Archive - Blog Posts on Excel

Pass an Excel Parameter to Power Query - Where has Matt been? Regular readers of my blog may have noticed I have been missing in action over the last month.  I have been super busy with the PUG World Tour, delivering a lot of training, finalising my new book Supercharge Power BI, and also taking a couple of weeks vacation. Side Story: Power […] Read More
Using Variables in DAX - Level: Intermediate The variable feature in DAX has been around for more than a year and I have simply never got around to writing an article about it – I am changing that today.  Let me start off with some version information and syntax and then I will show you are real life example where I […] Read More
Measure Dependencies in Power BI - Update:  Unfortunately after I released the latest version of my workbook in this article, something changed with Excel to stop the file working as designed.  At this stage I do not know what the issue is, but it seems to only affect the current channel versions of Excel.  I have just reinstalled the deferred channel […] Read More
DMV to Extract Measures from Power Pivot - I have written articles before about how you can extract measures from a data model using DAX Studio and also using Power Pivot Utilities.  These are both excellent tools in their own right and I encourage you to read up on those previous articles to learn more about these tools. Today however I am going […] Read More
The ALL() Function in DAX - Level: Intermediate In this article I am going to write about the ALL() function, show how it works and explain a common use case.  I will also cover the unexpected behaviour that occurs when using the ALL() function in Power BI Desktop – more on that later. For this article I will use my simplified copy […] Read More
Understanding Power Query Combine - Level: Intermediate Sometime late in 2016 Microsoft deployed a new “Combine” feature in both Power Query for Excel (Get and Transform) and also in Power BI Desktop (Get Data).  The new capability makes it easier to combine multiple copies of similar workbooks into a single table without hand coding M Functions, but unfortunately it is now […] Read More
Power Pivot Crashes–Another Update from Seattle - When I was at the Microsoft Data Insights Summit last week I took the opportunity to catch up with Howie Dickerman to get an update on how the bug fixing with Power Pivot for Excel is coming along.  I talked about this in my original blog here and then my previous update here.   And the […] Read More
Microsoft Announces the Return of Export to Excel - At the start of May 2017, Microsoft announced that Export to Excel/CSV would no longer be available to Power B Free users, and would not be part of the new Power BI Premium offering either. Today Microsoft announced that it has listened to community feedback and has agreed to include this feature for all users again. […] Read More
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 - Level: Intermediate 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 […] 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 - Level: Intermediate 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 […] 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 - Level: Beginners 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 […] Read More
How to Document DAX Measures in Excel - Level: Beginners 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 […] 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