Everything, in order

58 items in all · tick to narrow

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2026

NOTE · OPINION
✨ Testing DAX Measures with AI If you change a measure and want to make sure it still works in every report, …

✨ Testing DAX Measures with AI If you change a measure and want to make sure it still works in every report, this might save you some time: let the AI create the tests nobody wants to write!

Watch the full video here: https://www.youtube.com/watch?v=qYQpl5Hjdk0

ESSAY · OPINION

The orchestra conductor

Is the world going to require more conductors than players? A reflection about AI-driven processes that goes beyond data analytics.

NOTE · OPINION
If you use 𝗠𝗶𝗰𝗿𝗼𝘀𝗼𝗳𝘁 𝗪𝗵𝗶𝘁𝗲𝗯𝗼𝗮𝗿𝗱 with a personal account, remember to 𝗲𝘅𝗽𝗼𝗿𝘁 𝘆𝗼𝘂𝗿 𝗯𝗼𝗮𝗿𝗱𝘀 𝗯𝗲𝗳𝗼𝗿𝗲 𝗢𝗰𝘁𝗼𝗯𝗲𝗿 𝟭𝟲, …

If you use 𝗠𝗶𝗰𝗿𝗼𝘀𝗼𝗳𝘁 𝗪𝗵𝗶𝘁𝗲𝗯𝗼𝗮𝗿𝗱 with a personal account, remember to 𝗲𝘅𝗽𝗼𝗿𝘁 𝘆𝗼𝘂𝗿 𝗯𝗼𝗮𝗿𝗱𝘀 𝗯𝗲𝗳𝗼𝗿𝗲 𝗢𝗰𝘁𝗼𝗯𝗲𝗿 𝟭𝟲, because after that date you will no longer be able to access your data! Export each board as a ZIP now! ​ Instructions: https://static.licdn.com/aero-v1/sc/h/al2o9zrvru7aqj8e1x2rzsrca ​ The 𝗴𝗼𝗼𝗱 𝗻𝗲𝘄𝘀 is that you can now 𝗶𝗺𝗽𝗼𝗿𝘁 that ZIP into SQLBI Whiteboard (version 1.7 or later). ​ 𝗦𝗤𝗟𝗕𝗜 𝗪𝗵𝗶𝘁𝗲𝗯𝗼𝗮𝗿𝗱 opens it as a file on your PC: 𝗳𝗿𝗲𝗲 and open source. ​ What started as an internal project is now becoming a full replacement for Microsoft Whiteboard, excluding real-time collaboration (for now?). Don’t hesitate to post bugs and suggestions: 𝘁𝗵𝗲 𝘁𝗼𝗼𝗹 𝗶𝘀 𝗲𝘃𝗼𝗹𝘃𝗶𝗻𝗴 very quickly. ​ Download the latest version here: https://static.licdn.com/aero-v1/sc/h/al2o9zrvru7aqj8e1x2rzsrca

VIDEO · TEACHING

Export your Microsoft Whiteboard drawings soon!

If you use Microsoft Whiteboard with a personal account, remember to export your boards before October 16, because after that date you will no longer be able to access your data! Export each board as a ZIP now! ​…

NOTE · OPINION
Are there still people writing meaningful articles/blog posts? I try to monitor what’s being published in …

Are there still people writing meaningful articles/blog posts?

I try to monitor what’s being published in the semantic models/Power BI space (for the News section of the SQLBI newsletter). In the last few months, more and more articles in the “blog” section of a company (I mean, many companies!) have been completely useless. I want to give free suggestions since they paid some SEO expert for bad advice:

  • Choose a topic that could be helpful. Present a technical problem with a solution. Don’t vaguely repeat the marketing stunt of big companies.
  • The LLM you use can create diagrams. SVG works better than PNG/JPG. You can also use animations.
  • Did you ask yourself if you make your company look better after publishing it?

Hey, I could be wrong! If you have an explanation for why slop content can help a company, I’d be glad to hear it.

NOTE · TEACHING
On October 16, Microsoft will delete the legacy boards from Microsoft Whiteboard, which will be retired from …

On October 16, Microsoft will delete the legacy boards from Microsoft Whiteboard, which will be retired from personal accounts. (That’s 22 days from today!)

If your boards live in a personal account, your window is even shorter: starting tomorrow, September 25, those accounts go read-only. Whatever you planned to save, save it within the next week.

How to export (see the picture below):

  1. Click on Settings (top-right)
  2. Click on Export
  3. Click on Zip (HTML+JSON)

Only the ZIP format has all the details you can use for future import. Moreover, you get an HTML format that renders well in a browser without requiring any additional app.

