Tags: LASTDATE

Summarise data by most recent status

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Here’s a simple 3 column dataset showing Date, ID and Status – the status of each ID by Date. So, the narrative for ID A is: It was “New” on Jan 1 It remained “New” until Jan 14 On Jan 15, the status changed to “Open” It remained “Open” till Jan 31 and the status […]

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Identify buy and sell break points

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Assume a two column dataset with Date in the first column and Price in the second one.  The purpose is to identify times to buy and sell – buying would be just after the lowest low is confirmed and sell before or just after the highest high is in place. Confirmation is achieved through crossover of […]

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Sales data modelling and interactive visualisations

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Visualise Sales Data of a Non-Alcoholic Beverage Company with basic columnar information such as Date of Sale, Time of Sale, Brand, Stock Keeping Unit (SKU), State, City, Quantity sold, Unit Price and Salesman Code.  In this sales dataset, each line item represents one visit for one SKU.  If nothing is sold in a certain visit, then the SKU […]

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Compute “running total in” across years in a Pivot Table

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Assume quantity sold date by date and City in a three column database.  The objective is to determine year wise, month wise and City wise running total of quantity sold in a Pivot Table. The issue which will arise with generating this result in a Pivot Table will be that the Show Values As > Running […]

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Story telling with Excel Power BI

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With Power Business Intelligence (BI) tools of Excel 2013, one can metamorphose raw data and/or results of complex calculations into stunning and interactive visualizations.  Power View (one of the four components of Power BI) allows one to create a PPT like flow in Excel thus allowing one to weave a story.  To be able to interact with/create visualizations, […]

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