How To Embed Power BI In SharePoint With Copilot Turned On
Embed Power BI in SharePoint with Copilot turned on, so anyone in the business can ask your dashboard questions. Setup, costs and the checkbox to watch.
Power BI
Power BI isn’t just for IT teams and data geeks, it’s a game-changer for finance pros who are tired of static reports and spreadsheet sprawl. In this category, I show you how to use Power BI to build dashboards that actually do something, reporting that updates itself, visuals that tell the story, and insights that drive decisions (instead of just collecting dust).
You’ll find practical guides on building finance dashboards, connecting your data sources, using DAX without crying, and creating visuals that even your CFO can understand. Whether you’re automating variance analysis, forecasting trends, or finally ditching manual PowerPoint reports, these articles are your shortcut to smarter reporting.
And this isn’t theory, we’re talking real-world finance use cases: monthly close dashboards, self-updating P&Ls, cash flow trackers, and more. I’ll help you go from “I think this number is right” to “Here’s the live dashboard that proves it.” If you’re ready to make your reporting faster, cleaner, and actually insightful, Power BI is your new best friend, and this category is your cheat code.
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How To Build A Fabric Data Agent On Your Power BI Model
Build a Fabric data agent on a Power BI semantic model in under ten minutes, teach it your business rules in the box that feeds the query, and turn on multi-step DAX generation.
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How To Set Up Power BI Copilot And What It Really Costs
Power BI Copilot needs a paid Fabric capacity, not Pro. Here’s the full setup, what an F2 really costs, and what the tool does once it’s running.
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Excel and Power BI Techniques for Finance in the AI Era
There is a line in every finance team where Excel stops being the right tool and Power BI starts. Most teams find it by accident, usually on the third day of a close, when a workbook someone built two years ago finally refuses to open. AI moved that line. Not by much, and not where people expect. So this is what each one is now genuinely better at, where the handoff sits, and the four techniques worth learning in each. If you want the automation side on its own, Excel automation covers that, and variance analysis in Power BI covers the reporting side. This page is about choosing between them. Where the line really sits Excel holds 1,048,576 rows per sheet, which Microsoft publishes as…
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5 Power BI Claude AI Workflows To Save Hours
Five Power BI tasks Claude handled on a real board dashboard: custom variance cards, a broken DAX fix, row-level security, live commentary, and the board summary.
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Custom Power BI Visuals With Claude
Learn how to build custom Power BI visuals using Claude and the free HTML Viewer, no coding or developer needed. Includes exact prompts for finance variance reporting.
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I Automated My Power BI Commentary With Claude
I use a Claude Code script to pull data from Power BI, generate variance commentary, and write it back to my dashboard every month. Here’s the full setup.
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I Built An Entire Power BI Dashboard With Claude Code
Step-by-step walkthrough of using Claude Code to build a fully formatted Power BI dashboard.
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AI in Power Pivot, Building a Model You Can Trust
Over the last year, I’ve been using AI in Power Pivot to build, clean, debug, and document models, and it’s completely changed how I work.
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3 Easy Ways To Use Python In Power BI
This guide is my step-by-step walkthrough of everything I wish I had access to when I first started mixing Python in Power BI.
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