Have you ever had the pleasure (or displeasure) of working with an extra large Excel workbook with many, many different sheets? This happens frequently, especially if you are working with a large amount of data that needs to be analyzed periodically. This may be due to multiple tables, lookups, references, charts, graphs etc. This has […]
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Home Excel-based BI
Using Wildcards to make finding or replacing data in Excel quicker and easier
This tip is useful when you want to replace or find text using Wildcards, e.g. if you have a column where you would like to replace everything after the space character with text. What are Wildcards? Wildcards are characters that are used to represent one or more characters. The following wildcard characters can be used […]
Sorting data in a PivotTable with Microsoft Excel
Sorting data in alphabetical order or numerical order is helpful when you have large amounts of data in the PivotTable you created. Sorting lets you organize the data so it is easier to find the items you want to analyze. 1. Within the PivotTable, click a field in the row or column you want to […]
How to create a hyperlink to a specific location in a workbook
For quick access to related information in another file, workbook or on a web page, you can insert a hyperlink in a Microsoft® Excel® worksheet cell. You can also insert hyperlinks in specific chart elements or images. If you struggle to navigate to various worksheets in a large workbook, then hyperlinks may be your solution. […]
How to view or compare two or more worksheets at the same time in Excel
You can quickly view or compare two or more worksheets in the same workbook, or in different workbooks, by viewing them side by side. You can also arrange multiple worksheets to view them all at the same time. In this tip, I show you how. Applies To: Microsoft® Excel® for Windows 2010, 2013, and 2016. […]
Three key characteristics of a high-performance business management solution
With a good business management solution that manages your finances and operations all in one system, you can gain company-wide visibility into your business so you know where you’ve been, where you are currently and where you will end up in terms of cash spent, time and schedule commitments met. In addition, you can keep […]
5 Reasons solo-entrepreneurs should use business intelligence
Even though most solo-entrepreneurs understand the benefits of business intelligence, they will probably never take advantage of it. They will assume they have neither the time nor the money to make use of business intelligence. But the field of business intelligence has changed over the years. It’s now cheaper and easier than ever for freelancers, […]
How to fix wrapped data labels in a pie chart
When creating a pie chart and adding data labels to the slices, the wording can sometimes split into two lines—giving you wrapped data labels that aren’t visually appealing. In the below example, Administration has been split into two words, each on a separate line. The labels are wrapped and the results appear incorrectly. Applies To: […]
How to generate a barcode in Excel
This tip shows you how to generate a barcode in Excel that will enable you to track stock, sales, purchases or fixed assets. Applies To: Microsoft® Excel® for Windows 2010, 2013, and 2016. Excel has no built-in functionality to generate a barcode. However, this is easily achievable by simply downloading and installing a font. This tip […]
Can Excel be considered a complete BI solution?
While trawling through the old files on my organization’s server recently, I stumbled across a 2008 report in which Forrester Wave for Enterprise Business Intelligence Platforms assessed 12 BI vendors/tools. While the report was incredibly interesting, I realized that it did not include Excel as one of the 12 solutions—which got me thinking: Can Excel […]
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