Over two days, the largest ever collection of the world’s best Excel experts – most recognised by Microsoft as their own staff or else coveted ‘MVPs’ or ‘Most Valuable Professionals’ – will show you how to really up your Excel game.

DISCOVER FRESH AND EXCITING WAYS TO UNLOCK THE FULL POTENTIAL OF YOUR DATA

Pose your most challenging problems to Microsoft’s Excel developers and experts
Find out how to visualise and present data so that it tells a clear story
Learn to create flexible financial models that enable rapid scenario analysis and sound decision making
Effectively manage and analyse large quantities of data from multiple data sources

PROGRAM

Time (GMT)

Presentation

Presenter

Language

0:00

Love It or Loathe It? VLOOKUP Part 1

Some think it’s the best thing since sliced bread, others hate it with a passion.  In this two-parter which tops and tails our event, join Charles Williams, Joe McDaid, Liam Bastick and Oz du Soleil (all facilitated by Tim Heng) who will discuss the pros and cons of this divisive function.  Never look at margarine in the same way again!

Liam Bastick

English

1:00

Organization Data Types and Power BI Connected PivotTables

Join us to learn about the latest Excel and Power BI integrations: connected PivotTables and Organization data types. This session will show how you can use Power BI datasets in Excel leveraging enterprise-grade access control and governance, including row-level security (RLS) and Microsoft Information Protection (MIP).

David Monroy

English

2:00

Get Started with Tables and PivotTables in Excel

In this session you will learn what Tables are, how to create them and why you should use them. You will also what PivotTables are, how they are created and why we use them.

Medha Bandari

English

3:00

Getting the Most out of Power BI with Excel

Matt Allington comes from an Excel background prior to moving to Power BI.  In this session, Matt Allington will demo some tips and tricks on how to keep using Excel in addition to your Power BI reports to extend the functionality.

Matt Allington

English

4:00

Office Script in Excel. Why hasn't it taken off yet?

Office Script in Excel. Why hasn’t it taken off yet? ” or, in Portuguese: “Office Scripts no Excel. Porque ainda não decolou?”

Details to follow.

In Portuguese

Alessandro Trovato

Portuguese

5:00

A Whirlwind Tour of Power BI Dataflows

A Whirlwind Tour of Power BI Dataflows

This session starts with an introduction to dataflow, what it is, and how it can be helpful.  Then, you will learn how you can move your queries from Power Query desktop to Power Query online in the dataflow.  You will learn the steps and the process involved, including how to troubleshoot any possible errors.  There will be plenty of time to ask any questions you have about dataflows at the end of the session.

Reza Rad

English

6:00

Merging Matters

Details to follow

Kathryn Newitt

English

7:00

Some Transformations that can Save your ETL in Excel or Power BI

We need to start by extracting, transforming, cleaning, preparing and loading the data to build analytical models.  This session analyses a set of scenarios during the Extract & Transform steps using the Power Query Editor in Excel and Power BI.​

Ana Maria Bisbe York

English

8:00

Creating a dynamic financial and business model in Microsoft Excel

Everyone makes plans.  Everyone loves a model that captures their plans and gives them the ability to dynamically change figures in the plan with the output adjusting instantly. Unfortunately, when people search for templates to use for their financial and business plans, what they get online are scary complex financial modelling templates.  In this session, my aim is to open your eyes to how simple it is to create your own financial / business model in Excel and have it as dynamic as you like with different scenarios captured.  It will be a very enjoyable ride.

Michael Olafusi

English

9:00

Better & safer ways to read text files in VBA.

This presentation describes different ways in VBA to read text files into Excel, either as plain text, or as structured records, depending on the kind of data it is.
The legacy Open As/Input VBA methods  to read text files only work for ANSI pathnames and contents, and today we need to be able to read text from the rest of the Unicode world.
Simply opening a CSV file in Excel is commonly a poor way to do it, because Excel guesses the data types, and often guesses badly. We need to be able to handle different character encodings (Windows-1252, UTF-8, UTF-16), different delimiters (comma and tab) and data with embedded newline characters. I’ll describe three ways to programmatically import record-structured  data safely: Query Tables, ADO Streams, and Power Query.

