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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...
Tableau Q2 2023 Update
Tableau’s 2023 Q2 release is here! This exciting new release integrates fresh functionalities that enhance time and cost efficiency while...
Tableau Q1 2023 Update
Tableau has recently announced its Q1 release, which includes a range of exciting new features across its suite of products...
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
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
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
RSM is excited to be a sponsor at NRF’s Big Show January 14-17, 2023. Visit our NRF event page As...
Tableau Q4 2022 Update
The Tableau Q4 release was recently announced, and it has an exciting new list of features for Tableau’s suite of...
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...
Tableau Q3 2022 Update
The Tableau Q3 “Coming Soon” update was recently announced, and it has an exciting new list of features for Tableau’s...
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
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
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
Part 3: A Microsoft Packed Toolbox for Fundraising Organizations – Power BI Previous blogs in this series Part 1: Dynamics...
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
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!
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
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
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
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
“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
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
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
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
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
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
The clock is ticking – let these key software tools help you reduce your contract risk LIBOR, or the London...
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
The BI Team at RSM had a need for an automated process to export Microsoft Dynamics 365 – PSA data...
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
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
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
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
There are an estimated one billion Microsoft Excel users on the planet, including you and me. This collective army of...