About Us
What We Do
Our Team
Business Solutions
Customer Relationship Management
Sales Management
Case Management
Business Intelligence
Member Management
Custom Business Applications
Our Products
Our Work
Blog
Contact Us

New Zealand’s most experienced Microsoft Gold Certified Power Platform, Dynamics 365 CRM practitioners - Magnetism

About Us
What We Do
Our Team
Business Solutions
Customer Relationship Management
Sales Management
Case Management
Business Intelligence
Member Management
Custom Business Applications
Our Products
Our Work
Blog
Contact Us
    • Power Query - Conditionally Replace Values in a Column with Values from another Column

      Colin Maitland, 27 May 2022

      In this article, I will demonstrate how to use Power Query to conditionally replace values in a column with values from another column. We want to do this with the least number of steps, while handling blank values and maintaining the data type of the column for which values are to be replaced. For

      Read the full article here
    • Calculate Mean, Median, Mode and Percentile for a Measure in Power BI

      Colin Maitland, 22 May 2022

      In this article, I will demonstrate how to calculate the Minimum, Maximum, Mean, Median, Mode and Percentile for a set of values calculated using a measure. This demonstration considers whether the rows for which the measure returns a blank result are included or excluded. I will also demonstrate th

      Read the full article here
    • Analysing Donor and Supporter dates in Power BI

      Colin Maitland, 27 April 2022

      In this article, I will demonstrate an approach that may be used in Power BI to analyse the dates such as Created On, First Donation and Last Donation dates for Donors or Supporters. This approach may also be considered for other scenarios, such as First Sale and Last Sale dates for Customers, First

      Read the full article here
    • Power BI - How to document a custom Power Query function

      Colin Maitland, 17 April 2022

      In a previous article, I demonstrated the configuration of a Custom Power BI UTC to Local Date/Time with Daylight Saving Time Function named UTCDateTimeZoneToLocalDateTime. Power Query can use this custom M function in a Power BI data model connected to Dataverse to transform UTC Date/Time/Zone data

      Read the full article here
    • Power BI: Is On Or Before Highest Transaction Date Pattern

      Colin Maitland, 06 April 2022

      In this article, I demonstrate using a DAX pattern named ‘Is On Or Before Highest Transaction Date’. This pattern may be used to prevent values from being calculated for dates in report that are higher than the highest date of the transactions   being reported on. This pattern prevents you

      Read the full article here
    • Power BI: Is On Or Before Highest Transaction Date Pattern

      Colin Maitland, 05 April 2022

      In this article, I demonstrate using a DAX pattern named ‘Is On Or Before Highest Transaction Date’. This pattern may be used to prevent values from being calculated for dates in report that are higher than the highest date of the transactions   being reported on. This pattern prevents you

      Read the full article here
    • Power BI - Dataverse Connector verses OData Connector

      Colin Maitland, 04 February 2022

      In this article, I will describe some of the differences when using the Dataverse instead of the Dynamics 365 (Online), i.e., OData, connector in Power BI to retrieve data from Dynamics 365 (Online). When creating Power BI data models, I use a template data model that connects to Dynamics 365 (Onlin

      Read the full article here
    • Power BI - Using Power Query to calculate Duration

      Colin Maitland, 03 February 2022

      When configuring a Power BI data model, the addition of one or more new column to store a calculated duration between two Date/Time values in Days, Hours or Minutes, or perhaps just Total Hours, is sometimes required.This can be done by adding Custom Columns using Power Query or Calculated Columns u

      Read the full article here
    • Power BI: Transforming Option Set Values to Option Set Labels

      Colin Maitland, 02 December 2021

      In this article, I will demonstrate two methods that may be used for transforming the Option Set Values in Option Set columns to their corresponding Option Set Labels when using an OData Feed to Connect Power BI to Dynamics 365. These methods may be used for any single-select Option Set column retri

      Read the full article here
    • Power BI: Is Leap Year Pattern

      Colin Maitland, 16 August 2021

      In this article, I will demonstrate several DAX formulas for Power BI that may be used to calculate whether a date falls within a Leap Year.Here is a table of dates showing the results for a set of dates. You will notice that:· If the Date is blank, then the result is False.· If the Date falls withi

      Read the full article here
    • Using a Calculation Group to configure a Matrix in Power BI

      Colin Maitland, 11 August 2021

      In this article, I will demonstrate the use of a Calculation Group to dynamically update the columns displayed by a matrix (i.e Pivot Table) visualisation in Power BI.The following image shows a page from a sample Power BI report. This page provides an analysis of Opportunities Estimated Revenue and

      Read the full article here
    • Formatting (Blank) in Power BI using a Calculation Group

      Colin Maitland, 04 August 2021

      In this article, I will demonstrate a simple method to format ‘(Blank)’ on a Data Card in a Power BI report as ‘0’ or ‘-’ rather than ‘(Blank)’.This image shows a page from a report in Power BI. Notice that the values displayed by the Data Cards for Open Revenue and Due to Close Revenue near the top

      Read the full article here
    • Configure Power BI Line and Stacked Column charts for Targets

      Colin Maitland, 26 July 2021

      In this article, I will demonstrate how to configure a Line and Stacked Column chart in a Power BI report to display Won Revenue and Open Revenue against Sales Targets and Target Remaining for Opportunities from Dynamics 365. This demonstration highlights a useful approach for using this type of cha

      Read the full article here

Filter by Category

  • Azure
  • CRM
  • Dynamics 365
  • Microsoft 365
  • Mobile
  • Power Apps
  • Power Automate
  • Power BI
  • Power Platform
  • SharePoint

Filter by Author

  • Adam Murchison
  • Alfwyn Jordan
  • Arthur Mandisodza
  • Calum Jacobs
  • Colin Maitland
  • David Mochrie
  • Dominic Liu
  • Gayan Perera
  • Harshani Perera
  • Isaac Stephens
  • Jaime Smith
  • Jared Johnson
  • John Barrencechea
  • John Eccles
  • Lauren Withers
  • Paul Nieuwelaar
  • Roshan Mehta
  • Roz Millar
  • Ryan Blaikie
  • Ryan Ingram
  • Sarah Coleman
  • Sean Roque
  • Shalane Williams
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
Back to Top
Magnetism_Logo+Icon_TransparentBG.png
 

OUR ACCREDITATIONs

Microsoft_creditations_logo.jpeg
 

About us

BUSINESS SOLUTIONS

OUR PRODUCTS

OUR WORK

OUR BLOG

CONTACT US

Thank you!