You can build an Excel profit and loss spreadsheet using the INDIRECT and VLOOKUP functions. Together, these functions enable you to analyze profit and expense data for your projects. I’ll demonstrate how these functions can be combined to help you… 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 ›
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 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 ›
Human Resources (HR) can garner meaningful insights using Office 365, the basic Microsoft Power BI functions, and with straightforward SharePoint lists to hold employee lifecycle data. Over the next 2-3 posts, we’ll watch the HR team build Microsoft Power BI… Read More ›
SharePoint Ask Me About and Interests Let’s refine the company directory from a couple of posts ago with SharePoint Ask Me About and Interests. First you’ll see where the Ask Me About (i.e. expertise) data comes from and how it’s… Read More ›
I’m excited to share this solution around Human Resources (HR) Onboarding using Microsoft Excel and SharePoint Designer Workflows in Office 365 and SharePoint. This is a unique way to track Human Resources’ progress as they complete essential steps in the… Read More ›
Use SharePoint Search and the User Profile Service to build a SharePoint Company Directory that is available to all employees of the organization. This feature is common in Intranets and can be built using only out-of the box features. User… Read More ›
This post demonstrates how to use SharePoint Document Sets in a Human Resources scenario for managing Performance Review. SharePoint Document Sets for HR Performance Reviews Here’s the breakdown of how things are going to be setup: There will be a… Read More ›
You saw how Excel, Office 365, and SharePoint empowers your team to deliver reports online in this post. That example used a pivot table to report on the status of Contract Lifecycle Management Tasks as they relate to a Sales… Read More ›