Welcome to the Tableau vs Power BI: The Superstore Challenge!

There are two heavyweights in the data visualization space right now — Tableau and Power BI. We think the best way to tackle the Tableau vs Power BI comparison is to take a single case and work with both tools to see what they offer and compare the features.

We will look at features such as geography, tooltips, small multiples, multiple measures, data modelling, …

To conclude, we will take a look at the extensions and custom visuals that both tools support.

At every comparison we’ll look at strengths and…


Building and maintaining Power BI reports and dashboards can be extremely time-consuming, not to mention stressful. This is especially the case when you have to do this over and over again. Luckily it doesn’t have to be that way! This tutorial outlines some of the best practices and step-by-step Power BI productivity features that work like magic.

We will look at how to group and copy elements, copy formatting and even get into the black magic of using JSON files to customize every last bit of your designs.

Note: This Power BI productivity tutorial is based on our 1-hour webinar…


Custom themes are one of the most efficient productivity features in Power BI if you use them wisely. Contrary to the common understanding, they are not just good for setting colors. In fact, you can actually control almost every property of every Power BI element with a custom theme.

That’s huge. It means that you can govern the design and behavior of all of your Power BI reports in one place. For the whole company.

Note: This Power BI themes tutorial is based on our 1-hour webinar on the same topic. If you prefer to watch the video, scroll to…


When looking at your revenue variance, you want to have complete insight into what drove the changes you are seeing. You have questions, such as: Are my margins eroding? What are the most profitable products in my portfolio? How is my product mix affecting my revenue? To find answers, we’ll explore Price Volume Mix analysis and show how you can do it in either Excel or Power BI.

PVM analysis is a great way to improve your understanding of your business. It adds another dimension to your business reporting.

However, it is a topic that many users struggle with.

Overview

In…


“Oh, how did you do that Power BI DAX trick? How do you do the year-to-date slicer? Can you change the measures dynamically in charts?”

All of these and much more can be solved in Power BI using DAX. Tips and tricks that you’ll learn in this tutorial will enhance the usability and the user-friendliness of your dashboards in a really massive way.

But before we get to that, let me ask you a question.

Remember the well known open-ended Wh- questions we all learned about in elementary school? …


Small multiples are one of the most powerful data visualization methods for financial reports and dashboards.

In this webinar Andrej Lapajne will show how you can leverage them to make your sales, marketing, and financial dashboards in Power BI stand out!

Small multiples defined

It doesn’t matter what field you work in — you probably needed to compare multiple categories of data at some point.

You might be working with cost centers, accounts, sales locations, sales channels, regions, car models, web traffic referrers, etc. And when you work with multiple categories of data, you don’t need complex or cumbersome approaches with multiple pages…


You can create better reports. You don’t have to use complex and borderline incomprehensible tables. If you take just a couple of minutes, you can rethink your approach to creating and designing your financial report. In this article we present 3 excel report templates for the 3 cornerstone financial reports.

Note: If you prefer, you can watch our hour-long webinar that covers these excel report templates here: https://zebrabi.com/report-templates-webinar/.

Ditch the tables and create visual excel report templates

Instead of standard Excel-based tables (normally used by companies across the world) or gaudy charts, you can design eye-catching, easy-to-understand visual reports that drive engagement and deliver value to you and your…


In July 2015 Microsoft announced that the then-upcoming Office 2016 would introduce 6 new charts to their line of charts. The one that was most highly anticipated in the financial community was definitely the built-in Excel waterfall chart.

Tip: Are you using Excel 2013 or Excel 2010? Read to the end of the article to learn how you can create one-click waterfall charts in Excel 2013 and 2010.

Waterfall Charts 101

A waterfall chart (also known as a cascade chart or a bridge chart) is a special kind of chart that illustrates how positive or negative values in a data series contribute to…


In July 2015 Microsoft announced that the then-upcoming Office 2016 would introduce 6 new charts to their line of charts. The one that was most highly anticipated in the financial community was definitely the built-in Excel waterfall chart.

Tip: Are you using Excel 2013 or Excel 2010? Read to the end of the article to learn how you can create one-click waterfall charts in Excel 2013 and 2010.

Waterfall charts 101

A waterfall chart (also known as a cascade chart or a bridge chart) is a special kind of chart that illustrates how positive or negative values in a data series contribute to…


Most companies create plans and budgets to establish benchmarks for future performance in sales, production, operations, labor, etc. The starting point of these plans and budget are usually estimated cost and revenue figures. The goal is to meet these budgets, but as with all goals — they are not always met. Managers use variance analysis to track the actual performance against these goals. If this analysis is not performed afterwards, then setting budgets is useless.

In other words: after a period (i.e. month, quarter, year) is over managers, management accountants, controllers and other finance professionals calculate (and then analyze) a…

Žiga Milek

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