Forum Discussion
Solved
Accounting advice needed
Hi team, we get a quarterly downloadable report from our provider which has a bunch of data points such as product codes, number of customers, net income, income share etc. This comes in a big tabl...
- Have you used Power Query or as it is called now "Get & Transform"? The quarterly report that you get, is it in the same format each quarter? If it is, you could always create a new query that at the most simple will grab the file and append the new quarterly data to the past data. Are you using pivot tables to summarize your data? You can view
https://support.microsoft.com/en-us/office/power-query-for-excel-help-2b433a85-ddfb-420b-9cda-fe0e60b82a94
Have you used Power Query or as it is called now "Get & Transform"? The quarterly report that you get, is it in the same format each quarter? If it is, you could always create a new query that at the most simple will grab the file and append the new quarterly data to the past data. Are you using pivot tables to summarize your data? You can view
https://support.microsoft.com/en-us/office/power-query-for-excel-help-2b433a85-ddfb-420b-9cda-fe0e60b82a94
https://support.microsoft.com/en-us/office/power-query-for-excel-help-2b433a85-ddfb-420b-9cda-fe0e60b82a94
Hi Scott,
this sounds like a good thing to look into. However I'm having trouble getting Power Query to work on my Mac. The app has Power Query guidance in the help guides, but the options are not there in the menus. Any other ideas on how I can achieve this?
this sounds like a good thing to look into. However I'm having trouble getting Power Query to work on my Mac. The app has Power Query guidance in the help guides, but the options are not there in the menus. Any other ideas on how I can achieve this?