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 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

Minor Incident Report: Headcount Submission and Reporting Misalignment

🧾 Incident Summary: Discrepancies were identified between the Headcount report and the Management Accounts (MA) reporting figures. The headcount submission process also suffered from data entry issues, retrospective updates, and manual effort required to maintain alignment across periods. 🔍 Root Cause Analysis 1. Inconsistent Timing of Submissions 2. Differences in Ownership and Definition 3. Submission … Read more