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Build a DYNAMIC budget with POWER QUERY

Автор: Josh Aharonoff (Your CFO Guy)

Загружено: 2 окт. 2024 г.

Просмотров: 11 319 просмотров

Описание:

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Power Query is one of Excel's most powerful features. If you're not using it, you're likely wasting time on tasks that could be automated.

In this video, I'll demonstrate how to build a headcount forecast dashboard using two methods: the traditional manual way and using Power Query.

By comparing these approaches, you'll see firsthand how much time Power Query can save you.

⏱️ Timestamps
00:00 Intro
01:20 The Manual Way
01:45 Arranging The Source Data
04:30 Splitting The File Into 4 Different Files
05:43 Copying The Data Into Our Forecast File
07:17 Refreshing The Data Using The Manual Way
08:30 Recap The Manual Way
08:57 Introducing Power Query
10:59 Building The Headcount Forecast Using Power Query
11:30 Using The Power Query Editor
12:10 Adding Columns In The Power Query Editor
14:20 Merging In Power Query
16:03 Create References In Power Query
17:00 Loading Queries As A Table
17:37 Creating The Dashboard For Every Department
19:40 Consolidating All The Files And Printing The Table
20:49 Appending Queries
22:05 Populating The Headcount Dashboard
22:54 Ending Notes


ABOUT THIS CHANNEL
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Build a DYNAMIC budget with POWER QUERY

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