Sep 28 2021 06:54 AM
Hello everyone -
I am trying to find out the best method to automate a report format. I would like to:
1) Extract a spreadsheet from an application and format the table automatically (ie: remove some columns, format the columns, and move columns around etc). So when I get a new dataset, it will automatically format the new table. I started using excel power query to look in a folder for the new file, but not sure where to go from there to automate the formatting.
I'm very familiar with doing this in Power BI, but I need to export the report to excel and would loose the formatting. Is a pivot table the only way? I don't want to create calculations etc. just format a new table of records.
Thanks in advance!
Jim
Sep 28 2021 07:20 AM
@jtpiazza If you can do it in Power BI, use Power Query in Excel.
Sep 28 2021 07:43 AM
Sep 28 2021 08:07 AM
In Excel you don't have visuals like in Power BI. What you may do that's reference the main query, adjust columns as needed and load result into the grid.