtag #empMailbag or submit on the PowerBI.tips Podcast Page.Visit PowerBI.tips: https://powerbi.tips/Watch the episodes live every Tuesday and Thursday morning at 730am CST on YouTube: https://www.youtube.com/powerbitipsSubscribe on Spotify: https://open.spotify.com/show/230fp78XmHHRXTiYICRLVvSubscribe on Apple: https://podcasts.apple.com/us/podcast/explicit-measures-podcast/id1568944083Check Out Community Jam: https://jam.powerbi.tipsFollow Mike: https://www.linkedin.com/in/michaelcarlo/Follow Seth: https://www.linkedin.com/in/seth-bauer/Follow Tommy: https://www.linkedin.com/in/tommypuglia/
Mike & Tommy are joined by the guru of the data GUI, Alex Powers! This is a head first dive into what SHOULD you know in Power Query, how far do you go down the rabbit hole, and what is the future skilling that is needed?Get in touch:Send in your questions or topics you want us to discuss by tweeting to @PowerBITips with the hashtag #empMailbag or submit on the PowerBI.tips Podcast Page.Visit PowerBI.tips: https://powerbi.tips/Watch the episodes live every Tuesday and Thursday morning at 730am CST on YouTube: https://www.youtube.com/powerbitipsSubscribe on Spotify: https://open.spotify.com/show/230fp78XmHHRXTiYICRLVvSubscribe on Apple: https://podcasts.apple.com/us/podcast/explicit-measures-podcast/id1568944083Check Out Community Jam: https://jam.powerbi.tipsFollow Mike: https://www.linkedin.com/in/michaelcarlo/Follow Seth: https://www.linkedin.com/in/seth-bauer/Follow Tommy: https://www.linkedin.com/in/tommypuglia/
In this episode, host Paul Barnhurst (aka The FP&A Guy) sits down with Dan Cotoia and Anh Tran, two accomplished finance professionals who recently completed the FP&A Certificate Program from Wharton Online in collaboration with Wall Street Prep. They share their reasons for enrolling, how the program supported their career growth, and what aspiring FP&A professionals can expect. From personal career pivots to practical tools and concepts, this conversation offers a clear and relatable look at the value of formal training in today's finance landscape.Dan Cotoia is a Senior Finance Director in the pharmaceutical industry with 18+ years of FP&A experience across commercial finance, R&D, and cost accounting.Anh Tran is a finance professional with a background in investment banking and regulatory finance, recently returning to corporate finance after completing the Wharton FP&A Certificate Program.Expect to Learn:Why Dan and Anh chose the Wharton FP&A Certificate over other programsWhat makes the program stand out, from live interaction to practical contentKey takeaways they applied directly to their jobsHow much time you'll actually spend on the courseworkHow the program supports career transitions and networkingThe role of AI and Power Query in modern FP&A trainingHere are a few relevant quotes from the episode:“The AI module helped me see where FP&A is heading. It's not just Excel anymore.” - Dan Cotoia“It's not just about learning concepts, it's about connecting with others who live FP&A every day.” - Anh TranDan Cotoia and Anh Tran shared honest, practical experiences about completing the Wharton FP&A Certificate Program.Their stories show how structured learning and the right tools can make a real difference in everyday finance work.FP&A Community Hub: Tired of searching for answers and sifting through sales pitches? The FP&A Hub is your go-to online community where finance professionals connect, learn, and grow without the distractions of sales pitches or generic LinkedIn content. Engage in real conversations, attend exclusive events, and gain insights from over 100 FP&A experts.Be a part of the future of FP&A networking. Join for free at https://bit.ly/3DQWLrJFollow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Dan:LinkedIn - https://www.linkedin.com/in/dancotoia/Follow Anh:LinkedIn - https://www.linkedin.com/in/anh-tran-fpna-ccar-ppnr/Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguyFP&A Certificates: FP&A Certificates is where finance professionals go to level up, stand out, and grow their careers. Built by FP&A experts for the FP&A community, this platform features the top certificate programs from Wharton Online, FPAC, CFI, FMI, and more. It's the smartest
This week on The Audit Podcast, we're joined by Ishan Kunkur, Digital Analytics Program Manager at Delta Air Lines. In this episode, Ishan shares how his team has embedded analytics into the audit process—from upskilling auditors with Power Query and Power BI training to automating SOX control testing, saving 360 hours annually. He explains how they evolved from performing analytics for audits to enabling auditors with data-driven tools, ultimately expanding into SOX automation and GRC dashboarding. Additionally, we dive into the intersection of AI and blockchain, discussing how blockchain's immutable ledger can enhance AI models by ensuring data integrity. Ishan also shares his perspective on career growth in an AI-driven world, emphasizing adaptability and continuous learning. Be sure to connect with Ishan on LinkedIn. Also, be sure to follow us on our new social media accounts on LinkedIn, Instagram, and TikTok. Also be sure to sign up for The Audit Podcast newsletter and to check the full video interview on The Audit Podcast YouTube channel. Timecodes: 3:48 - Using ChatGPT for Idea Generation 9:06 - Integrating Analytics into the Audit Process 16:12 - Navigating the Analytics Journey 22:04 - The Impact of Data Literacy 27:41 - Animated Insights on SOX 30:19 - Blockchain Trends in 2025 35:52 - Final Thoughts * This podcast is brought to you by Greenskies Analytics, the services firm that helps auditors leap-frog up the analytics maturity model. Their approach for launching audit analytics programs with a series of proven quick-win analytics will guarantee the results worthy of the analytics hype. Whether your audit team needs a data strategy, methodology, governance, literacy, or anything else related to audit and analytics, schedule time with Greenskies Analytics.
Excel kojarzy się raczej z programem, w którym nie wiele się zmienia. Długo faktycznie tak było. Ostatnie lata jednak odbiegają od tej zasady. Microsoft dodał sporo przydatnych funkcji i opcji. Czego warto się uczyć, a co warto pominąć? Właśnie o tym porozmawiamy w dzisiejszym odcinku Excellent Work Podcast. Nazywam się Michał Kowalczyk i serdecznie Cię zapraszam.W tym odcinku dowiesz się:
Join Roger Knecht and Microsoft MVP Jeff Lenning in this dynamic episode of Building the Premier Accounting Firm, where they delve into Excel mastery for accounting professionals.
In this episode of AI or DIE, Artur talks with Injae Park, a Microsoft MVP and successful Power BI YouTuber. Injae shares how he started as an analyst and began posting content on LinkedIn and YouTube in 2022 during a work slowdown. Despite joining the game late, he grew his channel to over 30,000 subscribers by focusing on in-depth, authentic tutorials. They also discuss Injae's talk, The Cost of a Workaround, which he presented at a conference. The session highlights the risks and long-term costs of workarounds in Power BI, particularly with custom visuals, page-level security, and Power Query scripts. Injae emphasizes the importance of balancing innovation with maintainability and avoiding unnecessary complexity. Injae Park is a Microsoft Data Platform MVP who combines his technical expertise with a passion for teaching by sharing his insights and practical tips through his YouTube channel @PowerBIPark. Injae's content ranges from beginner tutorials to advanced techniques, and as part of the Power BI Core Visual Representatives - he aims to bridge the MS Developer team with the Power BI community. His education in psychology and economics as well as his experience in consulting gives him a well-rounded perspective on the Power BI Developer experience, making his tutorials both engaging and accessible.
Once you have your data stored in OneLake, you'll be ready to start transforming it to improve it's usability, accuracy, and efficiency. In this episode of the podcast, Belinda Allen takes us on a delightful journey through Data Flows, Power Query, Azure Data Factory (Pipelines), and discusses the merits of shortcuts. We also learn about a handy way to manually upload a table if you have some static data you need to update. There are many tools and techniques that can be used for data ingestion and transformations. And while some of these options we discuss will be up to individual preference, there are pros and cons to each. One of the blessings and curses of Fabric is that there are many ways of achieving the same result, so what you choose may depend on the nature of the data you have and your goals, but might also be dictated by personal experience. We hope you enjoyed this conversation with Belinda on ingesting and transforming data in Microsoft Fabric. If you have questions or comments, please send them our way. We would love to answer your questions on a future episode. Leave us a comment and some love ❤️on LinkedIn, X, Facebook, or Instagram. The show notes for today's episode can be found at Episode 284: The Four-Letter Word ETL - Data Movement. Have fun on the SQL Trail!