Patrick O'Beirne

English

10:00

Calc Intelligence at Microsoft Research: A deep partnership to transform the future of Excel

Our team Calc Intelligence at Microsoft Research has partnered with Excel for many years. This talk will cover some of our past work, such as the initial development of LAMBDA and the principles of Excel as a programming language, our present work on the LAMBDA editor, and finally some future concepts we’re excited about!

Andy Gordon and Jack Williams

English

11:00

Power BI isn't just for reporting, you can build interactive apps out of it too!

This session is based upon a customer engagement where the customer need to replace a manual process of looking up data in three different excel sheets to work out the min, max and mean salaries based upon the grade and location of the job on offer.   We then hosted the “app” in SharePoint, and navigated to it via Teams.  It’s a real life solution working for a customer with 40k employees.  I will not be using the actual customer data nor their name.

Ben Howard

English

12:00

Excel Automation is SO SIMPLE!!

Many think automation in Excel is technically complex and difficult.  This session lets you see and experience how easily you can automate routine tasks in Excel.

The best part of this?  The techniques tested work from Excel 2010 to the most recent version, so you don’t need to worry that the things learned won’t be applicable to your version of Excel.

Tai Choo Tack

English

13:00

Project for the Web + Power BI = Powerful Analytics

Project for the web, Microsoft’s cloud-based work and project management, stores data in Dataverse.  Power BI helps to get insights on team and project performance, and share these insights to stakeholders.  This session will walkthrough on how to connect, model and visualise project for the web data stored in Dataverse.

B Sai Prasad

English

14:00

PivotTables with MrExcel

Spend an hour with Bill Jelen as he covers his favourite PivotTable tips and tricks.

Bill Jelen

English

15:00

How To Build a VBA Application Like a Pro

In this session, I will show you how to build a robust and flexible VBA Application using the little-known secrets of professional VBA coders.  These time-tested principles and proven techniques will help you create applications faster, spend less time fixing errors and write flexible and dynamic code.

The session includes:

  • how to structure your code – it’s not hard once you know the secret
  • how to get notified immediately when an error occurs – this idea alone will save you hours of wasted time
  • how to write code that won’t break when you change it – what the pros know about writing flexible code and how you can use it to your advantage
  • how to test your output before you write it to the worksheet – miss this and you’re going to add a lot of unnecessary work
  • how to write code that is simple to read – all pros know that great code is also readable code
  • tons of little-known Excel VBA tips and tricks that you won’t find anywhere else.

Paul Kelly

English

16:00

Lambda Variables – the mysterious cousins of the new Lambda function

Details to follow

Charles Williams

English

17:00

Several Ways from Sunday

Six ways from Sunday” is an English expression which has evolved to mean “a great many ways”.  In this session, we won’t be exploring six ways, nor will we be starting from Sunday… but what we will explore is multiple methods of allocating values over different date periods with Power Query.  Specific use cases that will be demonstrated include allocating sales values to different months based on:

  • Days elapsed between two dates
  • Number of whole months between two dates
  • x Months from the Sale date

Join Ken to see how a mix of native Power Query functions, custom functions and conditional logic can be leveraged to take control of your allocations!

Ken Puls

English

18:00

A Bit of Advanced Power Query

You can do so much more if you know how the M-language works.  Based on a business solution, we show how the M-language works and how you are able to get much more out of Power Query.

TO BE PRESENTED TWICE – ONCE IN ENGLISH AND ONCE IN DUTCH.

Henk Vlootman

English

19:00

Actual v Budget Dashboard with CUBEFUNCTIONS in Excel

The goal of this session is to show participants how to create a dynamic Actual v Budget Dashboard with CUBEFUNCTIONS. From just two tables of Actual v Budget data, trainees will make use of Power Query, Power Pivot and CUBEFUNCTIONS to convert the Data into a Dynamic Dashboard that can be sliced by Department, Account Type and Scenario.

