Create Connection to one raw data file for multiple excel files - excel

I currently have one excel file with four worksheets with data (Name: target value 2022.xlsx). This data is used in multiple excel files to make calculations and to show the values using VLookUp. Until now I copy-paste the values from this one file with four worksheets into all the other files with those four worksheets (and more) when one value changes throughout the year. It also seems to be problematic when a new year begins and a new "target value 2023.xlsx" is required. I tested a lot of ways to make a connection, but nothing seems to be the perfect way:
copy-paste each table via VBA (current way, but I don't want to open every file just because one value changed and click the "Refresh" button)
external reference Cell A1: =[target value 2022.xlsx]Table1!E3 (if one column is deleted, the connection shows #REF!)
Data > New Query > From File > From Workbook (if one column is deleted, the power query doesn't work anymore)
Data > From Text (only works, if all four worksheets are in four seperate csv-files, not optimal)
Data > From Access (seems to be the best way to get the data from four different tables within the database???)
What's the best way to do this, if multiple people use it? The values in "target value 2022.xlsx" change multiple times a year and many users need different files where the data is required. Thank you!

Related

Comparing data between two sheets in Powershell - how to find data after cells with specific values?

To start, unfortunately I cannot use Import-Excel (yet! organization is looking to implement the module "soon") or other outside modules, so am just working with excel objects manually.
I made an automated report that appends to an excel document every day. It looks something like the included picture. The servers and their data are not in the same cell position for each daily sheet, but are always grouped together (so Server1 and its data might be in the middle of today's sheet, but at the beginning yesterdays sheet). Databases can change, so I'll also be looking into error checking that a database actually exists on both sheets to compare them.
I want to check the most recent sheet (sheet labeled 2020-08-10) and compare each database with the same databases on the oldest sheet (sheet labeled 2020-08-08) to get a size % difference between each database, but I can't seem to figure out how to automate finding the multiple "Database" rows of each server, then going down and grabbing each database and size to compare.
Any help or guidance to get me researching in the right direction is appreciated.

Combine multiple ranges (not formatted tables) from one Excel sheet

It sounds very easy but I looked for this similar question, but looks like I didn't find suitable. Mostly are slightly different issues then mine..
I am receiving monthly one big Excel file, where I got different sheets, but only on one sheet I am having 3x different data ranges (not formatted tables). I am saying it again, ranges not tables, because some "smart" collogues decided just to overwrite file with new data but just to expand the range...so it stayed as range (it goes horizontal), and not table. For Power Query is needed table format I know..
So my issue is to somehow consolidate those ranges (3 of them) on that one sheet into one Query, but without disrupting the original Excel file, and of course to make it dynamic when I am getting new files.
I am comfortable with Power Query, but I didn't have similar things like this where you have more ranges that have to be cleaned, edited and appended into one query...Positive thing is, the column names are the same, just the content are different...
As you can see the data range is in so called "blocks" on data that are going horizontally...
This is basically something what I would like to have:
If question already exists please link!
Here is my test file to check it up:
https://docs.google.com/spreadsheets/d/1RDAoZqxKPk1NdhtcYec8nG_31PFwQ7Lj/edit?usp=sharing&ouid=101738555398870704584&rtpof=true&sd=true
I solved it by combining into 3x queries and then appended into one bigger table.
and, import From Folder is the best import, rather then direct from Excel Workbook, it gives me more space for adding the filter for instance "Date Created" so you can always have the newest on the top or whatever.
Thx anyways for some input of you guys.

Power Query with data validation: Change source data from a list (drop down) based on value

Before I start to explain - I am not providing any data or else, because I need an idea first, to see if it is possible (if it is easy).
Imagine you have one folder with X different subfolders inside, and every of them is filled with twenty text files (.txt), with same structure and length. What I normally do is uploading one folder Data > From File > From Folder in Excel and then doing certain transformations and saving it in an Excel file. That is what I am doing like X times for all subs. It is not super time consuming because I know how to change "Path" in Advanced editor, and with Refresh button is exceptionally smooth. BUT...
If I want to have for example one drop down list with those "subs" and every time when I change it on drop down with refresh button - my data set is in a minute refreshed. How to do that? Parameters or function in PQ?
That means I could avoid going into PQ editor or Changing source manually...
Any ideas or suggests?
You can create a named range in Excel which is just a cell with the subfolder name. Using data validation you can make that cell into a dropdown based on a list you define in a separate range.
Once you've done that, you can load that named range into Power Query and insert it as part of the folder path as in this question related to using a cell value in a query URL.