Learn all about how a data junkie uses data to solve the world's problems, one Power Query at a time.The latest episode of Data Podcast for Nerds, we talk with Robin Hunt who shares with us an inspiring story of how she went from teaching Microsoft Outlook and Windows 95 to running her very own company, ThinkData, building groundbreaking training software and shaping national standards for data analytics!Highlights
Gil Raviv has spent years shaping how we use data. From his early days at Microsoft, where he played a key role in developing Power Query, to his work refining how dashboards serve their users, Gil's career is a masterclass in making data tools both practical and powerful. In this episode, we sit down with Gil to dig into why usage data is the missing ingredient for truly effective BI. He explains how understanding what users do with your dashboards can completely change the way you design and deliver them. We also talk about his journey through the world of business intelligence, the lessons he learned along the way, and why he's so passionate about building tools that meet people where they are. Whether you're a Power BI power user or just starting to think about how data fits into your business, Gil's insights will get you thinking differently.
In this episode, host Paul Barnhurst (aka The FP&A Guy) dives deep into the evolving world of Financial Planning & Analysis with Olivia MacDonald, a highly skilled financial professional with a diverse background in FP&A process optimization and system implementation. The conversation explores what makes FP&A great, focusing on business partnerships and the strategic role FP&A can play beyond just reporting numbers.Olivia is a qualified CPA and ACA with a proven track record of delivering strategic solutions that drive efficiency, accuracy, and transparency across organizations. With a mastery of data extraction and transformation tools like MQL, SQL, and SOQL, Olivia has helped companies streamline operations, enhance financial transparency, and drive decision-making through data. Her non-traditional path into FP&A—from audit to FP&A consultancy—gives her a unique perspective on how finance can be a business driver, not just a reporting function.Expect to LearnWhat distinguishes great FP&A teams, with a focus on strategic business partnering.How audit and FP&A share common skills, and how auditors can leverage financial modeling experience.The importance of building strong relationships as an FP&A professional and working with different business units.Olivia's unique career journey from auditing in Ireland to working in FP&A and the key lessons learned.Strategies to streamline the budgeting process and engage business partners in decision-making.Here are a few relevant quotes from the episode:“FP&A shouldn't just be a reporting function. It needs to be a strategic business partner that helps drive decision-making.” - Olivia MacDonald“Having mentors who can tell you, ‘That's a bad idea,' is invaluable. It's how I ended up taking risks in my career that paid off.” - Olivia MacDonald“When I got into FP&A, I realized how important it is to be a business partner, not just a numbers person.” - Olivia MacDonaldThis episode with Olivia MacDonald takes us through the evolving role of FP&A where she emphasizes the importance of involving business partners in the budgeting process, learning from mentors, and embracing technology, including generative AI.Follow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Olivia:LinkedIn - https://www.linkedin.com/in/oliviarosemacdonald/Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguyWorld-class Digital FP&A Course Bundle: Signup for over ten hours of video content with 4 different courses and 8 modules on FP&A topics including: Business Partnering, Data Analysis, Financial Modeling Design Principles, and Modern Excel. Use code Podcast to save 25%. What are you waiting for signup now: https://bit.ly/4decOf3Enroll for Financial Planning & Analysis Certificate Program:Sign up for the 8 week online...
Episode 231 FACULTY: Kyle Geers, CPA CLASS: #Shoperations In this episode, join Scotty and Kyle Geers as they talk about his unique path from college water skiing enthusiast to managing a fully remote firm with $2 million in revenue. Hear how the founders of Zeroed In leveraged their skills to create profitable accounting practices, navigated communication and collaboration challenges, and utilized tools like Power BI and ClickUp. Discover insights on capacity planning, client service management, and fostering team growth through clear career paths.
In this episode, Rob Collie and Justin Mannhardt step onto the data gridiron to test if AI can tackle the complexities of fantasy football data. Rob starts with a Power Query puzzle, full of messy stats, player names, and tricky injury codes—solving it manually in over 30 steps. But can ChatGPT, with Justin's guidance, run the same play and simplify fantasy football data management? Justin and ChatGPT take their shot at transforming the chaos into organized data. While ChatGPT makes some impressive moves, there are a few fumbles that leave us wondering—can AI truly handle the ever-changing landscape of fantasy football stats? Want to know how this battle played out? Tune in to find out if AI has what it takes to streamline your fantasy football data or if human instincts still win the day. Here is the companion Blog Post to follow along - Can AI Write an M Script When it Requires Inspiration? Rob Collie Squares Off Versus ChatGPT
“I love Excel. It's helped me save so much time over the years, and when I began thinking about Excel more like an employee that I can delegate stuff to, it helped me save an incredible amount of time.” – Jeff LenningThe finer details of this episode:• Strategies for leveraging Excel to improve efficiency• Continuous learning and development in Excel• Common pitfalls and challenges in Excel usage• Mindset shift from "if" to "how" in using Excel• Role of AI in enhancing Excel skills• Structure and offerings of Excel University• Key Excel functions and features for accountants• Real-world applications and case studies using Excel• Importance of presentation skills in Excel reportingEpisode resources:● Summit Virtual CFO by Anders website: https://www.summitcpa.net/● If you have questions or would like to be a guest on the show, email us at mcpasuccessshow@anderscpa.com● Check out the Virtual CFO Playbook Course: https://vcfoplaybook.summitcpa.net/● Connect with Jeff here: https://www.linkedin.com/in/jefflenning/● Check out Excel University here: https://www.excel-university.com/tipsTimestamps:Introduction to the Episode (00:00:00)Overview of the podcast's mission to provide insights on innovative tools and strategies in accounting.Guest Introduction (00:00:22)Tom introduces Jeff, a Microsoft MVP and founder of Excel University, highlighting his career background.Why Excel University? (00:01:18)Jeff explains his passion for Excel and how it transformed his workflow efficiency.Continuous Improvement in Excel (00:02:27)Discussion on the iterative process of optimizing Excel workbooks for efficiency and accuracy.The "Last Year" Trap (00:04:06)Jeff addresses how accountants often stick to familiar methods without seeking improvements.Mindset Shift in Excel Usage (00:05:53)Jeff shares his approach of asking "how" instead of "if" when automating tasks in Excel.Learning with AI Tools (00:07:00)Jeff discusses the benefits of using AI to enhance Excel skills and troubleshoot formulas.Excel University Experience (00:09:02)Overview of the structured learning approach at Excel University, focusing on sequential knowledge building.Continuing Education Credits (00:11:44)Information on CPE credits offered through Excel University's programs.Focus on Presentation Skills (00:12:11)Discussion on improving both functionality and presentation of Excel reports for better client communication.Charting in Excel (00:14:16)Tom and Jeff discuss the challenges of formatting charts in Excel for effective presentations.Key Excel Functions for Accountants (00:15:25)Jeff highlights essential Excel functions that every accountant should master.Power Query's Benefits (00:16:59)Jeff explains how Power Query automates data processing, saving time and improving efficiency.Real-Time Data Refresh (00:18:07)Benefits of using Excel for live updates during client meetings, enhancing responsiveness.The Impact of Spreadsheets (00:19:01)Discussion on the historical significance of spreadsheets in making personal computers indispensable.Microsoft's Ongoing Investment in Excel (00:19:51)Discussion on Microsoft's continuous updates and new features in Excel.Learning Excel Functions (00:20:17)Importance of learning new Excel functions beyond the basics through courses and online resources.YouTube Channel Promotion (00:20:38)Jeff shares his YouTube channel for quick Excel tips and updates.Searching for Excel Functions (00:21:06)Common issue of not knowing advanced functions like Power Query and XLOOKUP.Benefits of XLOOKUP (00:22:00)Explanation of XLOOKUP as a more resilient alternative to VLOOKUP.Excel University Audience (00:22:28)Overview of diverse student demographics, including CPAs and accounting professors.Student Confidence Boost (00:23:49)Feedback on how Excel training increases students' confidence in interviews.Underestimating Excel's Importance (00:24:33)Discussion on college students' misconceptions about Excel's relevance in their careers.Using Excel for Client Projects (00:25:35)Example of using Excel to model client scenarios and decision-making.Introverts and Problem Solving (00:25:48)Jeff shares his enjoyment of solving problems with Excel as an introvert.Google Sheets vs. Excel (00:26:27)Comparison of Google Sheets and Excel for collaborative work.Sharing Documents in Google Sheets (00:27:39)Discussion on the ease of sharing documents in Google Sheets compared to Excel.Gateway Computers Experience (00:28:25)Jeff reminisces about working at Gateway Computers and its rapid growth.Gateway's Growth Challenges (00:29:28)Stories of Gateway's ongoing expansion and the challenges faced.Excel Training at Gateway (00:31:08)Jeff's initial experience teaching Excel at Gateway's training centers.Role of Excel in Career Progression (00:32:53)Discussion on how various roles contributed to Jeff's Excel expertise.Daily Excel Usage (00:34:38)Jeff explains his daily engagement with Excel and content development.Office Hours Collaboration (00:35:34)The supportive environment of office hours where students share and learn from each other.Learning from Peer Demonstrations (00:36:08)Reflections on how sharing simple Excel techniques can lead to broader learning.Pivot Tables' Impact (00:37:09)Discussion on the transformative power of pivot tables in Excel.Pivot Tables and Formatting (00:38:07)Discussion on the importance of pivot tables and their time-saving formatting features.Power Query Feature (00:38:32)Jeff highlights Power Query as the most impressive Excel feature in the last two decades.Using Tables for Efficiency (00:38:44)Tables help eliminate errors and automatically adjust ranges in Excel functions.Indirect Function Discovery (00:39:12)Tom shares how the INDIRECT function simplified his work with changing templates from multiple countries.Time-Saving with INDIRECT (00:39:52)Tom explains how the INDIRECT function dramatically reduced turnaround time for presenting data.Learning from Excel University (00:40:46)Tom expresses motivation to improve Excel skills and acknowledges the value of Excel University.Time Efficiency Gains (00:41:11)Jeff mentions the significant time efficiency benefits experienced by his students.
