Smith & Allen Consulting, Inc.

Smith & Allen Consulting, Inc. Integrated business management software that aligns with your strategic goals… and helps you meet Who We Are
Smith and Allen Consulting, Inc.

has been a business management software consultant for over twenty years. In fact, we began selling Great Plains Accounting (now Dynamics GP) in 1991 and have worked extensively with the product and its expanded offerings ever since. We’ve grown up with it and have in-depth knowledge of its evolutions and benefits. It’s this experience and insight that we bring to the table when working with you

to choose, implement or improve your ERP system. We know this process is not easy and has many steps, and that overlooking details can lead to dangerous or even catastrophic results. The accomplished team at SACI will understand your technology, personnel, workflow and performance measurements in order to create the right ERP system for your organization with the desired results. Smith and Allen Consulting, Inc. is based in New York City with offices in New Delhi. We encourage you to contact us today to find out how we can improve your business operations together.

Adding a prefix to a field in the Microsoft Power BI Power Query is a simple process that can be accomplished quickly. 1...
03/27/2023

Adding a prefix to a field in the Microsoft Power BI Power Query is a simple process that can be accomplished quickly. 1. Highlight the column in Power Query. 2. Choose Transform from the menu bar. 3. Select Format from the ribbon. 4. Choose “Add Prefix” from the pop-up menu. 5. Enter what you want the prefix to be. 6. Be astonished and how easy it is. Watch this < 3-minute video to see it in action!

Adding a prefix to a field in the Microsoft Power BI Power Query is a simple process that can be accomplished quickly. 1. Highlight the column in Power Query. 2. Choose Transform from the menu bar.…

The new release of Microsoft Power BI will make story telling in Power Point generally available, allowing users to seam...
03/24/2023

The new release of Microsoft Power BI will make story telling in Power Point generally available, allowing users to seamlessly integrate their Power BI visualizations into Power Point presentations....

The new release of Microsoft Power BI will make story telling in Power Point generally available, allowing users to seamlessly integrate their Power BI visualizations into Power Point presentations…

When I am working on, building and/or designing my Microsoft Power BI reports, I go back and forth between my desktop PC...
03/22/2023

When I am working on, building and/or designing my Microsoft Power BI reports, I go back and forth between my desktop PC and my notebook. If my data source is a local file, like an Excel file, it can be tricky. Tricky, that is, if you do not use parameters for the file path. I use this feature now, EVERY time I work with local data. Saves me oodles of time and frustration! Check it out!

When I am working on, building and/or designing my Microsoft Power BI reports, I go back and forth between my desktop PC and my notebook. If my data source is a local file, like an Excel file, it c…

While hosting yesterday’s Power Platform Mix it up with New View Strategies, Microsoft Senior Program Manager Blazej Kot...
01/20/2022

While hosting yesterday’s Power Platform Mix it up with New View Strategies, Microsoft Senior Program Manager Blazej Kotelko talked about using Microsoft Dynamics Business Central Data, specifically a dataset in Microsoft Power BI as a source for Data Types in Excel. Several of us hung out yesterday and tried to do it. We thought we missed something because it wasn’t working. Today though, I noticed it appeared and it works! My mind is blown!!!! Watch the end results....

While hosting yesterday’s Power Platform Mix it up with New View Strategies, Microsoft Senior Program Manager Blazej Kotelko talked about using Microsoft Dynamics Business Central Data, specificall…

The Microsoft Power BI Matrix visual has more features waiting to be unlocked with formatting. In this Tiny tip, I will ...
05/27/2021

The Microsoft Power BI Matrix visual has more features waiting to be unlocked with formatting. In this Tiny tip, I will show you some of my preferred formatting options. Specifically, I will show: Changing the Text size Changing the alignment of a column Conditional formatting for a column of values Changing the values to display as rows rather than columns....

In this Tiny Tip, Belinda will show additional formatting for the Microsoft Power BI Matrix Visual.

Microsoft Power BI has a cool feature in Preview, that allows you to split a single visual into multiple visuals based o...
05/14/2021

Microsoft Power BI has a cool feature in Preview, that allows you to split a single visual into multiple visuals based on a filter. In this video, I take Sales by Customer Class (Group/Category), create small multiples based on the class, and make the axis a class for Items sold. This feature works on several of the “out of the box” visuals....

Check out this Tiny tip on using Small Multiples in Microsoft Power BI.

In this Tiny Tip, Belinda will uncover the secrets on getting only the (sub)totals that you want to see, using the Micro...
05/05/2021

In this Tiny Tip, Belinda will uncover the secrets on getting only the (sub)totals that you want to see, using the Microsoft Power BI Matrix visual. The most important thing to note is that the Grand Total is a Sub-total. This means if you turn off the Sub-Totals, the grand totals disappear as well. The Grand Totals will only always stay visible on the visual if you have the Stepped layout on; but if you turn the Stepped layout off, you can alter the labels for the totals.

In this Tiny Tip, Belinda will uncover the secrets on getting only the (sub)totals that you want to see, using the Microsoft Power BI Matrix visual.

In this Tiny Tip, Belinda will show you how to use a new feature to do something cool, using Microsoft Power BI. In this...
04/30/2021

In this Tiny Tip, Belinda will show you how to use a new feature to do something cool, using Microsoft Power BI. In this report, there is a page that is Sales by category, with a slicer that displays countries. There is a similar page, that displays a table with sales line details. The slicer on the detail page is sync’d with the first page....

In this Tiny Tip, Belinda will show you how to use a new feature to do something cool, using Microsoft Power BI: Page Navigation using an inserted shape.

Do you ever wish you could copy a value or a table in a Microsoft Power BI Report? Well, you can! Watch Belinda show y...
04/23/2021

Do you ever wish you could copy a value or a table in a Microsoft Power BI Report? Well, you can! Watch Belinda show you just how simple it is!

Do you ever wish you could copy a value or a table in a Microsoft Power BI Report? Well, you can! Watch Belinda show you just how simple it is!

Sometimes a query in Microsoft Power BI will have so many fields that it is cumbersome. In this Tiny Tip, I will show y...
04/19/2021

Sometimes a query in Microsoft Power BI will have so many fields that it is cumbersome. In this Tiny Tip, I will show you how to use folders to organize the query, making it easier to find the fields.

Sometimes a query in Microsoft Power BI will have so many fields that it is cumbersome. In this Tiny Tip, I will show you how to use folders to organize the query, making it easier to find the fiel…

In this Tiny Tip, I will show you how to remove and check for duplicate records in the Microsoft Power BI Query Editor. ...
04/16/2021

In this Tiny Tip, I will show you how to remove and check for duplicate records in the Microsoft Power BI Query Editor. In my example, I am pulling customer information from a Sales table. Hopefully, I am invoicing (or selling to) customers more than one time. Check out this tiny video on how I verify my data (aka repeat business).

In this Tiny Tip, I will show you how to remove and check for duplicate records in the Microsoft Power BI Query Editor. In my example, I am pulling customer information from a Sales table. Hopefull…

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