I am currently learning Power Query in Excel. I have a spreadsheet full of historical sales data, which contains dates and sales. For each month, I create a new spreadsheet to analyze sales data. In each monthly spreadsheet, I have a "setup" sheet, where I put in the month start and end dates, and defined names "from_date" and "to_date" (my months are not based on actual month start and end).
Therefore, in Power Query, I have set up a query that selects all of the sales data, which is then filtered based on two blank queries from the two named dates. This works well, but it loads these "blank ranges" into the excel sheet. Is it possible to stop this from happening, and only keep the two named date queries in Power Query?
Related
I have a column full of specific date and time information, but I want use that data to filter my table to show only MTD, QTD, and YTD rows.
I can't upload an image of my table because of my work computer program, but I have the variable with the dates in the "report filter" field. The data in the column is given as an individual date and time, so that's all I can select when I try to filter it. There's too many option, and I need to be able to select simply QTD, MTD, or YTD dates. How can I do this? Apologies for the lack of imagery.
Select any part of the Pivot table
Under the Analyze tab of the ribbon select Insert Slicer or Insert Timeline whichever you prefer
Filter the dataset based on the criteria you want.
This won't give you your select columns, but without seeing the way you're data is structured should be a good fix.
If you have the issue where the dates won't summarize by month you can create two new columns to summarize the data and create a table with the following columns:
Month # / Month Name
1 January 'you can use whatever naming convention you prefer (jan, etc.)
2 February
....
Then you want to use the MONTH function combined with a VLOOKUP. It should look like =vlookup(month( [date cell reference]), [table you just made], 2, 0) This will pull the month name. Then you can use the YEAR function to get the years. Then make sure the pivot table accounts to the adjusted range and pull those in instead of date. You can still use the slicer and timeline to filter out the dates, but it will be summarized based on these new labels.
i Work with an excel template in which i have to make the totals of a particular column. This will be repeated several times in a day. I want automate the template by which it will automatically calculate the totals and display below to the data.
I have two sheets in an excel spreadsheet, both are populated from Power Query accessing data from a REST endpoint. Sheet one has the "detail items" with a [ResolutionDate], [ItemCategory] and [Cost] and sheet two has the "period data" with a [StartDate], [EndDate], and [PeriodName].
What I'm ultimately after is a listing of the sum of [Cost] both by the [PeriodName] as well as broken down inside the period by [ItemCategory]
I basically need the PeriodName on the sheet one based on the [StartDate] and [EndDate], but cannot figure out a method via the Pivot Table relationship to related that data.
I've attempted to create a new column on Sheet one, the detailed items, with a VLOOKUP formula (which did get the PeriodName as a column), but when creating the pivot table from that sheet it wouldn't include that column (guess it is related to that column not being part of the query data?)
I tried to add a column in the Power Query, but wasn't able to determine the method to do a lookup on the other Power Query table and abandoned that method.
Is there a more reliable or straight-forward method of putting that from those two sheets together for an easier pivot table experience?
The more straight-forward method is called static segmentation which you can read all about here
Do the period end dates overlap with the period start dates, or does a following period start "the day after" the end date of the previous period?
Problem statement:
I have orders in Excel with the dates the orders were opened, and the date the order was closed. I'd like to show a chart by month showing the number of orders that were open during that given month.
What I've done:
I created a column for each month, then created a formula that returns one or zero based on whether it was open during that month. Then I sum up the total at the bottom of the column
What I'm looking for:
A different solution, one which may lead to a pivot table that would make it easier to incorporate other data fields, for instance type of product etc.
Assuming that what you have looks like:
and you want to have the ability to produce a pivot table and chart like:
You could transpose your data and create column headings similar to what has been done at the top of the second picture.
I have thirteen spreadsheets in my workbook, the first spreadsheet is my master schedule that contains a table with the column headers: "Location", "Equipment", "Make/Model", "Serial #" and "Calibration Due Date". My twelve other spreadsheets have tables with these same column headers, with each one corresponding to the different months.
When I enter data into a row in the master schedule, I want that data to be automatically entered into one of the twelve other spreadsheets based on the "Calibration Due Date". For example, if I enter a row of data in my master schedule that contains a Calibration Due Date of 01/16/15, I want that row of data to ONLY be inserted into the table in the January spreadsheet.
I wrote a formula in each of the monthly spreadsheets that causes the data entered into the master schedule to be automatically entered into that spreadsheet, I then set the filter for the 'Calibration Due Date" column to only January for the January spreadsheet and I did the same for the rest of the months, however, when new data is added to the master schedule, that row of data is entered into every spreadsheet instead of a single spreadsheet corresponding to the date, the filters on the spreadsheets don't work on new data that gets added.
How can a row of data entered into the master schedule be automatically entered into only one other spreadsheet based on the "Calibration Due Date" month?
The approach you seem to be aiming for may require something like VBA, though your question is not tagged that way (and if it were and you don't post code you risk downvotes and close votes). However an alternative would be to create the subsidiary sheets on demand by drilling down from a PivotTable. This though would effectively require that any data added directly into the subsidiary sheets be considered disposable.