HELP! How do I automate data cleaning from a continually updating source

I am working on a sales project that involves many products and several different categories. I have been asked to deliver top line summaries and insights, as well as allowing other staff to check sp...

excel

Lorenzo
Jan 04, 2023
(SergeiBaklan Thanks for joining)

Lauren_Michelle
That is why I decided to manually download the csv file instead of using the IT teams Power BI dataset, as the source data is in a tabular table form, however I will have to pull the data weekly and drop it into an excel sheet and then use Power Query to automate the cleaning process

NO. Once you have a CSV you don't have to "drop it into an Excel sheet", that step is unecessary
From Excel, you go to Data (tab) > From Text/CSV
you then select your CSV (the Power Query Editor opens) and you begin your cleaning process

Once you have completed the cleaning process and output/returned the query result to an Excel sheet, next time you download a CSV you copy it (overwrite the previous CSV) in the same folder and Refresh your query

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HELP! How do I automate data cleaning from a continually updating source

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