Leansoftlytics https://leansoftlytics.com/ Power BI DAX Developer | Microsoft MS Access VBA Developer | ETL & SQL | Business Analyst Fri, 09 Aug 2024 23:56:58 +0000 en-US hourly 1 https://wordpress.org/?v=6.6.1 https://leansoftlytics.com/wp-content/uploads/2020/03/leansoftlytics.png Leansoftlytics https://leansoftlytics.com/ 32 32 Power BI Desktop and Service | DAX | SQL Server | MS Access | VBA CONSULTING and DEVELOPMENT https://leansoftlytics.com/power-bi-desktop-and-service-dax-sql-server-ms-access-vba-consulting-and-development/ Fri, 09 Aug 2024 23:55:57 +0000 https://leansoftlytics.com/?p=1228 Power BI Desktop & Service | DAX | SQL Server | MS Access | VBACONSULTING & DEVELOPMENT The types of Power BI and Microsoft Access projects that I encounter are either  New projects or  Existing Projects to fix, modernize, upgrade, upsize, convert, or migrate. If your broken Power BI or Microsoft Access projects have no […]

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Power BI Desktop & Service | DAX | SQL Server | MS Access | VBA
CONSULTING & DEVELOPMENT

The types of Power BI and Microsoft Access projects that I encounter are either 

  • New projects or 
  • Existing Projects to fix, modernize, upgrade, upsize, convert, or migrate.


If your broken Power BI or Microsoft Access projects have no documentation — No problem. As long as I can get into a project or get the objects out of them, then I can handle it from there.

Microsoft Power BI Development | DAX

 

Microsoft Power BI Cloud Service

  • Publish reports to workspaces
  • Create dashboards with linked visualizations and cascading filters
  • Extract iframe code for inline web page embedding
  • Manage permissions & refresh schedules. 
  •  Implement row level security

Existing Microsoft Access Database Applications

  • Help with all versions of Access (97, 2000, 2003, 2007, 2010, 2013, 2016, 2019)
  • Repair
  • Upgrade
  • Modernize
  • Design Analysis – build onto, start over, or upsize to SQL Server

Upsize to SQL Server

  • Migrate your Access database to AWS, Azure, or your network
  • Stored Procedures
  • Views
  • Security

New Microsoft Access Database Applications

Let me help you develop your ideas and improve your processes with a professional production grade Microsoft Access application.

  • Business Analysis
  • Requirements Gathering and Documentation
  • Microsoft Access Development and Programming
  • Testing
  • Deployment
  • Ongoing Changes and Support

Application Features

  • Split Database Architecture
  • Relational Database Structural Design and Implementation
  • Efficient, Fast Queries
  • Security
  • ODBC /ADO Connection to External Data Sources
  • Dynamic Run Time Pass Through Queries
  • Automatic Updates via Cloud/Server Download
  • Hidden Database Object Navigation Pane
  • Custom Ribbons
  • Custom Menus (Access 2003)
  • VBA Visual Basic for Applications/Recordset Iterations
  • Modules & Macros

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Power BI, DAX, Semantic Data Model, Microsoft SQL Server NAMING CONVENTIONS https://leansoftlytics.com/power-bi-dax-semantic-data-model-microsoft-sql-server-naming-conventions/ Fri, 09 Aug 2024 22:06:35 +0000 https://leansoftlytics.com/?p=1234 Power BI, DAX, Semantic Data Model, Microsoft SQL Server NAMING CONVENTIONS Have you ever found it hard to remember a person’s name? Well, its like that also for developers when they work with another developer’s code because the code is written in VBA Visual Basic for Applications part of Microsoft Access container. The VBA code […]

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Power BI, DAX, Semantic Data Model, Microsoft SQL Server
NAMING CONVENTIONS

Have you ever found it hard to remember a person’s name? Well, its like that also for developers when they work with another developer’s code because the code is written in VBA Visual Basic for Applications part of Microsoft Access container. The VBA code may need to use the name of a field on a form or report or a field from a table. If the name is misspelled the code won’t work, and if there is no consistency with naming, a developer will constantly have to exit the VBA Visual Basic for Applications part of Microsoft Access to find the database object’s name. When there is no naming rules or consistency, a developer never knows if the object that they are referencing in the code was name in the singular or plural, or is named employee, emp, employees, associates, associate, staff, staffmembers, or staff_mem, etc. Even worse, the different variations are used throughout the MS Access database while they all pertain to the same concept. This causes waste in the process of development.

