Thursday, June 25, 2020

Case Insensitive Lookup with Power Query


If you are trying to do a case insensitive keyword lookup for a table of records, you could just use the filtering capabilities in the Table feature. But if you want to make it more easy for users, maybe having them enter a word in a cell and than refreshing a table would be better. One solution would be to use Power Query!

Tuesday, June 23, 2020

Include Filtered Items in Totals for Pivot Table



https://youtu.be/M5-l-__gepA

Pivot tables are great analysis tools, but sometimes (or often) Microsoft adds a feature and doesn't make it obvious on how to use it. This is one of them. When you have a Pivot table and decided to use the Top 10, Top 5 or Top whatever option to filter your table, it will show the total and subtotal respective to that smaller Top X filter. But what if you still wanted to see how your variables place in the whole data set irrespective of the filter? There is that option to see it as the "Include Filtered Items in Totals" command, but it may be greyed out. See the video to learn about how to fix this.

Thursday, June 18, 2020

Use Power Query to Append Multiple Tables


Appending or combining tables that have common headers in not hard to to if you only have a few. But if you have a couple or combine common tables on a recurring basis, it would be nice to automate this. Power query give you this option to make it easy to do. Whether you're joining one to three tables or if you do this on a monthly, weekly or daily basis, this can be done quickly once you have it set up.