Help, information, and products for Excel users
with a focus on Business Intelligence

 

Make light of year-end reporting with Excel Cube Formula Reports

Excel Cube Formula Reporting with Microsoft Analysis Services

Excelcraft's multi-media training kits focus on building cube formula reports and dashboards with data sourced either from Power Pivot models or from Analysis Services Multidimensional cubes/ Tabular models. Learn more...


Excel 2013 Data Model

This video will help you learn:

  • if your version of Excel 2013 has it
  • some advantages the Data Model offers

Using Slicers in Excel Cube Formula Reports

Users of Excel 2010/2013 may be familiar with using Slicers to filter data in a PivotTable. But they can also significantly enhance the user experience with reports and dashboards built from Excel cube functions.


Getting a flattened PivotTable from Analysis Services cubes

Analysis Services cubes commonly have user-defined hierarchies, such as fiscal calendars, organization structures, or geographical territories. Getting a table of data at the right level of detail can be tricky. Large PivotTables can be slow to set up and manipulate. Learn more on how best to complete this task.


One of Excel's best kept secrets

Some reports, such as financial reports, require a very specific layout that PivotTables don't allow. Find out how Excel Cube Functions make it easy to build these reports and stay live-linked to your database. Helps with dashboards too!


NEW: A section on Small Business Intelligence

In addition to providing self-service, personal BI in larger organizations Power Pivot for Excel is an inexpensive BI tool for finance professionals who manage the accounting and reporting for small businesses using QuickBooks. The section on Small Business Intelligence will includes a growing collection of articles on leveraging QuickBooks data using Power Pivot for Excel


PowerPivot or Power Pivot?

In the middle of 2013, with the introduction of Power BI, Microsoft changed the name of PowerPivot to Power Pivot. For the most part this web site has been updated accordingly but you may find remnants of the old PowerPivot name every once in a while as you might in Microsoft's web site and software.


Slicing and dicing text values in a PivotTable

From time to time you may want to retrieve text (as opposed to numeric) values into a PivotTable to slice-dice-pivot the text. Or you want to get properties/attributes of a dimension member in a Power Pivot model using Excel cube functions. Here is one solution.


Excel 2013 vs Excel 2010: Differences with regard to Power Pivot and Cube Formula reports

Excel 2013 is now publicly available. If you have the Office 2013 Professional Plus, Office 365 ProPlus, or Excel 2013 Standalone versions and you enable the Power Pivot add-in you can open and modify Power Pivot models from Excel 2010 (but you'll have to upgrade them - and that is a one-way street so be sure to have back-up copies).


Excel 2013 vs Excel 2010: Incompatibilities relating to Linked Tables

If you upgrade an Excel/Power Pivot 2010 workbook to Excel 2013 your Linked Tables may not behave the way you expect.


Two ways to create a PivotTable from an Excel range using Excel 2010

Learn how to build your PivotTable and get the benefits of Excel's OLAP Tools


Business Modeling and Planning with Power Pivot

Power Pivot for Excel does not support write-back to a data model and as Personal BI it is not intended for shared usage. But it still offers some planning capabilities. This multi-part section describes how.


Excel Balance Sheet


Building Actual vs. Budget comparisons into your Excel dashboards

The frequent requirement to compare actual performance to budget can be difficult to achieve with a Pivot Table because Actual and Budget data often come from two different sources. With Power Pivot or the Excel 2013 Data Model you can leverage cube functions to obtain the layout you need. Part 2 explains how you can add sparkline charts and KPI status and trend icons.

Cell Mate

Check out Cell Mate for a various wish-I'd-known-that-before video Excel tips, trickery, and shortcuts, many demonstrated with videos.


Locating words or phrases in a worksheet

Conditional formatting of text

This trick can be more useful than Find as it identifies all cells that include the words/phrases at the same time. Great for auditing descriptions in a list of transactions.


 

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