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Power Query
You want to perform a lookup with VLOOKUP, but, there are multiple lookup columns. So, what are you supposed to do? Combine them into a single lookup column? That is certainly one option, but, as with just about anything in Excel, there are multiple ways. In a previous post, I showed one way to do…
In this post, we’ll summarize data from multiple CSV files with a PivotTable. Specifically, we’ll use a Get & Transform query (Power Query) to retrieve and prepare data from numerous CSV files. Then, we’ll send the query results into the data model (Power Pivot). Then, we’ll build our summary report using a PivotTable based on…
If you have ever downloaded bank activity from your bank’s website, you know there is some amount of cleaning you need to do before the data is ready to use. Perhaps the next step is to summarize the bank activity with a PivotTable, or, perhaps to perform a bank rec. Regardless of your ultimate objective,…
Psychologist Abraham Maslow wrote a line that is often referred to as Maslow’s Hammer. It goes something like this: “I suppose it is tempting, if the only tool you have is a hammer, to treat everything as if it were a nail.” I’ve heard the simplified version more often: “If all you have is a…
I love PivotTables, and use them all the time. But, when our needs are simple, we can easily summarize data with a Get & Transform query instead. Why? To simplify our workbooks and improve our efficiency. Let me demonstrate. Objective Before we dig into the mechanics, let’s just be clear about our goal. Let’s say…
Do you love FlashFill? Do you love Get & Transform queries? If so, you’ll love the most recent Excel update pushed out by Microsoft: New Column by Example. It is essentially FlashFill inside PowerQuery. It is way cool. Check it out. Objective Let’s say we have some data. It doesn’t matter where it is, it…
Imagine this scenario: There are 120 CSV files in a folder on your network. Each CSV export contains the transactions for a single month, and there are 10 years’ worth of files. Your mission, should you choose to accept it, is to combine all of the transactions in these 120 files into a single Excel…
Recently, I’ve been on this kick of using Get & Transform queries to accomplish tasks that we previously performed with other methods. It is clear that the Get & Transform commands provide new ways to solve old problem. In this post, I’ll demonstrate how we can use a Get & Transform query to transpose values.…
Alright my friends, this week I’ll tackle a question I received about retrieving values from workbooks. Here is the basic idea of the question. I have a folder with several hundred workbooks, and each workbook may contain any number of worksheets. For example, some workbooks have two sheets, some have three sheets, and some have…
I recently received a question about how to find the most recent transaction date of a list of items. There are a few fun ways to accomplish this, and so I thought I’d walk through three options. Thanks Darrell for your question! Objective The exact question from Darrell is: “I have a data table of…