@luquimbo/bi-superpowers 1.0.0

package/library/snippets/excel-formulas/text-functions.md

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+# Text Functions
+
+## Overview
+Excel patterns for text manipulation, extraction, parsing, and formatting.
+
+---
+
+## Text Extraction
+
+### LEFT, RIGHT, MID
+```excel
+// First N characters
+=LEFT(A1, 5)              // First 5 characters
+
+// Last N characters
+=RIGHT(A1, 3)             // Last 3 characters
+
+// Characters from middle
+=MID(A1, 3, 4)            // 4 characters starting at position 3
+```
+
+### Extract with FIND/SEARCH
+```excel
+// Text before delimiter
+=LEFT(A1, FIND("-", A1) - 1)
+
+// Text after delimiter
+=MID(A1, FIND("-", A1) + 1, 100)
+
+// Between two delimiters
+=MID(A1, FIND("[", A1) + 1, FIND("]", A1) - FIND("[", A1) - 1)
+
+// Second word (after first space)
+=MID(A1, FIND(" ", A1) + 1, FIND(" ", A1, FIND(" ", A1) + 1) - FIND(" ", A1) - 1)
+```
+
+### FIND vs SEARCH
+```excel
+// FIND is case-sensitive
+=FIND("A", "Apple")       // Returns 1
+=FIND("a", "Apple")       // Returns #VALUE! (not found)
+
+// SEARCH is case-insensitive and supports wildcards
+=SEARCH("a", "Apple")     // Returns 1
+=SEARCH("a*e", "Apple")   // Returns 1 (wildcard)
+```
+
+---
+
+## TEXTSPLIT (Excel 365)
+
+### Basic Splitting
+```excel
+// Split by delimiter (horizontal)
+=TEXTSPLIT("A,B,C", ",")              // {A, B, C}
+
+// Split by delimiter (vertical)
+=TEXTSPLIT("A,B,C", , ",")            // Column: A, B, C
+
+// Split by multiple delimiters
+=TEXTSPLIT(A1, {",", ";", " "})       // Any of these delimiters
+```
+
+### Two-Dimensional Split
+```excel
+// Split rows and columns
+=TEXTSPLIT("A,B;C,D", ",", ";")
+// Result:
+// | A | B |
+// | C | D |
+```
+
+### Handling Empty Values
+```excel
+// Ignore consecutive delimiters
+=TEXTSPLIT("A,,B,C", ",", , TRUE)     // {A, B, C}
+
+// Keep empty values (default)
+=TEXTSPLIT("A,,B,C", ",")             // {A, "", B, C}
+```
+
+### Extract Nth Element
+```excel
+// Get 2nd element from comma-separated
+=INDEX(TEXTSPLIT(A1, ","), 2)
+
+// Get last element
+=INDEX(TEXTSPLIT(A1, ","), COUNTA(TEXTSPLIT(A1, ",")))
+```
+
+---
+
+## TEXTJOIN
+
+### Basic Joining
+```excel
+// Join with delimiter
+=TEXTJOIN(", ", TRUE, A1:A5)          // "A, B, C, D, E"
+
+// TRUE = ignore empty cells
+=TEXTJOIN(", ", FALSE, A1:A5)         // Includes empty values
+```
+
+### Join Array Results
+```excel
+// Join unique values
+=TEXTJOIN(", ", TRUE, UNIQUE(A1:A10))
+
+// Join filtered values
+=TEXTJOIN(", ", TRUE, FILTER(A1:A10, B1:B10="Active"))
+
+// Join with condition
+=TEXTJOIN(", ", TRUE, IF(B1:B10="Active", A1:A10, ""))
+```
+
+---
+
+## CONCAT / CONCATENATE
+
+### CONCAT (Modern)
+```excel
+// Concatenate range
+=CONCAT(A1:A5)                        // "ABCDE" (no delimiter)
+
+// With text
+=CONCAT("Hello ", A1, "!")            // "Hello John!"
