The new functions GROUPBY and PIVOTBY are now available in the current channel of Microsoft Excel, and I’ve been playing with them to try to answer this question.
My conclusion is that it isn’t a simple yes/no answer. What is more useful to think about is “when” or “how” GROUPBY should be used instead of a pivot table – and vice versa.
I’m pleased to announce that in 2025 I’m now offering a standalone Power Query course that individuals can sign up to.
Up to this point, I’ve mostly created and delivered bespoke Excel training courses for teams. And sometimes I cover a brief introduction to Power Query within these courses.
This is because I know from experience that Power Query is an enormous time saver in a range of roles. If you find yourself doing repetitive processes in Excel (copying, pasting, updating formulas etc), you will benefit from some Power Query training.
However, I know that lots of people who would benefit the most from Power Query might not work in a team. Perhaps you are a consultant, or you’re the only finance or data person in an organisation.
You might even have tried to learn Power Query yourself but got stuck. Or perhaps you just prefer in person training.
Screenshot of Excel template for calculating Employer’s National Insurance before and after the changes
I posted on LinkedIn a couple of weeks ago about creating an Excel template to calculate budget impact of the changes to Employer’s National Insurance.
In this post I’ll share a few observations, both about the calculations and also the act of creating the template.
How do you learn more Power Query? This is a post addressed to people who have already learned initial navigation and have played around with a few of the buttons. Perhaps you attended one of my Introduction to Power Query courses.
I’m a late adopter of Cell Styles in Excel. Before I started doing financial modelling and consulting work for other people, I didn’t really appreciate how useful they were.
I wish I’d learned them a lot earlier as they would have been helpful in earlier roles, too.