Data Analytics
Discover more on Data Analytics
![Salesforce Data Cloud](https://technologyblog.wpenginepowered.com/wp-content/uploads/featured-images/all/data-analytics_blue.png)
Salesforce Data Cloud
Revolutionizing Customer 360 and AI-Driven Decision-Making for Businesses of All Sizes In the era of digital transformation, customer data is...
![Data Governance during Migration sets companies up for long term success](https://technologyblog.wpenginepowered.com/wp-content/uploads/featured-images/all/data-analytics_green.png)
Data Governance during Migration sets companies up for long term success
Layering a data governance target operating model (TOM) over the migration process allows companies to beta test their operational and...
![Microsoft Fabric Community Conference](https://technologyblog.wpenginepowered.com/wp-content/uploads/featured-images/all/BI-reporting-analytics_grey.png)
Microsoft Fabric Community Conference
RSM is excited to be a Gold sponsor of the inaugural Microsoft Fabric Community Conference March 26-28, 2024 in Las...
![Tips and tricks for using ChatGPT](https://technologyblog.wpenginepowered.com/wp-content/uploads/featured-images/all/erp_how-to_grey.png)
Tips and tricks for using ChatGPT
This ChatGPT tip sheet offers a quick reference to essential commands, shortcuts and methodologies, allowing users ranging from novice to...
![](https://technologyblog.wpenginepowered.com/wp-content/uploads/2025/01/post-graphic_green-dkblue.jpg)
Unlocking Growth Opportunities: How Prevedere’s Predictive Analytics Can Benefit Middle Market Organizations
Leverage millions of external data sources and machine learning to provide your organization a competitive forecasting and planning advantage In...
![Unleashing the Power of Artificial Intelligence for Middle Market Businesses: How OpenAI can drive growth and efficiency](https://technologyblog.wpenginepowered.com/wp-content/uploads/featured-images/all/it-infrastructure_generic-2_blue.png)
Unleashing the Power of Artificial Intelligence for Middle Market Businesses: How OpenAI can drive growth and efficiency
Artificial intelligence (AI) is revolutionizing the business landscape, and it is not only beneficial to large corporations; middle market companies...
![Tableau Cloud’s HIPAA Compliance is a Gamechanger for Healthcare Organizations](https://technologyblog.wpenginepowered.com/wp-content/uploads/featured-images/all/industry-blog_hhs_v1_blue.png)
Tableau Cloud’s HIPAA Compliance is a Gamechanger for Healthcare Organizations
Customers in the healthcare and life science industries have long relied on Tableau’s enterprise analytics capabilities. In December 2022, Tableau...
![NRF – Retail’s Big Show – RSM Digital Collateral](https://technologyblog.wpenginepowered.com/wp-content/uploads/featured-images/all/ecommerce_shopping_green.png)
NRF – Retail’s Big Show – RSM Digital Collateral
RSM is excited to be a sponsor at NRF’s Big Show January 14-17, 2023. Visit our NRF event page As...
![Power BI October 2022 Update](https://technologyblog.wpenginepowered.com/wp-content/uploads/featured-images/all/it-infrastructure_generic-2_green.png)
Power BI October 2022 Update
The Power BI October update was recently released, and it includes many innovative features. Some of the most interesting highlights...
![6 Benefits of an optimized quote to cash process that will improve your company’s performance](https://technologyblog.wpenginepowered.com/wp-content/uploads/featured-images/all/sage-intacct_budget-planning_green.png)
6 Benefits of an optimized quote to cash process that will improve your company’s performance
What is Quote to Cash? Quote-to-cash (also known as lead-to-cash, order-to-revenue, or lead-to-revenue-recognition ) is essentially the journey that customers...
![Power BI September 2022 Update](https://technologyblog.wpenginepowered.com/wp-content/uploads/featured-images/all/it-infrastructure_site-redirect_blue.png)
Power BI September 2022 Update
The Power BI September update was recently released, and it’s packed with powerful new features. The top highlights include hierarchal...
