About The BIccountant

 

Hello and welcome to my blog! My name is Imke Feldmann and here I will share my ideas and concepts about utilizing Micrsoft’s cool new BI tools primarily in the Finance and Accounting area.

I’ve been working as a Finance Director, Head of Accounting and Controller for over 15 years. There I fell in love with Microsofts self service BI stack and decided to focus completely on bringing these tools to life. Now I’m providing BI training, consultancy services and developments mainly remote over the internet, living happily ever after…

Just send me an e-mail if you are interested in my training- or consultancy-services: info@thebiccountant.com

I engage in the PowerBI and Excel community and taking pride in having been awarded as a Microsoft Most Valuable Professional for my contributions in 2017.

Hoping that my blog will spread some of the fun I’m having with it and will help you improve your daily work.

Enjoy & stay queryious! 🙂

 imke

 

Comments (27) Write a comment

  3. Hi Imke,

    Just to say thank you for the very nice blog you’ve created, I really like how devoid of noise and full of information it is!

    I also love how you’ve put links to the blogs of other experts in this area (Ken Puls, Marco Russo etc), I think it is very professional and stands for the community kind of thinking I find really useful on large scale.

    Thank you once agian.

    Vitali

    Reply

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  6. Imke, your PL stuff is just amazing I’m Finance Director for a group of 9 motor dealerships.
    So you can imagine the complexity. New/Used vehicles; Cars/Vans, Vehicle Models, 9 sales types, multiple franchises, Sales, service, parts, bodyshop, rental, fuel sales etc etc.

    I started power bi in January this year and your inspiration on PL has encouraged me to develop what should become a working solution.

    I’m making big use of the matrix visual as you can imagine with expected columns showing MTD Act, bud and LY with variances, and same for YTD. I’m overcoming Microsoft’s shortfall in formatting by applying the line description as a value rather than a row header and all is working well.

    Questions:
    1. Is there a way of eliminating rows with zero/null values on all columns?
    2. Is there a way of applying the line description as a row header rather than a value and conditionally formatting it? Whilst single depts. work OK with line desc as a value, this doesn’t work
    when applying site colum headers because the line desc just repeats.

    Again just awesome, simple tips in a world that can get very techy. Thank you

    Pete

    Reply

    • Hi Pete,
      thanks for great feedback!

      Re 1: If my understanding is correct you’d have to create a text measure for your line description that returns BLANK() if the respective combination of your (number) measures return BLANK as well. So not a particularly dynamic solution unfortunately.
      Re 2: Unfortunately not. Pls make sure to vote up the ideas in the PBI forum for this: https://ideas.powerbi.com/forums/265200-power-bi-ideas/suggestions/17401381-conditional-formatting-for-total-and-subtotals-in

      Reply

      • Hi Imke,
        Will try blank idea and await MS on other.

        I have another issue now. I am trying to bring the model back to Excel via Excel publisher for power bi. It is all connecting wonderfully and I can see the model. But when I place the measures for the P and L into the values section of the PT (ie your magic measure) no amounts appear in the pivot table??

        Any ideas??

        Pete

        Reply

        • Hi Pete,
          no idea really – please make sure to compare your model in detail to the sample xlsx-file you find in the blogpost.
          /Imke

          Reply

  7. Hi Imke, didn’t you write a post about how to see dax-calculation while you write the code………..I can’t find it. Sorry, if my memory is wrong. And by the way……….love reading your stuff:-)

    Reply

  8. Imke –

    When will you write a book? Your M knowledge and insight is unique – you toss off compact solutions in forums to complex problems with barely a pause. Your solutions to looking ahead and behind on rows, load factors for trucking, generating combinations and permutations, etc are miracles.
    Personally, I struggle to understand what you’ve done because your code is so compact… I’d love it if you explained step-by-step what seems so simple to you. So I eagerly await a book, or at least taking your posts and giving us a detailed explanation.

    Reply

  9. Dear Imke, just wanted to say thank you for all you are doing for the PowerBI and Power Query community. You are a true North Star for any issue encountered 🙂

    Reply

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  13. Imke, I’m currently challenged with a project where I need to retrieve the various versions of SharePoint Online List Items. I have scoured the web and can’t find anyone who has documented doing this in M/PQE. I see examples of exporting an ‘.iqy’ file to get the URL, to then capture the versions, but I can’t make that work. There’s also some Power Shell references. I also tried using REST API endpoints and got a little further, but can’t quite make that work either. I know these versions exist if Versioning is turned on for a list… and I need to get to them so we can audit changes and see notes over time. When I thought about which MVP was best equipped to example this, my mind went straight to you. Would you be willing to document this process us, pretty please?

    Reply

    • Hello Natham
      When you have the list with the Id of the items, you can add a new column:

      Table.AddColumn(Previous_Step, “Custom”, each Xml.Tables(Web.Contents(“https://XYZ.sharepoint.com/sites”,[RelativePath=”/Site/_api/web/Lists/getbytitle(List_Name)/items(“&Text.From([Id])&”)/versions”])))

      Reply

  14. Dear Imke, my colleague and I are super grateful for the NetWorkDays function that we’ve implemented on on report on turn-around times (we obviously gave you full credits!). We now venture into territory where we could really use some help and we were wondering if we could possibly ask you for 15 minutes of your time to explain our challenge and see how we can resolve our need. In short; we have one record that can go through multiple iterations (whereby the output of the iteration is “repeat” if rejected or “approved” if deemed OK. We need to attribute these various steps to each iteration and sum per “bucket” (we obviously have some outlined data to visualise the challenge). Would you be willing to talk to us? Kind regards, Jan-Paul

    Reply

  15. Hello Imke, I want to add multiple xml files (auditfiles, same structure every year, for example an auditfile of 2018, 2019 and 2020) in power query using the folder option (power bi desktop). The purpose is creating a dashboard in View in Power BI Desktop. The folder option is easy for flat files, but these xml files have several tables and I need to append the tables of these years in an efficient way (for example: VAT-codes of 2018, 2019 and 2020, general ledger of 2018, 2019 and 2020, customers of 2018, 2019 and 2020, transactions of 2018, 2019 and 2020 etc.). I can not find the solution on the internet. Can you help me?

    Reply

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