To make the query title more descriptive, hover over the query name, select the ellipses from the Query dialog box, select the Properties setting, and then change it to Merge Tables. This is useful when you want to create multiple views of the same data to create different reports. Note There’s a new query in the Query and Connections dialog pane, but the previous transformations remain. Power Query creates a new worksheet for you. Remove the table name and the column title. Move the Category column from the right-hand side. Also, whenever a new record is added in workbook 1 (data sheet) I want to see same data in workbook 2 (form sheet). Power Query displays the combined tables. The goal is to make 50 versions of the first spreadsheet (the form letter), each filled out with the info of a given record (or row) from the second spreadsheet. To specify the master category, select Field List Filter > Category, and then select OK. But you need to tell Power Query which table column you want to display. To complete the join operation, select OK. Under the Product Name column, select the Category table from the drop-down list. In the Merge dialog box, under the Sales table, select Product Name column from the drop-down list. Select the Sales Data worksheet, open Power Query, and then select Home > Combine > Merge Queries > Merge as New. Select Close & Load the table to return to the worksheet, and then rename the Sheet tab to "PQ Categories". Select the Categories worksheet, and then then select Data > Get & Transform data > From Table or Range. so, you can load the Category table, and create a join on the Product Name fields. In the Category table, products can be rolled up a level. Currently, data is only summarized at the product level.
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