Funnel chart

The Funnel chart is not a great novelty. In one of the earlier posts there were words about how to graphically represent the sales funnel, and what’s new is that this chart, that previously existed only in Office365 and Office Online editions, became part of Excel 2019. The Funnel chart is most useful when we want to display values ​​(quantities, amounts) in relation to a certain business phase, and how to do it will be shown in the following scenario.

Functions IFS and SWITCH

Excel that comes with Office365 brings two new logical functions: IFS and SWITCH. The first of them consists of a number of conditions, and returns the selected value after the first fulfilled condition. The other starts with a condition, and then, depending on the values ​​that meet the requirement returns appropriate value. Sometimes these functions can be very useful, and how to use them I’ll show in following recipe.

Smallest and highest range values

One of the updates of the Office365 package, within Excel 2016, has brought functions for conditional aggregation of data that find the minimum or maximum values ​​of the range depending on the given conditions. These are the functions MINIFS and MAXIFS, and in the following text I will show you how to use such functions.

Combining tables

One of the phases of the project for the implementation of ERP information systems is retrieving data. These can be master data (partners, contacts, pricelists, etc.) or financial data. Most of them are retrieved from the company’s old information system, which is often exported as TXT or CSV files. Excel has a mechanism for retrieving entire files and manipulating data, which will be discussed in the text that follows …

Appending queries

Often it happens that different groups of executors fill in the tables that have the same structure, and differ only in the data they contain. Sometimes it is necessary to merge more of such tables into one, and Power Query is the ideal tool for performing such job. Let’s see how we can add the contents of one table to another.