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How to streamline Power Query report.
Our take
Streamlining your Power Query (PQ) report can significantly enhance your workflow and save you valuable time. By automating the upload process of your two source reports from the reporting folder into Excel, you can eliminate the need for manual file handling each week. Additionally, retaining historical data will allow you to effectively track and showcase week-over-week changes in your reports. This guide will walk you through the steps to achieve these goals, ensuring your data management is both efficient and insightful.
Hi, I have. Abasic understanding of PowerPoint Query and am looking for some guidance that will streamline a report I create. Right now I download2 excel files that I upload to PQ to merge the relevant data into 3rd report that I can distribute.
I'm currently moving the 2 reports from the download folder into a 3rd reporting folder. Then I open up the excel file I have and open the PQ editor and go to the report 1 and double click the source and replace it with the new excel report I just downloaded and then I repeat this for the 2nd report. Then I let PQ do its thing to create the merged report. I do this weekly.
Here are is what I want to accomplish.
Can I auto upload the 2 reports from the reporting folder into excel/PQ rather than manually uploading them and how?
Can I retain the old report data so I can show week over week changes?
Thanks.
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