Power Query

/Power Query

VLOOKUP and INDEX MATCH

VLOOKUP v INDEX MATCH - You decide Let's think of VLOOKUP as a screwdriver and INDEX MATCH as a power drill... wait...wait.... I'm not saying INDEX MATCH is faster than VLOOKUP that isn't what this analogy is leading to. If  I need to screw something together I just pick up the screwdriver and hey-presto done.  [...]

Percent of group in Power Query

Percent of Group in Power Query (plus an Excel Table version) Power Query saves you days of time manually manipulating messy data. This leads to improved productivity and efficiency. A quick tip to save you time is to generate a % of group total. It's relatively straightforward in Excel, but it's trickier in Power Query. [...]

Connect to files on OneDrive and Sharepoint

Connect to Excel files using Power Query Power Query can connect to Excel files held in OneDrive for business and in SharePoint. But it's not obvious how. Whether you use Excel or PowerBI this approach will work. Also, for a pure  "M" code approach to SharePoint you can use something like this to get your data [...]

Remove all errors with Power Query

Are you experiencing an issue when unpivotting Excel data? Unfortunately as soon as you try to Unpivot a table of data containing a #DIV/0 or #/NA you get a very strange warning.... "The operation failed because the source databases does not exist, the source table does not exist, or because you do not have access [...]

MYOB and Excel/Power BI integration

Approximately 1.2 million businesses use MYOB products, this versatile accounting package has several offerings, but one thing they have in common is a less then amazing reporting function and integration with Excel. In 2013 MYOB Introduced a set of Application Programming Interfaces (APIs) for several of its products, making it now possible to extract data [...]

Download your own Power Query Calendar

Every Excel Power Pivot Model or Power BI Desktop file needs a Calendar. With the addition of a Calendar to your Data Model you can start to do all sorts of useful analysis such sorting the data by Fiscal month and Fiscal Year or performing calculations such as TotalYTD, Year On Year Growth, [...]

Free yourself from using formulas

Power Query is the greatest addition to Excel in 10 years, it's amazing at extracting and transforming data ready for you to use in a report. In this two minute video we show you how easy it is to extract the data you need without using any formulas! Find out more Extract and clean your [...]

How to pull exchange rates from a web page into Excel or Power BI

This 3 minute video shows how easy it is to link to web page data with Excel. In this scenario it's connecting to the Reserve Bank of Australia exchange rates web page. Get & Transform is built into Excel 2016. It was previously known as Power Query and is still a free download for Excel [...]

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 [...]

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 [...]