Bernard Obeng Boateng

English

20:00

Practical Business Applications using Dynamic Array Formulas

You will learn how to apply the new dynamic array formulas in real business situations.

  • Features of dynamic array formulas
  • Budget allocation
  • Scenario analysis
  • Dynamic chart maps

Tony de Jonker

English

21:00

PivotTables and Dashboards

Creating dashboards using PivotTables and PivotCharts with charts simulating Power BI reports; chart cross-filtering and charts in a Tooltip on hovering the mouse.

Nabil Mourad

English

22:00

COUNTIFS Adventures - Fall in Love with COUNTIFS in Excel

In this session, we go on an adventure through some advanced uses of the COUNTIFS function in Excel.

COUNTIFS is one of the most versatile functions in Excel. Primarily used for producing results for reports such as ‘how many complaints have been resolved in the last 7 days”, but it’s helpful in so many other scenarios too.  These other scenarios are what this presentation will focus on.  The session will cover comparing lists, ranking values with conditions, working with duplicate values and creating shrinking drop-downs.

Warning! You will fall in love with the COUNTIFS function.

Alan Murray

English

23:00

Como Criar Gráficos com Dados Geográficos em Mapas 3D no Excel

Você já pensou em criar gráficos com os dados de regionais, filiais, de força de vendas ou de distribuição geográfica de clientes? Que tal ir além dos gráficos de barras ou colunas? Nesta palestra, você vai ver que o Microsoft Excel esconde uma ferramenta muito poderosa de criação de mapas 3D. Aprenda a ligar os dados com os pontos de mapas reais, representando CEPs, cidades, estados ou países! Represente os dados sobre as localidades usando colunas, bolhas, pizzas, mapas de calor ou até mesmo de preenchimento de área baseado em fronteira!

In Portuguese.

Cristiano Galvao

Portuguese

Time (GMT)

Presentation

Presenter

Language

0:00

5 Secrets to Understanding PivotTables

5 Secrets to Understanding PivotTables

  1. PivotTables help us quickly summarise and analyse data
    • PivotTables are a great alternative to building reports with complex formulas
  2. The four areas of the PivotTable are not created equal
  3. PivotTables filter and calculate the source data for each cell in the Values area
    • The Rows and Columns areas create a unique list of items in the PivotTable
  4. The most critical step to using a PivotTable is getting the source data in the correct layout
    • The process of transforming the data into a tabular layout is called normalising or unpivoting the data. This process is now easier with Power Query
    • All values of the same type or metric should be in a single column
  5. To enable all features of a PivotTable and prevent errors, we must make sure the source data is properly formatted
    • We can use Excel Tables to make it easier to update our source data with new data.

Jon Acampora

English

1:00

The Power of Data Types!

Details to follow

Elisabetta Caldesi & Kaycee Reineke

English

2:00

Keeping Your own Fake, Random & Inoffensive Data: Why, When and How

Fake / dummy data is invaluable when testing solutions or generating content for training.  There are a lot of websites for downloading fake data but sometimes it’s not exactly what you want, and sometimes the developer will include distasteful entries like 197 Crazy Uncle Street.  Alternatively, they’ll require you to download a file every time you need more data.

NO!  STOP!  Maintain your own random data generator that’s dynamic, trustworthy, easily accessible and exactly what you need.

This session will cover ways to keep and maintain your own bank of data using formulas and dynamic arrays.

Oz du Soleil

English

3:00

Build an Interactive Dashboard in Microsoft Excel

In this session you will learn some tips and tricks of creating an interactive dashboard without the need of any VBA.  You will learn how to use slicers and dynamic labels.  You will also learn how to update in an instant.

