Excel and Power BI for people who move cargo
Plain-language guides for freight, export and warehouse work. Every formula is written out, so you can copy it into your own sheet.
Learn in this order
Each step builds on the one before. The roadmap explains why.
- 1
Excel basics
Lookups, clean-up and pivots cover most daily work.
- 2
Power Query
Stop pasting monthly reports together by hand.
- 3
Power BI
Turn clean data into a dashboard others can read.
Latest guides
All 10 guides-
Your first on-time delivery dashboard in Power BI
A step-by-step first Power BI dashboard that shows on-time delivery percentage, delay by forwarder and the list of late shipments.
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Reorder point and safety stock in Excel
How to decide when to reorder a spare part and how much extra stock to keep, with two simple methods and Excel formulas.
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Pivot tables for freight cost by route and month
How to turn a list of shipments into a summary of freight cost by route, month and forwarder in a few clicks.
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Power Query: combine monthly shipment files in one click
How to join many monthly forwarder files into one clean table with Power Query, and refresh it next month in one click.
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Build a simple shipment tracker in Excel
A shipment tracker that shows its own status, delay days and overdue shipments, built with a few formulas and no macros.
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Chargeable weight in Excel: air and sea freight
How to calculate volumetric weight and chargeable weight for air and LCL sea freight, so you can check the forwarder's quotation before you accept it.