We built SQLBI Whiteboard because we teach with a whiteboard every week and didn’t want to lose the tool. It’s free, open-source, and runs offline on Windows.

Export your existing boards first, so you don’t lose your data. Soon, you will be able to import your exported Microsoft Whiteboard files into SQLBI Whiteboard (We are still working on it!)

You can get a taste of the new app if you want (import will be implemented soon):

https://www.sqlbi.com/tools/sqlbi-whiteboard/

The time has come: in 2026, 𝘂𝘀𝗶𝗻𝗴 𝗔𝗜 𝘁𝗼 𝘄𝗿𝗶𝘁𝗲 𝗗𝗔𝗫 𝗵𝗮𝘀 𝘀𝘁𝗮𝗿𝘁𝗲𝗱 𝘁𝗼 𝗯𝗲 𝗲𝗳𝗳𝗲𝗰𝘁𝗶𝘃𝗲. We also created three new …

The time has come: in 2026, 𝘂𝘀𝗶𝗻𝗴 𝗔𝗜 𝘁𝗼 𝘄𝗿𝗶𝘁𝗲 𝗗𝗔𝗫 𝗵𝗮𝘀 𝘀𝘁𝗮𝗿𝘁𝗲𝗱 𝘁𝗼 𝗯𝗲 𝗲𝗳𝗳𝗲𝗰𝘁𝗶𝘃𝗲.

We also created three new video courses that should not become obsolete in two weeks! 𝗔𝗜 𝗳𝗼𝗿 𝗣𝗼𝘄𝗲𝗿 𝗕𝗜: 𝗜𝗻𝘁𝗿𝗼 (𝗳𝗿𝗲𝗲!) 𝗗𝗔𝗫 𝘄𝗶𝘁𝗵 𝗔𝗜: 𝗘𝘀𝘀𝗲𝗻𝘁𝗶𝗮𝗹𝘀 𝗗𝗔𝗫 𝘄𝗶𝘁𝗵 𝗔𝗜: 𝗦𝗰𝗲𝗻𝗮𝗿𝗶𝗼𝘀

We have a page dedicated to AI for Power BI and DAX, where you can also find the link to these courses: https://www.sqlbi.com/ai/

I wrote a long post to recap what has changed between 2023 and 2026, and trying to answer many questions I expect to receive: https://www.sqlbi.com/blog/marco/2026/09/22/where-we-stand-on-ai-and-dax-in-2026/

I am looking forward to receiving all types of comments! 🙂

VIDEO · NEWS

Start using DAX with AI

The time has come: in 2026, using AI to write DAX has started to be effective.

NOTE · OPINION
A simple daily average can mask complexity that isn’t immediately apparent. In this article and video, we …

A simple daily average can mask complexity that isn’t immediately apparent. In this article and video, we explore several edge-case scenarios to meet different requirements, using AI to speed up development.

https://static.licdn.com/aero-v1/sc/h/al2o9zrvru7aqj8e1x2rzsrca

#dax #powerbi

COMIC · FUN

Coders Anonymous

I promise, I will not touch the code anymore.

BLOG · NEWS

Where we stand on AI and DAX in 2026

The time has come: in 2026, using AI to write DAX has started to be effective. Let me recap what has changed between 2023 and 2026, and what we are doing with our three new courses to best assist you…

NOTE · OPINION
I have a free online session about VertiPaq on Saturday, September 26, 10:00 UTC (11:00am GMT, 12:00pm CEST, …

I have a free online session about VertiPaq on Saturday, September 26, 10:00 UTC (11:00am GMT, 12:00pm CEST, 6:00am EST). If you think Direct Lake is the new kid in town, well, internally it’s always VertiPaq after transcoding… so… no excuses!

Agenda/registration at https://retrodata.live/

ARTICLE · TEACHING

The hidden complexity of a daily average in DAX

A simple daily average masks a level of complexity that may not be immediately apparent. In this article, we use AI to create a daily average, and then to analyze several edge-case scenarios to build a sound calculation.

NOTE · OPINION
Good news, everyone. The meeting about protecting focus time was well attended. Do you need focus time to …

Good news, everyone. The meeting about protecting focus time was well attended.

Do you need focus time to focus on your focus time?

Wrong answers only!

NOTE · OPINION
10% error on Facebook Likes and everybody’s happy; 0.1% on your financial data and you’re paying a fine (or …

10% error on Facebook Likes and everybody’s happy; 0.1% on your financial data and you’re paying a fine (or worse!)