Select Data for excel Graph sees zeroes when I load the data using sql

I have a problem with Excel (2016)/ VBA macros. I am happy to provide more detail or copies of files if required.
In summary this is what is happening:
I have a workbook with five worksheets. Three contain data representing both axes of a matrix (1&2), the cells of the matrix (3), one sheet on which data from sheets 1 to 3 are brought together (4) and - finally - a graph worksheet (5 - based on a range in 4).
The reason I do it like this is that I want to graph parts of the data at a time otherwise it is all too confusing. A simple form is used to choose which column of the data-set to display and to also allow stepping through the list of items to display so just part of the range is in view at a time. Variables are set in cells on sheet 4 (outside the graphed range) when the buttons are clicked on the form. The formulae that populate the graphed range on that sheet use these variables to choose the required data from sheets 1 to 3.
Initially I populated the data in sheets 1 to 3 using macros to read from text files. These files had to be populated from a database before opening the Excel workbook. I decided to "Simplify" this process by changing the macros to query the database directly.
It took a while to get this going and all looked fine. I can see the data in the first four worksheets is populated correctly (including being able to click on the form buttons and change the contents of the graphing range) but the graph sees values of zero in every cell. When I right click on the graph and select "Select Data" and then choose an item in the "Legend Entries (Series)" list in the left-hand box, and the click "Edit", I see the cell ranges of both the Series name and the Series Values are correctly displayed, the preview of "Name" has the correct value but the preview of "Series" shows a string of comma-separated zeroes.
I can switch worksheets to view the "GraphData" on sheet 4 while still keeping the dialogue box open and see the actual cells that are being referred to and they are not 0, 0, 0... they are 78, 69, 44...
Where are the zeroes coming from?
I have even saved the workbook - keeping changes - so the contents of sheets 1 to 3 are kept, put a stop in the "Workbook_Open" macro so it doesn't run, and still I get zeroes when I re-open it.
Sorry to bother folk. I worked out the problem. As usual, there were interesting lessons along the way.
I started out with a query that populated a text file with data from my database. Because I wanted the file to be ingested by Excel as a csv file, the output for each row of the selected data was a single string column containing the keys and the data values with commas between them, the numbers being converted to VARCHAR within the sql so I could concatenate them into the string.
Them when I decided to try using the query directly from Excel rather than having the file step in between, I removed the concatenation operators and the commas and put a comma between them in the sql syntax but didn't remove the conversion to VARCHAR of the numbers.
With QueryTable, when you import a text file, one of the optional properties is an array of codes representing the data types of the incoming data. I assumed that with a direct query, Excel would assign a data type based on content as it does for typed values (unless you specify another). Clearly Excel and the source database exchange information, in addition to the data set itself, that tells Excel the data type of the columns - as sent.
The graphing function was seeing my data as strings so assigned values of zero. I began by putting a Value() around my lookup functions on the GraphData worksheet. That worked but then I went further back and actually changed the Sql so it sent numeric data without conversion to VARCHAR and then it worked without the Value() change.
It never occurred to me that Excel wouldn't just see a number and treat it as such - not that Sql Server would have told Excel it was a string.

Multiple user editing single Excel file using Single GUI

could anyone suggest a way multiple user can access single Excel file(Database) using Single userform. I have a system where multiple users have to update single excel file (Adding or deleting record). So could any of you suggest how should i proceed. I know this is an software process question rather than a software code question. But still asking, if Anybody could help me as i cannot find a feasible solution to do so.
When you have a network share available, would 'Shared Workbook' do the trick? (sounds a lot like it to me). You basically check a box that the workbook is from now on 'shared'. Excel will allow several users in parallel to open the same file for editing. It will make sure that everyones writes end up in the file (and that each save gives you others' edits).
You can find more info e.g. here: https://support.office.com/en-ie/article/About-the-shared-workbook-feature-49b833c0-873b-48d8-8bf2-c1c59a628534?ui=en-US&rs=en-IE&ad=IE
This may not be what you want, but you an have multiple users editing multiple files, but have the data combined into a single file. This will work as long as you have a fixed maximum number of data editors (say 20). Just create a simple data entry file with the userform built in that stores the data entered in a sheet. Now create 20 copies of this, one for each user, and store them in a file sharing environment like SharePoint or a shared network drive. Now you can have the master "database" file aggregate them into a single file by using workbook links.
In order to be able to do things with them as if they were a single data set, you need to do a sort of union of the data, which is not straightforward in Excel. Again, you need to establish a hard maximum size for each user to edit - for example, 5000 rows. On a Sheet in your database workbook, designate rows 2-5001 for the first user, then leave an empty row (usually I color it black to make it easy to spot), then 5002-10003 for the next user, etc. In Cell B2, put the formula
=if('J:\Network folder\[Data Entry 1.xlsm]DataSheet'!B2="","",'J:\Network folder\[Data Entry 1.xlsm]DataSheet'!B2)
and fill that to all the cells in that range (down to row 5001). Then repeat in the next range (B5002, for the second range:
=if('J:\Network folder\[Data Entry 2.xlsm]DataSheet'!B2="","",'J:\Network folder\[Data Entry 1.xlsm]DataSheet'!B2)

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