Notes on Power BI, Fabric and AI.

Power BI

DAX – The Greatest Formula in the World, Part Three

Our time machine that we developed in part one and part two still needs some explanation, so let’s dive in.

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Business Intelligence

The Ultimate Date Table

I get a lot of questions from people who are struggling with the time intelligence functions in DAX.

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Power BI

Profit & Loss (Part 2)–Compare and Analyse

In my recent post, Profit & Loss-The Art of the Cascading Subtotals, I went through a basic P&L layout with some relatively complex DAX measures to display and hide row headings as appropriate together with calculating accurate values.

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Power BI

Profit & Loss–The Art of the Cascading Subtotal

I occasionally look through the logs of what people were Googling (or Binging etc.) when they found their way to the blog.

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Power BI

DAX – The Magic of IF(VALUES())

“I’m Dan Marino, and IF() anyone knows the VALUE() of protection, it’s me.” Boom! An Ace Ventura quote finally graces the blog. Yes folks, that fine work of American cinema […]

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Power BI

Slicers and pivot update performance

-Posted by Rob Collie OK, I was sitting at the 2nd-day keynote down in New Orleans last month, watching Amir Netz do a demo on some PowerPivot goodies we can […]

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Data Strategy

Power BI and Power Pivot DAX: CALCULATE is a supercharged SUMIF

“No [doubt] she’ll freak. I’m just contemplating the =IF()’s…” -Marcellus Wallace, obvious master of the spreadsheet arts CALCULATE is a supercharged SUMIF I can’t believe I didn’t say this last […]

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AI Data Management

AI In Financial Services: 5 Strategies For 2026

Most financial institutions have experimented with AI by now, but far fewer have turned those experiments into lasting results. The gap is rarely the technology. It is unprepared data, unclear governance, and use cases chosen for novelty instead of value. This article outlines five strategies for AI in financial services that help banks, lenders, and financial firms move from scattered pilots to measurable impact.

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AI Data Management

AI Strategy And Consulting For Financial Services

Financial institutions are under pressure to adopt AI, yet many pilots stall before they deliver value. Fragmented data, regulatory scrutiny, and unclear ownership turn promising ideas into expensive experiments. Success depends less on the model and more on the foundation beneath it. P3 Adaptive helps banks, lenders, and financial firms build an AI strategy grounded in clean data, sound governance, and measurable business outcomes.

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Data Strategy

What Is the ROI on AI Data Strategy Implementation for Marketing & Advertising Agencies?

Agency leaders are under pressure to invest in AI, but few can say what the return will look like or when it will arrive. Without a clear data strategy, AI tools often add cost without moving margins. This article breaks down where the ROI of AI data strategy comes from for marketing and advertising agencies, how to measure it, and what realistic timelines look like.

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Business Intelligence

AI Strategy Consulting and Business Intelligence for Marketing & Advertising Agencies

Marketing and advertising agencies sit on more data than most businesses, yet much of it is scattered across ad platforms, project tools, timesheets, and client spreadsheets. AI promises to change that, but only when the data underneath is ready. This page explains how AI strategy consulting and business intelligence work together to sharpen client reporting, protect margins, and turn agency data into a competitive advantage.

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Data Strategy

How To Use AI Data Strategy To Improve ROI In Healthcare While Protecting Sensitive Data

Healthcare AI initiatives rarely fail because the technology does not work. They fail because the data cannot be moved, joined, or governed without triggering a privacy review that stops the project. This guide explains how to structure an AI data strategy that produces return in healthcare, which controls satisfy compliance without stalling the work, and how to sequence the two so neither blocks the other.

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