How to Create Custom Data Types 💼 in Excel "Data Types" Menu (Intern vs manager vs Power BI)

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Күн бұрын

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Excel Data types allow you to bring in rich information such as linked data from external sources inside a single Microsoft Excel cell. You can insert images inside Excel cells. The new organizational data types sourced by Power BI change the game on how you're accessing company information. You can keep your master data in one place and have it accessed by specific people. This can be information on employees, products, customers and many more. This way you have ONE source of truth throughout the entire organization.
In this video I'll show you how you can use and create organizational data types.
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00:00 Introducing Excel Organization Data types from Power BI
00:37 Access Rights Needed
01:15 How to Use Organization Data Types
04:16 Convert Data into Data Types
05:55 How to Create Organization Data Types
10:00 How to Manage Permissions
11:46 Wrap Up
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#Excel #powerbi

Пікірлер: 102

@LeilaGharani Жыл бұрын

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@chenying-jun4014 6 күн бұрын

This is the most clear tutorial of creating feature table I've seen from KZfaq! Thanks!

@jawadahmadehssan6251 11 ай бұрын

Thank you Leila. Today I have built it and shared the data with HR. They were extremely happy to see the potential of their data.

@pmlind65 Жыл бұрын

Leila is awesome. We use Excel at work & Ive learned so much from her.

@YvesAustin Жыл бұрын

Absolutely amazing! I was able to discover this video from your Power BI course ( a must have!) Thank you.

@phiberoptik232 2 жыл бұрын

Outstanding explanation and presentation. Very useful across many organizational reporting requirements. Thanks for your efforts demonstrating the application and use of this functionality.

@LeilaGharani 2 жыл бұрын

Glad it was helpful! Thank you!

@ExcelWithChris Жыл бұрын

After all the updates I still only have the 4 original Data Types in my list. How do I get all the other available?

@DeployJeremy 2 жыл бұрын

Brilliant video and explanation. Thank you!

@marcelduonblonde5532 2 жыл бұрын

Another amazing introducing. Thank you for these explanations!!

@LeilaGharani 2 жыл бұрын

My pleasure!

@jayeshsuthar 11 ай бұрын

Thanks Leila 😃 this one is an amazing feature by which I can impress my managers. Great video.

@steventezcan689 2 жыл бұрын

Thanks Leila! Great info, can you please make more videos on this? I can see this being used as a link to a master KPI database and pulling specific metrics at ad hoc.

@trevorbbeairsto 2 жыл бұрын

I agree Steven. We can really use this as a great solution to the "single source of truth" system we are trying to develop for our finance team; if I understand this correctly, I can develop a set of tables that form the foundation of our KPI dashboards and store them in the Service as standardized "data types" from which our team can draw from? Excited to know more!

@itsattaullah 2 жыл бұрын

It's Highly Helpful, Thanks for explaining

@DavenneChua 2 жыл бұрын

Not really gonna use this but amazed at how easy it is to understand... you're an excel wizard...

@LeilaGharani 2 жыл бұрын

Glad you liked it.

@chrism9037 2 жыл бұрын

Thanks Lelia, this was great!

@officetricks6303 2 жыл бұрын

Excel always confused, but you made it incredibly understandable.

@quentinbricard 2 жыл бұрын

Great video, thank you!

@ahmedtareq5342 2 жыл бұрын

This is great, I will implement it in my organization

@andybeux 2 жыл бұрын

Never saw that suitcase before! Amazing video, like always!

@LeilaGharani 2 жыл бұрын

Thanks a ton!

@chh8860 2 жыл бұрын

At the 11:47 mark Leila asks " So, what do you think? Do you see this being useful at your organization? ..." Candidly, I'm not sure. My 'simplistic' Application rule: I think of 'Excel' for numbers and 'Word' for letters, 'Power Point' for slides, Power BI for eye-popping illustrations etc. etc. etc. If presented with this assignment, I think I would default to 'Access' because I see a database as the solution, not a spreadsheet. Maybe for, an approved vendor list, or an approved parts list ... and located on SharePoint. But then again, maybe I learned something new this morning ... but have not realized it yet. Just one man's opinion ... 🤔. Thank you again ... for an introduction to another topic/feature that I was totally unaware even existed.

@LeilaGharani 2 жыл бұрын

Thank you - agree, it's quite a different approach to what we're used to....

@erickcorreal7401 2 жыл бұрын

Could be a useful resource for those that don't want to open Access or are unfamiliar with it, but consistently have Excel open.

@GerhardHolzer911 11 ай бұрын

Great to remember how this great feature can be used 😊

@aag408 Жыл бұрын

You are amazing 🙏 thank you Leila

@ashokganpathi7877 2 жыл бұрын

Great tutorial. I had a follow up question on the topic. Do data type allow inheritance or hierarchy? eg. You have a user data type (name, ID, date of birth, department) with common fields and that can be inherited by an employee with more specific details (salary, grade etc), or a contractor for other different fields (vendor company, hourly rate)? Thank you!

