Increased Margins, Period: Modern Excel and the Bottom Line
summary
Demonstrates using Excel + Power Pivot/Power BI (2010→2013), Power Query and cube formulas to move from noisy totals to actionable metrics: replace total revenue with profit margin, adjust for units, price and cost, seasonality and same‑store definitions, and divide margin by locations. Claims a 1000x faster workflow and real cases where a short analysis finds stores losing money, surfaces $115k annual margin opportunities, and exposes pricing/stocking issues (possible theft).
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chapters (9)
- 0:00Introduction
- 12:21Total revenue reports useless
- 24:47Margins and comparisons
- 37:30Action with reports
- 53:08Pivot to cube formulas
- 1:05:39Budget vs actuals
- 1:24:26Outliers and bottom-end
- 1:41:45Seasonality adjustments
- 2:06:37Q&A
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