From the course: Excel Power Tools for FP&A: Power Query and PowerPivot
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Solution: Application of business scenarios to financial planning and analysis
From the course: Excel Power Tools for FP&A: Power Query and PowerPivot
Solution: Application of business scenarios to financial planning and analysis
(upbeat music) - [Instructor] All right, so what did you come up with your solution to this challenge? Recall the details. You were tasked with comparing 12 months of financial performance for the company as it currently is with the financial performance of the company if it only focused on increasing prices for apparel and fitness gear by 25% and then lowered the volume, that is, the sale of the units, by 10%. Well, remember what you had to do first. You had to bring in the two extra months of data. Well, what I'm going to do is I'm going to go over here to my transactions year-to-date, I'm going to go up here to Data, and select Queries and Connections. What I had done here was I had connected this data through Power Query to the folder of the transactions year-to-date. If I do a right click here and I go to Edit, you'll see in my source, where is this coming from? This is coming from that rolling transactions data folder, right? That was my favored option number two, which means…
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Contents
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Power Query and Power Pivot for end-to-end automation2m 57s
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Updating data for FP&A10m 12s
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Writing formulas to perform financial calculations8m 1s
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Designing dynamic financial reports and visual dashboards10m 53s
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Challenge: Application of business scenarios to financial planning and analysis1m 18s
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Solution: Application of business scenarios to financial planning and analysis10m 58s
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