Forum Discussion
Automating a report with pre-existing tables and charts
Posting this again, this time with examples to hopefully help you all answer the question. I will attach two excels. The first one is an example of what I fill out every so often (Labelled: Template ...
I guess not exactly the same but close to it template could be generated using Power Query, but that all depend on concrete data. How to define parameters, now you have 6 offices, could it be 60 of them, etc.
- The template will always stay the same. As in always the same offices and stuff. Only the blank cells where the $ amounts go will ever change. Unless we get a new office in the future, which I will be able to handle at that time.
If so that's mainly how to format structured tables returned by Power Query. For that you actually don't need Power Query, you may transform ranges which are now in the template into structured table and play with formatting.
Next step is how to transform raw data by Power Query. Most probably that's possible, but without concrete sample with all details it's hard to say something more concrete.
- I gotcha! I do not know how to convert the current tables on the template into a structured table, but I will be finding a YouTube video to help! Lol. I wish I could personally email you or someone else that’s trusted the actual copies of the Template and the raw data. It would clear up a lot of confusion. I just don’t trust putting actual info onto the web.
