Power BI User Group April 2026
Business Intelligence User Group -2nd Wednesday of each month
Portfolio Action Reporting and Data Modeling Approaches: Gethin presented advanced methods for portfolio action reporting in Power BI, comparing DAX-based solutions with data modeling strategies, and discussed the pros and cons of each approach with Erik, Rebecca, and Alex contributing insights and questions.
AI-Assisted DAX Writing and Data Modeling Guidance: Rebecca, Gethin, and Alex discussed the use of AI tools like Copilot and ChatGPT for DAX writing and Power BI modeling, emphasizing the importance of clear data model explanations and iterative prompting, while also addressing licensing and access questions raised by Arnaud.
Major Gift Insights Report Development and Data Model Refinement: Hallie provided an update on the Major Gift Insights report, detailing the iterative process of rebuilding the data model based on group feedback, AI recommendations, and technical advice from Alex, Rebecca, and Gethin, focusing on accurate portfolio activity tracking and drill-down capabilities.
Power BI Data Integration and Permissions Challenges: Hallie, Alex, and Phillip discussed challenges in connecting Power BI to institutional data sources, including OneDrive and SharePoint, with Alex recommending direct cloud access and Power Automate integration to avoid gateway dependencies and streamline data refreshes.
Raiser's Edge Data Integration for KPI Dashboards: Cherylynn sought guidance on integrating Raiser’s Edge data with Power BI for hospital KPI dashboards, with Erik, Rebecca, and Alex outlining automated approaches using Power Automate, custom connectors, and SharePoint, and addressing security and API concerns.
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