Besides adhering to certain good design practices when I develop a Microsoft Access application, I consider it indispensable that I make myself dispensable. I will take the requirements, design the architecture, create the application object, and program the VBA Visual Basic for Applications code and consider the developers who will follow. After I deploy the solution, the customer should have the option to have me or anyone else make changes or additions in the future.

An important conversation that needs to happen upfront is what the customer wants with respect to naming conventions of the various parts that together make up the application. On one hand, I have seen other people name a table with 37 textual letters, reports named “Report for Teresa”, and queries that have no meaning in their name of “Query11”. On the flip side, in large companies may be a layer of people that will supply the MS Access project with a “View” of data that comes from a legacy enterprise source such as an Oracle or IBM DB2 source. The view is usually joins together many tables and the tables can have long and strange names, so the person providing the view will rename the tables with an alias such a “emp”, “e”, ”loc”, or “L” because short names are harder to misspell or forget.

I find short, descriptive names hard to misspell or forget. Name length, not using spaces between words, the use of upperLower case without spaces, singularity vs. plurality are all important things that will make it easy for the developer who follow the original developer.

Many Microsoft MS Access databases often link to data that resides in an enterprise data source such as a Share Point list, Salesforce, MS Excel, a third-party Human Resource App, or an Oracle or IBM DB2 database. Often the original MS Access developer(s) is nowhere to be found and neither is any project documentation. When an Access developer is in the main part of the code that interacts with the enterprise data there can be a long list of commands that run the queries that process can be a long sequence of objects that delete, append and update. With a little forethought, the queries that process can appear in the Microsoft Access Database navigation pane in the order that they process. This ordering involves a short process name prefix, a middle set of numbers, and a short descriptive suffix. With a little more thought, a separate bit of VBA code can loop through those names and write out the code sequence that is used in the main part of the code. When that happens, all is easy to follow, and there is nothing to look up or misspell, and there is no development process waste.

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DAX Measures in Power BI Visualizations, Reports, Dashboards -Vaulting https://leansoftlytics.com/dax-measures-in-power-bi-visualizations-reports-dashboards/ Fri, 09 Aug 2024 21:58:45 +0000 https://leansoftlytics.com/?p=1230 DAX Measures in Power BI Visualizations, Reports, Dashboardsvs.Dormant Enterprise Data CREATE SOMETHING FROM NOTHING. Vault Dormant Enterprise Data to New Heights Start Vaulting Today Vaulting dormant enterprise data is when I apply Creativity + Power  BI or Microsoft Access development to dormant legacy enterprise data. I can link to your dormant enterprise data residing in […]

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DAX Measures in Power BI Visualizations, Reports, Dashboards
vs.
Dormant Enterprise Data

CREATE SOMETHING FROM NOTHING.

Vault Dormant Enterprise Data to New Heights

Start Vaulting Today

Vaulting dormant enterprise data is when I apply Creativity + Power  BI or Microsoft Access development to dormant legacy enterprise data.

Microsoft Access Process Improvement

I can link to your dormant enterprise data residing in an Oracle, IBM, or another system such as SQL Server, and develop Power BI or Microsoft Access to “vault” your dormant legacy enterprise data to previously unrealized heights.

For example, dormant legacy enterprise data can be leveraged in a new Microsoft Access process, such as an order update process, to automatically email updates to your customers. The dormant enterprise data gets vaulted to new heights as the new process is automated to run at scheduled times.