Indira Bandari

English

4:00

Methods for Modelling Stochastic Simulations (Monte-Carlo analysis) and Sensitivity Analysis in Excel – via a Ten-Pin Bowling Example

The first part of this session will use the scoring of a game of Ten-Pin Bowling to demonstrate a few different methods for running stochastic simulations (also known as Monte-Carlo analysis) in Excel, some using VBA and some using only native Excel functions. By assigning input probabilities to all of the different outcomes of a frame of bowling (strike, 9-spare, 9-miss etc) I will then simulate via various modelling methods many full games of bowling and analyse the scores and other output metrics.

The second part of the session will focus on sensitivity analysis and scenario modelling, building upon the results of the first part. I will discuss and demonstrate modelling methods (again with and without VBA) to adjust the original input probabilities of the outcome of a single bowling frame and see what impact this has on the key output metrics, and how we can compare these results to our base case.

Although the object being modelled is only a game, the techniques discussed can carry over to many real-world financial models that we may build in Excel, and can help with analysis anytime there are inputs that behave as random variables or need to be sensitised. And the game makes it more fun!

Dan Mayoh

English

5:00

What’s New with LAMBDA and LET

This session will cover the latest happenings and examples with the LAMBDA and LET functions, including the new lambda helper functions.

Michelle Keslin and Chris Gross

English

6:00

Analyse data across different periods with DAX.

This session is how to create data model and use time intelligence functions to analyse data. The topic contains three main points:

  • Create Date table using different way
  • Analyse data with standard time intelligence function
  • Analyse data with custom periods.

Boriana Petrova

Bulgarian

7:00

Managing Power BI Workspaces

Workspaces allow Power BI users to collect together datasets, reports, dashboards, dataflows and other Power BI objects and control access. As such the workspace is a central component in any Power BI deployment strategy. What is the best way to manage workspaces? The answer to that question (like so many others) is that it depends. In this session we will cover the most common ways to manage Power BI workspaces and try to uncover what method works best for different scenarios. We will try to touch on the whole lifecycle of the workspace from creation until deletion.

We will cover scenarios ranging from everyone can create workspaces and manage them to automated workspace creation via a workflow which are managed by administrators.

What we will cover:

  • Different ways to create workspaces:
    • Manual
      • User can create workspaces
      • Only certain users/groups can create workspaces
    • Automatic
      • Simple workflow without approval
      • Complex workflow with multiple approvals
    • Managing workspaces
      • Manual
        • User manages their own workspaces
        • Admins manage all workspaces
        • Hybrid of the above
      • (Semi) Automatic
      • Using APIs to manage certain aspect of workspaces. such as monitoring and deletion
    • How workspace creation and management fits into the most common content Lifecycle Management methods for Power BI

The audience will take away knowledge of different methods to manage workspaces and ideas on how to automate some aspects of it.

Ásgeir Gunnarsson

English

8:00

Power Query for Powerful Financial Reporting: From Accounting entries to Consolidated Reporting

In today’s world, creating a reporting is sometime stressful and time-consuming with multiple manual actions.

Whether you are an accountant, an auditor, a financial department or a business controller, you may be juggling between Excel sheets and other files.

This session will explain how you can profit from Power Query (in Excel and Power BI) through a use case showing how you can automate the restructuring of your accounting source (from an exported general ledger) and the mapping of your reporting through a unified process.

During this hour, learn how to use the most common Power Query functions to produce more efficient and reliable reporting.

Vincent Lacomme

English

9:00

FINANCIAL REPORTING WITH POWER BI AND EXCEL

In this session Rishi will show how to build an Income Statement in Power BI end-to-end, looking at:

  • Capturing requirements for the report and scoping/designing a data model with scattered/inconsistent transaction data
  • Use of a “FS Lines” table to have metadata driven financial statements including custom calculations
  • Creating Dataflows to ingest data from an on-premise database/files/Web API (for exchange Rates)
  • Shaping the data in Power BI Desktop into a General Ledger/Trial Balance with corresponding dimensions and currency conversion
  • Creating base measures for Revenue/Profit and corresponding ratios including time-based variations (MTD/QTD/YTD) and Current vs Prior Year calculations
  • Defining DAX measures for Running Totals, Category Totals and Custom Calculations
  • Applying different number formats for viewing the income statement in reporting currency (USD) vs local currencies (GBP/AUD/EUR)
  • Applying conditional formatting for the Income Statement matrix to highlight sub-totals/custom calculation lines differently.

