Leave entitlement vs. usage analysis with Power Query

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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.

entitlement-vs-usage-power-query-analysis

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.

Leave Entitlement vs. Usage Analysis – The problem

The problem is simple. We have a bunch of employees with their leave entitlement. We also know how many leaves they took.

sample data - sick leave entitlement vs. usage

 

Given these two tables, you want to answer questions like:

  • Which employees took exactly 100% of their allocated leave?
  • Which people never took any leave?
  • Who are the people taking 100% of their leave?

If you also know when an employee took the leave (date), you can ask questions like:

  • Assuming leave entitlement resets at start of year (1 Jan), which employees are using 100% of their entitlement

Leave Entitlement vs. Usage Analysis – Solution with Power Query

While we can use Excel formulas (or VBA, pivot tables + power pivot etc.) to answer the questions above, I think using Power Query is the simplest way to crack this.

I made a quick video explaining the problem, solution, how to enhance it when you have multi-year data. Check it out below (or on our Youtube channel).

You will also learn:

  • How to merge (join) two tables in Power Query
  • Using basic & advanced group by in Power Query
  • How to extract year from date values
  • Replacing errors with some value
  • Creating conditional columns in PQ

 

Download solution workbook

Click here to download the solution workbook for this topic. Examine the Power Query definitions to learn more.

How do you like the Power Query solution?

I love how versatile and elegant Power query based solutions are. What about you? Do you use PQ to solve problems like this? Please share your experience / feedback in the comments section.

 

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23 Responses to “Learn Top 10 Excel Features”

  1. Dwi Budi H says:

    What it looks like if excel without formula?? 🙂

    • philip says:

      It would be not excel it would just be fancy tables in which you could just use power point. (Chandoo) would Access be an alternative?

  2. Roy says:

    Awesome piece of work!!!

  3. Rich says:

    Great article.

    Chandoo - my biggest interest in the article was the awesome word-graphic at the top - where did you go to get it done into a shape?

  4. koushik says:

    Awesome Chandoo.. You need always needs coffee to start up with. BTW , how did u created the Heart Shaped picture filled with High Repetitive text in it .. Please put it on your Next blog ...

  5. Bob Watson says:

    Chandoo, good article. I’ve added a link to it from Connexion – our collection of the most useful and interesting spreadsheet-related articles from the web. See http://www.i-nth.com/resources/connexion

  6. ca.nkv says:

    Hi,

    Just one small question. Where the hell have been I in the past for not discovering this website sooner?

    I've lost a job interview recently where even though I had the subject knowledge, I was not upto their mark in Excel.

    Thank you for all the free tips, guidance and for creating this forum environment.

    [PS: I've just been through the site for the 1st time, and have signed up for the newsletter. You can expect pretty stupid questions from me soon]

  7. William Luke says:

    Hy Chandoo, you always inspire me with to explore something new in excel. This data structure table is only for excel 2007 or compatible to 2010. I recently installed latest excel version 2013 in my System and experience problems regarding operating according to previous one. I'm waiting your article relates to that excel version.

    Thanks

  8. Ankit Bansal says:

    Awesome article Mr. Chandoo and that is a awesome heart shaped pic you created. Great tips as well.

  9. [...] Learn Top 10 Excel Features | Chandoo.org – Learn Microsoft Excel Online. [...]

  10. Arvi says:

    Chandoo is awesome..

  11. Kevin Ko (student major in computer and tech.) says:

    Thanks, i got better, And i always get 90.50 in my grade card but now i get 96.50 i improved because of the tutorials you gave, Thank You Very Much Chandoo Guy.

  12. kiran says:

    Hi chandoo, i am intersted in seeing the video or step by step done procedure of analysing the comments and presenting in the data percentage steps. I think this one would be first step in finding out how generally happens data calculation. Thank you.

    As well i would like to know how to get that black shape art of your face which i see in chandoo. I am interested in making it for me.

  13. l3g4to says:

    Nice to see the features considered by Excel users to be most useful. It might be a good idea to also analyze StackOverflow Excel questions to see what keywords appear most often.

    Here are my top 10 Excel Features (for advanced users):
    http://www.analystcave.com/excel-10-top-excel-features/

  14. Nami says:

    Thanks a ton for this it totally helped with my homework ????

  15. pradip says:

    Very good effort

  16. Barb says:

    Thank you for this. Lots of learning in the links you've provided for this septuagenarian.

  17. Arun says:

    Pls send me new post

  18. Abhay says:

    Dude, your humor ? ?
    Loved your work.

  19. Sanjeev Khakre says:

    Hello Sir,

    I am Sanjeev Khakre and i from Indore City, India , I am your big follower and i have watch your videos and learnt a lots of excel trick or function and many more . thanks so much for all of your excellent support.

    Your excel knowledge is real awesome.

    Thanks
    Sanjeev

  20. Your work is excellent but pls willing to know more details about the features of microsoft excel

  21. philip says:

    Chandoo Would Access be a better alternative than VB?

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