Listed here are the top books that I have found helpful in the applying the power of new business intelligence (BI) technology to business problems.

Master Your Data with Power Query in Excel and Power BI: Leveraging Power Query to Get & Transform Your Task Flow
This is the latest update from Ken Puls to help you get behind the scenes of Power Query

Learn to Write DAX

If you want to calculate formulas for use in PowerBI or PowerPivot, you will need to learn DAX (Data Analysis Expressions). This is a beginning book that will walk you thru the basic fomulas and syntax 

M is for (Data) Monkey
First edition of Ken Puls book introducing the world of a powerful new language, M.

It is written well and  guides the user to an understanding of it's uses and power but I recommend the new edition

Best Sellers from other authors on my Bookshelf

Power Pivot and Power BI the Excel user's guide to the data revolution
Rob Collie is one of the founding engineers behind Power Pivot so his book gives great insight into some of the early lessons. Now in it's 2nd edition, it is a MUST READ for anyone who is beginning to learn how to use these 2 products.

My BLOG Posts

​We empower QuickBooks users to have the information they need to effectively run their business by transforming QuickBooks data into actionable information that is always available, always current.

QuickBooks Desktop: Why Maintenance Tools Are Needed (

The number one underutilized tool in QuickBooks desktop in my opinion is the QuickBooks automated backup !  My goal in this article is to help you understand why maintenance tools are needed to make sure your QuickBooks database stays safe.

Abacus or AI - it's still accounting ( 

In this trip down memory lane I summarize things by saying that bank rules are artificial intelligence and learning to leverage them is every bit as much accounting as my early days of learning a paper tape machine.

Data Wrangling with Power Query 

This article for Transaction Pro is an entry level guide to how you can use the power in Power Query to prepare data before importing that data  with Transaction Pro importer

Collect, Combine, and transform Data Using Power Query in Excel and Power BI

MsQuery was my goto tool for over a decade and has served me well but the time has come for this new generation tool to transform the way we get data. This book a MUST READ for anyone who is Data Wrangling today.