MS Access Process Improvement

Your customers receive a service from you and their confidence in your company will expand.

Every opportunity to communicate is an opportunity to strengthen a bond.”

— Skipp Merchant

 

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Planning a Power BI Semantic Model is Like Planning a Vacation https://leansoftlytics.com/planning-a-power-bi-semantic-model-is-like-planning-a-vacation/ Fri, 09 Aug 2024 18:47:36 +0000 https://leansoftlytics.com/?p=1238 Planning a Power BI Semantic Model is Like Planning a Vacation Planning and developing a Power BI dataset (semantic model) or MS Access split database application is like planning a vacation. You plan where you want to go then map out how to get there. When planning a vacation, a person doesn’t take all their […]

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Planning a Power BI Semantic Model is Like Planning a Vacation

Planning and developing a Power BI dataset (semantic model) or MS Access split database application is like planning a vacation. You plan where you want to go then map out how to get there.

When planning a vacation, a person doesn’t take all their clothes, just what they need, and planning Power BI datasets is the same, but with data instead of clothes. Some things taken on vacations like airline tickets and reservations are more important than other things. Dataset plans have important items as well, especially when the plans involve creating the modular parts (views) of the data in an external to Power BI environment like SQL Server or Amazon Redshift. During this phase, extra care needs to be taken to make sure that the modular parts can be related later when building the Power BI data model. This includes being sure that relatable data is contained in special columns called primary keys and that the data in those columns abides by certain referential integrity rules.

Imagine that your are traveling by car and know that a bridge is out. You’d plan another route. Splitting a Microsoft Access database application by separating the user (front-end) interface from the most of the data, data tables, and programming (the to-be back-end) can have bridge outages too. When an Access back-end is migrated to Sequel Server the bridge will be out and certain data types, values, and programming that will not migrate over and will require reworking. Reworking is a process waste, so I recommend avoiding building the types of structures that will require rework.

  

No-doc, No-developer Scenarios

Some projects that I work on are pre-existing Power BI reports or entire Power BI web services that need to be fixed, modernized, and upgraded. This can be like an explorer who stumbles upon the ruins of an ancient temple in a jungle. There is a definite structure in front of you, but the archetect is long gone and nowhere to be found. Inside of the structure, there may be a lot of meaningless clutter, some things that belong there, some that don’t, duplicates of things, and no documentation to explain what-is-what. In these no-doc, no-developer scenarios, I start at the end of the data story, at the end in Power BI desktop, then I go backward into Power Query where I identify the external data sources, then go back to the external data sources.

After the data sources are fixed, fixing the Power BI reports, dashboards, DAX measures, or semantic data models requires a certain amount of experience and skill. This is even more so when I work in a no-doc, no-developer scenario where the missing developer was sloppy and undisciplined but had a substantial amount of technical ability. The challenge in these cases is knowing when that developer’s work was good and when that developer just thought it was.

So, you get the picture… Sometimes looking at another developer’s work is like an explorer in a jungle looking at ruins. You ask yourself “Were these people advanced and using irrigation to water their crops, or where they are sacrificing something to try to make it rain?”

Microsoft MS Access Naming Conventions

A good Power BI developer plans and documents their work so that it is easy for others to understand. They will add comments to their DAX code and utilize indention and naming conventions to make their code easy to read.

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Power BI and MS Access Developer / Consultant / Sherpa https://leansoftlytics.com/power-bi-and-ms-access-developer-consultant-sherpa/ Tue, 09 Jul 2024 16:40:41 +0000 https://leansoftlytics.com/?p=1725 Power BI and MS Access Developer / Consultant / Sherpa AN ANCIENT SAYING that I made up a few years ago… “It is Difficult to Know the End From the Beginning…” Power BI and Microsoft Access development can be like when I was backpacking in Glacier National Park and hiking up to a mountain pass… […]

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Power BI and MS Access Developer / Consultant / Sherpa

AN ANCIENT SAYING that I made up a few years ago...

"It is Difficult to Know the End From the Beginning..."

