Archive for September, 2018

Last Friday, I asked you to analyze “sick leave entitlement vs. usage” data and answer homework questions. We got several interesting responses to that. Today, let me share a quick video highlighting how to analyze such data with Power Query.

This is part of our Power Mondays series, where every Monday you will learn something new & useful about Power BI, Power Query and Power Pivot.

Imagine you are the HR analyst at BigLargeCompany. You are asked to find out whether staff at BLC (BigLargeCompany you silly) use up their full sick leave entitlement.

You have two tables – emps & leaves as illustrated below.

Your mission is to find out answers to below questions.

• How many employees used exactly 100% of their entitled sick leave?
• How many employees did not take any sick leaves?
• Listing of all employees who used 100% of their entitlement

Use either Power Query, Excel formulas or any other technique to answer the questions.

We all know VLOOKUP (or INDEX+MATCH) as an indispensable tool in our Excel toolbox. But what if you want the lookups to be a little gentler, nicer and relaxed?

Let’s say you want to lookup the amount $330.50 against a list of payments. There is no exact match, but if we look 50 cents in either direction, then we can find a match. Here is a demo of what I mean.

Unfortunately, you can’t convince VLOOKUP to act nice.

Hey VLOOKUP, I know you are awesome and all, but can you cut me some slack here? 

VLOOKUP is tough, reliable and has a cold heart. Or is it?

In this post, let’s learn how to do lenient lookups.

Power BI allows you to create rich, interactive and informative reports. But it is also a massive pain to create beautiful yet functional reports with Power BI. Over the last 12 months of heavy usage, I have picked up a few tricks to speed up my Power BI report design time. In this post, let me share my top Power BI design tips for creating pretty reports.

Do you work with accounting or finance data? You are going to love, no scratch that, adore Power Query. It can save you precious time, make you look like a hero in-front of clients and keep you sane.

In this masterclass, learn all about Power Query for accountants (and other kinds of finance people) & 5 tips.

Why Power Query?

Power Query is a data processing software. Using Power Query, you can create process driven programs (queries) to collect data, clean or reshape it, calculate things and publish final output as a table. Once you create a query in PQ, when the underlying data changes, you just refresh the query and brand new data will be fetched, cleaned and published for you.

For example, you can use Power Query to combine ledger files from various accounts to one master file with Power Query. No more VBA or manual copy pasting. Just one query and you are done.