Gdy w marcu 2023 zobaczyłem pierwsze wideo o Copilocie Excela, w mojej głowie pojawiły się dwie myśli: - "Praca z Excelem już nigdy nie będzie taka sama – boję się, że jako trener Excela przestanę być potrzebny." - "Eee, nieee, Power Query jest w Excelu od 2011 roku i według ankiet, które robiłem, około 80% użytkowników nie wie, co to jest lub tego nie używa. Dużo wody w Wiśle upłynie, zanim Copilot będzie działał „fajnie” i zanim ludzie się do tego przekonają."Jak sytuacja wygląda dziś, gdy upłynęło już 1.5 roku? Czy AI zmieniło zasady gry? A może nie warto już uczyć się Excela? Właśnie o tym porozmawiamy w dzisiejszym odcinku Excellent Work Podcast. W tym odcinku dowiesz się:
Gutes Design gewinnt am Ende immer! Michael erzählt Artur von seinen Anfängen mit Power Query und wie sich seine Arbeit in den letzten Jahren entwickelt hat. Sie diskutieren die Integration von Power BI und Fabric, die Herausforderungen bei der Organisation großer Datenmengen und die Bedeutung von Prototyping und Visualisierung. Außerdem sprechen sie über visuelle Standards und Best Practices in der Datenanalyse – und darüber, was wirklich funktioniert. Und ganz zum Ende nochmal ein Trigger-Thema für beide: graue Hintergründe! Michael ist mit einer umfangreichen Erfahrung als Senior Consultant im Bereich BI & Datenmanagement. Seine berufliche Laufbahn ist geprägt von der Adoption und Migration von Power BI für Organisationen, einschließlich der Entwicklung spezifischer Roadmaps sowie unternehmensspezifischer Leitfäden und Rahmenwerke. Sein Fokus liegt auf der Entwicklung von BI-Lösungen, von Self-Service bis zu Enterprise-Grade, mit einem Schwerpunkt auf modernen Technologie-Stacks und der Unterstützung durch führende Anbieter. Michael hat zahlreiche Trainings und Workshops zu verschiedenen Themen geleitet, darunter die Entwicklung von Coaching- und Trainingsprogrammen für Unternehmen. Er berät Unternehmen in Bezug auf Best Practices im Reporting und Dashboarding. Seine Expertise umfasst Business-Intelligence und Dashboard-Entwicklung sowie sechs weitere Kenntnisse, die ihn in seinem Bereich besonders auszeichnen. Sein beruflicher Weg ist ein Beispiel für kontinuierliches Lernen und Anpassung an die sich ständig verändernden Technologien im Bereich der Datenwissenschaft. Durch seine umfassende Erfahrung und Fachkenntnis trägt er maßgeblich zur Transformation und Optimierung der BI-Strategien von Organisationen bei, und seine Leidenschaft für die Vermittlung der Faszination für Daten und deren Analyse bleibt ungebrochen.
Groß denken und ständig verbessern In dieser Folge des Power BI or DIE Podcasts spricht Artur mit Martin Bubenheimer, der kürzlich von der Beratung in eine interne Rolle als Power BI Architekt gewechselt ist. Martin erklärt die Vorteile, beide Perspektiven zu kennen und betont die Wichtigkeit, internes Fachwissen aufzubauen. Sie sprechen über die Einführung einer Community of Practice, die Entwicklung von Schulungsmaterialien und die Balance zwischen zentraler und dezentraler Berichtsentwicklung. Martin hebt die Bedeutung der Performance-Optimierung von Power BI-Modellen hervor und teilt Einblicke in den iterativen Lernprozess für die Entwicklung robuster Datenmodelle. Außerdem geht es um sich ständig weiterentwickelnde Power BI-Tools und die Integration neuer Funktionen zur Steigerung der Effizienz und Effektivität. Als Power BI Architect ist Martin neben der Unterstützung von Nutzern und Entwicklern vor allem für die Power BI Governance zuständig. Betriebsmodell und Prozessdefinitionen, Ausbildung der Mitarbeiter, Lieferantenauswahl und Tooleinführungen, Reviews und Deployments, Technologieberatung für neue Anforderungen, User Adoption und Business Continuity sind seine Kernthemen. In seiner Community of Practice finden sich Schätze, die ihr selbst auf YouTube vergeblich sucht. Martin liebt es, DAX-, Power Query- und Datenmodellierungs-Challenges zu lösen.
Hey BWB Fans, In this episode we dive into the wonderful rabbit hole that is data manipulation. We share insights and tales of data editing and querying using tools like Power BI dashboards and ultimately Power Query as well as our favorite connections tools. This episode was brought to you courtesy of Sherlock by Flypaper: This powerful plugin simplifies your coordination workflow by applying technology where it makes sense and puts you in the driver's seat of coordination management. It's like having a dedicated coordination companion right at your fingertips! Visit FlyPaper.com/sherlock and get ready to clash with confidence, and coordinate with clarity using Sherlock! --- Support this podcast: https://podcasters.spotify.com/pod/show/brewingwithbim/support
Welcome to another episode of Accelerate Your Business Growth. I'm your host, Diane Helbig, and today we have a truly enlightening conversation in store for you. We're joined by Jeff Lenning, a CPA, Microsoft Excel MVP, and certified trainer, who is here to dive deep into the incredible power of Excel. As the founder of Excel University, Jeff's mission is to help professionals around the globe unlock Excel's full potential and enhance their productivity. In this episode, we explore how small businesses can harness the efficiency-boosting features of Excel, from Power Query and Power Pivot to the invaluable pivot tables. We also delve into the role of AI in understanding and maximizing Excel's capabilities, common mistakes users make, and the importance of automation tools beyond Excel. Whether you're an Excel newbie or a seasoned user, Jeff's insights will inspire you to rethink how you use this indispensable tool. Get ready to accelerate your efficiency and productivity as we uncover the hidden gems of Excel with Jeff Lenning. And be sure to visit Jeff's website to find great tips. If you are a small business owner or salesperson who struggles with getting the sales results you are looking for, get your copy of Succeed Without Selling today. Learn the importance of Always Be Curious. Accelerate Your Business Growth is proud to be included on the list of the 45 Best Business Growth Podcasts. Each episode of this podcast provides insights and education around topics that are important to you as a business owner or leader. The content comes from people who are experts in their fields and who are interested in helping you be more successful. Whether it's sales challenges, leadership issues, hiring and talent struggles, marketing, seo, branding, time management, customer service, communication, podcasting, social media, cashflow, or publishing, the best and the brightest join the host, Diane Helbig, for a casual conversation. Discover programs, webinars, services, books, and other podcasts you can tap into for fresh ideas. Be sure to subscribe so you never miss an episode and visit Helbig Enterprises to explore the many ways Diane can help you improve your business outcomes and results. The Power of Automating Manual Steps in Excel "And the more we can focus on delegating more and more manual steps to Excel, the quicker we'll get our work done." — Jeff Lenning 00:09:38 Learn more about your ad choices. Visit megaphone.fm/adchoices
Stephen M. Yoss, Jr., is a visionary CPA, a contributor to CPA Trendlines, and the entrepreneurial mind behind CPE Today. Get more Steve Yoss at cpatrendlines.com here: https://cpa.click/steve-yoss Starting his tech journey at age 10, Stephen quickly progressed to establish his own IT company at 13 and began crafting software by 15. He holds a dual degree in Accountancy and International Business from Loyola Marymount, complemented by a Master of Science in Information Systems and Technology with a focus on Geographic Information Systems from Claremont Graduate University.Since 2017, Stephen has been at the helm of CPE Today's parent company, Devmatics LLC. He specializes in developing tailored software solutions, mobile apps, and sophisticated automation systems to solve complex, critical challenges for a variety of clients. His innovative approach to technology was first applied at his family's firm, Yoss & Allen, where he revolutionized their technological infrastructure.As an authoritative speaker and prolific author, Stephen is a powerhouse in professional education, presenting at over 100 events annually and having authored more than 50 CPE courses. His sessions, packed with expertise and actionable insights, cover critical technology topics from cloud computing to preventing data breaches, artificial intelligence, automation, and empowering professionals across the globe.Stephen's expertise in the realm of pyrotechnics is equally impressive. As a licensed pyrotechnician, he's contributed to some of the nation's most memorable fireworks displays, including the Macy's July 4th Spectacular and the Golden Gate Bridge's 75th Anniversary celebrations, the annual Burning Man event, and many other shows around the country. His precision and creativity illuminate the sky, showcasing his dedication to this explosive art form.When he's not developing software, enlightening professionals, or lighting up the sky with fireworks, Stephen indulges in his passions for music, community service, and the great outdoors. His commitment to community and adventure is evident, whether he's at Burning Man or volunteering in his hometown of Big Bear Lake, CA.Dive deeper into Stephen's blend of technological innovation, educational contribution, and pyrotechnic artistry at https://yoss.io.
