Archive - Blog Posts on Excel

How to Find Overlapping Pivot Tables - A client contacted me recently and asked me to solve a problem for them.  They have a large Power Pivot Excel workbook with lots of Pivot Tables.  All was good except sometimes when they refreshed the data, the newly loaded data changed the shape of some of the pivot tables causing at least one of […] Read More
New Power BI Reports from a Golden Dataset - Last week I wrote an article at PowerPivotPro.com explaining how to create a new report on PowerBI.com that connects to an existing dataset already loaded on PowerBI.com.  I then discovered (thanks to reader feedback) that Microsoft has already delivered a preview of a new feature called “Power BI Service Live Connection”. This new feature allows […] Read More
Which to Use – Power BI or Excel? - Level: Beginners One of my regular blog readers (and graduate of my live training course) Phil Cross asked me last week if I knew of anywhere to find a comprehensive guide for Self Service BI users of when to use Excel vs Power BI to author new data models. I thought this would make a […] Read More
Power BI Desktop – Memory Usage - Some time ago I developed a tool that allows you to automatically connect a local Excel Pivot Table to a local running instance of Power BI Desktop.   You can read that original article here if you like.  It works kind of like Analyze in Excel but using Power BI Desktop running on your local PC […] Read More
SQL Saturday Melbourne Feb 2017 Materials - I am currently in Melbourne for PASS SQL Saturday 2017.  SQL Saturday is an annual one day conference event that occurs in many major cities around the world.  It is focussed on helping SQL Server professionals learn more about their profession and also network with other like minded people.  I have a lot of people […] Read More
Best Practices for Power Pivot, Power Query and Power BI - Level: Beginners There are many best practices for Power BI, Power Pivot and Power Query.  I know these things so intuitively now that it is very easy to forget how I incrementally learnt these things along the journey.  Most of these things are not “right” vs “wrong” – they are more often simply “better”.  I thought there […] Read More
DAX Time Intelligence Explained - Level: Beginners I help a lot of people on forums who ask questions about time intelligence for DAX.  If you are just starting out then the chances are that you may not even be clear what time intelligence is and hence sometimes you don’t even know what to ask.  Often the question is something like […] Read More
Extract Tabular Data From Power BI Service to Excel - Someone asked me a question yesterday about exporting data from the Power BI Service into Excel.  There are a few options to do this however they all have their problems (these problems are not covered in great detail in this post). Power BI has an inbuilt export data feature (there is an export limit of […] Read More
Cleansing Data with Power Query - Today I am combining a few techniques to show how to build a robust cleansing approach for your data using Power Query.  This article will demonstrate the following Power Query techniques Joining tables (Merge Query) Self Referencing tables Adding Custom Columns Sample Data I am using some sample data as shown below.  The Country data […] Read More
Easy Online Surveys with Power BI Reporting - I think today’s article will be of interest to my readers even though it is a little astray from my normally pure Power BI, Power Pivot and Power Query content. I will show you how to quickly and easily create an On-Line Survey that you can distribute to anyone that has an Internet connection, and […] Read More
How to Document DAX Measures in Excel - I often get asked if there is an easy way to create documentation for DAX measures when using Power Pivot for Excel.  I am not a big fan of documentation for the sake of it, but I do see value in having “some” appropriate level of documentation.  I think a good balance of the right […] Read More
Excel Workbook Connection to Local Power BI Desktop - Today I am sharing an easy way to use Power BI Desktop as a SSAS tabular server on your local PC.  I find increasingly that I am building data models in Power BI Desktop and yet I still want to use Excel to analyse the data some of the time.  If I load the PBIX […] Read More
Power Pivot Crashes? – An Update - Today Avi Singh and I met with Howie Dickerman from Microsoft to discuss the Power Pivot for Excel Add-In.  You can read the background to this meeting at my blog post last month.  Howie is the Program Manager assigned to Power Pivot for Excel and has a wealth of experience with Excel and other products.  […] Read More
Does the Power Pivot Excel Add-In Crash for You? - I was chatting to Avi Singh the other day and we were comparing notes about the live Power Pivot training classes we both offer in Australia (me) and the USA (Avi).  One thing we both have in common is that the Microsoft Excel Power Pivot Add-In CRASHES a lot during training!  When I say “crash”, I mean it […] Read More
Who Needs Power Pivot, Power Query and Power BI Anyway? - Level: Beginners One of the great challenges Microsoft has faced with its “new” suite of Self Service BI tools (particularly Power Pivot) is that most people that could benefit from the holy trinity (Power Pivot, Power Query and Power BI) don’t even know these tools exist, let alone how the tools can help them succeed in […] Read More
Power Query to Combine Web Pages - Level: Intermediate There was an interesting question this week on http://powerpivotforum.com.au asking if there was a smarter way to user Power Query over multiple identical web pages to scrape the data in a single query.  I have been meaning to blog about this for a while, so it is a great opportunity for a mini-Friday […] Read More
Direct Connect from Excel to Power BI Service - Today Microsoft announced a great new feature that allows you to direct connect FROM Excel TO Power BI and not the other way around.  This simple change really streamlines the integration experience between Excel and the Power BI Service, and makes Power BI even more like you own personal SSAS server. There are 2 immediate […] Read More