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Business intelligence, learned on the job.

Notes from building BI for real clients: moving reports to Power BI, getting data out of spreadsheets, automating with Python, sharing dashboards with clients and growing a team.

A long oak table with six objects in a row: tied stacks of reports, a binder of spreadsheets, a small server, a laptop with code, a tablet with a dashboard and two chairs.

A 6-part series

Six years building a BI practice from scratch

Six years of BI at a consulting firm for private schools: Power BI, SQL Server, Python automation, a web portal and a team that learned to teach.

André Petry Gonçalves · · 4 min read

Start with the overview

In this series

  1. Year one: turning Power BI into a product 5 min
  2. From Excel to SQL Server: when spreadsheets hit a wall 5 min
  3. Python for BI: from three surveys a day to dozens 4 min
  4. A client portal with Power BI Embedded 4 min
  5. Leading a BI team through hiring, training and AI 5 min

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