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Mynda Treacy
@mynda
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Joined: Jul 16, 2010
Last seen: Jun 22, 2026
Topics: 0 / Replies: 4786
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RE: One dashboard for multiple customers?

Hi Christian, Welcome to our forum! The only way you can securely restrict access on a customer basis is with Power BI and row level security. T...

6 years ago
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RE: Sort by month in pivot table

Hi Liz, I'm not sure which dashboard webinar you're referring to as there are many. However, I suspect it might be a constraint caused by a field to...

6 years ago
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RE: Get Data: SQL Tables

Hi Maree, Power Query will allow you to expand related tables i.e. if you select one table to import, there will be columns with related tables tha...

6 years ago
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RE: Text Box Character Limit when referencing a cell

Hi Brian, I'm not aware of any workaround, sorry. Mynda

6 years ago
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RE: Sort buttons not working

Hi Tom, Sort order flows from left to right and this constrains how you can sort in each subsequent column. If you sort the Project A to Z, then Ta...

6 years ago
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RE: Button to export data from pivot tables

Hi Mark, I'm not sure I understand what you mean, but did you know that if your user double clicks on a value cell, Excel will create a new workshe...

6 years ago
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RE: Uploading from folder-Error message

Hi Yifan, Welcome to our forum! The troubleshooting approach will depend on the error you're getting. Is there not some type of identifier on ea...

6 years ago
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RE: Append and Update issue

Hi Sue, You could use Power BI to get the data and model it with Power Pivot. Then you can 'analyze in Excel' which gives you the data model inside...

6 years ago
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RE: Spread cost over 12 months without rounding Errors

Hi Art, I'm not sure what you mean by a counter here: "a formula that dynamically changes a counter". Mynda

6 years ago
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RE: Fill Down by condition, by group

Hi Pav, What is the logic for filling up vs filling down? Is it related to whether the date is the first of the month or whether there are two gaps...

6 years ago
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RE: Spread cost over 12 months without rounding Errors

Hi Art, In my investment banking budgeting experience we used to just let the number formatting do the rounding on the face of the cell and allow t...

6 years ago
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RE: Show Dashboard Graph for only last 6 months from current Month

Hi Sunil, Thanks for sharing your file. I think you'll find the 'open_last_n_months' formula will become slow and unwieldy as your data grows. Righ...

6 years ago
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RE: Append and Update issue

Hi Sue, Welcome to our forum! You can remove duplicates from your dataset in Power Query. However, you will no doubt want to choose which record...

6 years ago
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RE: Change the data series name of a Pivot chart

Hi Ahamed, You can only change the PivotTable row and column headers by typing over them on the face of the PivotTable. In your example, you don't ...

6 years ago
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RE: Time Zone Change

Hi Rosa, There are various time zone functions in Power Query. The one you need will depend on your data format. You can see them here. Mynda

6 years ago
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