CP020: Top 10 time saving strategies for business analysts

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In the 20th session of Chandoo.org podcast, lets save some time.

CP020: Top 10 time saving strategies for business analysts - Chandoo.org Podcast

What is in this session?

We all want to save time and stay productive. The obvious answer seems like using keyboard shortcuts. But they can only get you so far. So what about the real productive strategies? That is what we address in this podcast.

In this podcast, you will learn,

  • Announcements
  • 5 key areas of business analyst work – tracking, analysis, reporting, data management & modeling
  • Time saving strategies for tracking
  • for analysis
  • for reporting
  • for data management
  • for modeling
  • Conclusions

Here is a mind-map of this podcast.

CP020 - Top 10 time saving strategies for business analysts - mindmap

Listen to this session

 

Links & Resources mentioned in this session:

  1. Tables: Use them to structure data & track easily
  2. Data validation: Use it to ensure that your input data is clean
  3. Pivot tables: help you quickly summarize data and get results (check out podcast session 18)
  4. Formulas: learn them to analyze better (also check out the podcast sessions 2 & 7)
  5. Format Painter: copy formatting from one range (or chart, object) to another easily
  6. Keyboard shortcuts: use them to save time (my favorite shortcuts podcast)
  7. Modeling best practices: Follow them to save time & create better models

Transcript of this session:

Download this podcast transcript [PDF].

How do you save time? Tell us quickly

So how do you save time when working with Excel? Please share your tips, suggestions and stories with us in the comments area. But be quick. I don’t want to waste time waiting for your comments 😉

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2 Responses to “Top 10 Power BI Interview Questions & Answers”

  1. Keith says:

    Hello...
    In Power BI I have data that includes months by name only (e.g. May, April, December...)
    I need to build charts etc. but i need the months to go chronologically... not alphabetically... I cannot seem to find the fix to this.... once again, my data does NOT have an actual date attached to it (like 02/01/2023)....only month names... can i use a helper table wher i id the month names as numbers 1 thru 12? and if so, how do i manage this to work for me ?
    Thank you.
    ~Keith

    • Chandoo says:

      You need to setup an extra table to map each month name to a running number. A simple 12 row table like
      Jan 1
      Feb 2
      Mar 3
      ..
      Dec 12

      Then create a relationship between this month table and your month column
      Now, go to "table view" in Power BI and set the sort by column to month number for the month name column on this new table.
      Finally, use the new table's month name whenever you need to refer to the month name in the visuals.
      They will be chronologically arranged.

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