• Ken Puls

    by Published on 2018-02-09 11:19 PM  Number of Views: 9544 
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    One of the big issues when distributing Power BI files locally is that the file paths get hard coded, and there is no way to make the path dynamic. This is very frustrating as any user who has a different data path to the source file from the author must edit the query and update the file path. One strategy to avoid this issue is to using Power BI Templates to prompt the user for the source data path when the template ...
    by Published on 2015-10-22 06:42 PM     Number of Views: 116459 

    M is for (Data) Monkey:
    The Excel Pro's Definitive Guide to Power Query
    In August 2021, we published the second edition of this book under the name Master Your Data for Excel and Power BI. Click here to learn more about it.

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    (Note that the image above will redirect you to the Master Your Data with Excel and Power BI, the 2nd Edition of this book which is now available for sale.

    It may have a funny title, but this will be one of the most important Excel books you ever buy in your career.

    The Excel book that will change YOUR life...
    Written BY Excel pros FOR Excel pros, this book has been designed to guide you through learning how to master the new "Get and Transform" data experience in Excel. Released as a free add-in from Microsoft for Excel 2010 and 2013, Power Query technology is now built in to Excel 2016 and the Power BI Desktop application. This technology is a game changer, and will revolutionize the way you work with your data forever.

    Way back when this book was nothing more than a concept, we knew that it needed to be approached in a specific way. It had to speak to Excel users, the problems that they face on a daily basis, and ways to solve those problems both effectively and efficiently. It had to be written to keep you engaged, and to take you on a guided journey, learning from someone who understands you as an Excel pro, how you work, and what you face on ...
    by Published on 2014-11-19 04:20 AM     Number of Views: 138350 

    This page is dedicated to listing out Excel courses that are available online. I am VERY selective about the courses that I include on this page, and will only publish listings from those who I trust to deliver a great online training experience that will add value to you.

    In the interests of full disclosure here, each of these images contains an affiliate link, so I do make a (small) amount of money if you click through and purchase. If you find that offensive, you can always go directly to the site in question and purchase direct.

    Courses By Ken Puls (of this very site)
    I maintain a list of all of all of my online courses here in one place:

    Chandoo's Excel School
    Chandoo is a fellow Excel MVP who has been at the online training game a long time. He offers a full Excel School online, as well as a dashboarding course and a variety of others. I can guarantee that you'll learn some useful tricks by working through his material.

    To learn more or sign up, just click here.

    Excel Campus
    Jon Acampora is another fellow Excel MVP and blogger. His site has a great variety of online Excel courses, including ones on VBA, Looikup Formulas, Filters, PivotTables and Dashboards. He also has a number of helpful Excel add-ins.

    To check out his site, just click here.

    This online community created by Rick Grantham and Jordan Goldmeier offer webinars, tutorials, articles, and even full Excel courses to help you improve your skills regardless of your current level of expertise. Jordan is a dashboarding phemon and I highly recommend his Excel Dashboard Pro course, as well as the Building BI with Pivot Tables and Error Checking for Excel BI Solutions courses I created with them.

    Check out the Excel.TV site for more information.

    My Excel Online
    My friend John Michaloudis has a popular Excel blog and podcast, as well couple of great online courses and a variety of free webinars. His Xtreme PivotTables course is worth checking out.


    My Online Training Hub
    Mynda Treacy is another fellow Excel MVP who has an extensive catalogue of online Excel courses, including ones on Excel skills for finance, customer service and decision making, as well as dashboarding, Power Pivot, PivotTables, Power Query and Power BI.

    To learn more or sign up, just click here.
    If you want to get a sense of Mynda's teaching style, you can also check out her series of three free dashboarding webinars:

    Free Excel Dashboard Webinar

    by Published on 2013-10-31 01:58 AM     Number of Views: 75615 
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    If you’ve ever built a PivotTable that contains hyperlinks, you’ll notice that clicking the hyperlinks doesn’t do anything. This can be a bit frustrating as the reason you put that field on the Pivot in the first place is that it’s valuable information you want to use. When you click the hyperlink, ...
    by Published on 2013-03-20 05:04 AM     Number of Views: 31897 
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    Some of the really cool charts that we can build in Excel involve the trick of combining multiple chart types together to make them happen. In this article, we’ll build one of those; a temperature chart that not only shows the forecasted high and low temperatures, but also the season highs and lows. The beauty of this chart is that it provides a lot of information, some of which essentially fades into the background until you really need it.
    by Published on 2013-03-13 05:47 AM     Number of Views: 199733 
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    Something that can be very handy when you’re building a dashboard is to return a certain picture depending on a condition. We can use VLOOKUP to look up data in a table and return the corresponding value from a different column, but unfortunately we can’t do that with pictures... or can we?

    This example shows how to accomplish the equivlanet of a picture VLOOKUP, and is based on looking up a picture to display the appropriate icon for a weather forecast; something we use on our dashboards from our golf course. We update the weather data daily via a weather feed, and really don’t want to have to manually update each ...
    by Published on 2013-01-22 07:30 AM     Number of Views: 46819 
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    Conditional formatting in Excel is a powerful tool that allows you to dynamically format cells depending on the values of that or other cells’ data. In Excel 2007 the conditional formatting engine was re-written, opening things up to allow more than 3 conditional formats on any cell, as well as conditional formats that could overlap ranges. All in all, these were fantastic improvements that can lead to some very versatile and useful worksheets.

