(Livestream Replay) Building Income Statements in Power BI - with Chris Barber

DESCRIPTION 📄

Profitability is a key metric for any business, as profits can be distributed back to shareholders either directly or indirectly. An income statement—also known as a Profit and Loss (P&L) statement—answers high-level questions such as “What was our net profit last year?” while summarizing key revenue (e.g., product revenue) and expense (e.g., R&D) items.

Unlike static reports, a P&L semantic model provides granular detail, enabling users to explore insights such as “How was R&D spending distributed across projects, fiscal periods, or legal entities?” With a well-structured model, users can analyze financials dynamically through Power BI reports, PivotTables, and Excel formulas.

GUEST BIO 👤

Chris Barber is a Chartered Accountant (ACMA, CGMA), four-time Microsoft MVP, and author of Income Statement Semantic Models. He runs StarSchema.co.uk and has created popular YouTube videos (100K+ views) and courses (1K+ participants) focused on building Profit and Loss (P&L) reports in Power BI.

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Fixed-Window Charting in Power BI: Auto-Adjusting Calendar Periods

Video by: Reid Havens

Learn how to create a chart that always displays the same number of calendar periods, driven by slicer period selection, and regardless of if there is existing data (yet) for a period. This leverages a [DAX] generated table, relationships, and some auto-magic features. Tune in to learn more!

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Creating a MTD/QTD/YTD Time Intelligence Slicer

(Livestream Replay) AI Assistant for Tabular Editor - Andrzej Leszkiewicz

DESCRIPTION 📄

Discover how to enhance your Power BI workflow with Tabular Editor and the OpenAI API. This presentation demonstrates how, with a few simple C# scripts, you can directly access the OpenAI API from Tabular Editor to create a custom AI assistant with full access to your Power BI report’s data model—including tables, columns, relationships, measures, calculation groups, and more. Use this assistant to comment on DAX code, generate model documentation, write measures, and more, harnessing the full power of the latest OpenAI models—all without the need for Power BI Premium or Fabric capacity. An OpenAI API subscription is required, and Tabular Editor 3 is necessary.

GUEST BIO (Andrzej Leszkiewicz) 👤

Andrzej is a Power BI and data visualization developer and consultant, data explorer, explainer, and visualizer. He creates highly customized, interactive visualizations using the Vega visualization grammar and Deneb. Andrzej has introduced IBCS-styled data visualizations, embedded into Power BI's built-in Table, Matrix, and Card visuals. An IBCS® Certified Analyst, he is a passionate advocate of IBCS standards. With a background as an IT project manager and CIO in non-IT companies, Andrzej has been a full-time independent freelance Excel and VBA developer and consultant since 2011, focusing entirely on Power BI and data visualization since 2020. Through his YouTube channel, LinkedIn, and other social media, Andrzej shares his knowledge and passion for data visualization and related topics.

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Tabular Editor
Open AI API
Andrzej's Youtube
Andrzej's LinkedIn
Andrzej's Blog
Andrzej's GitHub

(Livestream Replay) Semantic Model Ideation for Power BI - Leslie Welch

DESCRIPTION 📄

Building a performant star schema semantic model for Power BI enables simpler DAX, improved load time and responsiveness, and ensures that you are able to use the visuals that will best communicate your data. When starting with a snowflake, disparate data sources, or one big table, it can be a challenge to build something from the start that is going to fit your user requirements.

Enter the semantic model ideation process. My team and I use this process to help clients create performant secure data models aligned to a star schema and Power BI best practices. Attendees will walk away with an understanding of what information they need to start this process, how to work through the steps, and how to validate the proposed model will support their visuals. We will work backwards from what data you need to support the user questions, what Power BI needs to support the visuals, and an overview of the approach to building out your medallion architecture technical requirements for Synapse or Databricks to enable Power BI semantic models.varius morbi.

GUEST BIO 👤

Leslie Welch is the Principal Fellow of AI & Analytics at Excella with over 16 years of experience in automation, data analysis and visualization, and strengthening organizations’ knowledge of data. Leslie has worked end to end in the data arena from capture and ETL to database design/engineering to analysis and dashboard design to ML use cases with a focus on improving productivity, performance, and data quality. She has extensive experience in enterprise deployment of Power BI, both as an admin and Power BI architect and a trainer and technical community organizer. She is passionate about data governance, truth telling in data, and responsible application of ML/AI. Leslie is co-organizer of Power BI DC, and frequently attends and speaks at data community meetups in the DC metro area. Leslie was recognized as a 2023 New Power Woman in Tech by DCA Live, and made the 2024 RealLIST Engineers for her role in helping the DMV tech ecosystem grow.

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Leslie's LinkedIn
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