Filtering charts

Filtering affects the appearance of a report by setting certain criteria. If we create a pivot chart, it will be formed based on the data from the pivot table. If we change something in it, the chart will also change. Is this possible to do in traditional Excel reports? Yes, if you have an Office 2021 or Office 365 subscription, with the new XLOOKUP function. This is a simple method by which you can get effective reports.

Data Visualizer

Do you like Visio? It is an application that essentially belongs to the Microsoft Office, but is purchased separately. I used it to draw diagrams, but the number of objects it offers indicates that it is applicable in many activities where some type of design is performed. Recently, there is an add-on that allows you to easily create Visio diagrams within an Excel document. It’s called Data Visualizer. Let’s see how it is used!

Custom data types

Traditional Excel has only two data types: text and numbers. All others (date, time, percentage, etc.) are specially formatted numbers. In the second half of 2019, Microsoft added new data types to Excel: Geography and Stocks. First, for a given term, offers an abundance of geographical determinants while the second provides data on stock market. A lot of new types have been announced, and since recently users of Microsoft 365 subscriptions can create custom data types.

Publish to Power BI

From the very beginning, Power BI allows us to import Excel workbooks in two ways: as a data source or as a report. This second option is useful when we already have ready-made reports that we want to use in parallel with Power BI reports. Recently, within the Microsoft 365 subscription, the Publish to Power BI option has appeared, which enables direct publishing of reports on the Power BI service. How does this work?

Import from PDF document

Exporting a table to PDF is not a new feature, it has been around for ten years or more. But how to import a table from a PDF document into Excel? This task is performed by Power Query which, since the latest version, has become an integral part of Excel and you can’t bypass it, no matter what kind of data you import into the application. Since recently he has this fantastic option, let’s see how it is used …