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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 […]

Beyond Excel: People Processes & Tools (and XLOOKUP)

A lot of times what we face in the real world with data and Excel: The Excel solution is easy but the situation is complicated In this video I discuss the importance of People, Processes and Tools. Excel is only a tool. And a tool won’t save a situation if the process is janky (or […]

Dynamic Arrays | FILTER | Retrieve Only Specified Columns

The new FILTER function, as part of the new Dynamic Arrays in Excel, is fantastic. However, it is set to filter and retrieve data from contiguous datasets. This is a problem when, for example, a person needs 5 columns from a data-dump of 30 columns. This video shows how to use the CHOOSE function to […]

Data Literacy, Power Query, Understanding Data and Reports

This video is about using Excel in the real world. Here, I was faced with a situation where a new way of paying commissions was created, but a new report for me to use wasn’t also created. Instead, an existing report was tweaked and it seemed good enough until someone asked a question and requested […]

Investigating Data with Bar Graphs and Pivot Tables

There are a couple of reasons for this video. 1. Often, to be good with data, the technical Excel tips & tricks aren’t necessary. Sometimes we have to think, probe and strategize. 2. This follows on my previous video that showed how graphing the data unlocked a mystery. Here again, is a true situation where […]