I was on a call recently where somebody asked if it was possible to create a unique PDF for each item in a list. The answer is “Yes”, so in this post, I want to show you how to do it; how to create multiple PDFs based on a list in Excel. Table of Contents … Read more
If we use Power Query to load data into an Excel Table, we may encounter an annoying default setting, whereby Table columns resize every time we refresh the query. It isn’t a problem if this is just data used for other calculations. However, if the query is part of your reporting, it may not display … Read more
Filtering in Power Query reduces the table to include only those items which meet specific criteria. However, Power Query doesn’t have an option to filter to include all items. In Excel, we can use the asterisk ( * ) as a wildcard character to match any text. Therefore, if we want to include all items … Read more
Knowing when our data was last refreshed is essential. It lets us know whether everything is up-to-date. So, in this post, I’ll show you how to get the last refresh date and time using Power Query. This post is in response to a Power Query question I received from Christian: “I use a CSV file … Read more
A fan chart, or uncertainty chart, as I like to call them, is a way to display historical data along with a prediction of future values. For example, they are often used to indicate inflation or exchange rate predictions, but can display any data with an uncertain future value. So how can we create a … Read more
Power Query in Excel and Power BI has an annoying default feature that automatically applies the Changed Type step even if we don’t want it. It generally occurs when creating new queries from non-database sources, but it also appears after some basic transformations. In this post, I want to show you how to stop the … Read more
Step charts show data that changes at specific points, then remain consistent until the following change occurs. It’s not a default chart type, but I want to share with you how to create a step chart in Excel. Interest rates set by central banks across the world follow a similar system. Some important people in … Read more
Power Query is great for extracting data from a source, reshaping it, then loading it into Excel. A standard part of the transformation process involves Power Query using column headers to reference each column. When the column headers change in the source data, it gives us a big problem. Recently, my friend, Celia Alves released … Read more
It’s a question that every PivotTable user has had to ask at some point: How to clear old items from a PivotTable filter list? Look at the screenshot below, we can see Delta in the PivotTable filter box and the slicer, but there is no Delta in the source data table. How can that happen? … Read more
When working with Excel, the worksheets order matters. The tabs should reflect the flow which a user can understand. Since there is no native feature to do it, using VBA to short sheets alphabetically can be a useful time-saver. But things are never as straightforward, are they? In this post, I will give you the … Read more