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Power query automation with combining two tabs
Our take
Creating a streamlined Power Query automation process can significantly enhance your reporting experience. By developing a skeleton workbook or template, users can easily upload their raw data, which will then be processed according to predefined Power Query conditions. This setup will automatically merge terms with definitions from a secondary tab, ensuring clarity and accessibility. Your goal is to simplify monthly report generation, minimizing unnecessary information while providing essential definitions for improved understanding. This user-friendly approach empowers everyone to efficiently produce well-structured reports.
I want to create either a skeleton workbook folder or a template where people can upload their data and it runs all of the conditions on power query that I want. Also, it pulls definitions from a secondary tab and matches them with terms that are from the query and merge them.
I basically just want them to be able to paste their data raw and it comes out the way I format it with the steps I’ve already created in query.
I have watched every YouTube. Searched. Everything
We write a report every month and I am trying to make it a very user-friendly report for them and minimize the extra information They don’t need and also link definitions to be able to understand.
Please help.
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