    Unfortunately, the user interface to control conditional formatting is not the most intuitive. The purpose of this article is to help you understand the way Excel applies rule precedence so that you can build powerful formatting rules of your own, without getting frustrated along the way.
    by Published on 2012-12-17 04:50 AM     Number of Views: 40322 
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    As an accountant, I build financial reports, and one of the issues that we have to deal with is getting the numbers to display in a friendly format. Because of the way that debits and credits are stored in databases though, this can be a little challenging.

    In this article, I’m going to walk through the process of building a simple profit and loss statement with PowerPivot, showing how to make all values show correctly. There are some certain key issues that we’ve got to work through though, and we’ll do that using a conditional DAX measure.
    by Published on 2012-12-13 06:02 AM     Number of Views: 46500 
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    The method for hiding items with zero totals in a PivotTable is different if you're working with a regular PivotTable or a PowerPivot PivotTable. This article focusses on how to accomplish this goal in the PowerPivot version. (If you're working with a regular and you want to hide calculated items that have zero balances, you'll want to check out Debra Dalgleish's blog post on the subject.)

    To start, assume that we’ve got a fairly simple PowerPivot pivot table that looks like this: ...
    by Published on 2012-12-13 05:50 AM     Number of Views: 20008 
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    Mike Alexander has a great blog post on how to Add Column Spacing In A PivotTable. We can also accomplish the same thing through a PowerPivot solution, but using DAX. And in this case, DAX is even easier to use that the old method, taking one less step!
    by Published on 2012-10-27 02:48 AM     Number of Views: 47006 
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    It's always nice when you go to a forum and someone gives you a nice bit of VBA code that is supposed to accomplish your goals. But if you've never used VBA code before, it's kind of hard to know what to do with it! This article has been written to get you up and running and get that code in the right place.

    Please note... this article assumes you've been directed to add your code to a standard module, as 99% of code is housed there. If your coder told you to put your code in a worksheet module or the ThisWorkbook module, this wont' quite get you there. (You should still read this article, but also this one which lists the other types of Excel modules.)
    by Published on 2012-05-16 05:48 AM     Number of Views: 28487 
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    One of the things that always struck me as odd about using subtotals is that only the words in the subtotals turn bold, and not the actual subtotals themselves. With a long list of data this can make it hard to see which numbers are the subtotals amongst the data. Fortunately this is very easy to fix using conditional formatting.
    by Published on 2012-05-01 07:45 AM     Number of Views: 96263 
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    So you've built a really cool PivotTable, and you hooked up a slicer to allow exploration of the data. And now you want to do something really cool, but you need to make your formula react to the slicer value. Can you do it? Of course you can, but how?

    This article will focus on the technique to do exactly that: return the value of a slicer to a formula. Note that, in order to follow along you will need Excel 2010 or higher, as Slicers didn't exist prior to this version.

    The Magic of PivotTables

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    Excel PivotTables: It’s a polarizing term. People who use PivotTables absolutely love them. For those who don’t, the term is mysterious and encourages the fear of powerful features that are the domain of geeks and Excel junkies, and out of reach to the common man. But nothing could be further from the truth.

    Why You Should Take This Course:

    If you’ve never created, or don’t regularly use PivotTables in your work, let me show you that you are missing out on one of the most useful, impressive and easy-to-use tools in Microsoft Excel.

    Excel PivotTables are an amazingly powerful feature that can be used to very quickly summarize and slice and dice data with ease. And contrary to many users’ fears, they are actually VERY easy to use once you’ve been shown how.

    So why don’t you let me do just that? In this one hour video training course, I will teach you how to build your first PivotTables. You’ll see first hand just how easy they are to create, how fast they work, and how easy it is to change them to display your data the way you want to see it. ...
    by Published on 2012-04-17 06:00 AM     Number of Views: 161958 

    Excelguru Affiliate Program

    If you have a website or blog, or distribute newsletters by email, you can earn up to 30% in commissions by selling Excelguru products!

    All commissions are tracked by e-Junkie, the same vendor I use to sell all my products, and commissions are paid out on the 15th of the month following sale via PayPal. So what are you waiting for? Join ...
    by Published on 2012-03-31 05:36 AM     Number of Views: 22320 
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    XLG File Tools is a FREE add-in which was created to increase the functionality of Excel and address the plethora of extra clicks that were introduced begining in Excel 2007. It's current feature set is designed to make the job of opening existing files and creating new files more efficient.

    XLG File Tools is easy to use, and is guaranteed to make you more efficient. In addition, it's a snap to install and requires no administrative priviledges to do so.
    by Published on 2012-03-28 05:49 AM     Number of Views: 46291 
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    We use PowerPivot to display key information in dashboards, some of which can be refreshed right up to the current second. Naturally, one of the first questions asked when looking at the reports (particularly if they get printed) is “When was the data last updated?”
    by Published on 2012-03-27 06:16 AM     Number of Views: 56412 
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    One of the things that used to drive me crazy about working with PivotTables in PowerPivot’s initial (2008) release was summarizing dates by month. With a standard PivotTable, we can use the built in Group functionality to group dates by Years, Quarters and Months. But in PowerPivot, that functionality wasn't implemented. To deal with this, we have to provide our own date table, but the months never really sorted well, and we had to resort to tricks to coerce them into the right order.
    by Published on 2012-03-22 06:00 AM     Number of Views: 37789 
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    The purpose of the VLOOKUP function is simple: it looks up data in tables and returns results from a different column. So if you have a table of products, for example, you could ask VLOOKUP to return the price for an item given the ID of the product.

    But VLOOKUP is more than just that; it is the gateway to real Excel knowledge. The VLOOKUP function contains everything that a function can throw at you: multiple required parameters, optional parameters with defaults, and needs both ranges and numeric data in its input strings. If you can master this function, you can master ANY other function in Excel.
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