+```
+
+### & Operator
+```excel
+// Simple concatenation
+=A1 & " " & B1                        // "John Smith"
+
+// With formatting
+="Total: " & TEXT(A1, "$#,##0")       // "Total: $1,234"
+```
+
+---
+
+## Text Cleaning
+
+### TRIM, CLEAN
+```excel
+// Remove extra spaces
+=TRIM(A1)                             // "  hello  world  " → "hello world"
+
+// Remove non-printable characters
+=CLEAN(A1)                            // Removes CHAR(0) to CHAR(31)
+
+// Combined cleaning
+=TRIM(CLEAN(A1))
+```
+
+### Remove Specific Characters
+```excel
+// Remove dashes
+=SUBSTITUTE(A1, "-", "")
+
+// Remove multiple characters
+=SUBSTITUTE(SUBSTITUTE(A1, "-", ""), " ", "")
+
+// Remove all non-numeric
+=TEXTJOIN("", TRUE, IF(ISNUMBER(MID(A1, SEQUENCE(LEN(A1)), 1)+0),
+    MID(A1, SEQUENCE(LEN(A1)), 1), ""))
+```
+
+### SUBSTITUTE
+```excel
+// Replace text
+=SUBSTITUTE(A1, "old", "new")
+
+// Replace specific instance (3rd parameter)
+=SUBSTITUTE(A1, "-", "/", 1)          // Replace only first dash
+
+// Replace multiple
+=SUBSTITUTE(SUBSTITUTE(A1, "a", "x"), "b", "y")
+```
+
+---
+
+## Case Conversion
+
+### Basic Functions
+```excel
+=UPPER(A1)                            // HELLO WORLD
+=LOWER(A1)                            // hello world
+=PROPER(A1)                           // Hello World
+```
+
+### Custom Case
+```excel
+// Sentence case (first letter only)
+=UPPER(LEFT(A1, 1)) & LOWER(MID(A1, 2, 100))
+
+// All caps except articles (manual approach)
+=SUBSTITUTE(SUBSTITUTE(PROPER(A1), " Of ", " of "), " The ", " the ")
+```
+
+---
+
+## Text Validation
+
+### Check Content
+```excel
+// Contains specific text
+=ISNUMBER(SEARCH("keyword", A1))      // TRUE/FALSE
+
+// Starts with
+=LEFT(A1, 3) = "ABC"
+
+// Ends with
+=RIGHT(A1, 4) = ".com"
+
+// Is numeric text
+=ISNUMBER(A1 * 1)                     // Can be multiplied
+```
+
+### Length Validation
+```excel
+=LEN(A1)                              // Character count
+
+// Check length
+=LEN(A1) = 10                         // Exactly 10 characters
+=LEN(A1) >= 5                         // At least 5 characters
+```
+
+### Pattern Matching
+```excel
+// Email validation (basic)
+=AND(
+    ISNUMBER(SEARCH("@", A1)),
+    ISNUMBER(SEARCH(".", A1, SEARCH("@", A1))),
+    LEN(A1) - LEN(SUBSTITUTE(A1, "@", "")) = 1
+)
+
+// Phone format (XXX-XXX-XXXX)
+=AND(
+    LEN(A1) = 12,
+    MID(A1, 4, 1) = "-",
+    MID(A1, 8, 1) = "-"
+)
+```
+
+---
+
+## Padding and Formatting
+
+### Add Leading Zeros
+```excel
+=TEXT(A1, "00000")                    // 123 → "00123"
+
+// Dynamic padding
+=REPT("0", 5 - LEN(A1)) & A1          // Pad to 5 characters
+
+// Using RIGHT
+=RIGHT("00000" & A1, 5)               // Pad to 5 characters
+```
+
+### REPT - Repeat Characters
+```excel
+=REPT("*", 5)                         // "*****"
+
+// Simple bar chart
+=REPT("█", A1/10)                     // Visual bar based on value
+
+// Padding right
+=A1 & REPT(" ", 20 - LEN(A1))         // Right-pad to 20 chars
+```
+
+---
+
+## Advanced Patterns
+
+### Extract Email Domain
+```excel
+=MID(A1, SEARCH("@", A1) + 1, 100)
+```
+
+### Extract First/Last Name
+```excel
+// First name (before space)
+=LEFT(A1, SEARCH(" ", A1) - 1)
+
+// Last name (after last space)
+=RIGHT(A1, LEN(A1) - SEARCH("~", SUBSTITUTE(A1, " ", "~", LEN(A1) - LEN(SUBSTITUTE(A1, " ", "")))))
+
+// Or with TEXTSPLIT (365)
+=INDEX(TEXTSPLIT(A1, " "), 1)         // First name
+=INDEX(TEXTSPLIT(A1, " "), -1)        // Last name (negative index)
+```
+
+### Parse Name with Suffix
+```excel
+// "Smith, John Jr." → Last, First, Suffix
+=LET(
+    full, A1,
+    parts, TEXTSPLIT(full, ", "),
+    last, INDEX(parts, 1),
+    firstParts, TEXTSPLIT(INDEX(parts, 2), " "),
+    first, INDEX(firstParts, 1),
+    suffix, IF(COLUMNS(firstParts) > 1, INDEX(firstParts, 2), ""),
+    HSTACK(last, first, suffix)
+)
+```
+
+### Remove HTML Tags
+```excel
+// Basic tag removal (won't handle all cases)
+=SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(A1,
+    "<"&MID(A1, SEARCH("<", A1)+1, SEARCH(">", A1)-SEARCH("<", A1)-1)&">", ""),
+    "</"&MID(A1, SEARCH("</", A1)+2, SEARCH(">", A1, SEARCH("</", A1))-SEARCH("</", A1)-2)&">", ""),
+    "  ", " ")
