Excel University Blog
Read on for in-depth articles, tutorials, and videos. Search or browse for specific topics. Be sure to subscribe if you'd like to be notified when we write something new.
Power Query
Overview During an Excel University webinar, Jeff gave a demonstration of Power Query that related to a company’s annual budget process. Initially, I was not familiar with Power Query but decided to learn it. Ultimately, I was able to incorporate Power Query into our annual budget process, eliminating the need for the software we were…
Read More
If you have tried to insert a text field into the values layout area of a PivotTable, you may have noticed that the text string itself is not displayed. Instead, the count is displayed by default. In this series, we are talking about how to display the desired text values by using Power Query instead…
Read More
This post show how to use Power Query instead of a PivotTable to display text values in a report.
Read More
In this post, we’ll talk about how to Pivot text values with Power Query. We would like to do this even if there are a variable number of fields per record. This can be REALLY hard to visualize based on a short text description, so I think it is best to show screenshots of the…
Read More
I was recently asked how to separate multiple column headers from their values. My favorite tool for transforming data like this is Power Query. So, this post walks through the steps with Power Query. Thanks Ron for your question! Objective Before we get into the steps, let’s visualize the start and end points. Ron states…
Read More
This is the final post in the Slow to Fast series, where we are incrementally improving the efficiency of reconciliations. In the first post, we looked at conditional formatting. This was a great option when the lists were relatively short, stored on the same worksheet, and only required us to look at a single column.…
Read More
John asked if there was a way to create a list of all table names in the workbook, along with the underlying table reference. In this post, I’ll demonstrate how this can be accomplished with Power Query and an Excel formula. Objective Before we get into the mechanics, let’s confirm our goal here. We have…
Read More
These days, it is common to use online services from many providers. I’m sure that I use services from a dozen different providers every day. One of the services I use is Google Drive, and I have a variety of documents stored there. One day, I was in Excel and thinking to myself, “I wonder…
Read More
This is the second post in the Treasure Maps series, where we are discussing various ways to implement mapping tables. In the first post, we covered SUMIFS. In this post, we’ll talk about Power Query. Overview Let’s say we have a list of transactions in a CSV file, like this: We would like to use…
Read More
Historically, we have created calculated columns by writing formulas. In this post, we’ll see that in some cases, clicking a few buttons in Power Query can be a nice alternative. Objective Before we get into the mechanics, let’s confirm our objective. Let’s say we have a table full of transactions, like this: We would like…
Read More