• Dissolving Partnerships

    September 17, 2023 / No Comments »

    I've been an independent consultant for almost 20 years and through most of this time, my company (Prologika) has been a Microsoft consultancy partner with Gold Data Analytics and Gold Data Platform competencies. Speaking of which, I'd like to thank all the wonderful people who have helped Prologika attain and maintain these competencies over the years by taking rigorous certification exams. I couldn't have done it without you! My simple definition of a consultant is an external expert whose services improve the client's situation. Therefore, the most important criterion for measuring the consultant's effectiveness is how much "lift" the client gets. Effectiveness is rarely tangible because it's difficult to measure. However, in the past, the second component (besides certifications) for maintaining the Microsoft partnership was providing customer references to Microsoft. I don't think Microsoft ever called the customers but if they did, a simple question would have been "On the...

  • Excel Connected Tables: Another Opportunity Missed

    September 11, 2023 / No Comments »

    For years users have been asking for Excel tables (not pivots) connected to SSAS so they can simply browse the data in a tabular format not subjected to the shortcomings of pivots. And for years Excel has been supporting just pivots that natively understand only SSAS OLAP cubes. Is Power BI changing things? Somewhat. Enter refined Excel connected tables. They look great on the surface. You go through a wizard that lets you select and filter your data and you get an Excel table connected to a Power BI dataset. Awesome, right? Unfortunately, what's missing is the Field List. To make the feature useful, the user should be able to access the Field List and remove, add, filter, as they can do with pivots. However, once the table is generated, to change it you either must go through the wizard again or change the DAX query (right-click the table, click...

  • SaaS Winners – InTempo Software

    September 6, 2023 / No Comments »

    I ranted many times about SaaS vendors preventing direct access to data in its native storage, which is typically a relational database. It's sort of like going to a bank, handing them over your money, and they telling you that you can only get your money back in cash, in Bitcoin, in ₿100 bills but no more than ₿1,000 per withdrawal, or whatever madness suits the bank best. I wonder how long this bank will be in business. Yet, many companies just hand over the keys of the data kingdom to a SaaS vendor and they wonder how to get their "precious" back so they can build EDW and enable modern analytics. Since when direct access became an anathema perpetuated by mega software vendors, including Microsoft? I'll repeat again that there are no engineering reasons to prevent direct access to your data, even if you must pay more to "isolate"...

  • Atlanta Microsoft BI Group Meeting on September 11th (Introducing Lakehouse in Microsoft Fabric)

    September 5, 2023 / No Comments »

    Atlanta BI fans, please join us for the next meeting on Monday, September 11th, at 6:30 PM ET.  Shabnam Waston (BI Consultant and Microsoft MVP) will introduce us to the Lakehouse engine in Microsoft Fabric. Shabnam will also sponsor the meeting. Your humble correspondent will help you catch up on Microsoft BI latest. For more details and sign up, visit our group page. PLEASE NOTE A CHANGE TO OUR MEETING POLICY. WE HAVE DISCONTINUED ONLINE MEETINGS VIA TEAMS. THIS GROUP MEETS ONLY IN PERSON. WE WON’T RECORD MEETINGS ANYMORE. THEREFORE, AS DURING THE PRE-PANDEMIC TIMES, PLEASE RSVP AND ATTEND IN PERSON IF YOU ARE INTERESTED IN THIS MEETING. Presentation: Introducing Lakehouse in Microsoft Fabric Delivery: Onsite Date: September 11th Time: 18:30 – 20:30 ET Level: Beginner to Intermediate Food: Sponsor wanted   Agenda: 18:15-18:30 Registration and networking 18:30-19:00 Organizer and sponsor time (events, Power BI latest, sponsor marketing) 19:00-20:15 Main...

  • Yet Another Currency Conversion Pattern

    September 1, 2023 / No Comments »

    Currency conversion is a common requirement, such as when implementing analytics on top of ERP sales data recorded in multiple currencies. The most flexible approach is to allow the user to select a currency and perform the conversion at runtime, ideally by centralizing the conversion code in Power BI calculation groups. However, this approach has several shortcomings: Based on my experience, the most common requirement is to convert to a single corporate currency, such as USD, but provide the foreign subsidiaries an option to see the data in their local currency, such as for testing that the DW data is accurate. Therefore, the user should be presented with a slicer (or filter) with only two options: USD and Local. In the case of USD, all monetary measures will be converted to USD. In the case of Local, no conversion is needed. Centralizing the code in a calculation group won't work...

