Blog Posts

2 min read
Data Visualization - Aug 24, 2017

Moving the Needle on Member Data at NCACPA

Nikki Vann, CPA, is the Director of Finance & Administration at the North Carolina Association of CPAs (NCACPA).  She, along with Jennifer Rowell, Director of Member Engagement (also from the NCACPA) and I were honored to...
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Data Visualization - Aug 7, 2017

Refreshing Tableau Public Data

Tableau Public is a free tool to share your visualizations with the world.  One question we often here is how do you refresh data for a Tableau Public visualization.  Tableau Public will do an automatic, nightly refresh data...
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Data Analytics for Associations - Jul 17, 2017

DAX the Way - with Power BI

DAX stands for Data Analysis eXpressions and it is the formula language used in Power BI.  It's similar to Excel formulas and it's an extremely powerful language for creating measures and calculated fields within your Power BI...
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3 min read
data governance - Jul 5, 2017

An Approach to Analytics both Hamilton and Jefferson Could Embrace

Happy 4th of July!  What a great time to think about data independence, democratization, and governance for your association.  In this post we’ll talk about the balance between the central management of data by IT and data...
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2 min read
Data Analytics for Associations - Jun 17, 2017

How Do I Create an Analytics Strategy & Roadmap for My Association?

When I think about the many reasons an association should create an Analytics Strategy and Roadmap, I am reminded of Stephen Covey's great advice: "Begin with the end in mind".  Business intelligence and analytics...
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