![Key takeaways from Tableau Conference 2022](https://technologyblog.wpenginepowered.com/wp-content/uploads/featured-images/all/data-analytics-blog_business-intelligence_blue.png)
Key takeaways from Tableau Conference 2022
With the fast paced and rapidly changing environment of technology and data analytics, Tableau was no exception to the trend...
![A Microsoft Packed Toolbox for Fundraising Organizations](https://technologyblog.wpenginepowered.com/wp-content/uploads/featured-images/all/BI-data-in_green.png)
A Microsoft Packed Toolbox for Fundraising Organizations
Part 3: A Microsoft Packed Toolbox for Fundraising Organizations – Power BI Previous blogs in this series Part 1: Dynamics...
![Microsoft Innovation Summit (June 14th)](https://technologyblog.wpenginepowered.com/wp-content/uploads/featured-images/all/data-analytics-blog_performance-management_blue.png)
Microsoft Innovation Summit (June 14th)
Event overview As a Microsoft user, you need to stay current with the latest the product has to offer. RSM...
![NFP Industry Event Highlights and Takeaways](https://technologyblog.wpenginepowered.com/wp-content/uploads/featured-images/all/industry-blog_nonprofit_v1_blue.png)
NFP Industry Event Highlights and Takeaways
As a subject matter expert in the not-for-profit (NFP) industry, attending industry specific events is critical. It gives the RSM...
![Tableau Conference 2022 – RSMs Data Experts are Coming to Vegas!](https://technologyblog.wpenginepowered.com/wp-content/uploads/featured-images/all/data-analytics-blog_performance-management_blue.png)
Tableau Conference 2022 – RSMs Data Experts are Coming to Vegas!
The annual Tableau Conference is back in person, and RSMs data experts are so excited to be a part of...
![Upgrading to Classic Workspaces in Power BI](https://technologyblog.wpenginepowered.com/wp-content/uploads/featured-images/all/BI-reporting-analytics_blue.png)
Upgrading to Classic Workspaces in Power BI
Workspaces are areas within Power BI where you can collaborate with colleagues and clients to create a collection of dashboards,...
![Learn how to Embed with Power BI Embedded](https://technologyblog.wpenginepowered.com/wp-content/uploads/featured-images/all/data-analytics_green.png)
Learn how to Embed with Power BI Embedded
Power BI embedded has been created by Microsoft for Independent Software Vendors (ISVs) who want to embed visuals into their...
![Harvest scheduling: Unique challenges for the produce industry](https://technologyblog.wpenginepowered.com/wp-content/uploads/featured-images/all/industry-blog_fb_v2_green.png)
Harvest scheduling: Unique challenges for the produce industry
Today, an effective supply chain has never been more important. Growing transportation costs, evolving weather patterns, and worker shortages can...
![Data and Digital Opportunities for Nonprofits](https://technologyblog.wpenginepowered.com/wp-content/uploads/featured-images/all/industry-blog_nonprofit_v1_grey.png)
Data and Digital Opportunities for Nonprofits
“What question do we want to ask that we cannot answer today? And what do we want to do with...
![Data Governance for NFP: Why You Need It & How To Get Started Today](https://technologyblog.wpenginepowered.com/wp-content/uploads/featured-images/all/industry-blog_nonprofit_v2_green.png)
Data Governance for NFP: Why You Need It & How To Get Started Today
When searching through the abyss of the internet for “data governance”, it can be overwhelming. The questions come pouring out:...
![Advanced data analytics: A new frontier](https://technologyblog.wpenginepowered.com/wp-content/uploads/featured-images/all/BI-paperwork-data_blue.png)
Advanced data analytics: A new frontier
Advanced data analytics is changing the game for many middle market companies, improving both top- and bottom-line performance. And as...
![Digital transformation for better customer experience](https://technologyblog.wpenginepowered.com/wp-content/uploads/featured-images/all/industry-blog_retail_v2_green.png)
Digital transformation for better customer experience
Enhancing customer experience (CX) is a common goal in digital transformation initiatives because a stronger CX can increase sales and...
