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make a list of numbers in Power Query

Quick tip: Make a list of numbers (or dates) in Power Query easily

November 13, 2018 3 Comments

Just a quick tip to revive the blog from a month long silence. I am alive and kicking. I have been occupied with a quest to rescue princess & maidens on video game console. Recently we bought SNES classic console from Nintendo and I have been playing Legend of Zelda – a link to past regularly. As it is almost summer, I am also enjoying the beautiful outdoors in Wellington. All this means, little time for blogging. I will try to post a few more times before the end of year.

Make a list of numbers in a jiffy with Power Query:

We know that in Excel, you can type a few numbers and use the fill handle to fill down (or up etc.) numbers as you want.

But what if you need some numbers in Power Query?

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Sick leave entitlement vs usage - Excel problem

How many people used their entire sick leave entitlement? [Power Query / Excel homework]

September 21, 2018 18 Comments

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.

sample data - sick leave entitlement vs. usage

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.

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demo of lenient (flexible) lookup

Lenient lookup [Advanced Formula Trick]

September 13, 2018 7 Comments

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.

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top tips to design pretty power bi reports

My top 5 tips for designing beautiful Power BI reports

September 10, 2018 4 Comments

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.

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Power query tips for accountants

5 tips: Power Query for Accountants (and finance people) – Free Masterclass

September 3, 2018 9 Comments

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.

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Create Awesome Dashboards instantly - Introducing Ready to use Excel Dashboard Templates from Chandoo.org
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