Christine Payton, Author at bi-ome

Where are “Visualize this List” models and reports stored in Power BI?

2024-12-202024-12-20 by Christine Payton

If you’ve tried out the “visualize this list” functionality in Microsoft / SharePoint lists, you may have noticed that they’re not stored in the typical Power BI workspaces. You’re not prompted to choose a workspace to put the report in, and are instead dropped to a URL in Power BI that starts with “https://app.powerbi.com/sharepointlist/groups/”. If… Continue reading: Where are “Visualize this List” models and reports stored in Power BI?

Notion vs Microsoft Loop & Microsoft Lists: A Comparison of Features

2024-12-092024-12-09 by Christine Payton

I used Notion, and I liked it. There… I said it. Here’s why. If you’re not familiar with Notion, but you ARE familiar with Microsoft products, Notion vaguely resembles a combination of Microsoft Loop and SharePoint Lists. This is a strangely emotional topic for me, because my career is based primarily around Microsoft 365, but… Continue reading: Notion vs Microsoft Loop & Microsoft Lists: A Comparison of Features

Group Types in Microsoft 365

2024-11-29 by Christine Payton

Microsoft 365 has two different types of groups that can be used to control access to resources: Security groups (formerly called Azure Active Directory, also now called Entra ID) and Microsoft 365 groups. Structurally, these behave very differently – for example, a Microsoft 365 group comes with a shared mailbox and SharePoint site, and does… Continue reading: Group Types in Microsoft 365

Date Tables in Power BI

2024-11-262024-11-20 by Christine Payton

Date tables are one of my favorite things in Power BI, right up there with field parameters. Particularly the ability to make all of my date filtering relative is one of the things I really love about them – it can really reduce the maintenance for reports to have measures and filters “stick” to current… Continue reading: Date Tables in Power BI

Can you use incremental refresh on SharePoint file sources in Power BI?

2024-11-11 by Christine Payton

YES you can use incremental refresh on SharePoint files in Power BI! The trick is, the date column you use needs to be something OUTSIDE the file, such as the “created date” column in the SharePoint library. What that means, is, this is only really useful for SharePoint folder sources, where Power BI is grabbing… Continue reading: Can you use incremental refresh on SharePoint file sources in Power BI?

How to Make Your Matrix Behave

2024-11-052024-11-01 by Christine Payton

The matrix visual in Power BI is a bit fiddly to work with, particularly when you’re working with text-based data. It likes to auto-summarize any text fields you add, and typically you want a little more control over the header groupings than it wants to give. Here’s an example of what the task data looks… Continue reading: How to Make Your Matrix Behave

Sending HTML Table Emails from Power BI with Power Automate – Handling Blanks

2024-10-30 by Christine Payton

In the video tutorials for how to send a basic HTML table from Power BI with Power Automate and similar for styled tables, a question came up about what to do if the query to the Power BI dataset returned blank for a given user – if it has no rows to show, it will… Continue reading: Sending HTML Table Emails from Power BI with Power Automate – Handling Blanks

How to convert Evernote .enex backups to markdown

2024-10-17 by Christine Payton

I used to live in Evernote. Then it started wanting money to sync multiple devices. Now it considers the web UI a “device” in that multiple devices category, so I can’t use it on any local device at all and still access in the web, so that’s cool. I’m trying to unpack gigabytes of ENEX… Continue reading: How to convert Evernote .enex backups to markdown

Can you update a task in Premium Planner for the Web with Power Automate?

2024-10-282024-10-17 by Christine Payton

There’s not a connector for premium like there is for basic Planner! This topic comes up a lot, and I had a hunch that it wasn’t as simple as you’d expect, but it turns out you really can’t use the Dataverse connector to update premium Planner tasks: I tested this out using a basic “update… Continue reading: Can you update a task in Premium Planner for the Web with Power Automate?