Practice Intelligence
8 articles
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 over a week ago
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 IntelligenceWritten 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 BuilderWritten by Erin Jamison. Updated over a week ago
KPI Workbook Instructions
Written by Dionisia Johns. Updated over a week ago