Retrieve The Correct Column Header (Leila Gharani Kevin Lehrbass Excel Challenge)

This came from Leila Gharani
Original Video https://youtu.be/OJLfPc9YlqE
Then Kevin Lehrbass took it on:

The challenge:
You have data in a matrix. Locate a specific piece of data and retrieve the name of the column it’s in.

This is tougher than you might think.

This video is a glimpse of the solutions from
Leila (COLUMN, SUMPRODUCT and INDEX) and
Kevin (Array Formulas, Helper Columns, MIN, FIND).
Then I show 2 solutions:
– Formulas (COUNTIFS, INDEX)
– Get & Transform (Unpivot)

Take a look!

Website: http://ozdusoleil.com

My book: Guerrilla Data Analysis 2nd Edition
http://www.amazon.com/Guerrilla-Analysis-Using-Microsoft-Excel/dp/1615470336
My old blog: http://datascopic.net/blog-2-2

Power Query: Split Column by Delimiter and Split into Rows

So, you’ve got a bunch of data all in one cell. You need to not only get it out, but it needs to be in rows, stacked in a single column.

With this new Get & Transform (Power Query) feature it’s EASY!
Split Column by Delimiter into Rows

This video has 2 examples:
1. A plain example
2. A real world example

You’ll also see a left outer join … and a sword.

Download the file here:
http://datascopic.net/columns2rows
Website: http://ozdusoleil.com

My book: Guerrilla Data Analysis 2nd Edition
http://www.amazon.com/Guerrilla-Analysis-Using-Microsoft-Excel/dp/1615470336
My old blog: http://datascopic.net/blog-2-2

Cross Joins in Power Query: Measuring Student Progress

In this video we’re measuring student progress against program requirement. A full outer join is used as a final step. However, the cross join is needed so that we can identify where students haven’t done ANY work in a category. The full outer join won’t pick up data that doesn’t exist.

What is a Cross Join? It’s a way of merging data when you need everything on List 1 to be matched with everything on List 2.

A cross join isn’t one of the 6 joins packaged in Get & Transform (Power Query) and isn’t used much. However, the cross join does have a purpose.

This video shows how easy it is to make a cross join but more importantly:
– A practical example of when to use a cross join.
– Why a cross join was used instead of other joins or Get and Transform (Power Query) features.

In this situation, we’re measuring student progress against program requirement. A full outer join is used as a final step. However, the cross join is needed so that we can identify where students haven’t done ANY work in a category. The full outer join won’t pick up data that doesn’t exist.

Website: http://ozdusoleil.com

My book: Guerrilla Data Analysis 2nd Edition
http://www.amazon.com/Guerrilla-Analysis-Using-Microsoft-Excel/dp/1615470336
My old blog: http://datascopic.net/blog-2-2

The Missing Donation Receipts: Using a Power Query Anti-Join against Multiple Records and Criteria

This is real!
A non-profit needs to determine which tax receipts have NOT been issued. This is easy to figure out if each donor made one donation. But it’s harder when:
– The same person donates multiple times AND
– They donate the same amount multiple times.

Anne donated $150, $150 and $95.
Her receipt for $150 went out. A simple Anti-Join won’t find the second donation of $150.

In this video we use Get and Transform’s (Power Query’s) Anti-Join in a special way to dig out all donation receipts that still need to be issued.

Website: http://ozdusoleil.com

My book: Guerrilla Data Analysis 2nd Edition
http://www.amazon.com/Guerrilla-Analysis-Using-Microsoft-Excel/dp/1615470336
My old blog: http://datascopic.net/blog-2-2

The 6 Joins in Power Query: Explained

You’ve seen the Joins in other videos, but here is a fun overview of all 6 joins in Excel’s Get & Transform (Power Query)

TIMELINE
2:39 Creating Queries
3:47 Full Outer Join
6:00 Left Outer Join
7:18 Right Outer Join
8:45 Inner Join
9:51 Right Anti Join
11:24 Left Anti Join
13:06 Something Crazy

Website: http://ozdusoleil.com

My book: Guerrilla Data Analysis 2nd Edition
http://www.amazon.com/Guerrilla-Analysis-Using-Microsoft-Excel/dp/1615470336
My old blog: http://datascopic.net/blog-2-2

Segmenting a List into 8 Pieces using Excel’s Power Query (Get and Transform)

WARNING: this is a fast-paced overview.

