gbpaster.blogg.se - Updating queries in excel 2016

Updating queries in excel 2016 how to#
Updating queries in excel 2016 plus#
Updating queries in excel 2016 series#

When we have lots of queries within a workbook, it can take a while to refresh them all. In a future part, we will look at linking the file path a cell, so you can import without having to overwrite the previous file. The new data should appear automatically on the worksheet.ĭid you notice that! The March data appeared with a single click – that is amazing!Įach time there is a change to the existing data, or where a new file is received, it is only necessary to save the file with the same file path, then click one button. In the background, Excel will now import the data from the file into Power Query, apply the same transformations and Load the data into the worksheet. Power Query is still pointing to a file called Example 6 – Data Refresh 1.csv, which contains the new data.

Example 6 – Data Refresh 2.csv must be renamed to Example 6 – Data Refresh 1.csv.

Example 6 – Data Refresh 1.csv can be renamed to anything you want.

To demonstrate this, we need to rename both of the example workbooks. To demonstrate the refresh process, we are simulating where a user might receive a new file on a daily, weekly or monthly basis. It should look like the screenshot below. This table contains the data from the CSV, which has been transformed. Excel will create a new worksheet with a Table. Click the Advanced options and set the Aggregate Value Function to Sum. Select the Date column header, then click Transform -> Pivot Column on the ribbon. Now let’s pivot the data on the Date column. Both columns should now be selected.įrom the ribbon click Home -> Remove Columns (this will remove the selected columns). From the ribbon, click Transform -> Date -> Month -> End of Month (this will change the Date column to the last day in the calendar month).Ĭlick on the Product column header, then hold the Shift key and click on the Sold By column header.

Updating queries in excel 2016 series#

This is the first time in this series we are performing some of these transformations, but don’t worry too much about them now, we will definitely see them again in future sections.Ĭlick on the Date column. We will now make some basic data transformations to shape the CSV into more useful information. Power Query will open a new window and display a sample of the data. Navigate to the Example 6 – Data Refresh 1.csv file, select it and click Import. Open a new workbook and create a new query using a CSV file from the Data ribbon, Click Get Data -> From File -> From Text/CSV.

The following uses Example 6 – Data Refresh 1.csv and Example 6 – Data Refresh 2.csv from the downloads. Let’s see this refresh process in action. The refresh process is straightforward, click Data -> Refresh All Unlike Excel’s calculation engine, which by default will re-calculate with every change, Power Query will only recalculate whenfahref specifically commanded.

Updating queries in excel 2016 plus#

Then you’ll be able to work along with examples and see the solution in action, plus the file will be useful for future reference.ĭownload the file: Power Query – Example Files Refresh all data I recommend you download the example file for this post. Now, in this part, we move on to consider how we can refresh the data, which enables us to build a query once and use it over and over.

Updating queries in excel 2016 how to#

In the previous part of this Power Query series, we took a first look at how to import data from various file formats and load it into Excel.