Karbon

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

What is the Karbon Data Warehouse?

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

Add New Tables to Excel Connector

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

Add New Tables to Existing Power BI Workbooks

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

Changing Power BI Settings for Time Workbook

Determine the process to upload your KPI workbooks depending on the version of Power BI you are using.

Find your locator/region for KPI Workbooks

Instructions on how to connect PowerBI to Karbon Practice Intelligence

Karbon - Power BI for Practice Intelligence

Understand what tables and fields you have access to.

KPI Table and Column Names

Understand the basics of the SQL language for the Query Builder

Introduction to SQL for the Query Builder

KPI Workbook Instructions

Erin Jamison

Dionisia Johns

Leigh Schlobohm

Gain valuable insights and make informed decisions by analyzing trends, assessing performance, productivity, and more. Identify strengths, weaknesses, and effectively steer your firm towards success.

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