![Leading with data-driven decisions](https://technologyblog.wpenginepowered.com/wp-content/uploads/featured-images/all/sage-intacct_nfp-funding_green.png)
Leading with data-driven decisions
How to connect digital transformation to data optimization Just as every middle market company is unique, so is its technology...
![How companies can transform their customer experience strategy](https://technologyblog.wpenginepowered.com/wp-content/uploads/featured-images/all/covid-blog_remote-work-technology_green.png)
How companies can transform their customer experience strategy
Amazon and Netflix pioneered customer experience strategies that significantly influence how consumers and business buyers research, shop and purchase goods...
![The end of LIBOR: Why your firm’s plan needs to include technology](https://technologyblog.wpenginepowered.com/wp-content/uploads/featured-images/all/BI-reporting-analytics_green.png)
The end of LIBOR: Why your firm’s plan needs to include technology
The clock is ticking – let these key software tools help you reduce your contract risk LIBOR, or the London...
![Visibility and data analytics](https://technologyblog.wpenginepowered.com/wp-content/uploads/featured-images/all/BI-reporting-analytics_blue.png)
Visibility and data analytics
How a data-driven culture transformed 3 companies The world is producing an extraordinary amount of data. By 2024, it’s expected...
![Preview: Power Automate visual in Power BI](https://technologyblog.wpenginepowered.com/wp-content/uploads/featured-images/all/netsuite_digital-transformation_blue.png)
Preview: Power Automate visual in Power BI
The Power Automate visual in Power BI is one of the more exciting preview features in the tool. Upon its...
![Salesforce and Tableau, a force to be reckoned with](https://technologyblog.wpenginepowered.com/wp-content/uploads/featured-images/all/BI-reporting-analytics_green.png)
Salesforce and Tableau, a force to be reckoned with
Integrating Tableau with Salesforce can help organizations remain relevant to marketing trends, predict sales outcomes, and prepare for the next...
![Connection Options for getting Dynamics 365 Sales Data into Power BI](https://technologyblog.wpenginepowered.com/wp-content/uploads/featured-images/all/DEAFULT_mgmt-consulting_biz-process-improvement_blue.png)
Connection Options for getting Dynamics 365 Sales Data into Power BI
Microsoft Dynamics 365 Sales is a model-driven app that enables users to build strong relationships with customers, discover insights to...
![Analyze in Excel with Power BI](https://technologyblog.wpenginepowered.com/wp-content/uploads/featured-images/all/BI-paperwork-data_blue.png)
Analyze in Excel with Power BI
The Analyze in Excel feature from Power BI service allows end-users to connect to Power BI datasets through Excel. When...
![DirectQuery for Power BI Datasets and Azure Analysis Services](https://technologyblog.wpenginepowered.com/wp-content/uploads/featured-images/all/it-infrastructure_document-library_blue.png)
DirectQuery for Power BI Datasets and Azure Analysis Services
When the Power BI composite model was first introduced in 2018, it allowed for an expanded range of capabilities when...
![Implementing a Data Model in Tableau as a Single Data Source](https://technologyblog.wpenginepowered.com/wp-content/uploads/featured-images/all/it-infrastructure_site-redirect_grey.png)
Implementing a Data Model in Tableau as a Single Data Source
In the past, Tableau Desktop limited users to establish a data model utilizing only a physical layer where unions and...
![Outputting to Power BI from Alteryx: From Transformation to Visualization](https://technologyblog.wpenginepowered.com/wp-content/uploads/featured-images/all/it-infrastructure_digital-transformation_grey.png)
Outputting to Power BI from Alteryx: From Transformation to Visualization
Do you use Alteryx to transform data? Do you use Power BI to build reports? As data professionals, it is...
![Creating an Interactive Power BI Report with an R-based Predictive Model](https://technologyblog.wpenginepowered.com/wp-content/uploads/featured-images/all/business-information-search_green.png)
Creating an Interactive Power BI Report with an R-based Predictive Model
As technology professionals, we are constantly looking for new ways to connect different technologies and streamline processes. Recently, we became...
