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Posts tagged #PowerPivot

¿Usas Power Pivot en Excel? Ojo: mientras tengas la ventana de Power Pivot abierta, el autoguardado se desactiva automáticamente.

Si trabajas con modelos de datos grandes, guarda manualmente antes de cerrar. Un detalle que pilla desprevenido a más de uno.

#Excel #PowerPivot #ExcelTips

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How Iterator Functions Work
Formulae:
- Regular:	=[Units on Hand]*[Avg Cost]
- SUMX: =SUMX(Inventory,[Regular])
Screenshot of a output table with columns containing the totals generated for both formulae:
- Regular = 491.00
= SUM(1,2,4,4,9)
   * AVERAGE(23.95,24.95,23.95,24.95,24.95) 
- SUMX = 494.00
= SUMX(
       SUM(1) * AVERAGE(23.95)
    + SUM(2) * AVERAGE(24.95)
    + SUM(4) * AVERAGE(23.95)
    + SUM(4) * AVERAGE(24.95)
    + SUM(9) * AVERAGE(24.95)
   )

How Iterator Functions Work Formulae: - Regular: =[Units on Hand]*[Avg Cost] - SUMX: =SUMX(Inventory,[Regular]) Screenshot of a output table with columns containing the totals generated for both formulae: - Regular = 491.00 = SUM(1,2,4,4,9) * AVERAGE(23.95,24.95,23.95,24.95,24.95) - SUMX = 494.00 = SUMX( SUM(1) * AVERAGE(23.95) + SUM(2) * AVERAGE(24.95) + SUM(4) * AVERAGE(23.95) + SUM(4) * AVERAGE(24.95) + SUM(9) * AVERAGE(24.95) )

I wrapped up the week by leading a course for CPABC on using #DAX in #PowerPivot for gaining enhanced #DataInsights.
For Example, if you've ever had to generate cost by line on a financial statement, use an Iterator function as they add a “Row Context” that Aggregator functions don’t have. 💡

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Count Values in a Column Using Power Query – The Simple Method
Count Values in a Column Using Power Query – The Simple Method In this Ask Ken Anything session of the Self Service BI Academy training course, Ken Puls tackles a common PivotTable surprise: Why does a PivotTable count three Lines of Credit as “used” when one…

A student asked why a #PivotTable counts 3 Lines of Credit as “used” when one of them has a zero balance and shouldn’t be counted. 🤷🏾‍ And do you need #PowerPivot and #DAX to fix it?
Nope! @excelguru.ca shows it takes just simple data-prep adjustment in #PowerQuery:

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Count Values in a Column Using Power Query – The Simple Method
Count Values in a Column Using Power Query – The Simple Method In this Ask Ken Anything session of the Self Service BI Academy training course, Ken Puls tackles a common PivotTable surprise: Why does a PivotTable count three Lines of Credit as “used” when one…

Why does a #PivotTable count three Lines of Credit as “used” when one of them has a zero balance and shouldn’t be counted? 🤷🏾‍ And more importantly — do you need #PowerPivot and #DAX to fix it? Here, I'll show you that you don't: youtu.be/-X-ELoJ9Kiw

#PowerQuery #ExcelTips

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estimonial
"I found it really interesting to see how the general ledger came together dynamically... The most exciting part was learning how easy it is to integrate transactional data into a data model using a chart of accounts as the primary key. It was only possible because you had set up all the data models and DAX measurements."
Andrew K. (5 stars)
Building Financial Statements in Excel with Power Pivot
(Caricature of Ken Puls)
Developed and delivered
by Microsoft MVP and Chartered Professional Accountant, Ken Puls
(Skillwave logo)
skillwave.training

estimonial "I found it really interesting to see how the general ledger came together dynamically... The most exciting part was learning how easy it is to integrate transactional data into a data model using a chart of accounts as the primary key. It was only possible because you had set up all the data models and DAX measurements." Andrew K. (5 stars) Building Financial Statements in Excel with Power Pivot (Caricature of Ken Puls) Developed and delivered by Microsoft MVP and Chartered Professional Accountant, Ken Puls (Skillwave logo) skillwave.training

If you use #Excel for #FinancialModeling, you'll want to check out our Building #FinancialStatements with #PowerPivot course by FCMA and FCPA, @excelguru.ca. See why students give it an average rating of 4.9 / 5 ⭐
Register today at skw-t.com/buildfs

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Preview
Ask Ken Anything Get more than just a course – get access to an expert who will help you build real world solutions. The Ask Ken Anything (AKA) sessions are live, interactive coaching calls that are held twice each…

Subscribe to the AKAs today at skw-t.com/aka, or get access included with our #SelfServiceBI (skw-t.com/ssbi) or #Excel Fundamentals (skw-t.com/excelfun) Academies.