Power BI and Microsoft Access development can be like when I was backpacking in Glacier National Park and hiking up to a mountain pass… From the newly attained perspective, I could view the next higher pass.

Along with Microsoft Power BI and MS Access development, I offer the option for me to integrate business analysis, continuous improvement, and great communications as part of the ascent.

"Developers whom communicate well communicate respectfully communicate on time communicate concisely communicate precisely with stakeholders are like a Sherpa whom accompanies a mountain climber, offering assistance, options, and suggestions along the way."

“I view developing Power BI and Microsoft Access applications like being a Sherpa.”

Skipp Merchant

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How developing Power BI using DAX and Power Query has been like the NASA space program https://leansoftlytics.com/how-developing-power-bi-using-dax-and-power-query-has-been-like-the-nasa-space-program/ Tue, 09 Jul 2024 16:26:33 +0000 https://leansoftlytics.com/?p=1236 How developing Power BI using DAX and Power Queryhas been like the NASA space program Being a business analyst, Power BI developer, and Microsoft Access developer has broadened my view of development. For example, a client may start out a project with a good idea of what they want but often that can be built […]

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How developing Power BI using DAX and Power Query
has been like the NASA space program

Being a business analyst, Power BI developer, and Microsoft Access developer has broadened my view of development. For example, a client may start out a project with a good idea of what they want but often that can be built upon by a good dialogue that reveals their needs and offers them options to improve their business processes.

“Take the NASA space program for example, from the 1st launch into space until landing on the moon. There were only so many missions and a lot of time for planning and engineering in-between. That scenario is like a large one lump software deployment where the requirements are given to a programmer who works on the project from a distance. With space missions, NASA did a great job but had unavoidable constraints that defined the frequency of missions. With software development however, a basic approach of doing a few large, less frequent missions or many smaller more frequent missions for the same projects can be decided upon.

I work closely with users when that option is available and have shorter and more rapid iterations of tests and releases when possible. If the dynamics of space exploration would have allowed for the rapid iteration of missions, then the time in between missions could have been shortened and the missions could have run back to back to back, with each mission building on the prior mission.”

Power BI development and MS Access software development is like going on a vacation where you find out there are other great things to see in the area once you get there. Programmers that are not involved with the users or the business process are not even in the area. I am a business analyst that develops software to improve business processes and have found that working closely with clients and understanding their needs can lead to great Power BI reports and dashboards and great Microsoft Access applications.

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Lean Process Improvement: Standing in the Circle https://leansoftlytics.com/lean-standing-in-the-circle-microsoft-ms-access-developer-business-analysis/ Fri, 10 Apr 2020 14:29:58 +0000 https://leansoftlytics.com/?p=1481 Power BI & DAX | MS Access & VBAPROGRAMMER vs. DEVELOPER ——– Standing in the Circle from the Lean (Toyota) process improvement methodology… Imagine that you are the top engineer in the nation of Japan and have just been hired by Toyota upon your graduation from the most esteemed of universities. The president of Toyota […]

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Power BI & DAX | MS Access & VBA
PROGRAMMER vs. DEVELOPER

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Standing in the Circle

from the Lean (Toyota) process improvement methodology...

Imagine that you are the top engineer in the nation of Japan and have just been hired by Toyota upon your graduation from the most esteemed of universities. The president of Toyota greets you on your very first day. While you walk together, you are filled with excitement as you wonder what the view will be like from your beautiful new office.

Your destination however is the production shop floor, and the president takes some chalk, draws a circle on the shop floor, and says “stand in this circle and observe”. Then he walks away.

Standing in the circle denotes involvement not separation and is a fact-finding mission to fully understand a process.

Programming and developing are very different.

Programming has a start and a finish and can be completed from a distance.

Development is a continuous process that starts from the circle, and our experience has been that the most value comes from being on site and working directly with stakeholders.