@superohitupadhyay 2 жыл бұрын

Hi Leila again, most of your videos are useful for daily job related activities but this video didn’t fit to that parameter, I’d highly encourage you to please come up with power bi course, no matter at UDEMY or KZfaq so that we can be more familiar with power bi and it’s usage, needn’t to mention your presentation skills, that’s always upto the mark.. wish you all the best, thanks (Rohit from India)

@unnikrishnansanthosh 2 жыл бұрын

thank you Leila for sharing this useful organization reporting structure

@LeilaGharani 2 жыл бұрын

Glad you enjoyed it!

@meer1060 2 жыл бұрын

really most informative first time I understand power bi more knowledge gain first time I watch you video pls why small video to make all public use. I am Mir taimur from Pakistan

@taizoondean689 2 жыл бұрын

Thank you 🙏

@agungbrewok2369 2 жыл бұрын

Thank you

@kathyreid6795 2 жыл бұрын

This is great! I am accountant with a firm. Do you have a video that intergrates QBO Accountant with Power BI Pro?

@vsenikizanety 11 ай бұрын

Great video thanks. 2 questions is there a way to change a icon in excel for your created data type, and is there a way to disable showing an icon in excel cells?

@essamahmed1511 Жыл бұрын

Just great ❤

@tifouraamina1761 2 жыл бұрын

Great ideas 😃 thank you Leila 😀🤩

@LeilaGharani 2 жыл бұрын

Our pleasure!

@controlsgirl Жыл бұрын

I would really love to have data types for items that we use to build a project estimate consisting of items and assemblies where the item has a cost, cost, cost category, and several labor categories, labor units attached to it.

@peterbebbington3435 2 жыл бұрын

I think that this could be useful for property portfolios

@fairoosmalaysia9314 Жыл бұрын

Very useful

@MistressKuroko Жыл бұрын

Home girl just pulled some sorcery🤯😵‍💫

@smartwork4768 2 жыл бұрын

Thanks

@RahulGupta-bl4lc 24 күн бұрын

Great Video, thanks leila

@nacerzerroug9925 2 жыл бұрын

Hello Leila Thank u so much.can u help me in simple quistions please ?

@alhadad1979 Жыл бұрын

Instead of having image url, can you utilize this feature by linking to images saved locally on hard disk or on server?

@maddurisuresh3655 2 жыл бұрын

Super 👌

@mauriciovillatoro9361 Жыл бұрын

I love it

@tamerhegab1513 11 ай бұрын

Love it

@c0tor1r 2 жыл бұрын

Excel and Access should just get a room already.

@lasanthakarunanayake190 10 ай бұрын

Really good

@norlinhamzah3670 9 ай бұрын

Amazing

@westleyempeigne6541 11 ай бұрын

Hi Leila, thanks for the video. May be a silly question, but an organisation is not using PowerBi, can we still create data type directly in Excel?

@miiihaaas 2 жыл бұрын

I already use it for production (productivity of products by equipment)

@LeilaGharani 2 жыл бұрын

Cool!

@jayacharya7333 11 ай бұрын

First of all Thank you. Can imagine how much research would be required to make such video. How many Power BI Pro licenses would be required. Is it just one user to publish or each user using that data.

@teoxengineer 2 жыл бұрын

Excellent Leila, and I'm wondering when will you prepare advanced Power BI cource including desktop and online reporting versions? Please notify us because we need it. Thank you

@LeilaGharani 2 жыл бұрын

Working on it, Emre. Stay tuned :)

@mpicht 2 жыл бұрын

@@LeilaGharani just finished the power query and power pivot course, next big bang for me would be your course about Power BI advanced. Can’t wait ! Enjoy your weekend:-)

@martins8587 2 жыл бұрын

As much as I love your videos and religiously watch them all, I'm struggling to get excited about this. The organisations that have the ability to implement this would be using SharePoint. I can't see why anyone would want to downgrade from a full organisation employee structure in SharePoint to (excuse me!), bodging something together in Excel....and I'm a huge fan of Excel bodging. You'd also need an enterprise level install of Power BI too. Sorry Leila! If anyone can think of practical implementations of this functionality that can't be done better in other applications, I'd love to hear some decent brainstorming. 🙂

@LeilaGharani 2 жыл бұрын

Thanks for your feedback, Martin!

@mariaaissalagumbay1145 Жыл бұрын

Hi Leila what if im using mac pro...do we have free downloader of power bi?

@rahulvishwakarma2119 11 ай бұрын

Nice mam

@tusharkantisenapati5294 2 жыл бұрын

how to extract unique value in column? as all show row only

@sukanyamukherjee5475 Жыл бұрын

The option : Data tab --> Data types is only present in Excel 365 or present also in excel 2016 desktop version ? there is a little confusion . Please guide me if you can . Thank you .

@AmitVerma-vk4sj 2 жыл бұрын

I dont have employee id & other option related to employee in Data meenu , how to get this option in my excel menu . plz suggest

@nirantor 2 жыл бұрын

Interesting, can I do this in Power BI Report Server Version? Thank you.

