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Imi_Jay's avatar
Imi_Jay
Brass Contributor
Sep 25, 2023
Solved

Creating a record repository which can get updated time to time. But some details should stay

Hi there,

Scenario - I do a pre check of all the prospective students before they enrol. Business rules are complex. Sometimes I cannot evaluate the eligibility if I don't have information. In that case I make notes.

Data sources - A report from the central system provides the names of the prospective students, DoB, previous qualifications.

Current method of record keeping -
1. Report was generated from central system daily. It contains prospective student details in the current month and next month. The system generated file feeds into an Excel. I use Power query to evaluate rules.
2. Excel provides a table with prospective students and eligibility
3. Where there are further requirement required from the prospective students I make notes.

Challenge-
1. When I run the report next day and refresh, the past data will be replaced. If there are new students on the prospective students list it will also cause problems in the past data.

What are the best Microsoft solutions to handle this type of a business flow?

Any help will be greatly appreciated.

Thanks,
Imalka Jayalath

  • Imi_Jay You can still use Power Query but need to set-up a self referencing query to ensure that manually added comments stay in sync with updated data after a refresh. Google for that phrase and you'll find plenty of resources explaining it in detail.

  • Riny_van_Eekelen's avatar
    Riny_van_Eekelen
    Platinum Contributor

    Imi_Jay You can still use Power Query but need to set-up a self referencing query to ensure that manually added comments stay in sync with updated data after a refresh. Google for that phrase and you'll find plenty of resources explaining it in detail.

    • Imi_Jay's avatar
      Imi_Jay
      Brass Contributor
      Thank you very much for the fast response. I will test it out.

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