Jeff Lenning, also known as the Excel man, shares his expertise on using Excel to improve business efficiency. He offers on-demand self-paced courses and a community for individuals to learn and master Excel. He emphasizes the importance of focusing on recurring projects and automating processes to save time. He also discusses the value of building an email list and using webinars as a marketing strategy. Jeff's future plans include expanding his courses to cover other tools and systems that can enhance business efficiency. Takeaways • Excel can greatly improve business efficiency by automating processes and saving time. • Building an email list and using webinars are effective marketing strategies. • Focusing on recurring projects and automating workflows can lead to long-term success. • Expanding courses to cover other tools and systems can provide additional value to the community. Sound Bites • The most effective asset to have is gonna be your email list. • Free webinars and other resources are a great way to attract leads. • If you're an Excel user and you are not aware of Power Query, that is a feature that you need to investigate like stat. If you have any questions in general you can reach our office at: VastSolutionsGroup.com Phone: 415-854-6512 Email: info@vastsolutionsgroup.com Monday-Thursday 8:00 AM – 5:00 PM (Pacific) Thank you for listening!
Today we are coming at you a day early for a timely bonus episode with Rob Collie diving deep into the digital disruption that shook the world: The Great CrowdStrike Hiccup of 2024. Picture this: a day when the antivirus behemoth stumbled, and the digital realm felt the shockwaves, akin to a #VALUE! error in your perfectly tuned DAX formula—but on a colossal, global scale. Before you start placing the blame on IT, let's take a step back to see the broader view. This incident with CrowdStrike, while jarring, underscores the exceptional resilience typically woven into our digital fabric. Consider it the outlier in your data set that highlights how well everything else aligns. Every day, countless professionals from coders to IT support keep our digital infrastructure running as smoothly as a finely tuned Power Query. The key lesson from this event? Our digital networks are sturdier than they appear, much like a robust pivot table equipped with slicers. Despite the hiccup, the swift response from tech teams worldwide to rectify the issue was nothing short of remarkable. It's a nod to the everyday heroes in tech who ensure that our systems run without a hitch. So, the next time you see that meme mocking "the other side," remember, we're all part of the same intricate data model of life. And, don't worry, we are still on track for a full-length release tomorrow. Be sure to tune in then when we welcome special guest Madison Brooks to share some behind-the-scenes insight on Power BI, Power Apps, and the manufacturing industry!
In this episode, we welcome Onyedika Nwoji, who has completed two CFI certifications. Onyedika shares his journey from working as a monitoring and evaluation analyst at an NGO to becoming a skilled data analyst. He discusses his decision to focus on upskilling with CFI and the valuable knowledge he gained from the FMVA and BIDA programs. Onyedika explains how the courses enhanced his Excel skills and introduced him to key data analytics concepts like Power Query, Power Pivot, Power BI, and Tableau. He also discusses his current role as a customer experience research analyst at Sterling Bank and how his CFI certifications helped him secure the position. Additionally, Onyedika shares his future ambitions, including training others in data analysis and pursuing consultancy work. Tune in to hear his inspiring story and insights on continuous learning.
Good day, everybody! Brian here from quantlabs.net. In today's episode, we're diving into an often overlooked tool for financial analysis: Microsoft Excel. While many focus on programming and high-frequency trading, Excel provides a powerful platform for non-programmers to conduct financial research and analysis. Get your trading tech books here books2 - QUANTLABS.NET We'll explore various uses of Excel, such as data gathering and cleaning, trend analysis, and fundamental analysis. Learn about essential Excel functions like XNPV, IRR, VLOOKUP, and HLOOKUP, and discover how to leverage Excel's powerful features like Power Query, macros, and add-ins for advanced financial modeling. Powering Your Research: Using Excel for Financial Analysis - QUANTLABS.NET If you're interested in enhancing your financial analysis skills with Excel, this episode is for you. Plus, don't forget to check out our free trading books and stay updated on our upcoming website changes by joining our email list at quantlabs.net/books. Thanks for tuning in, and have a great day!
This is episode 277 recorded on May 10th, 2024 where John & Jason talk the news in the Power BI space including Power Query support in paginated reports, Copilot Pane in Power BI Desktop & Copilot being available by default soon, and the announcement of support for reports in SharePoint & OneDrive with live connected semantic models.
In this episode of FinPod, host Asim Khan is joined by Duncan McKeen, CFA, FMVA, to discuss Financial Planning & Analysis (FP&A). Duncan shares insights into the importance of model design in finance, emphasizing the significance of careful planning and structuring for effective decision-making. Learn how to efficiently gather inputs using modern tools like Power Query and how keyboard shortcuts can significantly improve productivity.Duncan and Asim discuss practical tips such as designing models backward, starting with the dashboard, and working in reverse to ensure a seamless flow. Tune in for expert advice on mastering financial modeling and how the FP&A courses can help you excel in your finance career.
This is episode 275 recorded on April 22nd, 2024 where John & Jason talk the Power BI March 2024 Feature Summary including on-object interactions update, Power Query in Paginated Reports, DAX Query View updates with Copilot, enhancements to model editing in the service, and more.
