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Updated on February 10, 2020February 10, 2020/ Brent Allen

XLOOKUP – New abilities

XLOOKUP – New abilities

In my last post, I detailed how to replace existing VLOOKUP and other lookup formulas with XLOOKUP. However; XLOOKUP is more than just a replacement to the VLOOKUP and INDEX / MATCH functions! XLOOKUP adds some additional functionality that was …

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Updated on February 5, 2020February 4, 2020/ Brent Allen

How to use XLOOKUP in Excel to replace existing LOOKUP functions.

How to use XLOOKUP in Excel to replace existing LOOKUP functions.

In September 2019, Microsoft introduced a new function to help speed up the way that data lookups are performed. As of February 2020, the XLOOKUP in Excel function is still in testing; however, upon release, it will change the way …

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Updated on January 30, 2020January 30, 2020/ Brent Allen

What is Advanced Excel?

What is Advanced Excel?

Advanced Excel is a skill that is in high demand. A quick query on LinkedIn showed over 68,000 jobs worldwide requesting advanced Excel, as of January 2020. The jobs that were showing on LinkedIn are generally for financial jobs, such …

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Updated on January 25, 2020January 2, 2020/ Brent Allen

Power Query – Clean data for the Data Model

Power Query – Clean data for the Data Model

In previous exercises, we used the FILTER() function in order to remove the totals from our data model. Using Power Query, clean data is provided to the data model. Filtering before the data model improves the performance of the model, …

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Updated on December 19, 2019December 20, 2019/ Brent Allen

INDEX / MATCH – How does it work?

INDEX / MATCH – How does it work?

Up until the release of the XLOOKUP function, there has been significant debate in the Excel community around which function is better – VLOOKUP, or INDEX / MATCH. But, what is INDEX / MATCH? This is a combination of 2 …

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Updated on December 16, 2019December 17, 2019/ Brent Allen

ALL() and CALCULATE() – Percentage of a column

ALL() and CALCULATE() – Percentage of a column

In the last post, we started using the CALCULATE() function to filter out some of the values that we didn’t want on our totals. This was done in order to get a pivot table that didn’t need to use the …

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Updated on December 15, 2019December 9, 2019/ Brent Allen

FILTER and CALCULATE – Removing pre-calculated totals.

FILTER and CALCULATE – Removing pre-calculated totals.

In the last post, we started using the CALCULATE() function to filter out some of the values that we didn’t want on our totals. This was done in order to get a pivot table that didn’t need to use the …

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Updated on December 5, 2019November 22, 2019/ Brent Allen

Sum of a row using CALCULATE()

Sum of a row using CALCULATE()

In the last post, we created a custom field in the Excel data model; however, we still needed to use Excel formulas to calculate the percentage of a row. In this example, we will be using a simple CALCULATE() function …

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Updated on November 27, 2019November 13, 2019/ Brent Allen

Custom Field for Quarterly Data in the Data Model

Custom Field for Quarterly Data in the Data Model

As part of the Quarterly Report case study, we built a report using the data model, but there were still some instances where we used Excel formulas. In this post, we will be creating a custom field so that there …

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Updated on January 1, 2020November 11, 2019/ Brent Allen

Quarterly Report – Using the Data Model

Quarterly Report – Using the Data Model

In this post, along prior two posts, I discussed a hypothetical case where data has been provided and your job (as the analyst) will be to create a quarterly report detailing sales of 2018 new vehicles in Canada. This post …

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