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Erwinwel's avatar
Erwinwel
Copper Contributor
Apr 10, 2020

Change the source data for a data model

I have a data model generated with get&transform, data are 6 excel files in a folder.

i have set up a range of pivot tables based on the (3 tables) model. On another worksheet I have tables that look at these pivot tables and combine their data. I have a set of about 10 graphs based on these last tables. 
This setup generates a monthly report with links to a Word file.

It works well an I can update the data by putting the latest excel files in the data folder.

I have 10 more similar projects I would like to use this same setup for, instead of recreating everything from scratch for each project. Data columns, header names are always the same and in the same sort order. 
Some projects do need different ‘cleaning up’ while importing.  
I have tried many ways to change the source data, but none of them work.

I have deleted the steps in the query editor and deleted the source query’s. When I redo the get&transform, when I try to load the data on the same worksheet, I can’t. 
All pivot tables lose their connection to the data.

Ideally, I want to point at a new location holding new files, rename my report and be ready.

Any ideas?

2 Replies

  • JKPieterse's avatar
    JKPieterse
    Silver Contributor
    All it should take is click the cog wheel in the first step of the queries that pull in the data?
    • Erwinwel's avatar
      Erwinwel
      Copper Contributor

      JKPieterse
      I wish.... did not work for me, I pointed to the new location, but there was no effect on the data. Also, as I said, the data needs some cleaning up during import. The fact that the original data are 6 files to be combined and the new data is only 1 file might complicate things.

       

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