Practice Intelligence

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8 articles in this collection
Written by Erin Jamison, Leigh Schlobohm, and Dionisia Johns

Add New Tables to Excel Connector

This article outlines the instructions for adding newly released KPI tables to the Excel Connector.

Written by Erin Jamison
Updated over a week ago

Add New Tables to Existing Power BI Workbooks

The following article provides step-by-step instructions for how to add newly released KPI tables to existing Power BI Workbooks.

Written by Erin Jamison
Updated over a week ago

Changing Power BI Settings for Time Workbook

Change your Power BI settings to enable the use of field parameters.

Written by Erin Jamison
Updated this week

What is the Karbon Data Warehouse?

The Karbon Data Warehouse is a secure, performant database that allows access to your firm's data via Karbon Practice Intelligence.

Written by Leigh Schlobohm
Updated over a week ago

KPI Table and Column Names

Understand what tables and fields you have access to.

Written by Erin Jamison
Updated over a week ago

Karbon - Power BI for Practice Intelligence

Instructions on how to connect PowerBI to Karbon Practice Intelligence

Written by Leigh Schlobohm
Updated over a week ago

Introduction to SQL for the Query Builder

Understand the basics of the SQL language for the Query Builder

Written by Erin Jamison
Updated over a week ago

KPI Workbook Instructions

Written by Dionisia Johns
Updated over a week ago