#FinancialAnalytics #DataAnalysis #BusinessIntelligence #PowerPivot #DataAnalyticsTools

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You Don't Need XLOOKUP and VLOOKUP, You Need This..
You Don't Need XLOOKUP and VLOOKUP, You Need This.. Download the Practice Kit ⬇️ - https://goodly.co.in/you-dont-need-xlookup-and-vlookup/Register for the Power BI Foundations Workshop - https://goodly.co.in/p...

Stop Using XLOOKUP for Large #Data in #excel by Chandeep Chhabra #PowerQuery #PowerPivot #PowerBI www.youtube.com/watch?v=D_AJ...

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Relationship Schemas
Star:
- One Fact table, 
- A single level of Dimension fields
Snowflake:
- One Fact table, 
- Multiple levels of Dimension fields
Galaxy / Fact Constellation:
- Multiple Fact tables linked by common Dimension fields
(Multiple Star/Snowflakes linked via common dimensional tables)
copyright Skillwave Training

Relationship Schemas Star: - One Fact table, - A single level of Dimension fields Snowflake: - One Fact table, - Multiple levels of Dimension fields Galaxy / Fact Constellation: - Multiple Fact tables linked by common Dimension fields (Multiple Star/Snowflakes linked via common dimensional tables) copyright Skillwave Training

I'm leading my #DimensionalModeling in #PowerPivot course today for Chartered Professional Accountants of British Columbia. One of the key concepts for #DataModeling is how your data tables relate to one another.

Relationship Schemas:
⭐️ Star
❄️ Snowflake
💫 Galaxy / Fact Constellation

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Seeing paid dates, invoice dates, and transaction dates handled correctly – all from one calendar – was a big “aha” moment for many attendees. Smarter models come from understanding relationships, not adding tables. 💡

#FinancialAnalytics #DataAnalysis #BusinessIntelligence #PowerPivot

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Preview
Power BI Skills - Thinking of Data in Tables Level: Beginners One very important concept that Excel users often struggle with when starting on their Power BI and Power Pivot journey is that they need to learn to think about data in tables…

An important concept that #Excel users often struggle with when starting on their #PowerBI and #PowerPivot journey is that they need to learn to think about data in tables rather than thinking about data in cells. 🤔 Matt Allington explains it here:

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Creating Disconnected "Fact" Tables - Monkey Shorts Episode 011
Creating Disconnected "Fact" Tables - Monkey Shorts Episode 011 If you prefer to keep your Power Pivot or Power BI Measures on a dedicated measure table, this video will show you how. Ken shows an easy way to create a measure table with Power Query, as well as…

If you prefer to keep your #PowerPivot or #PowerBI Measures on a dedicated measure table, I'll show you an easy way to create a measure table with #PowerQuery, and what you must do in order to avoid the dreaded "Relationships May be Needed" error in #Excel:

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Creating Disconnected "Fact" Tables - Monkey Shorts Episode 011
Creating Disconnected "Fact" Tables - Monkey Shorts Episode 011 If you prefer to keep your Power Pivot or Power BI Measures on a dedicated measure table, this video will show you how. Ken shows an easy way to create a measure table with Power Query, as well as…

If you prefer to keep your #PowerPivot or #PowerBI Measures on a dedicated measure table, @excelguru.ca shows an easy way to create a measure table with #PowerQuery, and what you must do in order to avoid the dreaded "Relationships May be Needed" error in #Excel:

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Creating Linked "Fact" Tables - Monkey Shorts Episode 010
Creating Linked "Fact" Tables - Monkey Shorts Episode 010 Ken looks at a simple Power Pivot trick in this video which helps: -Prevent users from accidentally adding a "foreign key" to a PivotTable (resulting in cross filtering issues) -Keep data…

In this Monkey Shorts, I look at a simple #Excel #PowerPivot trick which helps:
✅ Prevent users from accidentally adding a "foreign key" to a #PivotTable (resulting in cross filtering issues)
✅ Keep data organized
✅ Visibly identify tables with measures on them

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Creating Linked "Fact" Tables - Monkey Shorts Episode 010
Creating Linked "Fact" Tables - Monkey Shorts Episode 010 Ken looks at a simple Power Pivot trick in this video which helps: -Prevent users from accidentally adding a "foreign key" to a PivotTable (resulting in cross filtering issues) -Keep data…

In this Monkey Shorts, @excelguru.ca looks at a simple #Excel #PowerPivot trick which helps:
✅Prevent users from accidentally adding a "foreign key" to a #PivotTable (resulting in cross filtering issues)
✅ Keep data organized
✅ Visibly identify tables with measures

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In this Monkey Shorts, I show how to get your #PivotTables to show dates, even if there are no values present for the chosen Fact/Measure column. It's easy with #PowerPivot backed PivotTables, but regular pivot tables involve a little magic. 🧙
www.youtube.com/watch?v=Sa-z...