@LeilaGharani 2 жыл бұрын

Not 100% sure, but I believe so.

@Myth8Anthropology 2 жыл бұрын

I'm trying to figure out if this would have been useful when I was tracking sustainability qualities of construction materials for green building rating systems. I no longer have that job, but we used Access as the database and that made it very difficult to update our Excel/VBA-deliverables-generating-tool as the rating systems that we were servicing evolved. Also, each product had too many attributes to be able to view one row in a spreadsheet, and Access was very clunky and made it difficult to view all of the data associated with one product. Would Power BI be appropriate for this scenario?

@LeilaGharani 2 жыл бұрын

That sounds like a good case for Power BI to me. The good thing with Power BI is you get drill-downs which keeps reports clean - I have some Power BI videos on the channel - check these out to get a better idea.

@voulvarein 2 жыл бұрын

Can we use in Excel 2019 ?

@hagarsameh3202 2 жыл бұрын

I want to know how to inserimagerscan in word 2013 like 2007 is there any helpful video please. Thanks in advance

@hs2324 2 жыл бұрын

Excellent Excel Videos. I have 40000 cells that I need to change to geography rich data type. Excel only allows a conversion of 100-200 cells at one time. Any way I can covert using a formula, power query or data model? Thanks

@LeilaGharani 2 жыл бұрын

Glad you like the videos. Regarding your query, you might find this useful: kzfaq.info/get/bejne/a7edo5SZq9DbYJ8.html

@cimbro9457 2 жыл бұрын

Leila, unfortunately you should point out that searchable drop down list are available ONLY on excel 365 for win11! Exactly it does not show up for excel 365 for win10!

@LeilaGharani 2 жыл бұрын

Thanks Cimbro94. Yes. that's true. I've done a few videos on that so I forgot to mention here.

@Anthony-nv7gd 2 жыл бұрын

Hey Leila Are you available for project work and/or can you recommend a good resource that might be? Need a consulting resource that can help create VBA logic to solve for recurring manual processes, and calculations that require multiple steps. Would need someone that can be available to review the datasets and requirements and can complete requests within agreed upon timeframes. Pay commensurate with skills.

@LeilaGharani 2 жыл бұрын

Please reach out to us at info@xelplus.com for a recommendation.

@ExcelWithChris 11 ай бұрын

Will this still work if you upload the file to Sharepoint for users in the company? Will the custom Data Type "go with the file". I only want the Data Type for myself, use it in a report and upload the report to Sharepoint. Will they then be able to use it in only this file I have created?

@andrewcharlesmoss 2 жыл бұрын

Which version of Excel for Microsoft 365 is this? I only have the Microsoft and Wolfram data types.

@LeilaGharani 2 жыл бұрын

This is the Enterprise version. Do you have the personal version Andrew?

@andrewcharlesmoss 2 жыл бұрын

@@LeilaGharani Yes - that explains it then!

@MJ-xn2nv 2 жыл бұрын

Which brand of laptop do you use?

@LeilaGharani 2 жыл бұрын

Surface.

@Afs10161 2 жыл бұрын

My baby love leila😍😍😍😍

@t2p5g4 2 жыл бұрын

So my understanding is that PowerBI pulls the data from wherever - say SQL server. What happens if the original data is changed, for instance somebody gets a raise?

@LeilaGharani 2 жыл бұрын

Yes. A refresh will pull the latest data over.

@paulb.8129 2 жыл бұрын

SAP is the best choice for this job i believe

@cimbro9457 2 жыл бұрын

The thing is that for SAP you have often to do manual data extraction, unless your organization have an OData database connector in which often the IT department will just say no. That's my experience

@drakwer25 2 жыл бұрын

Can I apply for Ben's position?

@LeilaGharani 2 жыл бұрын

😅

@edtechph5444 2 жыл бұрын

Watching ED TECH PH

@KellyGneiting 2 жыл бұрын

Wow. Your hair!

@LeilaGharani 2 жыл бұрын

😊

@musicwithmahtab6680 2 жыл бұрын

Am I the only one who give a like on her video when the video just start...

@joaquimcosta952 11 ай бұрын

UAU

@hamedazhang1985 Жыл бұрын

سلام لیلا خانم لطفا راجع به تقویم شمسی تو پاور ‌بی‌آی راهنمایی کنید

@IvanCortinas_ES 2 жыл бұрын

The calculation Total Years is loose at the level-days!

@IvanCortinas_ES 2 жыл бұрын

You are dividing the duration by 365, it is an inaccuracy.

@vividdreamer5025 2 жыл бұрын

Hi , Sub GoTo_Example1() Application.Goto Reference:=Worksheets("Jan").Range("C5"),Scroll:=True End Sub This is VBA code which i use to go to a cell , but i want to use this code in VBA code for a automation tool , where the range value varies for every sheet. So for that , i have a range value in a cell , which i want to go, so can u please help me out , how the Above code should be used to take the range from a cell (which has range value, which changes from sheet to sheet). Thanks