Insights

    Notes from the workshop.

    How we build Power BI visuals, what we learn from the marketplace, and how to get more out of the ones you already use.

    Actual vs target in Power BI: bullet chart or gauge, bands, and the DAX behind them
    8 min read

    Actual vs target in Power BI: bullet chart or gauge, bands, and the DAX behind them

    Why a gauge struggles with more than one KPI, how a bullet chart reads, the YTD, full-year and run-rate measures it needs, and the five places actual vs target quietly goes wrong.

    Power BIBullet chartActual vs targetDAX
    Calendar heatmap in Power BI: the date table, missing days, week start and the colour scale
    7 min read

    Calendar heatmap in Power BI: the date table, missing days, week start and the colour scale

    How to build a day-by-day calendar heatmap in Power BI, why a missing day is not a zero, how weeks break at the year boundary, and which colour scale survives one extreme day.

    Power BICalendar heatmapDAX
    Days since last incident in Power BI: the DAX recipe, and why the card goes stale
    7 min read

    Days since last incident in Power BI: the DAX recipe, and why the card goes stale

    The DATEDIFF and TODAY() pattern for a days-since counter, why it freezes between refreshes and rolls over at UTC midnight in the Service, the DAX that fixes the time zone, and when a ticking visual is the better fix.

    Power BIDAXCountdownSafety KPIs
    Head-to-head comparisons in Power BI: the data shape, the DAX and a board you can read across the room
    7 min read

    Head-to-head comparisons in Power BI: the data shape, the DAX and a board you can read across the room

    Team vs team, region vs region, this year vs last: which table shape to start from, the lead and tie measures, why blanks and ratios break the result, and how to make the answer readable on a wall screen.

    Power BIDAXHead-to-headWall screen
    KPI status thresholds in Power BI: good, warning, bad, and which way is up
    8 min read

    KPI status thresholds in Power BI: good, warning, bad, and which way is up

    How to define on target, within tolerance and below target in DAX, handle lower-is-better and zero targets, keep forecast apart from actual, and avoid the traffic-light pitfalls that make a scorecard lie.

    Power BIKPIDAX
    Set overlap in Power BI: the data shape, why Venn breaks after three sets, and how to read an UpSet plot
    8 min read

    Set overlap in Power BI: the data shape, why Venn breaks after three sets, and how to read an UpSet plot

    Multi-select survey answers and product holdings in Power BI: the table shape that keeps the base honest, the DAX for overlaps, why circles stop working at four sets, and how to read the UpSet plot that replaces them.

    Power BIVenn diagramUpSet plotSurvey dataDAX
    Before and after in Power BI: slope chart or dumbbell, and how to shape the data
    7 min read

    Before and after in Power BI: slope chart or dumbbell, and how to shape the data

    When a slope chart beats a dumbbell, the two data shapes that feed them, the DAX for start, end, % change and rank move, and how to read rank changes without fooling yourself.

    Power BISlope chartDumbbell chartDAX
    Tornado chart in Power BI: the sensitivity analysis recipe, and how to read it
    7 min read

    Tornado chart in Power BI: the sensitivity analysis recipe, and how to read it

    The low / base / high data shape, the DAX that turns it into a tornado on a native bar chart, sorting by swing, and why a butterfly chart is not a sensitivity analysis.

    Power BITornado chartSensitivity analysisDAX
    Your NPS went up by 3. Is that real?
    7 min read

    Your NPS went up by 3. Is that real?

    The margin of error on a Net Promoter Score, why its variance is not what a proportion calculator says, how to test a wave-over-wave change, and what to do with the answer in Power BI.

    Power BINPSSurvey statistics
    The Pareto chart DAX recipe for Power BI, and the three ways it breaks
    8 min read

    The Pareto chart DAX recipe for Power BI, and the three ways it breaks

    The RANKX cumulative-percentage pattern, why it fails on ties, slicers and sort order, and what a correct Pareto needs beyond the line.

    Power BIPareto chartDAX
    D7, D30 and rolling retention: three definitions that give three numbers
    7 min read

    D7, D30 and rolling retention: three definitions that give three numbers

    Classic, rolling and sequential retention computed on the same ten users, the denominator each pairs with, and why a chart must name its definition.

    Power BIRetentionCohort analysisProduct analytics
    Critical path in Power BI without Microsoft Project
    6 min read

    Critical path in Power BI without Microsoft Project

    What the critical path is, why DAX cannot compute it, why Power Query and Python versions go stale, and what changes when the visual computes it.

    Power BICritical pathProject managementGantt chart
    Gantt chart in Power BI: native workarounds versus custom visuals
    8 min read

    Gantt chart in Power BI: native workarounds versus custom visuals

    The stacked-bar trick, the matrix heat-grid and the free Gantt visuals, what each can and cannot do, and what a project-management Gantt needs.

    Power BIGantt chartProject managementDAX
    Why your Power BI radar chart changes shape every time you click
    7 min read

    Why your Power BI radar chart changes shape every time you click

    Autoscaling under slicers, pinned axis bounds, stable axis order, normalization for mixed units, and when a radar is the wrong chart.

    Power BIRadar chartData visualization
    Cohort retention in Power BI: the DAX recipe, and where it breaks
    9 min read

    Cohort retention in Power BI: the DAX recipe, and where it breaks

    The five-part DAX recipe for a retention triangle written out in full, and the three places it quietly produces wrong numbers.

    Power BIDAXCohort analysisRetention
    From question to chart: Conversational analytics in Power BI
    4 min read

    From question to chart: Conversational analytics in Power BI

    Ask in plain English and get a chart in seconds - inside Power BI.

    Power BIAIConversational