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LEAN & Continuous Improvement for Emails https://leansoftlytics.com/lean-continuous-improvement-for-emails/ Thu, 26 Mar 2020 23:42:31 +0000 https://leansoftlytics.com/?p=1232 Power BI Business Intelligence Transformations are made easy throughIncremental Process Improvements Have you ever searched your email inbox and had to spend extra time reading through emails because many of the subject lines were all identical while all of the emails were really about different topics? That’s like trying to find the ball in a […]

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Power BI Business Intelligence Transformations
are made easy through
Incremental Process Improvements

Have you ever searched your email inbox and had to spend extra time reading through emails because many of the subject lines were all identical while all of the emails were really about different topics? That’s like trying to find the ball in a shell game! One reason for this confusion is because people will for their own convenience sake find one of your recent emails and hit “Reply”. It doesn’t seem to matter to them if they pick your email about “Project #25” or your email about the monthly meeting, they just pick an email and start typing. You will know this has happened to you when you find the budget data that you’ve been searching for in an email with a subject line about vacation days.

 
“LEAN” is a nickname for the Toyota Production System, and the LEAN process improvement methodology focuses on eliminating the steps in a process that do not add value. These non-value-added steps are viewed as waste that is to be taken out of the process in much the same way a full trash can is viewed in a kitchen. LEAN defines waiting as one of the seven forms of process waste that cause a process to be inefficient. In the automobile assembly process, waiting on a missing assembly part is a form of waste that needs to be removed from the assembly process.


Let’s say that you’re a good communicator and are also proactive so you send an email with the subject line “Project #5: Deployment date is still on track for January 13.” Later, you receive an email reply inquiring if the automated workflow functionality part of Project #5 will be included in the deployment. The reply to that email should have the subject line changed to something like “Project #5: Workflow Functionality.” This subject line change will provide specific information that will make a future search for this email more efficient.

Who knows… it may be you that is doing the searching.

Why This Matters

Respecting Others

You may not care about LEAN or maybe you do not have confidence in process improvement initiatives, but think about this…. Many companies hold “Respecting Others” as a core value. People often recognize that being to work on time as a good value but few people stop to think that causing a coworker to waste their time is not being respectful to their coworker. Taking your time to update the subject line when you reply to an email will help your coworkers save time and is being respectful of their time. You will be making their process of searching through the emails that you sent more efficient.

 

$ $ $ — The productivity lost when 60 employees each waste 1 minute is the average of what they all make for an hour — $ $ $

From the money perspective, lost productivity due to inaccurate subject lines is very real when you consider that many companies have thousands of employees that each are caused to waste several minutes each day when searching for emails.

 

Implement LEAN Subject Lines for Yourself

Emails with inaccurate subject lines conveys three messages.

1} One message is the intended communication in the email body.

2} The second conveyance is what the recipient thinks about your organizational and communication skills.

3} The third message conveys degree to which you consider others and the future need of others to quickly find your emails.

Having to wait on something to complete a process is a form of process waste that exist in inefficient processes. You may not be passionate about improving processes like I am,  but remember to do right by your coworker and put accurate information in the subject line when you reply to their emails. Many leaders think that a big process improvement roll-out and banners with carefully worded slogans improve processes. Maybe so, but don’t wait for the roll-out. Start improving the communication process today and be sure that your replies to emails have carefully worded subject lines.

Please feel free to let me know your opinion about this article, and if you like it. Thanks.

Start an Incremental LEAN Transformation Today

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Power BI and Microsoft Access Design Standards and Capabilities https://leansoftlytics.com/microsoft-access-database-design-standards-checklist/ Tue, 03 Mar 2020 15:14:38 +0000 https://leansoftlytics.com/?p=605 Power BI, DAX | SQL Server | MS Access, VBADESIGN STANDARDS & CAPABILITIES STANDARDIZE FOR Easy Modifications Developer Rotation OPTIMIZE FOR Speed Future Back-end Upsizing Power BI, SQL Server, and MS Access Overview POWER BI ETL extract, transform, load external and legacy data into the Query Editor Star and Snowflake Relational Data Modeling Schemas Dimension […]

