Excel query join tables - excel

I have 4 tables reporting monthly sales of a product line; each table displays sales from a sdepcific channel (B2B, Ecommerce, Monobrand, Customized) and I'd like to stack these 4 tables one after the other.
Each table has the same exact columns, I can't do copy and paste because I need to update the 4 tables monthly.
I've tried to create a unique database and gather the information from the system throug a sequence of IF, IFS and SUMIFS but even though I get to the result, this takes forever in calculation
Is there a way to do it? I don't know, maybe with Powerquery or creating a Power Pivot?
Thank you

Load the tables into Power Query and append them in the Combine section of the Home tab.

Related

Append a column of a few tables into a single bigger column

I'm having a problem while building this sheet and i'm not being able to find a solution.
The problem goes like this:
This is a marketing agency that wants to build quotes for their clients in a more automated and simpler way they do today.
There is a master table that the user must put all products they have to offer and their prices
from this master table, I've created 5 other tables with power query, So they have an user interface to fill the number of products and price adjustments they want to quote. Also some products price depends on the price and quantity of other products. that's why I needed to separate it.
Now I need to bring them back together so I can use it as a source for a pivot table to build their report.
I've tried a few things:
Making them all a joined source for pivot table, but as they don't have any exclusive fields it failed.
They have a different number of columns and rows, so putting them below each other won't work
I've also tried =Table[Total Value]:Table2[Total Value], but they are joined side by side, and I need them one below each other.
I haven't tried VBA, but it's not out of the question.

How to get data from 2 columns, in different tables within Power Query, to sum into 1 column?

How to get data from 2 columns, in different tables within Excel Power Query, to sum into 1 column?
For example: Table names - Main_Company_HR_Data and Company1_HR_Data -- Fields I want to combine: Main_Company_HR_Data.Gross Company1_HR_Data.Gross.
Within the Data Model; I have established the connection to my data warehouse, and have linked the tables in Power Query as well. I added a column and attempted several suggestions from multiple sites. None work. I have been using: Calculate(SUMX(Main_Company_HR_Data.Gross))+ SUMX(Company1_HR_Data.Gross). And other iterations of the sort, and it doesn't work.
I had this issue, and the way I tackle it, is to make it as simple as possible.
Try this:
Enter this code as a formula, adding a column, in the tab which will have the field summed.
=LOOKUPVALUE('Company1_HR_Data'[Gross],'Company1_HR_Data'[Unique_ID],'Main_Company_HR_Data'[Unique_ID])
Create a column to sum the two in the same tab you created the above formula.
='Main_Company_HR_Data'[Gross]+'Company1_HR Data'[Gross]

How to use the unique items from in a column from several tables as the row criteria of a pivot table in excel data model using Dax?

I have 3 different tables with the customer name and there are duplicates as well as unique customers in the 3 tables and I need to get the unique for all 3 to be used as the rows criteria in the pivot table.
I've been finding a way to do so but I cannot seem to figure it out.
The measure I tried is: Customers:=DISTINCT(UNION(VALUES('Test1 - Invoice'[CustomerID]),VALUES('Test2 - Invoice'[CustomerID]),VALUES('Test3 - Invoice'[CustomerID])))
But I get the error below:
Semantic Error: Too many arguments were passed to the VALUES function.
The maximum argument count for the function is 1.
I am quite new to DAX and have no idea how to do it. I believe it is because measures are only for values if i'm not mistaken
I read that to place on other fields of the pivot table, it has to be a calculated column although I do not see how it can be a calculated column as well.
One approach is to create a separate table to store the Customer Name dimension - then create relationships between that Customer dimension table and your 3 fact tables. This would be most effective at the Power Query stage, but can be done using DAX.
An alternative is to merge your 3 fact tables - again, this would be best done with Power Query, but is possible with DAX.

Using Power Pivot when Columns are Dates

I have a very large data set that has 15,000 rows with a few descriptive columns and then the data itself is stored as monthly sales in 200 columns, one for each month. There are a couple of other data sets I need to connect this to so I want to be able to use Power Pivot to build the relationships.
How do I go about harnessing Power Pivot to build a dashboard for this data? Specifically is there a way to link all those date columns to a DimDate table so I can connect it to other data sets without reformatting the whole data set?

Group data in pivot tables by advanced rules

I was wondering is there any way how to create pivot table in Excel with bit more advanced group by rules?
I am trying to create pivot table that will represent number of records for specified data ranges.
less than 3 days, 3 - 7 days, more than 7 days
I am looking for something simple. I would prefer to do it using Pivot table. Data over which I am trying to create this pivot table are generated on daily basis and input table already contains about 14 different columns. Therefore adding any additional columns is not the way to go
These are imput data
This is, what I am able to achieve
And this is, what I am trying to achieve
Is there any way how to achieve something like this using pivot table?
I am able to create something like this using macro, but it is kinda overkill. I assume there is something like this already implemented in Excel
Add a column in your raw data (with a suitable formula - Band1, Band2, Band3 etc) and use that in COLUMNS for the PivotTable.
Alternatively
Add three Calculated fields
=Aging<3
=AND(Aging>=3,Aging<=7)
=Aging>7
and add the counts for those:

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