Power BI guide: managing the current views & a simple pivot pattern

This note explains how to turn the current views (wide–from–tall) into a report‑friendly table using Power Query (recommended) or DAX. It covers two common layouts: It also shows how to extract a human‑readable Description from the JSON in VALUE_METADATA. Source schema (tall, meta-driven) Expected columns: Assumption: Each (OBJECT_SEQ, [META_TYPE], ATTRIBUTE) appears at most once for … Read more

Standards Statement: Non-Proliferation of Information

To ensure efficiency, compliance, and trust in the Data Warehouse, we commit to the principle of non-proliferation of information. This means that data will be held and processed in a way that avoids unnecessary duplication, ensures clear lineage, and retains only what is required for business and regulatory purposes. Standards This approach ensures the Data … Read more

Look in the box first

Should We Reuse Standard Dynamics 365 / Dataverse Tables for Our In‑House Apps? 1) Why We’re Talking About This We’re starting an important conversation: when we build apps internally, should we lean on the standard tables already in Dynamics 365 / Dataverse (like Account, Contact, Opportunity, Project), or should we keep spinning up new SharePoint … Read more

Playbook: DataMart & Reporting Development Process

This process explains how Data Engineering (DE) and Analytics Reporting (A) work together to turn a business need into a trusted, production-ready report. It’s designed for non-technical managers: no jargon, just what happens, who’s responsible, and what the outcomes are. Phase 0: Definition – Ground Zero PurposeLay the foundation before vision-shaping begins. Ensure clarity on … Read more

Personal Playbook: Shiny Keys Mindset 

I thrive where challenge, novelty, and passion meet. I learn visually and by doing things myself. Engagement is key for me – if my brain isn’t bought in, it can’t focus on the task. Guide me with clarity of purpose, insight, novelty and challenge and I’ll deliver energy, creativity, and continuous improvement.  🧩 How I Work Best  … Read more

Personal Playbook: Shiny Keys Mindset

I thrive where curiosity, novelty, and real-world value meet.Prettifying isn’t just polishing — it’s how I learn systems and make them modular.Guide me with clarity of purpose, and I’ll deliver energy, creativity, and continuous improvement. 🧩 How I Work Best 💪 Strengths I Bring ⚠️ Things I Need to Guard Against 🛠️ My Self-Management Strategies … Read more

12 Monthly Themes for Digital Transformation

October – Foundations of DigitalHow do we define digital transformation across our teams, and what does “digital first” mean in practice? November – Collaboration & ConnectionExploring tools, practices, and mindsets that make hybrid and cross-team collaboration work. December – Data as a Shared AssetWhat does “data is for everyone” look like, and how do we … Read more

Common Data Model (CDM): Structure & Query Guide

How to query a CDM view (Power Query / M) Use the datamart domain value as @dataMart and the view name as @viewName. Naming conventions Sales Pipeline Covers all stages of customer acquisition and order-to-cash pipeline. Marketing (marketing) Activities and campaigns to generate awareness and leads. Collection Definition Views Base views Campaigns, channels, lead gen … Read more

🌟 Transparency Meets Simplicity – Updates to the Data Dictionary in myBMT

Hey everyone 👋 We’ve been working hard behind the scenes on something that we think will really help you. 🔍 What’s New? We’ve significantly expanded the Attribute Lineage and Data Dictionary tooling in myBMT. This means: It’s a fully transparent journey from requirement ➡ mapping ➡ code — all in one place. 😅 One Small … Read more