Mike, Seth, & Tommy run through the major updates to Paginated Reports (Desktop version)... Power Query! What impact will this have and how much does this change real world use cases?Get in touch: Send in your questions or topics you want us to discuss by tweeting to @PowerBITips with the hashtag #empMailbag or submit on the PowerBI.tips Podcast Page. Visit PowerBI.tips: https://powerbi.tips/ Watch the episodes live every Tuesday and Thursday morning at 730am CST on YouTube: https://www.youtube.com/powerbitips Subscribe on Spotify: https://open.spotify.com/show/230fp78XmHHRXTiYICRLVv Subscribe on Apple: https://podcasts.apple.com/us/podcast/explicit-measures-podcast/id1568944083 Check Out Community Jam: https://jam.powerbi.tips Follow Mike: https://www.linkedin.com/in/michaelcarlo/ Follow Seth: https://www.linkedin.com/in/seth-bauer/ Follow Tommy: https://www.linkedin.com/in/tommypuglia/
Tidy up those busy teams that have lots of channels no longer in use. This is one step better than simply hiding them or expecting team members to hide channels in their own personal Teams and channels list. Darrell and Daniel cover: - Microsoft Teams: Archive channels - Outlook: Choose how many days of emails sync to your iOS or Android device for offline usage - Action Required - Changes to Get & Transform Data (aka Power Query) features in Excel - Tasks in my area or department (a mobile Planner in Teams feature) - Contact Unification across Outlook and Teams Join Daniel Glenn and Darrell as a Service Webster as they cover the latest messages in the Microsoft 365 Message Center. Follow us! Twitter - Facebook - LinkedIn Check out Daniel and Darrell's own YouTube channels at: Daniel - https://youtube.com/DanielGlenn Darrell - https://youtube.com/modernworkmentor
On today's episode of Insights Tomorrow, Patrick LeBlanc and Partner Director of Products with the Cloud and AI organization at Microsoft, Wee Hyong, discuss his journey into the tech and data field, the importance of infusing AI into products to provide value differentiation, and how technology has evolved over the years to offer no-code and low-code interfaces for data integration. In this episode you'll learn: How data integration has evolved at Microsoft Potential AI capabilities coming to Data Factory and Power Query The evolution of Power Query and how it has become a powerful ETL tool Some questions we ask: When did you transition into AI, and what led you to that field? How has the process of data integration evolved at Microsoft? Can you explain modern data and the infusion of data integration technologies? Guest bio Wee Hyong is a highly accomplished leader in Data and AI, boasting a stellar track record of steering multi-million dollar enterprises to enduring dominance within their respective industries. Throughout his illustrious career, Wee Hyong has adorned numerous hats, having excelled as a developer, a seasoned product manager, a data scientist, an innovative researcher, and a trusted technical advisor. Furthermore, he has penned over 10 authoritative books on Data and AI. These diverse and rich professional experiences have endowed him with a distinct set of stills, enabling him to conquer some of the world's most intricate and challenging technological enigmas. Resources: View Wee Hyong on LinkedIn View Patrick LeBlanc on LinkedIn Discover and follow other Microsoft podcasts at microsoft.com/podcasts Hosted on Acast. See acast.com/privacy for more information.
Mike, Seth, & Tommy discuss a roadmap feature recently removed from the Power Platform Release Wave roadmap: The ability to save and curate a personal query collection in Power Query. This feature used to be available in Power Query in Excel, but currently there is no way to create a personal library of saved queries in Power BI or Excel. What are alternative solutions, approaches, and techniques we can use to save common query functions, parameters, or tables? Get in touch: Send in your questions or topics you want us to discuss by tweeting to @PowerBITips with the hashtag #empMailbag or submit on the PowerBI.tips Podcast Page. Visit PowerBI.tips: https://powerbi.tips/ Watch the episodes live every Tuesday and Thursday morning at 730am CST on YouTube: https://www.youtube.com/powerbitips Subscribe on Spotify: https://open.spotify.com/show/230fp78XmHHRXTiYICRLVv Subscribe on Apple: https://podcasts.apple.com/us/podcast/explicit-measures-podcast/id1568944083 Check Out Community Jam: https://jam.powerbi.tips Follow Mike: https://www.linkedin.com/in/michaelcarlo/ Follow Seth: https://www.linkedin.com/in/seth-bauer/ Follow Tommy: https://www.linkedin.com/in/tommypuglia/
Today's guest is Dan Battagin, a former program manager for Microsoft and the genius behind Adventure Taco! Dan has an impressive track record as the former lead developer of Microsoft's Power Query as well as experience with multiple other software programs. We're excited to have him on the show, especially since he only agreed to appear in order to learn about Rob's video background. But once the conversation gets going, you will realize that Dan has a wealth of expertise in data cleansing and transformation that we can all learn from. As the conversation progresses, we also get a glimpse into Microsoft's hiring practices of the past. Remember those brain teasers and psychological questions that used to be all the rage? We discuss how these inane questions often resulted in great candidates being passed up, simply because they didn't fit into the expected answer patterns. Fortunately, times have changed and we get to hear the story of how Rob helped keep Dan on at Microsoft after his initial internship. In addition, Dan brings with him stories of his internship at Microsoft and the stories of programs ending before their time. And, as frequently happens, the conversation takes a turn to DAX and unsurprisingly, Dan is another former Microsoft manager who is not a well-versed DAX user. As Rob points out, DAX is the most accessible language to come out of Microsoft which leads us to question why so few former employees embrace the magic. All this and a few Lego and Age of Empire references you won't want to miss. And don't forget, if you enjoyed this episode be sure to leave us a review on your favorite podcast platform. Also on this episode: Brain Teasers for your next interview prep Age of Empires Ways to Fix Excel Not Recognizing Date Format Adventure Taco Fantasy Football DAX Functions Power Pivot and Power BI: The Excel User's Guide to DAX Soda Machine Brain Teaser 12 Men on an Island Brain Teaser LEGO Modular Buildings
On today's episode, we sit down with 11-time Microsoft MVP Belinda Allen as she shares her accidental data origin story. As the co-author of two books and a prolific Power Platform blogger, Belinda has a unique perspective on business intrigue, data discoveries, and reporting solutions. With her penchant for pivot tables, she is a classic example of a citizen developer, and she generously shares her knowledge with the communities at large through her writing, public speaking, and training. In fact, for several years she was a top contender in the Excel Shootout series, and while underappreciated, her sentiment analysis provided food for thought and innovative inspiration for businesses across the size spectrum and helped convert many people to the Power Platform. Today, she joins Rob in a fascinating recollection of the birth of the Power Platform. From the genius evolution of Power BI through the first incarnation of Power Pivot through the initial attempt at Power BI in SharePoint, they followed Siren's call of DAX and Power Query to navigate the ever-changing waters of data analytics. Together they recount the challenges of mastering the self-serve data revolution while sharing their appreciation for Power BI. Also on this episode: Data Explorer Power Pivot Distinct Count What happened to Microsoft's Convergence conference? Mariana Gomez: Power Platform Flic buttons Seth Goden's blog Chris Wagner Canvas Apps Microsoft's Sentiment Analysis
