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.
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Microsoft Excel – Understanding Template Options
Most users of Microsoft Excel know that the product supports templates. There are the many out-of-the-box templates you are presented with when you first launch Excel, and there is the “Save as Template” XLTX options through which you can save… Read More ›
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Power BI Fitness and Meal Planning with Excel
Power BI Fitness and Meal Planning with Excel This post demonstrates a Power BI Fitness and Meal planning solution based on Excel data. Power BI is an excellent tool for visualizing important data about the food we consume and provides… Read More ›
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Microsoft Project – Insert or Unhide Task Name Column
Not too long ago, I accidentally hid the “Task Name” column in a Microsoft Project plan. It wasn’t as obvious as I thought it would be to restore or reinsert that critical column. Here are some options for you if… Read More ›
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Office 365 SharePoint Usage Report and Excel Weekday Function
At the end of every quarter, I deliver a usage report which summarizes the historical number of users who visited a page in the Office 365 SharePoint Intranet. The metrics data and graphics are created by exporting the Office 365… Read More ›
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Microsoft Excel – Useful Shortcuts
Tables in Microsoft Excel are used frequently. They help with formatting, filtering, sorting, creating ranges, and are even required to light-up or correctly use other features in the application. In this quick post, let me share two shortcuts that I… Read More ›
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Microsoft Excel and Microsoft Azure SQL – Power Pivot Demonstration using AdventureWorks
Microsoft makes it simple to deploy Azure SQL Databases. Once deployed, Microsoft Excel and Power Pivot make reporting against those databases a pretty much perfect experience. In this post, I’ll demonstrate how you can connect these technologies and produce meaningful… Read More ›
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Power BI and Power Query – Human Resources (HR) Performance Review Survey Reports – Unpivot Columns
Power BI has a very useful feature in the Power Query Editor named Unpivot Columns. In this blog entry, we’ll look at an interesting problem with analyzing Human Resources (HR) peer Performance Review survey results, and how to solve that… Read More ›
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Power BI – Remove Rows or use Column Filters?
The data we import in Power BI would always be formatted consistently-and-predictably in an ideal situation, but the likelihood of inconsistencies and changes in delivered reports bring up a critical question you should ask yourself when setting up your edit… Read More ›
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Microsoft Excel – Sales Order Invoice Totals by Month – SUMIFS and EOMONTH
We have a common scenario as the basis of this blog post: use Microsoft Excel to calculate sales order and invoice totals for a specific month. Though, for a recent requirement, I had a data set and a few requirements… Read More ›
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Power BI – Merge Queries – Client Invoices and Related Tables through SharePoint Lookup Columns in Office 365
In this post we’ll look at how to sum-up and report on unpaid Invoice amounts with a currency data type in Power BI using the Merge Queries feature. We’ll see how to manage related tables that have their relationship defined… Read More ›