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Contoso’s finance team set a simple rule for 2025 and 2026: any month under $150K in revenue gets reviewed. Their trend report had a nice line chart, but someone still had to read the axis and squint at every dip to find the bad months. They wanted the line itself to turn red below target. … Read more >>>
Alex Wilber builds the regional dashboard for Contoso’s sales team. His report has a pie of revenue by region and a table of revenue by category. When a manager clicked Furniture in the table, the pie didn’t shrink to Furniture; it just shaded part of every slice, and people kept asking which number was which. … Read more >>>
Megan Bowen, the sales manager at Contoso, asked me for a simple pie chart: each region’s share of revenue for 2025 and 2026. The dollar amounts were easy. What she really wanted to see was the percentage, so she could say "Central brings in about 30%" without doing math in a meeting. In this tutorial, … Read more >>>
Every Monday, Contoso’s sales director opens the same report and asks one question: is revenue going up or down? A table of 24 monthly numbers doesn’t answer that quickly. A line does. One look at the slope, the peaks in the fall, and the dip every January tells the story. In this guide, I’ll show … Read more >>>
A sales manager at Contoso asked me for one chart that starts with revenue by region and lets her click down to each state and city. Building three separate charts would have cluttered the page. The answer was to create a hierarchy in Power BI, so one visual can move from Region to State to … Read more >>>
Contoso’s PMO tracked two 2026 projects, a website redesign and a CRM rollout, in a spreadsheet that nobody outside the team opened. They already used Power BI for sales, so I built a Gantt chart in Power BI next to those reports. Now leadership sees every task, owner and percent complete on one timeline. Power … Read more >>>
Last month, a Contoso finance lead wanted revenue and profit on the same trend chart, and then a second view that compared 2026 with 2025 month by month. Both are a Power BI line chart with multiple lines, but they’re built in different ways, and mixing them up gives you a grayed-out Legend well. In … Read more >>>
Contoso’s sales director wanted the monthly revenue trend to turn orange whenever a month fell below the $250K target, so nobody had to read the axis to spot a weak month. For years, area chart conditional formatting in Power BI simply didn’t exist, and people used a column chart trick to fake it. That changed … Read more >>>
A sales manager at one of my clients once asked why the margin in her Power BI report said 4,736%. The model used a calculated column for the margin and the table visual simply added up every row’s percentage. Switching it to a measure fixed the number in two minutes. That mix-up is the heart … Read more >>>
A Contoso sales director asked me for one Power BI report that the whole sales team could open, but with one catch: the EmployeePay table with salaries and bonuses had to stay invisible to the reps. Row-level security couldn’t do it, because the reps would still see the table and its columns. What she needed … Read more >>>
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