Don’t worry if you can’t follow every step.

The detailed workbook can be downloaded here:
http://datascopic.net/3Stores8Segments
0:29 Overview
2:35 Demonstration of the solution
3:17 How the solution/model works
3:45 Figuring out who HAS NOT made any purchases
4:30 Who’s made purchases at all 3 stores?
7:04 Figuring out who shopped at just 1 store
8:53 Who’s shopped at 2 stores

THE CHALLENGE
My friend Bart in Amsterdam sent a challenge:
In a loyalty program there are cardholders and 3 stores.

How can Excel or Power Query (Get & Transform) segment the list of transactions into 8 segments? People who’ve …

1. not made any purchases
2. purchased at all 3 stores
3. only shopped at Trader Joe’s
4. only shopped at Wegmans
5. only shopped at Publix
6. shopped only at Publix and Trader Joe’s
7. shopped only at Publix and Wegmans
8. shopped only at Trader Joe’s and Wegmans

This solution weaves together lots of Power Query features, including: left anti-join, left outer-join, grouping, fill-up, filtering, and conditional columns.

Power Query Solution over at ExcelIsFun:

Website: http://ozdusoleil.com

My book: Guerrilla Data Analysis 2nd Edition
http://www.amazon.com/Guerrilla-Analysis-Using-Microsoft-Excel/dp/1615470336
My old blog: http://datascopic.net/blog-2-2

Creating a Variable Hyperlink in Excel

This is cool!

The problem: 11 worksheets and hundreds of codes
Objective: the ability to type a code and be taken directly to that code wherever it is in the workbook.

It’s like the Find/Select feature in Excel, the user wanted to stay in the worksheet and minimize use of the ribbon.

One thing to know about creating hyperlinks.
Regular references to cells can look like: Sheet3!B5
But hyperlinks need to include a ‘#.” Therefore:

#Sheet3!B5

This video shows how to make the dynamic hyperlink. It’s crazy! We have to use COUNTIF, MATCH, OFFSET, INDIRECT, HYPERLINK and helper columns.

Download the workbook here:
http://datascopic.net/hyperlink
This video was recorded at Casa de Montecristo by Cigar Inn at 2nd & 54th in New York City.

Contact me:
oz@datascopic.net

Website: http://ozdusoleil.com

My book: Guerrilla Data Analysis 2nd Edition
http://www.amazon.com/Guerrilla-Analysis-Using-Microsoft-Excel/dp/1615470336
My old blog: http://datascopic.net/blog-2-2

Power Query: Summing Data from Specific Ranges

This is a CRAZY one!

Kevin Lehrbass presented this problem:
A tall stack of mini data ranges that need to be totaled. BUT!

Only total the ranges that say “TOTAL.” Ignore the ranges that are labeled anything else.

(Kevin’s solution:
https://www.youtube.com/watch?v=oomf8bfcFEw)
Kevin’s video shows various formula solutions. My video shows a Power Query (Get and Transform) solution using:
– Import data from another workbook
– Fill Down
– Add Custom Column
– Grouping with multiple aggregations

Download the solution:
http://datascopic.net/sumranges
Subscription link:

Channel Blurb:

Contact me:

Website: http://ozdusoleil.com

My book: Guerrilla Data Analysis 2nd Edition
http://www.amazon.com/Guerrilla-Analysis-Using-Microsoft-Excel/dp/1615470336
My old blog: http://datascopic.net/blog-2-2

How to Stack Columns of Data in Excel: Formula Method, Power Query Method

Lately, there have been a number of requests for stacking data that’s in multiple columns.

This video shows 2 methods for stacking 3 columns of data:
– The INDIRECT formula can be used once we know the pattern of how the data needs to be rearranged.
– In Get & Transform (Power Query) it’s simple: add an index column, then “unpivot other columns.” BOOM! DONE!

Website: http://ozdusoleil.com

My book: Guerrilla Data Analysis 2nd Edition
http://www.amazon.com/Guerrilla-Analysis-Using-Microsoft-Excel/dp/1615470336
My old blog: http://datascopic.net/blog-2-2