Excel Tips

Three Ways to Build Visualizations in a Report »

May 4, 2023

Some people who were early adopters of Excel 2013 may have experimented with a tool called Power View. Other people using Power BI are long-time Excellers who are used to pivot tables and pivot charts. Others come from the world of SQL Server Analysis Services.

Hide Columns So They Can't Be Chosen »

May 3, 2023

There are some fields in my table that I never want to appear in the report.

Define Synonyms in Power BI Desktop »

May 2, 2023

To define synonyms, enter the Relationship View using the third icon along the left edge of Power BI Desktop. You will see a relationship diagram between your tables. A Synonyms icon will be available in the Ribbon.

Power Query Debuts for Excel for Mac but with Significant Gaps »

April 30, 2023

In early 2023, the Power Query tools debuted for Excel for Mac. This is a great first step, but many people will be disappointed that Power Query in Excel for Mac does not have some essential options.

Prevent Power BI from Adding Up Year Fields »

April 28, 2023

If a column contains all numeric values, Power BI Desktop will assume that you want to sum that column.

Classify Your Geography Fields in Power BI Desktop »

April 27, 2023

Before you begin building visualizations, take a few minutes to classify fields in your data.

Define Relationships in Power BI Desktop »

April 26, 2023

Power Pivot was revolutionary in Excel 2010 because of three things.

Load Your Excel Data to Power BI Desktop »

April 24, 2023

From Power BI Desktop, use Home, Get Data, Excel. Browse to your Excel file. A dialog will show a list of available tables, named ranges, and worksheets.

In Power BI Desktop, the Power Query Tools Are Called Get Data »

April 21, 2023

Open Power BI Desktop. There are three main modes available as icons along the left edge of the screen.