Prideema's Pro-Tip

I intend to generate revenue results with two separate records, one with a customer transaction and another with a product list How I do: I create a new table that has all customers name. Search for the customer name in each report and add corresponding value like transaction made by that customer and which product customer has purchased. How can I do it better : You can use the VLOOKUP formula throughout the table to find transaction amount and product of each customer. This will not only reduce your manual search work but will also highlight Customers who have done transaction but do not have any product details. Click one of the following options according to your software preferences: Microsoft Excel/ Google Spreadsheet Power BI About When finding items in a table or in a range by row, use VLOOKUP . For instance, check the price of a product in your sales report or find an customer's name based on email ID. ...

I have each customer's data and sales reports in my excel sheet.But, I am unable to summarize data by Customer's name. How I do: I apply filters to each column, and I filter data according to each customer. I manually sum sales amount of each customer and enter it in a new sheet. What is Pivot Table? A pivot table is a table of statistics that summarizes the data of a more extensive table. This summary might include sums, averages, or other statistics, which the pivot table groups together in a meaningful way. Pivot tables are a technique in data processing. The Pivot Table consist of the following fields and areas. Choose Fields to add to report List of Columns The fields that can be used as "Column Labels" Drag Fields between areas Rows When you select or drag a field to Row , the distinct raw data associated with th...

I receive Covid-19 patients report everyday that I save in a folder. These reports have similar data-set and I have to create a consolidated report using these multiple files. How I do: I have to manually save each report in a folder than copy paste its data to a Master sheet which takes considerable amount of time. How can I do it better : You can create a Master Sheet with Power Query in Microsoft Excel and Power BI that consolidates your excel/ csv file reports at one plae and also provides option like Refresh . Power Query comes with the feature of Refresh that you can use to either refresh your Master Sheet data to update changes in your existing reports or to update data of new file from your Master folder. To know how to do above action, click on the tab according to your software preferences Microsoft Excel Power BI Microsoft Excel ABOUT: With Power Query, you can search for data sources, make links, and then form the data in ways the suit y...