SharePoint can be either your best “single source of truth”… or the reason your refreshes fail on Monday morning. This guide shows how to structure SharePoint properly (sites, libraries, lists), set permissions that scale, and connect everything cleanly to Excel  and Power BI —with practical “do this / don’t do that” patterns. PRACTICE MATERIAL BELOW! Check out some of our FREE templates and materials. 1) SharePoint basics that matter for BI people Sites, Libraries, Lists (t

Overview When you connect Power Query / Power BI to a SharePoint site (or document library), there are (at least) two common M-functions you may see or use: SharePoint.Files(siteUrl as text, optional options as record) as table SharePoint.Contents(siteUrl as text, optional options as record) as table Although they sound similar, their behavior, performance, metadata returned, and navigation experience differ. Understanding their differences helps in building more robust and p

Hook:  Hard-coded paths are silent project killers. Move a file, share a workbook, or publish a PBIX—and boom: refresh fails. Goal:  In ~10 minutes you’ll set up robust, parameter-driven paths for Excel (Power Query) and Power BI (Desktop & Service), plus a tiny, reusable M pattern you can paste into any project. 1) Why hard-coded paths fail When you embed "C:\Users\Alice\Project\data.csv" in a query, anyone whose files live elsewhere (e.g., D:\Work\Data\) will get errors. I

Processing invoices is one of the most common but also one of the most time-consuming tasks in any finance or business department. Manually typing invoice numbers, vendor names, or due dates into an ERP or Excel sheet not only takes time but is also error-prone. With Power Automate and AI Builder , you can automate this process: invoices get uploaded (or even received by email), an AI model extracts key information, and the results can be sent by email or stored in your syste