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 ›
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 ›
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 ›
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 ›
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 ›
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 ›
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 ›
In this post I’ll demonstrate how to use Power BI for Reports against CLM Tasks (Contract Lifecycle Management) stored in SharePoint. You’ll also see an important use of Visual Level Filters as well as a demonstration of the Colorblind theme…. Read More ›
Many of us work with data in Power BI that includes date and time information mined from sources in different locales or regions of the world than our own. In this post, I’m using a simple CSV of expenses that… Read More ›
In the previous post, we saw Human Resources (HR) import SharePoint list data into Power BI Desktop, and now that groundwork will be used to publish employee lifecycle Power BI Reports and Dashboards to Office 365. The report will consist… Read More ›