Forum Discussion
Help with consolidating data and expenses from multiple worksheets
- Thank you so very much. Any chance you can explain to me how you achieved this? I am trying to learn more about reporting and do a lot of searching on YouTube, but it doesn't always explain in a way that truly applies to what I need 100% of the way. Again, I really appreciate your assistance!
Hi Obie76,
Step1:
Created a folder where I can drop the csv files.
In this example the folder is called Sheets:
Then I made a copy of each trainer name sheet in your sample workbook into another workbook and saved it as a csv file with their name as the filename:
then I created a new workbook where I can consolidate all the csv file in power query, query by folder:
Select the folder and click open:
a dialog box will pop up:
Click the arrow and select combine and transform:
a dialog box will pop up, click OK:
The query editor will pop up, this is where you clean your data. What I did to your data was to filter out the null values in Inv Submit Date from this:
To this:
to this:
Then I click close and load:
and viola you got your all trainers data:
cheers
