Often as Excel users, we can look across at Power BI and see the convenience of having a sharable web-based dashboard. It’s nice to have each person viewing a dashboard without affecting other users. We don’t have anything similar in Excel… or do we? Normally, if we share an Excel Workbook saved in OneDrive or … Read more
Power Query has a really powerful feature that lets us combine all the files in a folder. However, sometimes the files are not contained in a single folder. Sometimes they are spread out in multiple places. How can we deal with that? That’s what we are looking at in this post: how to combine files … Read more
In a previous post, we looked at the ideal Excel number formats for accounting and finance. In each example, we formatted the cell values. However, there is another way to use these number formats; we can use them inside the TEXT function to generate custom headings and dynamic text. That’s what we are looking at … Read more
In a previous post, we created a waffle chart in Excel using the easiest method. To use it as an object on any worksheet, we needed to use a linked picture. The problem is that linked pictures don’t work in Excel Online (I know!!! Super annoying, right!). So, in this post, I want to show … Read more
Waffle charts are like square pie charts. However, rather than slices of a pie, values are represented by the number of colored squares. They are commonly found on dashboards and newspaper articles because they are easy to read at a glance. In this post, we look at how to make waffle charts in Excel using … Read more
A few weeks back, I wrote a post about how to filter by a list in Power Query. It didn’t take long for somebody to ask if the same is possible in Excel. The answer is, YES! So, that’s what we are looking at in this post: how to use Excel’s FILTER function based on … Read more
Excel’s default number formats don’t really work for accounting and finance reports. There is no way any accountant in their right mind would use the Accounting format. Instead, we must develop our own custom number formats with the brackets, decimals, and alignment in exactly the right place. So, I want to share with you the … Read more
Expanding table columns is a common Power Query action. It even has its own icon. But there is a problem lurking here. Clicking the expand data button hardcodes the column names into the M code. So, if new columns are added to the source at a later date, they don’t show up. So, in this … Read more
Power Automate Desktop is a Microsoft tool for automating processes in a desktop environment. It’s a really powerful tool, but suffers from one significant drawback… it has limited Excel actions. However, Microsoft has given us the ability to run Excel macros from Power Automate Desktop; therefore, this gives us the power to do almost anything … Read more
Some Excel features hide in plain sight. They are there, but nobody thinks to click the button. In this post, we are covering one of those features. We are looking at how to create separate sheets for each item in a PivotTable field with the Show Report Filter Pages feature. Excel users love PivotTables because … Read more