Today, we reunite two old friends with a penchant for writing books for people adjacent to tech as we welcome Miguel Escobar to the show. If you use Power Query or Power BI, you might have heard of Miguel. He is the co-author of several books on Power Query, Power BI, Power Pivot, and DAX. He is also part of the expert trifecta that created Skill Wave training and he is now an integral part of Microsoft working to make Power Query better for all users. He and Rob reminisce about book deals, DAX, training, and writing in a voice for the people, instead of for the tech giants. But, most importantly, you get the inside scoop on the data-cleaning drudgery that was Excel and analytics before the DAX and Power Query data revolution. Miguel and Rob trade entertaining stories of how Excel gives people a competitive edge in the job market but somehow remains a fundamentally underappreciated skill during the educational years. After all, it's not just about the tool, what matters is what people do with it, how they use it, and how it has changed the trajectory of their careers. After hearing a few of these stories, you're going to want to send a tweet to Tom to encourage him to finally admit that Power Query deserves a spot in the Software Hall of Fame. This episode isn't all about Power Query, though as we also learn a little about the eclectic taste in music our hosts share as well as some interesting tidbits regarding songwriting and the musical process. Miguel opens up about his passion for music and composition as he shares some personal insight into the process of collaborating and creating music in the digital world. If you listen closely, you can even hear some of his work spliced into this podcast in a musical first for us. Of course, you can hear Miguel's song: Someday, Somehow (feat. Chris Cron) in its entirety across multiple musical platforms. Be sure to give it a listen and share it with a friend. As always, if you enjoyed this episode, be sure to leave us a review on your favorite podcast platform to help others find us. Also in this episode: Good Will Hunting – I don't understand the piano Jerry was a race car driver Miguel Escobar: Geo Flow using Panama's Census Data DAX formulas for power pivot: A Simple Guide to the Excel Revolution Major Key / Minor Key culturally different Box Office Mojo Mr. Excel M is for (Data) Monkey Bell Biv DeVoe Johnny Cash: Hurt Blues Traveler: Hook Rocksmith Guitar Pro Power Query online Software Hall of Fame Podcast Power Query Saves Christmas w/ Gus Miranda
****Blatant Advert**** Did you know I've written a book "Power BI for the Excel Analyst" - https://pbi.guide/ ******************** Author of Supercharge DAX, trainer, speaker and all-round good guy, Matt is a Sydney based pillar of the Power Pivot / Power BI community. Any greater achievement than coining the phrase "The Collie Method?" Check out Matt's favourite Power Query article: https://exceleratorbi.com.au/build-reusable-calendar-table-power-query/ Most popular: https://exceleratorbi.com.au/remove-duplicates-keep-last-record-power-query/ VOTE FOR THIS: Remove Camel Case https://ideas.powerbi.com/ideas/idea/?ideaid=ed3364a1-fa9b-ec11-826d-281878de31cb Check out https://www.youtube.com/@PowerQuery
Today's guest, Gustavo Miranda, started his career in a research adjacent Program Evaluation position using Power Pivot Slicers in a non-Power Pivot table before he was introduced and lured by the power of the Power Platform. He shares his story of how reducing friction and creating automation introduced even non-data people to the concept that data quality matters. Most importantly, though, today you will learn the underdog story of how Power Query saved Christmas during the Kronos Hack of 2021. Get the inside scoop from crisis meeting to crisis meeting until the moment when Gus stood up to save the day. While Gus did the heavy lifting, a task force soon formed to collectively finish the project. While other multi-million-dollar companies were paralyzed, shocked, and attempting to ad-hoc calculate payroll and vacations, often incorrectly, Gus's task force used Power Query to create an effective solution in time to prevent employees from missing Christmas with their families. Even Tom must agree that tales like this really show the power of Power Query's ETL abilities. Also in today's episode, we learn the origin story of slicers in Excel, how Rob and Amir were behind their creation by seducing the Excel team, trading resources, and creating the opportunity for Microsoft to back into needing a separate application to maximize the impact of those slicers. That application? Power BI desktop. In an exciting tale of what could have been, we also hear the story of the Power BI canvas in Excel that was never meant to be as well as the lessons learned: never try to add truly new capabilities to Excel or you end up with Power View. As our friend Scott Esti used to say there are two kinds of people in the world, people who hate Power View and those who haven't used it! All this and more on today's episode! Be sure to leave us a review on your favorite podcast platform to help new listeners find us. Also on this episode: Nash Equilibrium / Prisoner's Delimma The truth behind recycling Program evaluation He may only need his eyes checked ... Calculation Groups in Power BI Microsoft's Power View Gilligan's Island theme song Zeno's paradox Gus's P3 Blog - Using Power Query to Transform and Combine Online Statscan Data Matt Masson - Deep Dive Into the Power From the Language Active v Inactive Relationships Kronos hack disrupts payroll Live action How the Grinch Stole Christmas Live action Cat in the Hat Abyss - Bomb at the bottom of the sea (Don't look Tom!) Rumble in the Jungle George Foreman - Muhammad Ali Guns and Roses – It's so easy Blown Away – Tommy Lee Jones Tommy Lee Jones Montage Sankey (Diagram) Fight Club - Corn Flower Blue G Rated Fight Club
Today we bring in the big guns, a Microsoft MVP and Power Platform advocacy team lead, and a true Power Platform aficionado: April Dunnam. In the realm of social media, April is known as the Woman who Codes, the SharePoint Siren, and the Karaoke Queen with a passion for all things Power: Power BI, Power Apps, Power Automate, Power Virtual Agents, and Power Pages. In this episode we get April's origin story, starting with the moment she was the intern tossed into the deep end of the SharePoint pool, all the way to her personal discovery of the better way. April shares her philosophy on bringing people to the dark side of app building: First, find someone who has a certain level of curiosity and knows there has to be a better way. Those are the future Power Apps Citizen Developers. Hook those people with the polished side by showing them a functional app, then reel them in through the backend drag and drop, no code, low code magic that is the Power Platform. April explains that people tend to have a short attention span; they need the finished product before you show them how simple the build process can be. Later on, Rob and April discuss the biggest opportunity for improvement in the Power Platform, the lack of a consistent programming language. With the build-by-example function in Power Apps, the technology is growing and, April suggests that one day there may be a unified Power language. Until then, Rob will continue to hate M and use his phone-a-friend card for help in Power Query. All this and more in this episode. And don't forget, if you enjoyed this episode, be sure to leave us a review on your favorite podcast platform to help others find our people-centric data podcast. Also in this Episode: April Dunnam's Youtube Paul Giamatti Le Café de Balzac The Evolution of SharePoint w Denise Traboona and Adam Harmetz The Man of a Thousand Jobs w/ Kevin Overstreet Lego Mindstorms InfoPath Into the Dataverse w/ James Oleinik Power Virtual Agents GitHub CoPilot and GPT-3 Power Users Microsoft Site April O'Neil - TMNT
In today's episode, we welcome Eric Vigesaa of Microsoft to the show. This special guest has a decades-long relationship with our host. According to Rob, Eric can always be counted on as a partner in cynical observations. Rob describes Eric as one of the rare breeds that enjoy the excitement of building an emergency solution. Someone who prefers a shorter distance between the software and the problem. The closer he is to impact, the more satisfying the solution becomes to him. Sardonically, Eric is also like the groundhog of Microsoft, emerging from IT, looking around, seeing the shadow, and returning back to IT: empowered, passionate, and skilled. Eric describes his non-IT time as an evolutionary course that allowed him to explore and grow his aptitude. Also in today's episode, Rob and Eric describe the beginning phase of Microsoft's shift to computing in the cloud and the project carnage in its wake. Promising projects suddenly found themselves on the road to nowhere and are now, nowhere to be found . . . with one popular exception: streamlined conditional formatting. That simplistic innovation not only made it out of the darkness to see the light of day but also became Rob's gateway drug to audience participation. Other innovations weren't so lucky. Eric and Rob describe what happened to a multitude of promising projects that were sliced, diced, julienned, and unable to survive cloud modernization at Microsoft. The history might pull you in, but it's the dry wit that will keep you through the end. As a bonus, today you also get at least one bad Star Wars joke . . . and don't forget, if you enjoyed this episode or the joke, please leave us a review on your favorite podcast platform and be sure to subscribe to get new episodes delivered to your inbox. Also in this Episode: The Software Hall of Fame, w/ Microsoft's Conor Cunningham Queen's Gambit Mike Tomlin Interview - Your teaching is failing Kill Bill Relief or Regret Power Pivot and Power BI: The Excel User's Guide to DAX, Power Query, Power BI & Power Pivot in Excel 2010-2016 - by Rob Collie The Cloud is Powered by People w/Jeff DeVerter The Evolution of SharePoint w/ Denise Trabona and Adam Harmetz Winchester Mystery House A Most Generous Mentor w/ Microsoft's Dany Hoter Skynet becomes Self-Aware Blade Runner - Tears in Rain
Wyn is a Microsoft MVP, Author, Speaker in the Power BI & Excel space. His goal is to make life easier for people & improving the quality of information for decision makers.
