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Thursday, June 18, 2020

Use Power Query to Append Multiple Tables


Appending or combining tables that have common headers in not hard to to if you only have a few. But if you have a couple or combine common tables on a recurring basis, it would be nice to automate this. Power query give you this option to make it easy to do. Whether you're joining one to three tables or if you do this on a monthly, weekly or daily basis, this can be done quickly once you have it set up.

Tuesday, June 16, 2020

Split Data into Separate Rows with Power Query


If you've ever receive an excel file from others or a system that put multiple values into a cells and you needed to have those values split out into separate rows it's not to have if there aren't too many rows or columns to manually do it. But if it is something you need to do on a recurring basis or if it has a LOT of rows or columns, to have it done auto-magically would be nice. You'd might think you'd need to learn VBA to do it, but with Power Query it's pretty easy to do.

Thursday, June 11, 2020

Create a Appointment Follow Up Schedule Table



Do you schedule multiple recurring appointments that have a set duration in between them and want to get a table to list them out? Maybe this is something your do for medical appointments or as part of sales prospecting. If you have one name it's pretty easy to just add x days to the initial start date, but if you have a group of people and want to do this in a bulk way it would take more time. However with Power Query, once you set up a "template" for this, it just become a matter of adding new names and refreshing the table to do it automatically. See the video to learn how.