Forum Discussion
Merging Customer Databases and Updating Rows
Power Query can "join" the 6 different sheets using the unique "CustomerID".
Basic process:1) Click a data cell in first worksheet then use menu path: Data > From Table/Range. This creates a Query. Click Close and Load (down arrow) > Close and Load to > Only Create Connection
2) Repeat step one for all other worksheets. On last worksheet, do not click close and load.
3) Click first query then Merge Queries (down arrow) > Merge Queries as New
4) Add second Query and select Customer ID in both queries, Select Join Kind Inner Join. Click OK
5) Select Merge1 query and expand new column unchecking CustomerID.
6) Select Merge1 query then Merge Queries (not as new).
7) Repeat 4, 5, & 6 until all 6 queries are merged then click Close and Load to > Only Create Connection
7) Right click Merge1 in Queries & Connections panel and select Load to > Table > New worksheet
If you need help, send copy of workbook and I'll take care of it.
Power Query can "join" the 6 different sheets using the unique "CustomerID".
Basic process:
1) Click a data cell in first worksheet then use menu path: Data > From Table/Range. This creates a Query. Click Close and Load (down arrow) > Close and Load to > Only Create Connection
2) Repeat step one for all other worksheets. On last worksheet, do not click close and load.
3) Click first query then Merge Queries (down arrow) > Merge Queries as New
4) Add second Query and select Customer ID in both queries, Select Join Kind Inner Join. Click OK
5) Select Merge1 query and expand new column unchecking CustomerID.
6) Select Merge1 query then Merge Queries (not as new).
7) Repeat 4, 5, & 6 until all 6 queries are merged then click Close and Load to > Only Create Connection
7) Right click Merge1 in Queries & Connections panel and select Load to > Table > New worksheet
If you need help, send copy of workbook and I'll take care of it.
Thanks Craig. I am going to give it a try, feels like something I should know how to do. I'll give you a shout if I need any more help. Much appreciated!