Forum Discussion
Updating existing sheet with new data from another workbook
- Aug 31, 2020
Hewtee Not sure if I fully comprehend your issue, but I'll give a try.
When you load data from a folder, you first need to filter the file names that contain e.g. "RawData". That will then give you a list of files like you describe, but with different suffixes. I assume that the latest downloaded file also has the most recent time stamp of them all. Then you can filter the most recent file from the "Date created" column (Date/time Filter, Is Latest), and then press the two downward arrows in the Binary column. A few helper query and a RawData (name of the folder I used to test this) query are created. The latter contains the data from the most recent file. Do your transformations/filtering and close and load back to an Excel sheet to form the basis of your other sheets.
Now, add a more recent data file to the designated folder, making sure the file name contains "RawData" (or whatever you filtered on in the beginning). Go to the Excel table you loaded earlier, right-click in it, choose Refresh, and the most recent data will be loaded.
Hewtee Yes, please share your workbooks. It's difficult to visualise what you are dealing with, otherwise. Sounds like a Power Query solution should be able to work for you, since you indicate that you download raw data repeatedly in one particular folder.
- HewteeAug 31, 2020Copper Contributor
Riny_van_Eekelen Thank you, I will send them now 🙂
- Riny_van_EekelenAug 31, 2020Platinum Contributor
Hewtee Not sure if I fully comprehend your issue, but I'll give a try.
When you load data from a folder, you first need to filter the file names that contain e.g. "RawData". That will then give you a list of files like you describe, but with different suffixes. I assume that the latest downloaded file also has the most recent time stamp of them all. Then you can filter the most recent file from the "Date created" column (Date/time Filter, Is Latest), and then press the two downward arrows in the Binary column. A few helper query and a RawData (name of the folder I used to test this) query are created. The latter contains the data from the most recent file. Do your transformations/filtering and close and load back to an Excel sheet to form the basis of your other sheets.
Now, add a more recent data file to the designated folder, making sure the file name contains "RawData" (or whatever you filtered on in the beginning). Go to the Excel table you loaded earlier, right-click in it, choose Refresh, and the most recent data will be loaded.
- HewteeSep 02, 2020Copper Contributor
Riny_van_Eekelen More' meneer (my attempt as I speak Afrikaans:)
Ok I have got everything working thanks to you, however I selected combine files instead of merge. Is there a way to change the existing query or do I have to start again?
Thanks Hugh