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2 Custom Data Types | 1 Dataset | 1 Warning

Custom Data Types in Excel and Power Query are pretty interesting. In this video I continue to explore them. 1. We add 2 Custom Data Types in a single dataset. 2. In situations where a merge/join has to happen, it’s best to do the merge first, and then create the Custom Data Type. 1:25 Introducing […]

Power Query: Identify & Retrieve Partial Strings of Text

It’s one thing to identify if a partial strong of text exists in a cell. It’s another to identify it and also dig it out. That’s the challenge in this video. 1. Identify if an address contains SW, South West, NE or Northeast. 2. If one of those is found, populate what was found in […]

Excel: Data Models | Add to Data Model | Power Query

After working with data in Power Query there is the option to “Add to Data Model.” What is that? A Data Model is helpful when it’s necessary to bring multiple datasets into one. The data can be used in a single pivot table without having to physically merge the datasets into one place. This video […]

Where INDEX-MATCH Wins Over XLOOKUP and VLOOKUP

I was surprised with a situation where someone insisted that INDEX/MATCH was his only choice for a formula. I wondered “why INDEX/MATCH?” Why not VLOOKUP, XLOOKUP or a Power Query join? When I saw his data and the restrictions that were on him, this was clearly a context where INDEX/MATCH was the wiser choice. There […]