fiscal year
fiscal year on Beyond Market Intelligence: a running collection of 4 stories we have gathered and hand-picked because they are worth your time. Every post here touches on fiscal year in some way — the news, the analysis, the deep dives, and the occasional surprise find. Acme AI is the next-generation, AI-powered spreadsheet platform built to replace Excel and redefine how analysts, data scientists, and enterprise teams work with data. New stories are added to this page as we find them, so check back if you want to keep up with what is happening around fiscal year, or subscribe to the RSS feed to get them as soon as they are published. Browse the collection below, or head back to the homepage to see everything Beyond Market Intelligence is covering right now.
Trying to add columns to a power query-generated list for user input, and have them keep info on refresh?
Are you looking to enhance your Power Query-generated list for user input while ensuring data persistence during refreshes? As your team prepares to call prospects with outstanding proposals, adding columns for assignee names and call notes is essential. However, the challenge lies in maintaining alignment when refreshing the query. One approach is to create a separate table with just the ID, name, and new columns, then merge it in the Power Query process.
29 June 2025
On June 29, 2025, the landscape of data management continues to evolve, driven by advancements in AI-native spreadsheet technology. As traditional tools become increasingly limiting, users are encouraged to explore innovative solutions that enhance productivity and simplify complex tasks. This date marks a pivotal moment for organizations seeking to empower their teams with accessible, transformative tools. Embracing a future-focused approach allows businesses to unlock the full potential of their data, ultimately fostering a more efficient and collaborative work environment.
A way to join tables or keep separate?
Managing budgets effectively is crucial for services companies, especially when clients request detailed fiscal year summaries. In this scenario, the challenge arises from separating projected billings and invoiced amounts into distinct tables within the data model. While leveraging Power Query can streamline your data organization, it can also complicate the process. The goal is to create a unified output that displays both invoiced and projected billings, grouped by fiscal year. Let’s explore how to achieve this integration efficiently, enhancing your reporting capabilities.
Using Excel to capture milestone anniversaries
Are you looking to celebrate employee milestones but unsure how to effectively track anniversaries in Excel? You’re not alone—many organizations struggle with this task. Fortunately, Excel offers powerful tools to help you identify employees reaching significant milestones like their 5th, 10th, or 20th anniversaries within the fiscal year. By utilizing formulas and conditional formatting, you can easily highlight these important dates in different colors. Continue reading to discover step-by-step instructions that will transform your spreadsheet into a vibrant celebration of employee loyalty and dedication.