One Slicer for Several Pivot Tables (Plus Timelines for Dates)
Connect a single slicer to multiple pivot tables and charts with Report Connections, add a timeline for months and quarters, and fix the "not…
Read article →Power Query & Pivots
Clean, combine and summarise data without formulas.
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Power Query & Pivots
Clean, combine and summarise data without formulas.
📄 23 articles⬇️ 22 with practice files🕒 Updated 12 Nov 2026
🎓 Start here: Excel for India Course → 🎓 Start here: Excel Course: Beginner → Expert → 🎓 Start here: Bank Statement Automation →Power Query Intermediate Lesson 8: Project – ERP Register to HSN-wise GST Summary
Power Query Intermediate Lesson 8: Project – ERP Register to HSN-wise GST Summary
Final project: keep only the latest revision of each invoice, compute GST and build an HSN-wise summary for GSTR-1 style reporting, refreshable every month.
Read article →Power Query Intermediate Lesson 7: Two Header Rows – Unpivot a Region-over-Month Report
Power Query Intermediate Lesson 7: Two Header Rows – Unpivot a Region-over-Month Report
Turn a report with merged Region headers over Month headers into a clean table: transpose, fill down, combine header rows, unpivot and split.
Read article →Power Query Intermediate Lesson 6: Custom Functions – Clean Every File the Same Way
Power Query Intermediate Lesson 6: Custom Functions – Clean Every File the Same Way
Write a custom M function that skips junk header lines, promotes headers and sets types, then apply it to every file in a folder…
Read article →Power Query Intermediate Lesson 5: Custom Columns in M – Clean Text, Digits and try … otherwise
Power Query Intermediate Lesson 5: Custom Columns in M – Clean Text, Digits and try … otherwise
Write custom columns in M: proper-case names, 10-digit Indian mobile numbers, PIN codes and amounts from text like "Rs. 2,250", with try ... otherwise…
Read article →Power Query Intermediate Lesson 4: Group By With All Rows – Latest Record per Customer
Power Query Intermediate Lesson 4: Group By With All Rows – Latest Record per Customer
Keep the latest credit limit per customer with Group By, All Rows and Table.Max, count changes, and restore column types after expanding records.
Read article →Power Query Intermediate Lesson 3: Fuzzy Merge for Misspelt Names
Power Query Intermediate Lesson 3: Fuzzy Merge for Misspelt Names
Match "Sharma Trader", "Mehta and Sons" and "sharma traders" to the right master record with fuzzy merge, and tune the similarity threshold.
Read article →Power Query Intermediate Lesson 2: Merge Kinds – Unpaid Invoices and Orphan Payments
Power Query Intermediate Lesson 2: Merge Kinds – Unpaid Invoices and Orphan Payments
Use Left Anti and Right Anti merges to find invoices with no payment and payments with no invoice, and know when to use each…
Read article →Power Query Intermediate Lesson 1: Parameters – One Folder Path for Every Query
Power Query Intermediate Lesson 1: Parameters – One Folder Path for Every Query
Stop editing ten queries when the file moves: read the folder path from a named cell or a parameter, and filter with typed dates.
Read article →Power Query Lesson 10: Project — A Monthly Refresh Pipeline
Power Query Lesson 10: Project — A Monthly Refresh Pipeline
Build a complete refreshable pipeline: combine monthly files from a folder, clean and type them, merge product details, add FY columns, load to the…
Read article →Power Query Lesson 9: Dates, Financial Year and a Calendar Table
Power Query Lesson 9: Dates, Financial Year and a Calendar Table
Work with dates in Power Query: extract year, month name and week, add Indian financial year and FY quarter columns, calculate days between dates,…
Read article →Power Query Lesson 8: Custom and Conditional Columns (a Little M)
Power Query Lesson 8: Custom and Conditional Columns (a Little M)
Add calculated columns in Power Query: Conditional Column for size bands, Custom Column formulas for GST and totals, Column From Examples, if-then-else in M,…
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