Excel and Power BI for people who move cargo

Learn in this order

Each step builds on the one before. The roadmap explains why.

1. 1

   Excel basics

   Lookups, clean-up and pivots cover most daily work.

   • XLOOKUP vs VLOOKUP: matching invoices to packing lists
   • How to clean messy carrier and supplier data in Excel
   • Pivot tables for freight cost by lane and month
2. 2

   Power Query

   Stop pasting monthly reports together by hand.

   • Power Query: combine monthly shipment files in one click
3. 3

   Power BI

   Turn clean data into a dashboard others can read.

   • Your first on-time delivery dashboard in Power BI

• =XLOOKUP()

  XLOOKUP vs VLOOKUP: matching invoices to packing lists

  How to match shipment data between two lists in Excel, and why XLOOKUP is easier than VLOOKUP.

  Excel2 min read
• =TRIM()

  How to clean messy carrier and supplier data in Excel

  Fix extra spaces, numbers stored as text and broken dates in files from carriers and suppliers.

  Excel2 min read
• =TODAY()

  Build a simple shipment tracker in Excel

  A step-by-step shipment tracker with automatic status, days late and colour highlights.

  Excel1 min read
• =MAX()

  Chargeable weight in Excel: air and sea freight formulas

  Work out volumetric and chargeable weight for air freight and sea LCL shipments with simple Excel formulas.

  Logistics2 min read
• PivotTable

  Pivot tables for freight cost by lane and month

  Summarize freight costs by lane, mode and month with a pivot table, and avoid the average cost per kg trap.

  Excel2 min read
• Get Data

  Power Query: combine monthly shipment files in one click

  Stop copy-pasting monthly reports. Combine a folder of Excel files into one clean table that refreshes itself.

  Power Query2 min read