Rishi Sapra

English

10:00

Office Scripts – Beginner’s Level

In this session Jan Karel shows you how to enable Office scripts and demonstrates recording a script and writing and debugging one. Session subjects are:

  • Getting started with Office Scripts
  • Recording your first script
  • How are scripts organized (where are they kept)
  • Writing from scratch
  • Performance improvements
  • Debugging
  • Sharing a script

Jan Karel Pieterse

English

11:00

Organization Data Types

How to connect Excel Data Type with the data of your organization (SQL) by using Power BI.

Frederic le Guen

English

12:00

Office Add-ins

The Office Add-ins platform empower you to build solutions that extend Office applications and interact with content in Office documents.  With Excel Add-ins, you can use familiar web technologies such as HTML, CSS and JavaScript to extend and interact with Excel.  Your solution can run in Excel across multiple platforms, including Windows, Mac, iPad and in a browser.

Come and join the session to learn what’s new for Excel Add-ins platform!

Ruoying Liang

English

13:00

Excel and the AI

How Excel brings AI tools and it helps to manage the data.

IN SPANISH.

Yolanda Cuesta

Spanish

14:00

Office Scripts

Office Scripts became generally available a few months ago and our team is excited to show you what we’ve been working on!  In this session, you will learn how you can increase productivity and save time with Office Scripts, a feature-set in Excel on the web that helps you automate your individual and team workflows anytime and anywhere! We will also be demoing how you can combine Office Scripts with Power Automate to further enhance your Office Scripts solutions to automate your workflows across multiple applications and services. Hope to see you there!

Nancy Wang; Petra Ronald

English

15:00

Forecasting in Excel

Forecasting in Excel: Chart Trendlines, Slope-Intercept, TREND(), FORECAST() old and new, Forecast Sheet.

Jon Peltier

English

16:00

TACKLING TEMPLATES: THE TOP 10

This session provides a rundown of the top things we look for to determine if a PowerPoint template actually works.

Echo Swinford and Julie Terberg

English

17:00

New Data Types – Game Changer

Once upon a time (for no apparent reason), “true” data professionals (SQL people) started to frown upon Excel people, and with the apparent exception of OLAP cubes, the Excel and Company’s BI “Better Together” story was almost non-existent.  And without a single version of the truth and no tangible connection from the data warehouse to Excel, there just seemed to be two separate sets of numbers and two versions of the truth.  Now, all that is about to change with the New Data Types.  Want to know how?  You know where to come 🙂

Gasper Kamensek

English

18:00

Filter Function – The New Deal

Doing the incredible using the FILTER function.

David Abiola

English

19:00

Excel 365 Automation with Power Automate & Office Scripts

This session will look at how to automate Excel 365 using Power Automate, including how to create re-usable Office Scripts for rapid automation development.

Mark Proctor

English

20:00

Love It or Loathe It? VLOOKUP Part 2

Some think it’s the best thing since sliced bread, others hate it with a passion.  In this two-parter which tops and tails our event, join Charles Williams, Joe McDaid, Liam Bastick and Oz du Soleil (all facilitated by Tim Heng) who will discuss the pros and cons of this divisive function.  Never look at margarine in the same way again!

Tim Heng

English

PLEASE NOTE

The following agenda has been put together in good faith with the topics and presenters as cited.  However, we do reserve the right to change the order, the timing, the topic or presenter for circumstances beyond our reasonable control (e.g. presenter sickness, transportation issues, change of functionality in Excel, etc.).  If you have any concerns, please contact us before booking.

Excel Virtually Global is an independent conference and is neither sponsored nor approved by Microsoft.

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