![Report-Level Security – D365 Finance and Operations Embedded Reporting](https://technologyblog.wpenginepowered.com/wp-content/uploads/featured-images/all/sage-intacct_nfp-funding_blue.png)
Report-Level Security – D365 Finance and Operations Embedded Reporting
Next to gaining insightful information, report security is oftentimes cited as a critical necessity when it comes to reporting requirements....
![Options for Distributing Power BI Reports Externally](https://technologyblog.wpenginepowered.com/wp-content/uploads/featured-images/all/sage-intacct_budget-planning_blue.png)
Options for Distributing Power BI Reports Externally
Data analytics and insights are crucial for making good business decisions in today’s world. With today’s modern BI tools, organizations...
![What You Need to Know About Azure Cognitive Services](https://technologyblog.wpenginepowered.com/wp-content/uploads/featured-images/all/it-infrastructure_generic_grey.png)
What You Need to Know About Azure Cognitive Services
Microsoft’s Azure Cognitive Services (ACS) main goal is to bring artificial intelligence within reach of every developer, no matter their...
![Data Profiling Using Power Query](https://technologyblog.wpenginepowered.com/wp-content/uploads/featured-images/all/BI-paperwork-data_green.png)
Data Profiling Using Power Query
Profiling your data upon loading it into Power BI is key to building accurate, quality reports. Power Query examines data...
![Advanced Analytics to Develop a Competitive Advantage in any Economic Climate](https://technologyblog.wpenginepowered.com/wp-content/uploads/featured-images/all/covid-blog_remote-work-technology_blue.png)
Advanced Analytics to Develop a Competitive Advantage in any Economic Climate
Advanced Analytics to Drive the next Macro-Economic Leap I recently attended a technology overview session provided by Microsoft’s Technology Center...
![6 Ways Advanced Analytics can benefit the Middle Market](https://technologyblog.wpenginepowered.com/wp-content/uploads/featured-images/all/data-analytics-blog_business-intelligence_green.png)
6 Ways Advanced Analytics can benefit the Middle Market
What is Advanced Analytics? So often the buzzwords “data science”, “machine learning”, and “artificial intelligence (AI)” are thrown around interchangeably...
![An Automated Process for Copying Excel Documents from SharePoint to Azure SQL Server](https://technologyblog.wpenginepowered.com/wp-content/uploads/featured-images/all/crm_forms_green.png)
An Automated Process for Copying Excel Documents from SharePoint to Azure SQL Server
The BI Team at RSM had a need for an automated process to export Microsoft Dynamics 365 – PSA data...
![Changes coming to Azure Synapse](https://technologyblog.wpenginepowered.com/wp-content/uploads/featured-images/all/it-infrastructure_outlook-generic_grey.png)
Changes coming to Azure Synapse
At the 2019 Ignite Conference, Microsoft announced Azure Synapse Analytics was replacing Azure Data Warehouse. As a standard with Azure-based...
![Power BI Datasets: Changing Your Data Source](https://technologyblog.wpenginepowered.com/wp-content/uploads/featured-images/all/netsuite_drop-downs_grey.png)
Power BI Datasets: Changing Your Data Source
Power BI is continually expanding its list of accessible data sources. Power BI Developers may have noticed “Power BI Datasets”...
![Data Governance: Why You Need It & How To Get Started Today](https://technologyblog.wpenginepowered.com/wp-content/uploads/featured-images/all/data-analytics-blog_performance-management_blue.png)
Data Governance: Why You Need It & How To Get Started Today
When searching through the abyss of the internet for “data governance”, it can be overwhelming. The questions come pouring out:...
![Sharing and Security in Power BI Service](https://technologyblog.wpenginepowered.com/wp-content/uploads/featured-images/all/it-infrastructure_cybersecurity_green.png)
Sharing and Security in Power BI Service
When using Power BI, an area that is highly overlooked is the organization of sharing and securing reports once they...
![Converting Excel Users to Alteryx Analytical Nerds](https://technologyblog.wpenginepowered.com/wp-content/uploads/featured-images/all/data-analytics-blog_business-intelligence_grey.png)
Converting Excel Users to Alteryx Analytical Nerds
There are an estimated one billion Microsoft Excel users on the planet, including you and me. This collective army of...