  • Improving Data Quality

    August 22, 2023 / No Comments »

    Poor data quality is one of the most challenging hurdles for successful data analytics. The story typically goes like this. The client has a flexible line of business system that people tend to use and abuse, such as entering garbage in free-form text fields that shouldn't be free-form to start with. There is no data stewardship or data entry oversight. I'm not blaming anyone because people go about their business trying to get something done as fast as possible and BI is not on their minds. The issue is further complicated by acquisitions that usually bring more systems and more garbage. You and I've been there…the bigger and more complex the organization, the bigger the mess. How do we solve this challenge? Should we buy a super-duper master data management (MDM) system to solve the data quality mess? Or should we kick the can down the road and tackle data...

  • Top 5 Lessons Learned from IBM Db2 Integration Projects

    August 12, 2023 / No Comments »

    I've done a few BI integration projects extracting data from ERPs running on IBM Db2. Most of the implementations would use a hybrid architecture where the ERP would be running on an on-prem mainframe while the data was loaded in Microsoft Azure. Here are a few tips if you're facing this challenge: IBM provides JDBC, ODBC, and OLE DB drivers. The JDBC driver is not applicable to the Microsoft toolset because none of the Microsoft BI tools run on Java runtime. Microsoft provides an OLE DB Provider for Db2. If you use Azure Data Factory or Power BI Desktop, you can use the bundled Microsoft OLE DB driver for Db2. Here are the Azure Data Factory settings for setting up a linked service using the Db2 driver: Server name – specify the server name of IP address of the IBM Db2 server. For DB2 LUW the default port is 50000,...

  • Fixing ADF DataFactoryPropertyUpdateNotSupported Deployment Error

    August 2, 2023 / No Comments »

    This took a while to figure out…so someone might find it useful. Scenario: You have set up two Azure Data Factory instances for DEV and PROD environment. The DEV environment uses a self-hosted integration runtime to read data from on-prem data sources. The day has come to deploy your masterpiece to PROD. You share the DEV self-hosted runtime with the production ADF instance. You export the ADF ARM template and attempt to run it against the pristine PROD environment. You're greeted with DataFactoryPropertyUpdateNotSupported error. The "property" here is linked self-hosted runtime. Solution: The following solution worked for me. In your ARM template, scroll all the way to the bottom and add the following to the typeProperties element of the self-hosted runtime: IMPORTANT: Make sure that in your production ADF, you have created a shared self-hosted runtime that points to the one in your DEV environment before you proceed with the...

  • Atlanta Microsoft BI Group Meeting on August 7th (Introducing Microsoft Fabric)

    August 1, 2023 / No Comments »

    Atlanta BI fans, please join us for the next meeting on Monday, August 7th, at 6:30 PM ET.  James Serra (Data & AI Solution Architect at Microsoft) will join us remotely to introduce us to Microsoft Fabric. For more details and sign up, visit our group page. PLEASE NOTE A CHANGE TO OUR MEETING POLICY. WE HAVE DISCONTINUED ONLINE MEETINGS VIA TEAMS. THIS GROUP MEETS ONLY IN PERSON. WE WON’T RECORD MEETINGS ANYMORE. THEREFORE, AS DURING THE PRE-PANDEMIC TIMES, PLEASE RSVP AND ATTEND IN PERSON IF YOU ARE INTERESTED IN THIS MEETING.  Presentation: Introducing Microsoft Fabric Delivery: Speaker will join us remotely via Teams Date: August 7th Time: 18:30 – 20:30 ET Level: Beginner Food: Sponsor wanted   Agenda: 18:15-18:30 Registration and networking 18:30-19:00 Organizer and sponsor time (events, Power BI latest, sponsor marketing) 19:00-20:15 Main presentation 20:15-20:30 Q&A ONSITE Improving Office 11675 Rainwater Dr Suite #100 Alpharetta, GA 30009...

  • A First Look at Microsoft Fabric: Recap

    July 30, 2023 / No Comments »

    Did I disappoint you? Or leave a bad taste in your mouth? You act like you never had love And you want me to go without U2 In previous posts, I shared my initial impression of the recently announced Microsoft Fabric and its main engines. Now that we have the Fabric licensing and pricing, I'm ready to wrap up my review with a few parting notes. Here is how I plan to position Fabric to my clients: Enterprise clients These clients have complex data integration needs. More than likely, they are already on a Power BI Premium contract and highly-discounted pricing model that is reviewed and renewed annually with Microsoft. Given that Fabric can be enabled on premium capacities, you should definitely consider it selectively when it makes sense. For now, I believe a good case can be made for data lake and lakehouse if that's your thing. Now you...

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