All articles with 'downloads' Tag

Leave entitlement vs. usage analysis with Power Query

Published on Sep 24, 2018 in Excel Challenges, Power Query
Leave entitlement vs. usage analysis with Power Query

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.

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Lenient lookup [Advanced Formula Trick]

Published on Sep 13, 2018 in Excel Howtos, Learn Excel
Lenient lookup [Advanced Formula Trick]

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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How to get a random sample of data with Power Query

Published on Aug 20, 2018 in Power Query
How to get a random sample of data with Power Query

Today’s Power Monday trick is about Power Query. This is based on my experience of working with large volumes of data.

Today I have been building a hotel dashboard (more on this later). As part of the dashboard, I wanted to show a random sample of user reviews. Reviews database had quite a few rows, so I wanted to extract a randomized sample of 100 reviews and show them in the report. When you refresh the report (Data > Refresh), then a new set of reviews will be fetched and shown.

Let’s learn how to generate a random sample with Power Query in this article.

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Make funky and creative hand-drawn chart in Excel – Quick tutorial

Published on Aug 16, 2018 in Charts and Graphs
Make funky and creative hand-drawn chart in Excel – Quick tutorial

Charts are great way to tell story about what is going on in your business. But they also feel a bit too impersonal and meh. How about adding your personality to them? I don’t mean making them tall, dark and pretty. I mean using hand-drawing style to make them pop out. Something like above example of hand-drawn chart.

The best thing is, You don’t need to actually draw these charts by hand. We can use a powerful charting trick to get these charts automatically generated (and linked) to your data. Interested? Read on to learn how to create hand-drawn charts in Excel.

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Top 5 with above average – Power Pivot Trick

Published on Aug 13, 2018 in Power Pivot
Top 5 with above average – Power Pivot Trick

Welcome to Power Mondays. Every Monday, learn all about Power BI, Power Query & Power Pivot in full length examples, videos or tips. In this installment, learn how to get top 5 list with a twist.

Let’s say you are analyzing sales data and you want to know who are your top 5 sales persons?

Of course, this is simple, you just create a pivot to see total sales by person and then sort the pivot. First five rows have the answer you need. You can even apply a value filter > top 5 to show only their data.

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Nest Egg Calculator using Power BI

Published on Aug 6, 2018 in Power BI, Power Pivot, Power Query

Welcome to Power Mondays. Every Monday, learn all about Power BI, Power Query & Power Pivot in full length examples, videos or tips. In the first installment, let’s take a look at something we all can related to – Money. 

We all know that Power BI is good for creating awesome visual experiences. Today let me share another fun way to use Power BI – to build a calculator. Learn how to create nest egg calculator in this Power BI parameter example tutorial.

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How to get percentage of something calculations in Excel Pivot Tables

Published on Aug 1, 2018 in Pivot Tables & Charts, Power Pivot
How to get percentage of something calculations in Excel Pivot Tables

Ever wondered how to get percentage of another value in Excel pivot tables, like this: In this tip, learn how to create such calculations using Excel pivot tables. Note: this tip is not compatible with older versions of Excel. If you are using Excel 2007 / 2010 / 2013, then please install free Power Pivot […]

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Calculate travel time and distance between two addresses using Excel + Maps API

Published on Jul 19, 2018 in Excel Howtos
Calculate travel time and distance between two addresses using Excel + Maps API

Ever wanted to calculate distance using Excel  – between two locations (physical addresses)? If we know the addresses, we can go to either Google Maps or Bing Maps and type them out to find the distance and travel time. But what if you are building some model (or calculator) and want to find out the […]

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Mutual Fund Portfolio Tracker using MS Excel

Published on Jul 6, 2018 in Learn Excel, personal finance, Power Query, technology
Mutual Fund Portfolio Tracker using MS Excel

Would you like to spend next 5 minutes learning how to create an mutual fund tracker excel sheet?

Make a live, updatable mutual fund portfolio tracker for Indian markets to keep track of your investments using this example.

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Play spreadsheet soccer with Excel Penalty Game [VBA]

Published on Jul 4, 2018 in Charts and Graphs, VBA Macros
Play spreadsheet soccer with Excel Penalty Game [VBA]

We love spreadsheets. And of course, once every four years, we also get mad about soccer. So why not merge both of them in to one awesome, frivolous and fun thing: Introducing….

Excel soccer game

The best part is you don’t have to run up to play this. Set your aim and let RANDBETWEEN() decide your fate.

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Which two teams qualify to next stage? [Excel Homework]

Published on Jun 15, 2018 in Excel Challenges
Which two teams qualify to next stage? [Excel Homework]

Time for some soccer fun in spreadsheets. Given a team points table like above,

How would you figure out in Excel, which teams qualify for next stage. The rules for this exercise are,

  • Pick the top two teams by points
  • If there is a tie, use Goal Difference (GD) to break ties (more GD is good)
  • If there is a tie, use Goals For (GF) to break ties
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FIFA Worldcup 2018 Excel Tracker – FREE Download

Published on Jun 7, 2018 in Power Query, Templates
FIFA Worldcup 2018 Excel Tracker – FREE Download

FIFA world cup 2018 is around the corner. I love soccer, I love Excel, Let’s marry them. Here is an awesome, free FIFA world cup Excel Tracker to help you follow this year’s games in Russia.

Click here to download the FIFA worldcup 2018 tracker.

What you can do with this FIFA world cup Tracker Excel?

You can use this tracker to,

  • View schedules in your local time for group and knockout stages
  • View summary and detailed points table
  • Refresh live points table. When you refresh, the tracker show updated points based on latest results (You need Excel 2016, Office 365 or older versions of Excel with Power Query)
  • View knockout stage matches as a bracket
  • See timeline of the matches
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Introduction to Excel SUMIFS Formula

Published on May 25, 2018 in Learn Excel
Introduction to Excel SUMIFS Formula

Excel SUMIFS function is used to calculate the sum of values that meet any criteria. For example, you can calculate the total sales in east zone for product Pod Gun using SUMIFS formula.
In this article, you will learn:

  • What is SUMIFS function and how to use it?
  • Syntax for SUMIFS
  • Using SUMIFS() with tables and structural references
  • SUMIFS examples – simple, wild card
  • Using SUMIFS() with date & time values
  • Free sample file for SUMIFS formula
  • More formulas for data analysis
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Distinct count in Excel pivot tables

Published on May 23, 2018 in Pivot Tables & Charts
Distinct count in Excel pivot tables

Ever wanted to count distinct values in your pivot tables? Something like above:

Let’s say you have store sales data. Several products are sold on each day. When you make a pivot table from this data and add product count, Excel counts all products. But we want to see just the distinct count (ie if there is a duplicate product in a day, we want to count it just once).

Here is a simple trick to add distinct count to Excel pivot tables easily.

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Beautiful Budget vs. Actual chart to make your boss love you

Published on May 16, 2018 in Charts and Graphs
Beautiful Budget vs. Actual chart to make your boss love you

Call them by any name – Budget vs. Actual, Target vs. Actual, Goal vs. Progress, KPIs, Performance charts, but they are the bread and butter of business charting. So how about a drop dead gorgeous and insightful chart for your next meeting with the folks upstairs? Something like above.

Read on to learn how to create this chart in Excel.

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