Once you decide the default Auto Date table isn’t adequate, you can create one that fulfills your grouping and filtering requirements in Microsoft Power BI.

If you have a volatile time or date function in your spreadsheet, meaning it updates automatically with your computer's time and date, you can turn it into a frozen time or date.

If you need a monthly or yearly balance for revenue transactions in Microsoft Excel, you're in luck because both are easy! Here's how to find the totals you need.