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A Microsoft Packed Toolbox for Fundraising Organizations
A Microsoft Packed Toolbox for Fundraising Organizations

- June 21, 2022

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)
Microsoft Innovation Summit (June 14th)

- May 4, 2022

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
NFP Industry Event Highlights and Takeaways

- May 4, 2022

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!
Tableau Conference 2022 – RSMs Data Experts are Coming to Vegas!

- April 7, 2022

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
Upgrading to Classic Workspaces in Power BI

- April 1, 2022

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
Learn how to Embed with Power BI Embedded

- April 1, 2022

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
Harvest scheduling: Unique challenges for the produce industry

- February 25, 2022

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
Data and Digital Opportunities for Nonprofits

- January 25, 2022

 “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
Data Governance for NFP: Why You Need It & How To Get Started Today

- January 25, 2022

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: A new frontier

- December 9, 2021

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
Digital transformation for better customer experience

- December 1, 2021

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
Leading with data-driven decisions

- November 23, 2021

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
How companies can transform their customer experience strategy

- November 16, 2021

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 end of LIBOR: Why your firm’s plan needs to include technology

- November 8, 2021

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
Visibility and data analytics

- November 2, 2021

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
Preview: Power Automate visual in Power BI

- September 13, 2021

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
Salesforce and Tableau, a force to be reckoned with

- July 27, 2021

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
Connection Options for getting Dynamics 365 Sales Data into Power BI

- May 7, 2021

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
Analyze in Excel with Power BI

- April 12, 2021

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
DirectQuery for Power BI Datasets and Azure Analysis Services

- February 23, 2021

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
Implementing a Data Model in Tableau as a Single Data Source

- January 8, 2021

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
Outputting to Power BI from Alteryx: From Transformation to Visualization

- October 26, 2020

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
Creating an Interactive Power BI Report with an R-based Predictive Model

- October 13, 2020

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
Report-Level Security – D365 Finance and Operations Embedded Reporting

- August 21, 2020

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
Options for Distributing Power BI Reports Externally

- July 27, 2020

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
What You Need to Know About Azure Cognitive Services

- July 21, 2020

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
Data Profiling Using Power Query

- July 13, 2020

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 Develop a Competitive Advantage in any Economic Climate

- May 28, 2020

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
6 Ways Advanced Analytics can benefit the Middle Market

- May 18, 2020

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
An Automated Process for Copying Excel Documents from SharePoint to Azure SQL Server

- May 4, 2020

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
Changes coming to Azure Synapse

- May 2, 2020

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 Datasets: Changing Your Data Source

- April 30, 2020

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
Data Governance: Why You Need It & How To Get Started Today

- April 27, 2020

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
Sharing and Security in Power BI Service

- April 25, 2020

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
Converting Excel Users to Alteryx Analytical Nerds

- April 23, 2020

There are an estimated one billion Microsoft Excel users on the planet, including you and me. This collective army of...

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