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How to Build a Quadrant Chart in Excel
Do you want a chart that will quickly display 3 measures quickly? A Quadrant chart looks like a scatter plot but it is divided into four...
Jun 9, 20213 min read


Email Actions
Do you have a dashboard that you want to add a link for users to email you if they have any questions? You can do this by adding an...
Jun 9, 20212 min read


How to find Current Month to Date Data to the Prior Month with the Same Date
Have you ever wondered how to compare this month's data up to the current day of the month to the previous month's data to the same day? ...
Jun 1, 20211 min read


Excel - Password Protection in a Worksheet
Do you have a spreadsheet that contains complex formulas that you don't want your users to accidently change? You can protect these...
May 27, 20211 min read


Cancel Running Workflow on Error
Do you have a workflow that takes a long time to run? Perhaps you have multiple data sources and you are in testing mode. Do you want...
May 27, 20211 min read


Create an Area Chart with a Slider
Do you have an area chart in your dashboard that you would like to have a slider to select a certain time period? One way to spruce up a...
May 27, 20212 min read


SUMPRODUCT Formula in Excel
Do you have a spreadsheet where you want to obtain the total of different products by different values? SUMPRODUCT is a very useful...
May 18, 20211 min read


Alteryx and SharePoint
Do you want to pull documents into your workflow from a SharePoint library or document folder? Did you know there is an easy way to do...
May 18, 20212 min read


Restricting Views with the USERNAME Formula
Do you have a dashboard that you only want certain users to view their own items when they open the dashboard? Use the USERNAME formula!...
May 18, 20212 min read


Forget Missing Fields
Have you created a workflow that has changed over time? Perhaps it started with different columns which some are no longer present. ...
May 11, 20211 min read


Pulling the Column with Yesterday's Date
Do you have an Excel spreadsheet that contains columns with different dates? Excel is sometimes used as a data dump or a template in...
May 11, 20211 min read


Insert Last Saved By in the Footer of Your Document
Did you know Microsoft Office has preset fields that you can insert into your document? I typically use the Last Saved By in the footer...
May 5, 20211 min read


Data Update Time
Have you ever had a client ask you when the data behind the dashboard was last updated? Did you know you can easily insert a time stamp...
May 5, 20211 min read


Absolute Path VS Shortened Path
Did you know that if you save your workflow in the same folder as your datasource you can use a shortened path in your Input Tool versus...
Apr 30, 20211 min read
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