When you receive data, some of the assumptions you make about it are broken. You can accept it, you drop it, or you write a report about what’s wrong: all three can be the right answer.

I picked two extremes to make the point; most work sits in the middle, where you can live with lower quality, but you have to know you’re accepting it.

Watch the full webinar: https://youtu.be/qtnLNZFRZ84

NOTE · OPINION
DAX evolves, and the in-person course you can take this Fall isn’t the same as what we taught four years …

DAX evolves, and the in-person course you can take this Fall isn’t the same as what we taught four years ago. Not every new DAX function makes the cut; the course can’t grow forever, so something new has to push something else out. This year, the new thing is AI for model authoring, and yes, we’ll look at AI tools to write DAX: ChatGPT, Claude, Gemini, Grok, Copilot… All these tools require the same approach to get what you need and not just something that seems to work. Knowing DAX is still very helpful and productive!

The last five dates in 2026 for the Mastering DAX Workshop:

🇵🇱 Warsaw, October 12-14 https://www.sqlbi.com/p/mastering-dax-workshop-warsaw-oct-12-14-2026/ 🇨🇭 Lugano, October 27-29 https://www.sqlbi.com/p/mastering-dax-workshop-lugano-oct-27-29-2026/ 🇺🇸 Atlanta, November 9-11 https://www.sqlbi.com/p/mastering-dax-workshop-atlanta-november-9-11-2026/ 🇬🇧 London, November 24-26 https://www.sqlbi.com/p/mastering-dax-workshop-london-nov-24-26-2026/  🇳🇱 Amsterdam, December 1-3 https://www.sqlbi.com/p/mastering-dax-workshop-amsterdam-dec-1-3-2026/

NOTE · OPINION
A DAX calculation can produce convincing values at the detail level and fail at the total. The problem is …

A DAX calculation can produce convincing values at the detail level and fail at the total. The problem is often that the business rule was evaluated at the wrong granularity. This article+video introduces four grains, or levels of granularity, that should be identified before writing your DAX formula.

https://static.licdn.com/aero-v1/sc/h/al2o9zrvru7aqj8e1x2rzsrca

#dax #powerbi

NOTE · OPINION
If you teach/demo… Prepare a presentation for SQLBI Whiteboard: Create a .wimport file with the text, code, …

If you teach/demo… Prepare a presentation for SQLBI Whiteboard:

  • Create a .wimport file with the text, code, and bitmap to include
  • Open it with SQLBI Whiteboard
  • Start the presentation, highlight and mark elements

There is also an export to PDF/PPTX, but that’s a topic for another day. https://static.licdn.com/aero-v1/sc/h/al2o9zrvru7aqj8e1x2rzsrca Microsoft Store: https://static.licdn.com/aero-v1/sc/h/al2o9zrvru7aqj8e1x2rzsrca GitHub: https://static.licdn.com/aero-v1/sc/h/al2o9zrvru7aqj8e1x2rzsrca

COMIC · FUN

Focus time

Overloaded with unnecessary meetings. Just do the damn thing!

ARTICLE · TEACHING

Writing DAX at the correct granularity

A DAX calculation can produce convincing values at the detail level and still fail at the total. The problem is often not the total itself: the business rule was evaluated at the wrong granularity. This article introduces four grains, or levels of granularity, that should be identified before writing your DAX formula.

NOTE · OPINION
Many-to-many relationships are valid in Power BI, so are bidirectional filters. However, they’re not …

Many-to-many relationships are valid in Power BI, so are bidirectional filters. However, they’re not considered best practice, which is different.

A best practice in Power BI is what you do by default when you have no reason to make an exception. It’s a suggestion, not a principle.

Isn’t it the same in other domains?

NOTE · TEACHING
A new episode of “The Whiteboard” series, where I talk about matrix totals in Power BI. Special guest: the …

A new episode of “The Whiteboard” series, where I talk about matrix totals in Power BI. Special guest: the SQLBI Whiteboard!

https://youtu.be/jbGEXZ85Nr0

#powerbi #dax #whiteboard

NOTE · TEACHING
Do you think Direct Lake is the future? It’s all about VertiPaq after transcoding! Join my free session on …

Do you think Direct Lake is the future? It’s all about VertiPaq after transcoding!

Join my free session on VertiPaq: Sept 26, 10:00 UTC. No excuses! Register now: https://retrodata.live/

#VertiPaq

VIDEO · TEACHING

Using VALUES in iterators

SUMX ( Customer, ... ) looks safe. In my demo, it loses over 20% of the revenues. Fair enough; we made a dramatic demo to get that!