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Power BI, DAX | SQL Server | MS Access, VBA
DESIGN STANDARDS & CAPABILITIES

STANDARDIZE FOR
Easy Modifications
Developer Rotation
OPTIMIZE FOR
Speed
Future Back-end Upsizing
POWER BI
  • ETL extract, transform, load external and legacy data into the Query Editor
  • Star and Snowflake Relational Data Modeling Schemas
  • Dimension and Fact Separations
  • Custom metrics. Conditional formatting, striving for to balance data and white space
  • Slicers menus that toggle in visibility, conserving screen space for maximum focus
  •  Dashboards. DAX Data Analysis Expressions. Linear regression trend identification/quantification. Moving averages, time intelligence functions, KPI reporting, Segmenting and grouping data
  • Descriptive, diagnostic, predictive analytics. “ What if ” scenarios and forecast
  • Adhere to in place naming conventions
 
POWER BI CLOUD SERVICE
  • Publish reports to workspaces
  • Create dashboards with linked visualizations and cascading filters
  • Extract iframe code for inline web page embedding
  • Set permissions & refresh schedules
  • Row level security 
 
SQL SERVER
  • Create Cloud Server, databases, tables, views
  • Create and call stored procedures
  • Union Queries and complex queries with multiple joins and sub-queries
  • T-SQL Transact CRUD commands to Create, Read, Update or Delete
  • Utilize SQL Views to limit data exposed to the front-end application 

 

MICROSOFT ACCESS
  • Tables have primary key
  • Commonly queried columns are indexed
  • Field Size not larger than needed
  • Relationships diagram present, Table relationships defined, Referential integrity enforced
  • Soft Code- Store Logos paths, file paths, user permissions in tables; Allow authorized users to edit
  • Switchboard Form /Main Navigation Form: Queries and reports refer to forms for dynamic criteria (vs. criteria saved in copies of them parameter dialog boxes)
  • Naming Conventions in place and followed
DAX and MICROSOFT POWER BI
  • Utilize Measures over calculated columns when possible
  • Maintain organized measure’s tables
  • Adhere to naming conventions
  • Indent for readability
  • Add comments so the next developer can easily follow
  • VAR: Use variables internally when possible so the next developer can easily follow
 
VBA and MICROSOFT ACCESS 
  • Compile Code
  • Use option explicit to require variable declaration
  • Password protected
  • Comment procedures with an explanation
  • Indent code blocks for easy recognition
  • Error handling utilized
  • Memory Management: Close Recordset variables; Set database variables to nothing
  • External Application Automation (i.e. Outlook, Excel): Use late binding

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Power BI and Microsoft Access Project Scope https://leansoftlytics.com/microsoft-access-project-scope/ Tue, 03 Mar 2020 15:11:14 +0000 https://leansoftlytics.com/?p=602 Power BI Business Intelligence Report | MS Access Split DatabasePROJECT SCOPE When a project is contained within the boundaries of the initial project definition it is said to be in scope. Please know that the importance of staying in scope on your Power BI or MS Access project is very important to me, so talking […]

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Power BI Business Intelligence Report | MS Access Split Database
PROJECT SCOPE

When a project is contained within the boundaries of the initial project definition it is said to be in scope. Please know that the importance of staying in scope on your Power BI or MS Access project is very important to me, so talking with you about project scope upfront is also very important.

In some company cultures, scope gets pre-approved by a committee and budget is tracked with internally between departments as if they were separate businesses. The discussion of additional enhancements may not be wanted or may be forbidden. If this is your culture, please know that I will honor it.

Other less formal companies may ask me to document the current requested requirement as well as any other enhancements that would improve the business process. For example, a project may have only one requirement that is to install an auto-dialing feature to an existing app but I may observe users constantly switching to an email app to draft a standard email. In this case, I would also document the amount of time per day an auto-emailing enhancement would save if installed in the Access application.

Project scope is very important to most clients, so please know that is important to me.

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