Get Planner data – flow structure
I got a request to upload screenshots from the “get basic-tier Planner data using Power Automate” video on YouTube, so here they are – one modern one classic, same flow:
How to create a custom connector for Claude.ai in Microsoft 365
Want to use Claude in your apps and flows in Power Platform? Fortunately, Microsoft allows you to create your own custom connectors, and it’s fairly quick to do. This same process will work for other LLMs (e.g. Azure OpenAI), too, with just a few tweaks. When you create custom connector, put some thought into how… Continue reading: How to create a custom connector for Claude.ai in Microsoft 365
Sort and format your date table with TMDL and AI!
Every time I use a date table in a new Power BI model (so… every time), I have to specify sort order for text columns – e.g. to sort January and February text fields by their month start instead of alphabetically. This is something AI can do for us in bulk with TMDL! All we… Continue reading: Sort and format your date table with TMDL and AI!
Using AI and TMDL to Create Power BI Measures
Can AI write DAX measures? YES! The missing link for this for the longest time has been the the lack of visibility for information about the model. But, with the advent of TMDL, we can now give AI enough context about the model to let it successfully create DAX measures in Power BI. The “trick”… Continue reading: Using AI and TMDL to Create Power BI Measures
Using AI to Add Measure Descriptions & //Comments to DAX
With the advent of TMDL, we’re able to use AI to update our DAX measures to add descriptions and inline comments to our code (this links to the video walkthrough)! Here are the prompts we used to do this as well as test results with different LLM models. Prompt 1 – Add Descriptions to Measures… Continue reading: Using AI to Add Measure Descriptions & //Comments to DAX
Creating a clickable link to a Planner task in Power BI
If you’ve been following the series on how to get Planner data in Power BI, you might also want to create clickable hyperlinks to tasks in your table visuals. Assuming your data structure is the same as that in the linked video, all you need to do is add a custom column in Power Query,… Continue reading: Creating a clickable link to a Planner task in Power BI
Project Management Dashboard
This post is an accompaniment to the video tutorial series on creating a project management dashboard on YouTube. In this video, we create measures to measure in-progress, overdue, recently completed, and starting soon tasks, then use those measures to conditionally highlight tasks in a table. We also have a cumulative sum of estimated vs actual… Continue reading: Project Management Dashboard
Power Platform News – February 2025
Power BI There’s a first-ever Power BI Data Visualization Championship happening Feb 14 – Mar 31! The winners get free conference and hotel stay at the Fabric Community Conference in Las Vegas. Most of the news this month is for premium/Fabric: Power Apps Planner SharePoint & Lists Copilot What I’ve been up to New videos! Coming soon:… Continue reading: Power Platform News – February 2025
Power Apps Plan Designer: A Review
Plan Designer is currently in public preview in Power Platform. It promises to create an almost-full solution for almost-any business problem! The use case I’m trying it out on is to create a dispute management system, we’ll see how it does. What I may do here over time is come back and re-prompt every few… Continue reading: Power Apps Plan Designer: A Review
Membership Package Info & Instructions
These are instructions for how to import or use the files provided with the YouTube channel membership. I will continue adding files to the package as time goes by, so check back when you see a new video that you want the files for! If you’re coming here from somewhere other than YouTube, this is… Continue reading: Membership Package Info & Instructions