Forum Discussion
Returning values based on Start Date / End Date in a given year
Hi Jenny
Not sure if this will help …..
I am in the process of researching and learning about an excel add in called power query.
What this is supposed to do (as I understand it so far) is to 'clean' your data and prepare it for subsequent use - most likely for use in power pivot (a far more powerful version of pivot table).
Typically you can take data that the user has created and format up easily into a useful format.
Having done the set up once that you can subsequently enter new data into the query and it will simply reformatted automatically. Sounds simple!
I was going to propose using some of your data from your most recent file as part of my test - but as this is proprietary information you may not wish me to.
Looking at your most recent file I see the enrolments tab and salesforce contracts tab - I assume these are downloaded from an IT system that you have in place.
The other tabs - probably the ones I would be interested in - are the onces that you have created by interrogating the tabs above and adding columns that you need.
Let me know what you think.
Peter
Hi peteryac60
Yes the two raw data tabs are downloaded directly from our CRM.
I need to combine them to get the output I need. Very, very hard and need several advanced formuli to get there! However, if Powerpivot can override this then even better.
Your point about using the data - hmmm I probably shouldn't have shared what I did! But as you already have it, as long as it is just you using it might be ok? Maybe delete all columns in raw data not used in the 'Direct' tab view, then it will be ok.