How to group data by year and month in Power BI?

As a data analyst, you’re ofte tasked with analyzing performance for Time-based analysis. In a Sales Analysis use case, you have probably a table with daily sales figures, but you might need to group this data by year and month for a more meaningful trend analysis. In this tutorial we will assume a very simple … Read more

How to disable Teams as default meeting option in Outlook?

Here’s a question from our reader Alex: I recently joined a company that uses both Microsoft Teams and Zoom for virtual meetings. While Teams is great for internal communications, my main client uses Zoom for client calls. The problem is, Outlook keeps automatically adding Teams links to all my meeting invites. This isn’t ideal when … Read more

How to convert values to percentages in Power BI

A colleague of mine asked how to convert raw sales figures into percentages of total sales for each product category in Power BI. Below is the step-by-step implementation. Converting whole numbers to percentages in Power BI In many real-life data analysis scenarios, we are asked to convert certain measure values to a percentage format for … Read more

How to filter Power BI columns based on Conditions?

How can I filter a column in Power BI based on specific conditions? I have an HR dataset and need to create reports showing only active employees or those meeting certain criteria. What’s the best approach using Power Query and DAX? Conditionally remove column values in Power Query We’ll explore two powerful methods: Power Query … Read more

How to filter out certain rows in Power BI & Query?

User Question: “I have a large HR dataset with employee information, but some rows contain irrelevant or outdated data. How can I use Power Query in Power BI to filter out these unwanted rows efficiently?” We often spend significant time out of our data analysis project doing data cleaning and preparation in Power BI. This … Read more

How to remove data from tables in Power BI?

Here’s question from a reader: I have a large dataset in Power BI and need to exclude certain records based on specific criteria. How can I remove data from tables using Power Query and from visualizations without affecting the original data source? Filtering data rows for Power BI tables Power BI offers multiple ways to … Read more

How can I filter blank rows from my dataset in Power BI?

When preparing our data for analysis we often deal blank rows which oftern skew our analysis and visuals. Let’s explore how to efficiently filter out these empty entries using both Power BI and Power Query, ensuring your data is clean and ready for analysis. Assumed data model: HR_Data (EmployeeID: Text, Name: Text, Department: Text, Salary: … Read more

How to export a matrix or table from Power BI to Excel?

As a data analyst, you’ve created a dashboard containing tables and matrices. Now, you need to share this data with executives who prefer Excel. Let’s walk through the process of exporting your matrix table using Power BI’s “Export data” feature and then converting it to Excel format. In this tutorial we will assume the following … Read more

Convert Text to Upper, Lower, and Proper Case in Power BI

User Question: “I have name and email columns with inconsistent text formatting in my HR database. How can I standardize the text by converting it to uppercase, lowercase, and proper case in Power BI?” Case transformations in Power Query and Power BI Assumptions We will use the following data model: Table name: EmployeeInfo; Columns: EmployeeID … Read more

How to fix Zoom Taskbar not showing Up in your meeting?

Question from a reader: I’m having trouble with Zoom during my online meetings. The taskbar that usually appears at the bottom of the screen with controls for muting, video, and other options isn’t showing up anymore. This is making it difficult to manage my calls and access important features. Any ideas what’s going on? How … Read more