NOTE · TEACHING
SUMX ( Customer, … ) looks safe. In my demo, it loses over 20% of the revenue. Fair enough; we made a …

SUMX ( Customer, … ) looks safe. In my demo, it loses over 20% of the revenue. Fair enough; we made a dramatic demo to get that!

The blank row DAX adds for the orphan transactions isn’t in a table reference, so the iterator never sees that money. VALUES ( Customer ) brings it back. With MAXX, do the opposite.

Watch the full video here: https://youtu.be/anSUtRETJUo?si=qsJNoU8rko8WHeT1

Your report. Live. On a whiteboard. This is LiveView in SQLBI Whiteboard: capture any running window onto …

Your report. Live. On a whiteboard.

This is LiveView in SQLBI Whiteboard: capture any running window onto the canvas.

Your Power BI report is there, updating live. You can freeze the frame and draw over it. Or draw while it’s changing, if you want!

No screenshots, no window switching, no “let me share my other screen.” You can use any window, not just Power BI.

https://whiteboard.sqlbi.com · Microsoft Store: https://apps.microsoft.com/detail/9NN5N0L2TMTF · GitHub: https://github.com/sql-bi/SQLBI-Whiteboard

POST · OPINION
A yet-unpredicted side effect of agent coding could be a resurgence of client software over web apps. It’s …

A yet-unpredicted side effect of agent coding could be a resurgence of client software over web apps. It’s still early to say, but I’m starting to see more signs of that.

PS after a few comments: “client software” means software designed to run locally, also without an internet connection. Forget the data analytics world; I’m talking in general.

NOTE · OPINION
I exhausted tokens configuring the Moonlight client on Windows to get a good client user experience for …

I exhausted tokens configuring the Moonlight client on Windows to get a good client user experience for Omarchy running in a Docker container on another box. It was worth the effort! At the next reset, I’ll ask to write up some documentation on this insane architecture (btw, Tailscale is in the loop in case I connect outside this LAN).

@dhh, is there a repo that serves as a knowledge base or something similar? I didn’t find any info in the manual.

ARTICLE · TEACHING

Testing DAX measures by using AI

This article describes how to use AI to identify relevant test cases in a semantic model and create repeatable DAX tests for a measure.

BLOG · TEACHING

Restoring alternating rows in Power BI matrices with Fluent 2

Microsoft recently introduced a new default visual design style for Power BI named Fluent 2. I personally disagree with a few choices in the new defaults, including the removal of alternating row colors from Table and Matrix visuals. However…

ARTICLE · TEACHING

Dynamic formatting by hierarchy level with ISINSCOPE and ISATLEVEL

This article describes how to apply different formatting rules at each level of a hierarchy (one rule at the year level, another at the quarter level, another at the month level) using ISINSCOPE in a measure or ISATLEVEL…

The question that comes up every time someone puts a hierarchy in a matrix.

BLOG · NEWS

Generative AI guidelines at SQLBI (2026 update)

3 years ago, we wrote our “Generative AI guidelines at SQLBI”. We think it’s time to update them. Over the past 3 years, the world has changed: it is simply no longer possible to avoid using generative AI services…

ARTICLE · TEACHING

Introducing user-aware calculated columns in Power BI

This article describes the new Expression Context property of calculated columns in Power BI, explaining how user-aware calculated columns work, why they are not materialized, and how to use them as virtual calculated columns for localization and custom security scenarios.

ARTICLE · TEACHING

Filtering measures through slicers

A slicer cannot filter a measure. In this article, we analyze this common request by explaining how to use a slicer to filter a measure, after discussing the real meaning of using a measure with a slicer.

ARTICLE · TEACHING

Using visual calculations to highlight an entire row

Visual calculations can be used efficiently to format visuals. This article presents an interesting technique to highlight a row based solely on the maximum value in the last column.

BLOG · NEWS

SQLBI+ updates in April 2026

We released a new session in SQLBI+: How to navigate the lattice of visual calculations: This video explains how to navigate the lattice of visual calculations in DAX, using COLLAPSEALL and EXPAND to move between levels. A key topic…

ARTICLE · TEACHING

DAX user-defined functions (UDF) vs. calculation groups

This article describes the different roles of user-defined functions and calculation groups, explaining when to use either, and how they complement each other in the design of a semantic model.

BLOG · NEWS

SQLBI+ updates in March 2026

We released a new course for SQLBI+ subscribers: Understanding Visual Calculations in DAX. This is not an introduction to visual calculations for users. The goal is to explain the details of implementing visual calculations for experienced DAX developers, including new…

Nothing here with these filters. Short posts are held back unless + Short is ticked.