Excel or Power BI – where to start?

Excel or Power BI - where to start? So... Excel has Power Query and Power Pivot built in. Power BI uses the same technology.  So which one should you learn first? I say which should you learn "first" because if you learn one it's a relatively small step to learn the other 2 Questions: 1. What's your aim? [...]

3 Easy Steps to Manage your Data Fields

3 Easy Steps to Manage your Data Fields Want to control which data fields to keep in Power Query when removing other columns? When using the ‘Remove Other Columns’ transformation in Power Query (‘Get & Transform’ in Excel 2016+) the query editor hard-codes the remaining column names in the Advanced Editor. This is fine if your [...]

Excel’s 3 Best Kept Secrets

What are Excel's 3 Best Kept Secrets? Excel has seen great advancement in the last 10 years and every user who spends their days re-organising data can benefit hugely from Excel's 3 best kept secrets. 1. Power Query If you or members of your team use Excel a lot then you are missing out massively [...]

Management Reporting in Need of an Overhaul?

3 Signs your Company's Management Reporting Needs a Massive Overhaul How much time does your organisation spend each month preparing budget and management reports? How much time does management spend trying to understand these reports? How much money does your organisation spend on reporting solutions? Do any of the following [...]

2017-10-03T14:28:21+00:00 Power BI|

Dynamic Data Validation with Tables in Excel

Dynamic Data Validation with Tables in Excel Why is Excel returning an error message? Why doesn’t my formula work? What did I do wrong? The answer to these common questions may surprise you. Many spreadsheets I’ve come across have a common problem – inconsistent data entry. If someone enters “United States of America” in a [...]

Power BI Data Sources for Estimating Market Share

Power BI data sources can be almost any file, database or web service. Here's an innovative way to use this amazing connectivity to estimate your market share using free information sources from the web. Facebook tells me my Market Size If you've ever placed an ad on Facebook, you'll know the incredible range of characteristics [...]

2017-10-29T11:01:32+00:00 Data Handling, Power BI|

How to…CSVs to Power BI Dashboard in 10 minutes!

How to...CSVs to Power BI Dashboard in 10 minutes! If you've ever clicked "Export to CSV" then we are kindred spirits. In a previous life as analyst and accountant, I have been an unwilling follower of the export, copy paste, filter, remove top 2 rows, transpose mantra. In recent years a lot of [...]

2017-06-09T10:48:18+00:00 Power BI|

Get & Transform to the rescue!

Get & Transform to the rescue! Is it a bird? Is it a plane? No it's way better than that, it's Excel! Get & Transform, also known as Power Query, gives Excel users super powers. Here's the latest scenario where it has helped out and also is an opportunity for me to demonstrate a method [...]

Training 100 Chevron staff in modern Excel and Power BI

Training 100 Chevron staff in modern Excel and Power BI I am halfway through delivering training in Power Query, Power Pivot and Power BI to 100 Chevron staff. I love sharing my knowledge on this topic and seeing how people suddenly see what's possible with Modern Excel. You can see attendees' eyes look up and [...]

Data is the oil of the 21st Century – Analytics is the engine

  Data is the oil of the 21st Century - Analytics is the engine “Data … the next natural resource” (Virginia Rometty, CEO, IBM, 2013) Oil - the commodity that got us here Current generations might be forgiven for being blasé about the mega role of oil in our daily lives. For most of us, [...]

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