Author Archives
I am a software engineer, business and systems analyst, program manager, and technical architect with a passion for delivering business strategy and technology. Over the past 15 years I have partnered with dozens of employers and clients to achieve goals across the corporate landscape.
-
Power BI – Sales and Expense Reports – Prepare Excel Tables from Office 365 SharePoint
Power BI can connect to Microsoft Excel files in your Office 365 SharePoint sites to produce powerful reports. You can then publish those reports and create dashboards using the Power BI Service in Office 365. In this first of two… Read More ›
-
Microsoft Project – Change Project Start Date and Move Deadlines
Microsoft Project Start Date – Change the Date and Move Deadlines Microsoft Project has a few ways to change a project start date. If you have Task Deadlines and don’t choose the right method for making the project start date… Read More ›
-
Microsoft Excel – Quick Day Trading Averages using NETWORKDAYS
This is a post on how to use NETWORKDAYS in Microsoft Excel to help you track your average profits over your total number of trading days. In practice, Microsoft Excel is a great tool for tracking your day trading gain/loss… Read More ›
-
Microsoft Excel – Profit and Loss Reporting with INDIRECT and VLOOKUP Functions
The Microsoft Excel INDIRECT and VLOOKUP functions can be used together to help you analyze profit and expense data for your projects. I’ll demonstrate how these functions can be combined to help you break that analysis up by month and… Read More ›
-
Power BI – Sales Invoice Reports with Filled Map, Slicers, and Report Level Filters
Creating Sales Invoice Reports using Power BI is a straightforward concept, but it comes with some quirks when you actually go to build the report and evaluate the results. I’ll build a visual report in this post using the Filled… Read More ›
-
Office 365 SharePoint – Content Approval – Critical Non Repudiation Security Flaw
This post covers a critical security flaw in Office 365 SharePoint with the Content Approval feature and version history. I’m hoping it’s fixed by the time you read this, but I was told it is “by design” first by the… Read More ›
-
Microsoft Excel – Using VLOOKUP and OFFSET for Profit and Expense Charting
VLOOKUP and OFFSET can be combined in Microsoft Excel to produce quick and easy to read charts for analyzing your net profits, expenses, and total profit/loss. We’ll cover the basics of these formulas to demonstrate monthly p/l total calculations, along… Read More ›
-
Microsoft Excel – Expense Report with SUMPRODUCT and Simple Pie Charts
You can use the SUMPRODUCT function in Microsoft Excel to help you quickly calculate business expenses per department and then visualize that report data using Excel Pie Charts. That’s what will be demonstrated in this post, along with some use… Read More ›
-
Microsoft Project – Gantt Chart Outline and Task Essentials
The Gantt Chart view in Microsoft Project is the default view of new project plans, and understanding the basics of working with the Outline, Project Summary Task, Summary Tasks, and Subtasks will be critical to your success with project plans… Read More ›
-
Power BI Expense Reports – Global Currency Support in Office 365
In this post, Power BI Expense Reports will be created Office 365 using SharePoint. You’ll see how to create an expense report solution that easily accounts for your team’s global presence and globally accrued expenses. Below I demonstrate how to… Read More ›