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Separating Data by Reporting Structure in PQE
Our take
Navigating Power Query can be challenging, especially for beginners. You're looking to create tailored reports for each VP in your company, drawing from employee data that includes multiple Supervisor Level columns. Your goal is to efficiently filter this data by each VP's name and generate individual sheets without the risk of breaking your queries if departmental leadership changes. By developing a dynamic lookup table, you can streamline this process and ensure your reports remain accurate and up-to-date. Let's explore how to achieve this effectively.
Hello! I hope I'm able to describe what I need help with with enough clarity, but I will answer any follow-up questions to the best of my ability. I'm still very much a beginner when it comes to Power Query, so I'm feeling around in the dark here.
I have been asked to create some reports for each of my company's VPs. I have the data I need, I would just ideally like to have a sheet in the workbook for each VP. The employee data I get from my company's HRIS has 6 Supervisor Level columns, so I need to somehow check each of these 6 columns for a given VP's name and pull any returned results into their own sheet. Can I create some kind of lookup table for this so that if a VP for a given department changes i can just update the table and not break the query?
Please help me, kind Excel wizards.
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