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In this Monkey Shorts, @excelguru.ca shows how to get your #PivotTables to show dates, even if there are no values present for the chosen Fact/Measure column. It's easy with #PowerPivot backed PivotTables, but regular pivot tables involve a little magic. 🧙
www.youtube.com/watch?v=Sa-z...

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DAX Measure vs Power Query Column
DAX Measure vs Power Query Column Join Ken Puls and the Data Monkey as they explore how to enhance an Excel Power Pivot Data Model to handle commissionable items. Sparked by a student’s question during an Ask Ken Anything session,…

Join @excelguru.ca and the Data Monkey as they explore how to enhance an #Excel #PowerPivot #DataModel to handle commissionable items. This video walks through the practical process of retrofitting an existing data model and when to use #DAX vs #PowerQuery:

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Testimonial
"I liked that the instructor explained the thought process for writing DAX. He also provided methods to break down the problem, and then connected it to DAX language for solving it."
F.F. (5 stars)
Demystifying DAX - Intermediate to Advanced
(Caricature of Matt Allington)
Developed and delivered by reknown DAX expert and best-selling author, Matt Allington
(Skillwave Training logo)
skillwave.training

Testimonial "I liked that the instructor explained the thought process for writing DAX. He also provided methods to break down the problem, and then connected it to DAX language for solving it." F.F. (5 stars) Demystifying DAX - Intermediate to Advanced (Caricature of Matt Allington) Developed and delivered by reknown DAX expert and best-selling author, Matt Allington (Skillwave Training logo) skillwave.training

Students looking to taking their #DAX skills to the next level love our Demystifying DAX course! ✨
This advanced training will help you become self-sufficient with your #DataModeling capabilities using DAX in #PowerBI Desktop, #PowerPivot for #Excel, and/or #SSASTabular. Go to skw-t.com/demystifydax

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DAX Measure vs Power Query Column
DAX Measure vs Power Query Column Join Ken Puls and the Data Monkey as they explore how to enhance an Excel Power Pivot Data Model to handle commissionable items. Sparked by a student’s question during an Ask Ken Anything session,…

Join me and the Data Monkey as we explore how to enhance an #Excel #PowerPivot #DataModel to handle commissionable items. This video walks through the practical process of retrofitting an existing data model and when to use #DAX vs #PowerQuery:

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Forecasting - Dynamically from Data Model
Forecasting - Dynamically from Data Model Build a fully interactive forecast sheet in Excel that is tied to the Data Model. In this video, Ken Puls demonstrates how to build a dynamic forecast sheet that connects directly to an Excel Power…

In this video, @excelguru.ca shows how to build a dynamic forecast sheet in #Excel that connects directly to a #PowerPivot #DataModel. 📉
This tutorial provides a practical, step-by-step approach to building an advanced, interactive forecasting solution in #Excel:

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POWER-PIVOT: Wie Marc Rides das Fahrerlebnis neu denkt Achterbahnen sind für viele Besucherinnen und Besucher das Herzstück eines Freizeitparks. Innovationen in diesem Bereich entstehen selten über Nacht und noch

POWER-PIVOT: Wie Marc Rides das Fahrerlebnis neu denkt

👉 www.themepark-centra...

#Freizeitparks #ThemeParks #AmusementParks #MarcRides #PowerPivot #IAAPA #VDFU

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Sorting Power Pivot backed Slicer and Pivots - Monkey Shorts Episode 006
Sorting Power Pivot backed Slicer and Pivots - Monkey Shorts Episode 006 In this episode, Ken demonstrates how to sort one Power Pivot column by another column, so that your Power Pivot backed Pivot Tables and Slicers display in the correct order.

In this Monkey shorts, I demonstrate how to sort one #PowerPivot column by another column, so that your Power Pivot backed Pivot Tables and Slicers display in the correct order. 🙌 www.youtube.com/watch?v=F0qG...

#ExcelTips #DataModeling #PivotTable #DataAnalytics #BusinessIntelligence

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Sorting Power Pivot backed Slicer and Pivots - Monkey Shorts Episode 006
Sorting Power Pivot backed Slicer and Pivots - Monkey Shorts Episode 006 In this episode, Ken demonstrates how to sort one Power Pivot column by another column, so that your Power Pivot backed Pivot Tables and Slicers display in the correct order.

