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.
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.
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.
6 Responses to “A quick personal update”
Thank you for the personal update. It was quite encouraging and a breath of fresh air in my Inbox. Take care and stay safe.
David
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Avoid common flu
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If feel sore throat do above immediate as virus is there 3-4 days before descends into lungs
Would love help with my database mgt in excel.
Thanks for being thoughtful of us.
BTW How do you track your expenses/income in excel? Can you share the worksheet please.
Stay safe you and your family, best wishes.
Thanks for the update and happy to know that you and family are doing good. A 21 day lockdown has now been announced in India (I live around Kolkata) so it's uncertain times ahead. I check up on your wonderful articles often and will do so even more regularly now. Stay safe and God bless.
Hi from Argentina, I follow you for a lot of years now. We here are in a quarantine for 2 or 3 weeks, because the pandemia.
Excel is also my passion and I came here looking for a Num2Words formula, but in spanish. If anyone have it, please let me know.
Best regards.
Pablo Molina
La Rioja - Argentina
I'm glad to have your personal update. I'm from India & following you for so many years. Cheers to have any further personal update.