Forum Discussion
How to use Power Query in creating a new spreadsheet
I have a spreadsheet that is generated by the accounting software and it lists all the transactions performed on the account. This includes charges and refunds. So for example on March 1st, I might h...
first, I am generating a report of purchases I have made and printing out the invoices to add to my own records.
second, this is for my own internal records not clients.
third, my question was regarding how to use Power Query to generate a very specific report that would help me filter down some data to make my work a bit easier not a request for some accounting lesson based on some delusional circumstances that aren't even application.
If you want to actually help then I would be grateful but refrain from giving ill suited opinions.
Thank you for finally explaining the context fully. A lot of my confusion could have been avoided had the original picture been clearer. And, for the record, in my own personal records--as I referred to them--I keep the full history.
I don't think you need Power Query in your situation. Just use FILTER. That link will take you to a website with instructions on how the function works. It can be used to filter out, or filter in, whatever records meet your designated criteria.
And here's a good video that Microsoft used to introduce the FILTER function.
