Credit Union Power BI User Group

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Welcome to the Power BI Credit Union User Group!

Our goal is to foster a community for Power BI users and business intelligence professionals in the credit union industry who want to discuss ways to use the tool to drive value for our members.

Latest Discussion Posts

  • Recently Microsoft has introduced functionality to enable Excel to use a Power BI dataset as a data source. This is a big opportunity for Credit Unions! I am attaching a WORD doc that describes how to possibly build a Net Worth Concentration Report ...

  • Here is a link to the RADACAD.COM blog describing last week's announcements about upcoming PBI related updates. This is very much worth reading. ...

  • WOW! Yesterday was the very interesting Microsoft Business Applications Summit. Many exciting and valuable announcements were presented. Credit Unions can take advantage of these opportunities. See the below blog post for highlights and details ...

  • ------------------------------ Bill Butler Senior PowerBI Developer The Knowlton-Group Centerburg OH 740-501-8787 ------------------------------

  • I've taken it. It was helpful to some degree in highlighting areas that I hadn't had the need to work on in my actual day to day. I think it's a good course to walk you through the basics of power bi while also introducing more advanced concepts that ...


  • April CU Power BI User Group Resources

    Access the slide deck here 

    Kelly Gage, senior business intelligence analyst at Red Canoe Credit Union ($1B, Longview, WA) joined us to talk about the key learnings she's gathered over the years handling the requests and projects that hit her analytics team.

    Translating between the needs of the business users and the tricky but necessary "IT Speak" involved with wrangling data and ETL is an essential skillset for anyone working in business intelligence. Kelly discusses her best practices as well as case examples from Red Canoe that highlight actionable insights for industry peers.

Latest Shared Files

Black Belt Series

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