Excel Discussion: The hard way or the concise way?

This video is a little different than the rest. Someone needed help and I came up with 2 solutions–both shown in this video. What’s more important about this is the discussion about the hard solution vs. the concise solution.

Sometimes the hard solution serves us better because we understand it. The concise solution may look impressive, but the question is: can we explain it and be responsible for it?

The solution is for someone who needed to move parts of a string of text. She needed to “move the D.” The solutions include:

– Column from Example
– Split column by delimiter
– Merge columns
– Handling leading zeroes in Power Query
– Data Types

#LeadingZeroes
#PowerQuery
#ColumnFromExample

  For an intro to Get & Transform (Power Query) try my Lynda/LinkedIn course:
https://www.linkedin.com/learning/instructors/oz-du-soleil?trk=insiders_28299411_learning
Website: https://ozdusoleil.com

My book: Guerrilla Data Analysis 2nd Edition

My old blog: http://datascopic.net/blog-2-2

Power Query: Calculating Incentive Points using Advanced Group-by & Left Outer Join

A friend contacted me and asked how Excel might help calculate points for what he described as a “buddy system” where he goes to the gym. Here’s the challenge:

– Marvin and Drew are paired in this buddy system
– If one attends a class, the team gets 1 point.
– If both attend together, the team gets 4 points.
— How can we easily tally each team’s points?

This video looks at 3 teams (6 people) and a list of classes. In order to solve this, we use Power Query’s: group-by, advanced group-by, load to connection only, and a left outer join.

Download the workbook: https://datascopic.net/buddies

#PowerQuery
#OuterJoin
#GroupBy

 For an intro to Get & Transform (Power Query) try my Lynda/LinkedIn course:
https://www.linkedin.com/learning/instructors/oz-du-soleil?trk=insiders_28299411_learning
Website: https://ozdusoleil.com

My book: Guerrilla Data Analysis 2nd Edition

My old blog: http://datascopic.net/blog-2-2

COUNTA: An overdue celebration of one of Excel’s best functions

COUNTA is an unsung hero. It’s not likely to show up on anyone’s Top 10 Excel functions or features. Yet, COUNTA does a lot!

In this video I show multiple ways that COUNTA continues to be a favorite of mine–even with the glamorous features like XLOOKUP, Power Query, Dynamic Arrays, etc. You’ll see:
– COUNTA helps determine the size of a job before we get started.
– COUNTA helps measure progress.
– COUNTA in conjunction with the new dynamic array function, UNIQUE, gives us insight into our customers.
– COUNTA and RANDARRAY help create fake data for use in training or exploration.

Join the party! Let’s celebrate COUNTA!

#COUNTA
#ExcelCelebration

For an intro to Get & Transform (Power Query) try my Lynda/LinkedIn course:
https://www.linkedin.com/learning/instructors/oz-du-soleil?trk=insiders_28299411_learning
Website: https://ozdusoleil.com

My book: Guerrilla Data Analysis 2nd Edition

My old blog: http://datascopic.net/blog-2-2

Extracting Data from a Column: 4 Solutions 1 Problem

One way to get good at Excel is to find multiple ways to solve a problem. In this video I look at a recent problem where I pasted data into Excel from a website. The data ended up in a tall stack, and what I needed was buried in the mix.

I immediately thought of multiple ways to extract what was needed. This video shows 4 solutions and invites you to think of other solutions.

Solutions shown:
– Painful manual way … but it gets and answer
– ISNUMBER, RIGHT and IF
– Advanced Filter and Flash Fill
– Conditional Formatting

No way is “the right way.” The bottom line is to get the right answer. Take the challenge.

For an intro to Get & Transform (Power Query) try my Lynda/LinkedIn course:
https://www.linkedin.com/learning/instructors/oz-du-soleil?trk=insiders_28299411_learning
Website: https://ozdusoleil.com

My book: Guerrilla Data Analysis 2nd Edition

My old blog: http://datascopic.net/blog-2-2

#OzduSoleil
#ISNUMBER
#CrapData

Mr. Excel (Bill Jelen) Challenge | Flattening Crazy Data | Podcast 2316

Mr. Excel, Bill Jelen, was presented with a challenge where someone’s data was twisted in a weird sort of way and needed to be untwisted; e.g. the data needed to be flattened.

Here is the challenge: https://youtu.be/S9ow-1Jq_rE

Bill asked for other solutions than his own. Here’s mine. This is one of those examples where it helped me most to bring the data into Power Query and then Transpose it. This may not have been the most efficient solution. However, after the Transpose, I could see a clear bath to the end.

