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How do I Maximize File Efficiency

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Maximizing file efficiency is essential when working with large data sets, especially those spanning multiple years and customers. If you're dealing with 1.4 million lines of data for 2026 and 2027, consolidating your approach can significantly improve performance. Consider storing all data in a single worksheet and linking a separate worksheet for your pivot tables. This strategy not only streamlines your file but also enhances accessibility.

I work with data sets that I typically look at forecast by year. Currently when I look at 2026 and 2027 it is rougly 1.4M lines of data. I have to put these in two separate data pulls and tables. Then I have six different customers included in this data. so I have to create 6 tabs with six diffrent pivot tables for them to look at. This has created a massive file that lags just to open, save or close so I really have two questions and am open to suggestions.

  1. Would it be better to store the data in one worksheet and then link a second worksheet that just has the pivot tables and separated look? If so how would I creat that link?

  2. Can you explain to me like I am 5 how I would use power query to combine the 26 and 27 table so that they could be in the same pivot table? Every column in both are identical.

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