This is episode 234 recorded August 26th, 2022 where John & Jason talk to Alex Powers, Senior Program Manager on the Power BI CAT Team at Microsoft, about his journey into Power BI, his Power Query everything world view, automating the world, and the awesome Power BI Community. For show notes please visit www.bifocal.show
This week we discuss Acorn's attempt to simplify Kubernetes, the top 25 DevOps Tools and analyzing data in CSVs. Plus, Matt explains what Maccas means. Runner-up Titles All I am doing is sharing anecdotes That's the problem with spellcheck Maccas? College here is High School Every cloud has its own sausage Here's a unicode cow All Rust looks the same Too Good for GitHub The Shameful GitHub Rundown Simplifying Kubernetes, Introducing Acorn (https://acorn.io/introducing-acorn/) Waypoint (https://www.waypointproject.io/) CNAB (https://cnab.io/) Habitat (https://community.chef.io/tools/chef-habitat) Dagger (https://dagger.io) 25 Most Popular Programming Languages Used By DevOps Pros (https://thenewstack.io/25-most-popular-programming-languages-used-by-devops-pros/) Making sense of CSV The Microsoft Excel (https://www.techradar.com/news/the-microsoft-excel-world-championships-is-as-brilliantly-entertaining-as-it-sounds) W (https://www.techradar.com/news/the-microsoft-excel-world-championships-is-as-brilliantly-entertaining-as-it-sounds)orld (https://www.techradar.com/news/the-microsoft-excel-world-championships-is-as-brilliantly-entertaining-as-it-sounds) C (https://www.techradar.com/news/the-microsoft-excel-world-championships-is-as-brilliantly-entertaining-as-it-sounds)hampionship is as brilliantly entertaining as it sounds (https://www.techradar.com/news/the-microsoft-excel-world-championships-is-as-brilliantly-entertaining-as-it-sounds) Data Prep with Power Query (https://www.tiktok.com/@mavenanalytics/video/7129550248997014830?_r=1&_t=8UusyB7xB3G&is_from_webapp=v1&item_id=7129550248997014830) https://jupyter.org Passwords still a problem Microsoft Employees Exposed Own Company's Internal Logins (https://www.vice.com/en/article/m7gb43/microsoft-employees-exposed-login-credentials-azure-github) Cisco Confirms Network Breach Via Hacked Employee Google Account (https://threatpost.com/cisco-network-breach-google/180385/) Remove my password from lists so hackers won't be able to hack me (https://github.com/danielmiessler/SecLists/pull/155) Relevant to your Interests Malcolm Gladwell doesn't want you to have a life (https://www.sfgate.com/sf-culture/article/malcolm-gladwell-still-talking-nonsense-17362618.php?IPID=SFGate-HP-Editors-Picks) Disney says it has 221 million streaming subscribers. Netflix has 220.7 million. (https://twitter.com/pkafka/status/1557459876326113281?s=21&t=fB7RD3Xipv9AfZbg37VkVA) AppLovin offers to buy video game software maker Unity in $17.5 bln deal (https://www.reuters.com/markets/deals/applovin-offers-buy-unity-software-2022-08-09/) No-code isn't scalable. Our learnings at FINN going from 1000 toward 100,000 car subscriptions (https://medium.com/@ishtiaque/no-code-isnt-scalable-our-learnings-at-finn-going-from-1000-toward-100-000-car-subscriptions-ac98e752fc61) Google fined $60 million over Android location data collection (https://www.bleepingcomputer.com/news/google/google-fined-60-million-over-android-location-data-collection/) Software is eating the world (of farm equipment)? (https://twitter.com/znfrey/status/1558892805295968257) Investing in Flow (https://a16z.com/2022/08/15/investing-in-flow/) Tencent veterans secure $13M to build cross-chain decentralized identities (https://techcrunch.com/2022/08/15/tencent-veterans-web3-decentralized-id-bit/) Bad Visualisations (https://badvisualisations.tumblr.com/) TikTok says Project Texas will bolster security for US users – TechCrunch (https://techcrunch.com/2022/07/04/tiktok-says-project-texas-will-bolster-security-for-u-s-users-in-wake-of-china-data-access-concerns/?utm_source=newsletter&utm_medium=email&utm_campaign=newsletter_axioslogin&stream=top) Apple Sets Return-to-Office Deadline of Sept. 5 After Covid Delays (https://www.bloomberg.com/news/articles/2022-08-15/apple-sets-return-to-office-deadline-of-sept-5-after-delays?utm_source=newsletter&utm_medium=email&utm_campaign=newsletter_axioslogin&stream=top#xj4y7vzkg) Corey's Thoughts on GCP canceling IoT (https://twitter.com/QuinnyPig/status/1559266853502853120) Securing apps for Googlers using Anthos Service Mesh (https://cloud.google.com/blog/topics/developers-practitioners/securing-apps-googlers-using-anthos-service-mesh) Digital Ocean dumps Mailchimp after security breach (https://www.theregister.com/2022/08/16/digital_ocean_dumps_mailchimp/) WebOps: A DevOps for Websites, but the Tools Let It Down (https://thenewstack.io/webops-a-devops-for-websites-but-the-tools-let-it-down/) Citrix Bankers Pitch Fresh Structure for $15 Billion Buyout Debt (https://www.bloomberg.com/news/articles/2022-08-16/citrix-bankers-pitch-fresh-structure-for-15-billion-buyout-debt?utm_source=newsletter&utm_medium=email&utm_campaign=newsletter_axiosprorata&stream=top) Scammers targeting recent grads (https://www.linkedin.com/posts/shaaahs_jobscam-identitytheft-hiringscam-activity-6965366767665774592-rkvj/?utm_source=linkedin_share&utm_medium=member_desktop_web) Lift and shift Windows applications to containers (https://www.infoworld.com/article/3670093/lift-and-shift-windows-applications-to-containers.html) Nonsense Snake bites 2-year-old girl, who bites it back until it dies (https://local12.com/news/offbeat/snake-bites-2-year-old-girl-who-bites-it-back-until-it-dies-reptile-venomous-world-health-organization-who-toddler-child-bingol-turkey) A man returning from Indonesia to Australia was fined thousands of Australian dollars after airport security found several McDonalds food items in his luggage (https://www.kvue.com/article/news/nation-world/mcdonalds-fine/507-bcbb3f31-0041-43a6-86cc-5933301e9d3a) Listener Feedback Join the Cloud Austin Meetup (https://www.meetup.com/cloudaustin/) Recent Event: CloudAustin's Dog Days of DevOps (https://www.meetup.com/cloudaustin/events/pljpfrydclbvb/) Amazon hosting a hiring event in Austin on Aug 23, 2022 (https://becomeawellarchitectedsoftware.splashthat.com) Follow @cloudaustinmeet (https://twitter.com/cloudaustinmeet) Conferences Register for the SDT Austin Meetup August 27th at 6:30 PM (https://www.eventbrite.com/e/software-defined-talk-meetup-in-austin-tx-tickets-396650401027) DevOpsDays DFW (https://devopsdays.org/events/2022-dallas/welcome/), August 24-25, 2022 - Coté speaking, along with John Willis, Andrew Shafer, and friends VMware Explore 2022, August 29 – September 1, 2022 (https://www.vmware.com/explore/us.html?srccode=na_pxkba4ap4tgmb&cid=7012H000001KawVQAS) - Coté's pitch (https://twitter.com/cote/status/1551895600270016512). Coté's VMware Explore 2022 Page (https://cote.io/explore/) Kubecon. Oct. 24 – 28 (https://events.linuxfoundation.org/kubecon-cloudnativecon-north-america/) SpringOne Platform (https://springone.io/?utm_source=cote&utm_medium=podcast&utm_content=sdt), SF, December 6–8, 2022 THAT Conference Texas Call For Counselors (https://that.us/call-for-counselors/tx/2023/) Jan 16-19, 2023 SDT news & hype Join us in Slack (http://www.softwaredefinedtalk.com/slack). Get a SDT Sticker! Send your postal address to stickers@softwaredefinedtalk.com (mailto:stickers@softwaredefinedtalk.com) and we will send you free laptop stickers! Follow us on Twitch (https://www.twitch.tv/sdtpodcast), Twitter (https://twitter.com/softwaredeftalk), Instagram (https://www.instagram.com/softwaredefinedtalk/), LinkedIn (https://www.linkedin.com/company/software-defined-talk/) and YouTube (https://www.youtube.com/channel/UCi3OJPV6h9tp-hbsGBLGsDQ/featured). 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Recommendations Brandon: Piran (https://www.audible.com/pd/Piranesi-Audiobook/1526622416?source_code=GO1DH13310082090P1&ds_rl=1262685&ds_rl=1263561&ds_rl=1260658&gclid=CjwKCAjwo_KXBhAaEiwA2RZ8hIOpyF2m-RzCFD6d-nk2M5yyqAGA5V4NaqFcBHF_TzgXjvWGoralghoCc9IQAvD_BwE&gclsrc=aw.ds)e (https://www.audible.com/pd/Piranesi-Audiobook/1526622416?source_code=GO1DH13310082090P1&ds_rl=1262685&ds_rl=1263561&ds_rl=1260658&gclid=CjwKCAjwo_KXBhAaEiwA2RZ8hIOpyF2m-RzCFD6d-nk2M5yyqAGA5V4NaqFcBHF_TzgXjvWGoralghoCc9IQAvD_BwE&gclsrc=aw.ds)si (https://www.audible.com/pd/Piranesi-Audiobook/1526622416?source_code=GO1DH13310082090P1&ds_rl=1262685&ds_rl=1263561&ds_rl=1260658&gclid=CjwKCAjwo_KXBhAaEiwA2RZ8hIOpyF2m-RzCFD6d-nk2M5yyqAGA5V4NaqFcBHF_TzgXjvWGoralghoCc9IQAvD_BwE&gclsrc=aw.ds) Matt: T (https://tailscale.com)ailscale (https://tailscale.com) Beach2Beach 13k (https://beach2beach.com.au/events/13km-run/) Festival of the Feet Half-Marathon (https://www.westiesjoggers.com/the-georges-river-festival-of-the-feet/) Photo Credits: CoverArt (https://unsplash.com/photos/IClZBVw5W5A) and Banner (https://unsplash.com/photos/y8fS7CSN-Vw)
