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Power BI Licensing and Sharing Strategies: Children's Hospital foundation in Canada raised questions about Power BI licensing and sharing options, with Rebecca, Todd, Gethin, and Phillip providing detailed explanations of licensing tiers, sharing via Teams, embedded solutions, and capacity licenses, while others shared their organizational approaches and challenges.
Power BI Data Modeling and Schema Documentation: Oscar sought guidance on obtaining schema documentation for the RE NXT data model when using the Power BI Custom Connector, with Rebecca and Alex providing detailed explanations of how the connector leverages Sky API endpoints, the differences from traditional database schemas, and available resources for building semantic models.
Migration to Azure and Impact on Power BI Integrations: Tina inquired about migrating from Blackbaud's public server to Azure and the potential effects on Power BI and SQL Server versions, with Ivy sharing a positive migration experience and Rebecca confirming that, with proper application setup, Power BI integrations should remain unaffected.
Power BI Data Modeling for Revenue and Goal Reporting: Trinity Health sought help modeling revenue and philanthropy goal data in Power BI, with Rebecca, Gethin, Phillip, and others providing step-by-step guidance on table relationships, dimension creation, and best practices for handling one-to-many relationships and data aggregation.
Power BI Gateway Setup and Best Practices: Erika asked about best practices for setting up the Power BI gateway for Blackbaud CRM read-only access, with Rebecca, Phillip, and others advising on the need for always-on virtual machines and sharing organizational experiences for reliable data refreshes.
Power BI Visualization Tips and Troubleshooting: Erika and others discussed challenges with Power BI data labels and chart formatting, with Gethin, Tom, Holly, and Phillip suggesting various workarounds, including adjusting label settings, using custom visuals, and manual text boxes to achieve desired report layouts.
Power BI CSV Import and Column Management: Rebecca addressed a past question from Elizabeth about Power BI not reading new columns in CSV files, demonstrating how to adjust the columns parameter in Power Query Editor to ensure all columns are imported as expected.
Showcasing Power BI Visuals and Year-End Reporting: Gethin demonstrated a paid custom map visual for Power BI, highlighting its features for major gift fundraising and prospect clustering, while Erik invited participants to share year-end reporting solutions and best practices.
