![]() I added another month's data to the Sales table, refreshed the Merge table, and again, more rows appeared in the latter (12'798 vs 13'443) The total sums of Quantity and Value are, naturally, different as well. Once I close and load the Merge table to a new sheet (without selecting "Add to data model", the resulting table has 12'565 rows loaded. In the actual merging process the join kind I used was "Left outer (all from first, matching from second)." Oddly, my Sales table has 11'966 rows. ![]() Now that I have a better understanding of this process, a few additional questions arise. Thank you for the example and great explanation! Open the queries from the panel on the right and step through the edits to see the data at each Bartholomew It contains the three tables on a single sheet but that would not be the longer-term aim. I have tried to append a file as the 'starter for one'. By 'refresh' I simply mean click the 'Refresh All' button on the Data ribbon tab. The category and brand data could be read from a separate, largely static file or could be a table in the destination workbook. All the data manipulation would be within PQ so that you never need to touch the data again. One objective would be to get hold of the sales data from as near the source as you are allowed to go (in the current workbook, in another workbook, within an exported text file, using an SQL query to interrogate a corporate database). New data might replace the old or you could choose to append it. The third table (or the same information held within the data model for Power Query) would be there and would be refreshed monthly (all the previously defined steps would be repeated automatically). Power Pivot is capable of handling many more records than could be loaded into an Excel worksheet so would provide some 'future workbook you would be building is the one with the pivot tables. Power Pivot could be used to present information drawn from the linked tables. The data from each table could be loaded individually to the data modelģ. It may be possible for PQ to access the sales data from an external sourceĢ. This should represent a huge step forward from manual processes but further steps will be worth considering once you are confident of what you are doing.ġ. Select the Sales and Brand tables and select the Product ID to link the tables From the PQ editor, Close and Load as a connection onlyĦ. Go to the data tab and import the Sales table (Get Data / from Table)ģ. First turn your data ranges into Tables Sales and Brand, say.Ģ. How would the code for this look? I have never worked with Power Query, so if this is the way to go, I am open to suggestions.Īny help would be are correct in identifying Power Query as the way to go PQ is purpose-written for this type of task.ġ. PRODUCT ID | PRODUCT NAME | CATEGORY | BRAND This sheet would have the following heading for all the products: I want to create a sort of "reference sheet" and then use that so that whenever I paste rows with products' names and IDs, the Category and Brand columns will be autofilled with the information I have given in the reference sheet. As there are thousands of rows to input monthly, this is getting more and more time consuming. NAME | SALES REP | QUANTITY | VALUE | CATEGORY | BRANDĬurrently, I input them manually by dragging down. However, I need two more categories which the software does not export and are therefore empty when I paste new data: MONTH | PRODUCT ID | PRODUCT NAME | SALES REP | QUANTITY | VALUE | The software I export sales data from exports it in the following way: ![]() I have an Excel document where I input monthly sales to analyze via pivot tables and graphs. ![]()
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