In Power BI, one of the frequently used visuals is a key performance indicator, or KPI card. It allows to quickly hone in on key values for your dashboard. To avoid overwhelming users with incredibly high values, numbers are also …
Tag: excel
Using XLOOKUP and TRANSPOSE
With XLOOKUP , it is now possible to return multiple values from a single function. However; when these values are returned, they show in multiple columns. If we want to have them appear by row, we have to use the …
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, …
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 …
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 …
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 …
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 …
SUBTOTAL() vs. SUM()
As an accountant, one of the frequent tasks that needs to be accomplished is the summing up of results; this can be anything from summing up ledger balances to a full income statement or balance sheet. We normally use a …