Microsoft Copilot is a digital assistant, based on artificial intelligence (AI), or large language models (LLMs), that understands human language and can provide answers to questions: give explanations, write texts, generate images, etc. It can be used independently, within a web browser, and is also integrated into applications and services that are part of the Microsoft 365 package, such as: Word, Excel, PowerPoint, Outlook…
When we create a sales report, sometimes we want to show the values in their original form, and sometimes they can be recalculated values, such as thousands or millions. Such a report is created in a very simple way using the Data Validation option, which allows you to select the desired unit size, and recalculate values with help of the Excel LAMBDA function. Let’s create a report like this with a chart to visualize the data.
In one of the previous “recipes” we talked about how to use the Excel GROUPBY function. On that occasion, you could find out how to use it in one of the standard scenarios of its application, and now you will learn how to use it in a slightly more advanced way. To begin with, how you can group by two or more dimensions, and then how to display percentages, determine the depth of the calculation, and so on.
Sometimes, when creating report, you need to display the values as a percentage. You can calculate percentages manually, and recently Excel also offers a PERCENTOF function to make this process easier. If you use functions such as GROUPBY or PIVOTBY, you can also use this function to calculate percentages when grouping values. Let’s see how we can use it!
When creating business reports, there is often a requirement that they should be displayed in multiple currencies, that is, the user can choose the currency in which a report is displayed. This can be achieved in several ways and one of them, very elegant, is with the help of the LAMBDA function. In this “recipe” you will find out how you can use it to display sales reports in different currencies.