Today, we welcome to the show the most transparent international man of mystery, Dany Hoter. Working on his 5th stint with Microsoft and living his best life in his 8th decade, Dany brings both wisdom and fun to those around him. He brings a passion and joy for teaching to his training sessions and always manages to create a connection between people and technology. Of course, he also has a long-storied past with Rob, and together they share the responsibility for what some view as the most expensive trip billed to Microsoft by non-executives. From luxury accommodations to indulgent automobiles, they expensed it all. It wasn't all global jet setting, however, as these two comprised the Dream Team that put the polish on Power Pivot and laid the groundwork for Power Query. Their hard work and dedication paid off as Dany and Rob banded together in their shared time at Microsoft to save the world from an error-filled, rushed incarnation of bi-directional relationships. In retrospect, however, the conversation about this brought up a story that many may prefer to never hear. It seems that amidst all the jet setting, our dear host, Rob Collie, was busy launching a cruise missile with the sole purpose of pissing off the advanced pivot table users. What heinous act did he commit? Rob was directly involved in changing the default of pivot tables to compact. While it did enlarge the user base by helping people feel more comfortable with pivot tables, advanced user rage is still alive and well on Twitter. All of this and more on this episode of Raw Data by P3 Adaptive, where data meets the human element. If you enjoyed this episode, be sure to leave a review on your favorite platform to help others find us! Also on this show: Tinkering is a Way of Life w/ Darinee Louvau Yoda Chong and the Treehouse of Wonder, w/ Donald Farmer The Italians – Marco and Alberto Ikigai Venn Diagram Silicon Valley: Movember clip - mustache filter Kusto v SQL KQL - Kusto Query Language Cube Functions in Excel Rob on Twitter – to allow more bashing on the compact view
Have you ever wondered what an actuary is? If so, you are not alone. Over the past several years, the actuary programs at universities nationwide have seen exponential growth, thanks in part to an outreach program called Be An Actuary supported by P3 Adaptive's Principal Consultant and today's special guest, Philip Trick. Philip is a rarity in the data world. He found his data gene all the way back in high school and has continued to add additional skills as software has evolved to reduce or remove monotonous tasks such as data cleansing and repetitive calculations. While he came to Power BI and Power Query late in the game, he has become an ardent supporter of the Power Platform's ability to handle complex data and calculations. He is also one of the few people to publicly admit to possessing an inherent love of the DAX iterators. Today's conversation gets technical and covers multiple advanced iterators as well as some interesting statistical problems that get even more complex when you change the variables. While we don't often talk shop on the show, that isn't the case today. In an interesting twist, we also learn why some keyboards are missing the F1 key. Here's a hint, when speed is of the essence, nobody wants Office to open the help pane. All this and more on today's episode! Be sure to leave us a review on your favorite podcast platform and subscribe today to have new episodes sent straight to your inbox. Also on this episode: Blade Runner Star Wars- Episode IV Do androids dream of electric sheep Laurence Kotlikoff Minecraft Modeloff Financial Modeling Competitiion A mechanical clutch isn't a steampunk purse w/ Bill Sundwall Mary Poppins -Song compilation Shared birthday probability P3 Adaptive Blog: Product X Casualty Actuarial Society Wolf of Wall Street Along Came Polly Fight Club Insurance Claim Scene Epistemic Path Dependency, w/ Adam Harstad Tom Brady un-retirement Rookie Pay Lacks Negotiation Edgeworth Box Diagram Prisoner's Dilemma Nash Equilibrium The Great Football Project Rides Again (In Power BI) Power BI Brain Candy: Value Above Replacement
How to Consolidate ALL of your Search Term Data into a single Pivot Table00:00 PPC Pivot Table Search Term Hack00:42 The Ads dashboard01:38 All reports should have the same format02:20 Opening up Excel04:01 Creating connections06:08 Get data06:16 Combine craze and append06:57 Power Query editor08:13 Creating a pivot table08:55 Selecting match type09:26 Customer search terms11:30 Average ACOS12:30 Combining search terms together
Hello friends! On today's episode, we bring back the greatest of the great, the all-time champ of Raw Data Downloads, the DAX Demon himself, The Scree! I am sure you will recall His Un-Deadness, evil genius of the Undead Lords Guild from his record-setting, chart-topping, last appearance on our show where he shared the secrets of the inner workings of gaming guilds and data. During this visit, Scree shares anecdotes of his data prowess harkening back to the early days of recreational internet and gaming guilds. He reminisces about his early days in the Breed group on Deviant Art where he honed his storytelling and visualization skills to better appreciate and integrate a visually appealing UX. Don't worry, though, this episode doesn't dwell in the past, the conversation also covers the genius behind data automation with Power BI and Power Query where Scree admirably points out that such automation is like adding an additional member to the team, basically equivocating the Power Platform as the business version of the industrial revolution. . . and he isn't wrong. Finally, Rob broaches the topic we have all been waiting for, the EVE online export to excel announcement that drove the gaming crowd nuts at the conference. With his insider knowledge of gaming guilds, online gaming, and “space corporations and alliances,” Scree handily explains the intricacies of data and spreadsheets for monetizing subscription hours on the platform. He hints that export to excel will level the playing field for the EVE online entities that didn't have access to people with tech skills. Will this lead to alliance expansions or new factions on the playing field? Only time will tell. All this and more on today's episode of Raw Data by P3, where data meets the human element! Also on this episode: Raiders of the Lost Ark – Top Man P3 Adaptive Advanced DAX Training Deviant Art Even Undead Lords Love Data w/Scree: Raw Data By P3 Adaptive EVE Online announces Export to Excel CCP Fanfest – EVE Online World of Warcraft Excel Past/Present/Future, w/ Excel Head of Product Brian Jones Apple commercial compilation Disconnected Slicer blogs on P3 Adapative Field Parameters Power BI Ideas Forum Crypto-Fantasy Leftists are an Exclusive Tribe, w/Davis Mattek Boaty McBoatface Deneb Vega/Vega Light Hawking Data and stymying Offenses, w/ Coach Chase Hargis: Cover Hawk
In Episode 282, Scott talks to Ben about a situation he ran into at work where he wanted to automate the ingestion of data from Azure Data Explorer and Azure DevOps into Excel. They talk about how you can query data from multiple data sources using Power Query and bring that data together with relationships and visualizations. Like what you hear and want to support the show? Check out our membership options. Show Notes Maxforce Quantum 0.03% Imidacloprid Ant Control Liquid Bait with 10 stations, 120 Gram Bottle Compare Outlook for PC, Outlook on the web, and Outlook for iOS & Android Share an Outlook calendar with other people What is Power Query? Getting data overview Get started with the REST APIs for Azure DevOps About Power BI integration Get webpage data by providing examples OData.Feed Microsoft Power BI Downloads About the sponsors Intelligink utilizes their skill and passion for the Microsoft cloud to empower their customers with the freedom to focus on their core business. They partner with them to implement and administer their cloud technology deployments and solutions. Visit Intelligink.com for more info.
On today's episode, self-described accountant by trade and a problem solver by passion, Fran Reed of Freedup Data Optics shares how she uses her data bending skills to remove the frustration of working with an on-premises accounting software build. Fran is one of the rare go-betweens of the Power Platform and Intuit's Quickbooks. She makes easy work of bridging the gap between numbers and decision-makers to design the best solution for both her large and small business clientele. With the ability of Power Query to cleanse and transform data to the perfect format for the transition to QuickBooks, the low/free entry cost and Fran's recommendation may just tip the scale to bringing more small businesses to the fold. Fran also shares her data origin story. While she has always been a numbers person, Fran developed an early appreciation of software and took the first opportunity to transition away from the antiquated accounting technology of the past like Micro Fiche machines and Exacto knife/scotch tape corrections to computational files and automated calculations. Beware, however, that today's episode may also result in a few laughs as host, Rob Collie drops the mother of all Dad Jokes. You do not want to miss this episode. Also on this episode: Sit Ubu Sit Stay Thirsty My Friend Mary Fealty Podcast Allison Kennedy Podcast Tim Rodman Podcast Mr Excel Podcast Chandoo Podcast