Power BI User Group March 2026

Gabriela Zelaya

Conference and Workshop Announcements: Erik provided updates on the upcoming Blackbaud Developers Conference, regional workshops, and new API releases, encouraging participants to submit session proposals and register early for limited skills labs passes.

 Automating Event Data and Messaging with Power Automate and APIs: Tom described challenges with reconciling event data across platforms and shared his experience using Power Automate and APIs for automating email and text communications, with Rebecca and Erik providing guidance on authentication and connector usage.

 Building Constituent Gift Reports in Power BI and Alternatives: Ronald sought advice on replicating a Crystal Reports-style constituent gift report in Power BI, leading to a discussion among Rebecca, Alex, and others about Power BI visualizations, paginated reports, and alternative tools like Power Automate and Power Apps.

 Portfolio Action Reporting and Data Modeling in Power BI: Hallie, Rebecca, Alex, Gethin, and Jessica collaborated on resolving complex data modeling issues for reporting fundraiser actions within and outside assigned portfolios, discussing relationships, calculated columns, DAX functions, and advanced modeling techniques.

 Duplicate Constituent Management in Power BI and SSRS: Hendrik inquired about dynamically linking constituent IDs in a duplicate list to detailed views, leading to a discussion with Rebecca and Alex on implementing drill-throughs, card visuals, and the limitations of Power BI versus SSRS and RENXT for this use case.

https://youtu.be/EP-6NhUvT8s