Data Analytics
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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,...
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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...
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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...
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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...
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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:...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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....
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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”...
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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:...
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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...
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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...