Forum Discussion
Jessica_Irish
Dec 16, 2021Copper Contributor
Sorting rows based on information contained in 5 different columns
I have an excel spreadsheet with data that has been exported from our practice management system that I want to sort. In the practice management system, we have a list of potential clients and the da...
- Dec 16, 2021
Jessica_Irish I dare to suggest that you can do all in Power Query (an integrated part of Excel since 2016). Connect to the original export file and let PQ do the rest. No need to split the Labels into separate columns in Excel. Much easier in PQ. Then "unpivot" the lot summarise to your liking. Once set-up, you can repeat it over and over again when the export file changes.
How exactly? That depends on the exact of the export file. Are you familiar with PQ?
Jessica_Irish
Dec 16, 2021Copper Contributor
Riny_van_Eekelen thank you! No, I am not familiar with Power Query. Where would you suggest I go to get a beginner's quick training on it?
Riny_van_Eekelen
Dec 16, 2021Platinum Contributor
The link below would be a good place to start.