+```
+
+---
+
+## Character Functions
+
+### CHAR / UNICODE
+```excel
+=CHAR(65)                             // "A"
+=CHAR(10)                             // Line break
+=CHAR(9)                              // Tab
+
+=UNICODE("A")                         // 65
+=UNICODE("€")                         // 8364
+```
+
+### Line Breaks in Text
+```excel
+// Insert line break
+=A1 & CHAR(10) & B1
+
+// Remove line breaks
+=SUBSTITUTE(A1, CHAR(10), " ")
+=SUBSTITUTE(SUBSTITUTE(A1, CHAR(10), " "), CHAR(13), " ")
+```
+
+---
+
+## Quick Reference
+
+| Function | Purpose |
+|----------|---------|
+| LEFT/RIGHT/MID | Extract characters |
+| TEXTSPLIT | Split by delimiter (365) |
+| TEXTJOIN | Join with delimiter |
+| FIND/SEARCH | Find position |
+| SUBSTITUTE | Replace text |
+| TRIM/CLEAN | Remove spaces/non-printable |
+| UPPER/LOWER/PROPER | Change case |
+| LEN | Character count |
+| REPT | Repeat text |
+| TEXT | Format as text |
+| CHAR/UNICODE | Character codes |
+
+---
+
+## Related Resources
+
+- [Dynamic Arrays](./dynamic-arrays.md)
+- [Lookups](./lookups.md)
+- [Excel Formulas Skill](../../skills/excel-formulas/SKILL.md)

package/library/snippets/governance/naming-conventions.md

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+# Naming Conventions for BI Projects
+
+Consistent naming across models, reports, and workspaces.
+
+## Tables
+
+| Type | Convention | Example |
+|------|-----------|---------|
+| Dimension | Singular, PascalCase | `Customer`, `Product`, `Date` |
+| Fact | Singular with Fact prefix (optional) | `Sales`, `FactSales` |
+| Bridge | Bridge prefix | `BridgeCustomerProduct` |
+| Security | Dim prefix + Security | `DimUserSecurity` |
+| Calculated | Calc prefix | `CalcDateTable` |
+| Staging (hidden) | _ prefix | `_StagingRawData` |
+
+## Columns
+
+| Type | Convention | Example |
+|------|-----------|---------|
+| Key (PK/FK) | TableNameKey | `CustomerKey`, `ProductKey` |
+| Name/Label | Descriptive PascalCase | `CustomerName`, `ProductCategory` |
+| Date | Suffix with Date | `OrderDate`, `ShipDate` |
+| Flag/Boolean | Is/Has prefix | `IsActive`, `HasDiscount` |
+| Amount | Descriptive | `UnitPrice`, `Quantity` |
+| Code | Suffix with Code/ID | `RegionCode`, `EmployeeID` |
+
+## Measures
+
+| Type | Convention | Example |
+|------|-----------|---------|
+| Base aggregate | Action verb | `TotalSales`, `CountOrders` |
+| Ratio/Percentage | Descriptive with % | `MarginPct`, `GrowthPct` |
+| Time intelligence | Suffix with period | `SalesYTD`, `SalesPY`, `SalesMAT` |
+| Variance | Suffix Var or Diff | `SalesVsPlanVar`, `SalesYoYDiff` |
+| Ranking | Rank prefix | `RankByRevenue` |
+| Debug/Temp | _ prefix (hidden) | `_DebugCurrentUser` |
+
+### Measure Display Folders
+
+```
+Measures/
+├── Sales/
+│   ├── TotalSales
+│   ├── SalesYTD
+│   └── SalesVsPlanVar
+├── Costs/
+│   ├── TotalCost
+│   └── CostPerUnit
+├── Profitability/
+│   ├── GrossMargin
+│   └── MarginPct
+└── _Debug/           ← Hidden folder
+    ├── _DebugUser
+    └── _DebugFilter
+```
+
+## Variables (DAX)
+
+```dax
+// Prefix with underscore — signals local scope
+VAR _CurrentSales = [TotalSales]
+VAR _PriorSales = CALCULATE([TotalSales], SAMEPERIODLASTYEAR('Date'[Date]))
+VAR _Result = DIVIDE(_CurrentSales - _PriorSales, _PriorSales)
+RETURN _Result
+```
+
+## Power Query Steps
+
+| Convention | Example |
+|-----------|---------|
+| PascalCase, descriptive | `RemovedDuplicates` |
+| Start with verb | `FilteredActiveRows` |
+| Group related steps | `Merged_CustomerLookup` |
+| Custom functions | `fn_` prefix | `fn_CleanText` |
+
+## Workspaces
+
+```
+CompanyName - DEV     ← Development
+CompanyName - TEST    ← Testing/UAT
+CompanyName - PROD    ← Production
+```
+
+## File Naming (PBIP)
+
+```
+project-name/
+├── project-name.pbip
+├── project-name.Dataset/
+│   ├── definition/
+│   │   ├── tables/*.tmdl
+│   │   └── relationships.tmdl
+│   └── model.bim
+└── project-name.Report/
+    └── definition/
+        └── pages/
+```

package/library/snippets/governance/review-checklists.md

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+# BI Review Checklists
+
+Structured review processes for models, reports, and deployments.
