EXCEL FEATURES | BI & AI

2021-07-22 18:39:25 Excel dashboard design tips

An Excel dashboard is one-pager (mostly, but not always necessary) that helps managers and business leaders in tracking key KPIs or metrics and take a decision based on it. It contains charts/tables/views that are backed by data.
A dashboard is often called a report, however, not all reports are dashboards.

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2021-07-21 17:34:12 Excel keyboard shortcuts Open / Comment

2021-07-20 17:46:58 . How to automate tasks and save time with Power Query.

Power Query is a data transformation and data preparation engine. Power Query comes with a graphical interface for getting data from sources and a Power Query Editor for applying transformations.

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2021-07-19 17:08:00 Stock portfolio dashboard

Keeping track of your share trading is easy with this personal stock portfolio dashboard. It uses the latest Excel tools* including Data Types and the STOCKHISTORY function to create a report that’s connected to live data and updates at the click of a button.

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2021-07-18 15:38:22 . How to use Power BI Dax.

How you can use Data Analysis Expressions (DAX) to solve a number of basic calculation and data analysis problems. We’ll go over some conceptual information, a series of tasks you can complete, and a knowledge check to test what you’ve learned. After watching this video, you should have a good understanding of the most important fundamental concepts in DAX.

What is DAX?

DAX is a collection of functions, operators, and constants that can be used in a formula, or expression, to calculate and return one or more values. Stated more simply, DAX helps you create new information from data already in your model.

Why is DAX so important?

It’s easy to create a new Power BI Desktop file and import some data into it. You can even create reports that show valuable insights without using any DAX formulas at all. But, what if you need to analyze growth percentage across product categories and for different date ranges? Or, you need to calculate year-over-year growth compared to market trends? DAX formulas provide this capability and many other important capabilities as well. Learning how to create effective DAX formulas will help you get the most out of your data.This is the power of Power BI, and DAX will help you get there.

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2021-07-17 16:03:27 #template Open / Comment

2021-07-17 16:03:20 Decision making table

#template

What-if analysis is the process of changing the values in cells to see how those changes will affect the outcome of formulas on the worksheet.

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2021-07-16 20:36:28 #template

MASTER Marketing Budget

This template will
help you plan your marketing program's budget
let you compare that projected budget to what you actually end up spending.
Just fill in your projected expenses for the corresponding time periods and categories (e.g. Paid Advertising, Content, Events, etc.) and totals will be calculated automatically.
You can then update the actual expenses to see how well you're sticking to your budget and easily identify how much you have left to spend each quarter.
Your projected and actual totals will automatically populate into the Expense Summary chart, as well as the two graphs.
Use the Marketing Budget vs. Actual Spend bar graph to compare your total spend on a month-by-month basis.
Use the Cumulative Marketing Budget vs. Actual Spend line graph to see if you are on track with your annual budget. Open / Comment

2021-07-16 18:33:59 Advanced Formulas and Functions.pdf Open / Comment

2021-07-16 18:26:05 Why are Lambda Functions so Awesome

Here is why Lambda Functions are such a big deal:
Users don’t need to learn another language like VBA to write custom functions
This is means that you can define custom functions without having to save your Excel workbook in the macro-enabled xlsm file—not having to click on the Enable Macros button will make everybody’s life easier
Using Lambda Function means that you change formulas in exactly one spot and it’s going to be changed everywhere you use it.
This is a massive improvement in terms of making your workbook less error-prone.
Instead of long, difficult-to-guess formulas, you can use short, descriptive names.

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