Yearly Archives: 2026

I was a Data Engineer for a consulting company supporting a primary client’s sales team, with persons around the world, responsible with their data and reporting. A couple of times my team had to go find each of our Power BI Reports to make a change to keep them standardized. […]

Future Proofing Power BI design alignment

Project provides Advanced KPIs Beyond Native QuickBooks Reporting This project demonstrates some of the advantages of my development. Including a dynamic data dictionary, semi-dynamic metadata and data quality score which gives users confidence of what the data is, where it came from and how clean it is. Original Source File […]

Quickbooks Extract to Power BI Reporting

The purpose for this document is to provide basic instructions on how to align the source files and get them prepared for loading into the Azure Blob, with further instructions on how to run the process (they requested that it not run automatically), and how to check the validation report […]

User Instructions and Load Process Plan for AFBDonorReceipts

The purpose of this stored procedure is to merge dbo.receipts (new receipts), tblStoreData (historical data), and source_mealconnect tables into receipts_vw table (converted from view – necessary for speed). Once the merge is completed, clean-up steps are run:Pre-step remove all records within last 6 months where [comment] = ‘Missing Contributor id […]

SQL example Stored Procedure update_receipt_vw

Workflow diagram showing form submission, data processing, database storage, reporting analytics, and visualization output
The purpose of this document was to plan initial steps, set the purpose for the project, and log the expected results from implementation using MS Fabric as the central tool to be used.

Understanding the LI Load Fabric Plan

Project title: SomeBusiness Process Excel XLSM to Output XLS for eBuilder My client would receive 100+ macro enabled Excel files every month that calculated information necessary for government and internal reporting from construction contractors. They would spend 3-5 days, after receiving all of the files, to extract the data from […]

Power Automate Desktop Data Flow Example

The purpose of this plan is to ingest SomeCompany product data submissions from multiple sources.

Example File Load Plan

I worked on this for a government related agency – for their construction department. The need was to pivot source data- a very wide, hard to decipher column data – into hours data by craft, trade, gender, race and by a derived row key (a tall, narrow data table). There […]

SQL Example Workforce Grid

Our customer, MBDA, wanted a dataflow for their client intake. We presented the following, per their requested requirements. I did push back, gently, that Sharepoint lists are not the most optimal storage of the initial data. Plus, Power BI should be pointing to cleaned data instead of the raw data […]

Visio Diagram of Client Intake data

Project title: SomeBusiness Process XLSM to Output XLS for eBuilder This data flow model replicates the dataflow description on Power Automate SomeBusiness Process Excel XLSM to Output XLS for eBuilder. This was created using Claude AI and then a bunch of hand validation/changes to make it work better. See mmd […]

Mermaid Data Flow Model

The following pdf is an example data flow diagram with multiple proposals to automate and process data originating from LCPTracker and eBuilder websites. The Tableau Dashboard is on Tableau’s public site… which will update from Google Sheets once per day. LCPTracker would only provide us a Power BI dashboard that […]

Example Data Flow Diagram