The solution involves:
– Transpose
– Unpivot
– Pivot

For an intro to Get & Transform (Power Query) try my Lynda/LinkedIn course:
https://www.linkedin.com/learning/instructors/oz-du-soleil?trk=insiders_28299411_learning
Website: https://ozdusoleil.com

My book: Guerrilla Data Analysis 2nd Edition

My old blog: http://datascopic.net/blog-2-2

ComputerGagaChallenge 2: Data Normalization and Missing Entries

In the previous video I showed a solution to a problem presented by Alan Murray at ComputerGaga. But Haider Ali asked about missing entries.

(To purchase Excel Insights, here it is: https://www.mrexcel.com/store/index.php?l=product_detail&p=381)

The challenge requires data to be converted from jumbled lists and into neat rows. The lists are what people have chosen for an appetizer, dinner and dessert. BUT! What if someone only wants an appetizer and dinner? That adds a serious twist to the solution.
Here, I re-do the solution and include several Power Query moves:

– Grasshopper Leg Pluck
– String of Pearls
– Pile In, Pile Up
They use: left outerjoin, unpivot, split columns into rows, merge columns

For an intro to Get & Transform (Power Query) try my Lynda/LinkedIn course:
https://www.linkedin.com/learning/instructors/oz-du-soleil?trk=insiders_28299411_learning
Website: https://ozdusoleil.com

My book: Guerrilla Data Analysis 2nd Edition

My old blog: http://datascopic.net/blog-2-2

ComputerGaga challenge: Convert Columns into Normalized Rows

Alam Murray at ComputerGaga postd a challenge that someone had asked him to help with. https://www.linkedin.com/posts/alanmurray-computergaga_excel-powerquery-activity-6621158742408867840-lhby

Data containing meal selections came in looking like rosters, and weren’t helpful to anyone. So, the data needed to be converted 2 ways.
– A count of requests for each offered meal
– Each person on a row with the 3 meals they selected
This was a fun challenge. My solution is in Power Query. 2 Things were key for my solutuon:
– Transpose in Excel. This made it so much easier to work with the data in rows instaed of columns.
– Keep Rows. WOW! This let me easily pull the data apart, then put it back together with left outer joins.

Ultimately, this solution may be considered to have a lot of moving parts and could be simplified. But … it works.

#ComputerGaga
#ExcelChallenge
#KeepRows

For an intro to Get & Transform (Power Query) try my Lynda/LinkedIn course:
https://www.linkedin.com/learning/instructors/oz-du-soleil?trk=insiders_28299411_learning
Website: https://ozdusoleil.com

My book: Guerrilla Data Analysis 2nd Edition

My old blog: http://datascopic.net/blog-2-2

Reconciling Christmas Payments 2: Merging a Table with Itself

In the previous video I showed how to reconcile Christmas payments between 3 siblings. It seemed that classic Excel using SUMIFS was a better solution that Power Query. However, after posting the video, Miguel Escobar offered a simple Power Query solution. But it’s tricky. It involves merging a table with itself and criss-crossing the fields.

The benefit is this solution can include other people.

There’s also a warning in this video because, in Power Query, null is not treated the same as 0.

For an intro to Get & Transform (Power Query) try my Lynda/LinkedIn course:
https://www.linkedin.com/learning/instructors/oz-du-soleil?trk=insiders_28299411_learning
Website: https://ozdusoleil.com

My book: Guerrilla Data Analysis 2nd Edition

My old blog: http://datascopic.net/blog-2-2

Reconciling Christmas Spending with SUMIFS, IF and Good Spreadsheet Layout

This video revisits a challenge from a few years ago. 3 siblings needed a simple way to reconcile who owed what to whom after all the Christmas gits had been purchased. For example:

If Bo agreed to chip in $200 on gifts that Jay bought, and Jay agreed to chip in $90 on gifts purchased by Bo, what’s an easy way to see that Bo owes Jay $110? But there’s a 3rd sibling, Tanya who needs to be considered.

I solved this a few years ago when Power Query wasn’t available. I decided to revisit this and us Power Query but it proved to complicated. I had multiple queries, joins, custom and conditional columns … the Power Query solution was overkill.

This showed that it’s important to look at what’s at stake and use what’s appropriate. For this challenge, I did use Power Query’s unpivot, but the real work was done by SUMIFS, IF, and good layout.

Here is the 26 Best Microsoft Excel Tips of 2019 podcast
https://www.myexcelonline.com/podcast/026-the-best-microsoft-excel-tips-tricks-in-2019/
#SUMIFS
#UNPIVOT
#PowerQuery

For an intro to Get & Transform (Power Query) try my Lynda/LinkedIn course:
https://www.linkedin.com/learning/instructors/oz-du-soleil?trk=insiders_28299411_learning
Website: https://ozdusoleil.com

My book: Guerrilla Data Analysis 2nd Edition

My old blog: http://datascopic.net/blog-2-2