Wednesday, July 1, 2020

Risk Assessment Chart in Excel


In Excel, creating a risk assessment chart (aka impact / probability chart) is fairly easy. All you need is the risk assessment matrix (with a not so large scale) and about fifteen minutes of time. Once finished you can put this into your favorite presentation software (PowerPoint?) and even make this into a template for the future.

Monday, June 29, 2020

Perform a Two Way, Three Way or N Way Lookup with Power Query


If you're doing lookups, you might use the different lookup functions like LOOKUP, VLOOKUP or INDEX / MATCH. To add another option into the mix, you can also do lookups with Power Query. One benefit is that if you perform two way (three way or more), writing the formulas with the lookup functions get a bit complex. The other benefit is that Power Query can handle larger tables and also appear more dynamic (i.e., just clicking refresh to get updated data). To see how it could be done, check out the video.

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!