+
+## Pre-Deployment Checklist
+
+### Data Model
+- [ ] All tables follow naming conventions
+- [ ] No unused tables or columns (hidden or removed)
+- [ ] All relationships are correct direction and cardinality
+- [ ] Date table is marked as date table
+- [ ] No circular dependencies
+- [ ] Descriptions on all visible tables and measures
+- [ ] Display folders organized logically
+
+### Measures
+- [ ] All measures use `DIVIDE()` instead of `/`
+- [ ] `VAR/RETURN` pattern for complex measures
+- [ ] No implicit measures (all explicit)
+- [ ] Time intelligence uses proper date table
+- [ ] Format strings set correctly (currency, %, #)
+- [ ] Debug measures removed or hidden
+
+### Security
+- [ ] RLS roles defined and tested
+- [ ] Security table populated
+- [ ] Admin override role exists
+- [ ] Tested with "View as" for each role
+- [ ] No bi-directional relationships on security tables
+
+### Performance
+- [ ] DAX Studio scan shows no slow measures (>3s)
+- [ ] No calculated columns that should be measures
+- [ ] Query folding enabled where possible
+- [ ] Aggregation tables for large datasets
+- [ ] Cardinality checked on all columns
+
+---
+
+## Code Review Checklist (DAX)
+
+```
+For each measure, verify:
+1. ☐ Name follows convention (PascalCase, descriptive)
+2. ☐ Uses VAR/RETURN for multi-step logic
+3. ☐ DIVIDE() for all division operations
+4. ☐ No FILTER(table, ...) where CALCULATETABLE works
+5. ☐ Context transition is intentional (not accidental)
+6. ☐ Error handling for edge cases (blank, zero)
+7. ☐ Format string specified
+8. ☐ Description/documentation included
+```
+
+---
+
+## Code Review Checklist (Power Query)
+
+```
+For each query, verify:
+1. ☐ Steps have meaningful names
+2. ☐ Query folding not broken unnecessarily
+3. ☐ Error handling with try/otherwise
+4. ☐ Column types explicitly set
+5. ☐ No hardcoded values (use parameters)
+6. ☐ Staging queries set to not load
+7. ☐ Source connection is parameterized
+```
+
+---
+
+## Report Review Checklist
+
+### Visual Design
+- [ ] Consistent color palette (theme applied)
+- [ ] All visuals aligned to grid
+- [ ] Font sizes meet minimum (10pt body, 14pt title)
+- [ ] Alt text on every visual
+- [ ] No overlapping visuals
+- [ ] Consistent spacing between elements
+
+### Functionality
+- [ ] All slicers work correctly
+- [ ] Cross-filtering behaves as expected
+- [ ] Drill-through pages have back buttons
+- [ ] Bookmarks/buttons navigate correctly
+- [ ] Tooltips provide useful context
+- [ ] Mobile layout configured (if required)
+
+### Data Accuracy
+- [ ] Totals match source system
+- [ ] Filters don't hide relevant data
+- [ ] Date ranges are correct
+- [ ] Currency/number formatting consistent
+- [ ] Edge cases handled (no data, single value)
+
+---
+
+## Post-Deployment Checklist
+
+- [ ] Report loads in < 10 seconds
+- [ ] Scheduled refresh configured and tested
+- [ ] Users added to correct RLS roles
+- [ ] Workspace permissions set correctly
+- [ ] Sensitivity labels applied (if required)
+- [ ] Row-level security validated in Service
+- [ ] Stakeholder sign-off obtained
+- [ ] Documentation updated