In this Monkey shorts, Ken Puls demonstrates how to sort one #PowerPivot column by another column, so that your Power Pivot backed Pivot Tables and Slicers display in the correct order. 🙌 www.youtube.com/watch?v=F0qG...

#ExcelTips #DataModeling #PivotTable #DataAnalytics #BusinessIntelligence

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Forecasting - Dynamically from Data Model
Forecasting - Dynamically from Data Model YouTube video by Skillwave Training

In this video, I demonstrate how to build a dynamic forecast sheet in #Excel that connects directly to a #PowerPivot #DataModel. 📉
This tutorial provides a practical, step-by-step approach to building an advanced, interactive forecasting solution: www.youtube.com/watch?v=y1fz...

#FinancialModeling

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Video

#PowerPivot in #Excel has incredible potential for #FinancialAnalytics, and I'll show you how to unlock it! Master the art of building financial statements, balance sheets, and more.
Enroll today at @skillwave.training with code 2025CYBER to save 25%: skw-t.com/cw25-bfs

#FinancialModeling

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Video

#PowerPivot in #Excel has incredible potential for #FinancialAnalytics, and @excelguru.ca will show you how to unlock it! Master the art of building financial statements, balance sheets, and more. 💲 📈
Enroll today with code 2025CYBER to save 25%: skw-t.com/cw25-bfs

#FinancialModeling #DataAnalytics

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📢 Keep your eyes peeled for details of our annual Cyber Week sale!

🏴 Starting tomorrow, you can save big on all our courses and eBooks. Check back here for updates! 😉

#BusinessIntelligence #BusinessIntelligenceAnalyst #DataVisualization #DataAnalytics #PowerBI #Excel #DAX #DimensionalModeling #PowerPivot #PowerQuery

📢 Keep your eyes peeled for details of our annual Cyber Week sale! 🏴 Starting tomorrow, you can save big on all our courses and eBooks. Check back here for updates! 😉 #BusinessIntelligence #BusinessIntelligenceAnalyst #DataVisualization #DataAnalytics #PowerBI #Excel #DAX #DimensionalModeling #PowerPivot #PowerQuery

📢 Keep your eyes peeled for details of our annual Cyber Week sale!

🏴 Starting tomorrow, you can save big on all our @skillwave.training courses and eBooks. Check back here for updates! 😉

#BusinessIntelligence #DataViz #DataAnalytics #PowerBI #Excel #DAX #DimensionalModeling #PowerPivot #PowerQuery

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(Skillwave Training logo)
Cyber Week Sale Starts Tomorrow
Save 25% on all our:
- Premium Coached Training
- On-demand Training
- eBooks & Digital Downloads
skillwave.training
Valid November 24 - December 5, 2025

(Skillwave Training logo) Cyber Week Sale Starts Tomorrow Save 25% on all our: - Premium Coached Training - On-demand Training - eBooks & Digital Downloads skillwave.training Valid November 24 - December 5, 2025

📢 Keep your eyes peeled for details of our annual Cyber Week sale!

🏴 Starting tomorrow, you can save big on all our courses and eBooks. Check back here for updates! 😉

#BusinessIntelligence#DataVisualization #DataAnalytics #PowerBI #Excel #DAX #DimensionalModeling #PowerPivot #PowerQuery

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The Financial “Star” Schema
To build our statements we need:
- Chart of Accounts Classifications (3 required tables)
- Fact Table 1 (Required), e.g. Sales or Actuals
- Fact Table 2 (Optional), e.g. Budget or Forecast
- Calendar Dimension (Required)
- Other Dimension(s) (Recommended), e.g. Customers, Products, GL Descriptions

The Financial “Star” Schema To build our statements we need: - Chart of Accounts Classifications (3 required tables) - Fact Table 1 (Required), e.g. Sales or Actuals - Fact Table 2 (Optional), e.g. Budget or Forecast - Calendar Dimension (Required) - Other Dimension(s) (Recommended), e.g. Customers, Products, GL Descriptions

I'm capping off the week by leading a course on how to build #FinancialStatements in #Excel with #PowerPivot for CPABC.

💡One of the first things we need to understand is how to properly architect the #DataModel so we have the required fact and dimension tables.

#FinancialModeling #ExcelForFinance

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Median World Income vs US World Income
Median World Income vs US World Income In this video, Ken shows how he did a real-life analysis of median income by country, compared to the median income of the United States. In it, he uses Excel, Power Query, Power Pivot and DAX…

Here, @excelguru.ca shows a real-life #DataAnalysis of median income by country, compared to the median income of the US. In it, he uses #Excel, #PowerQuery, #PowerPivot and #DAX and even show how his Monkey Tools add-in helps speed up development of certain tasks:

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