I would like to have my pivot table in excel automatically update upon opening or in the background to the newest edition of data stored as a csv in a folder.
The csv files have the same columns and follow the same naming convention csvFile_ddmmyy where the date is substituted. They're run everyday. I would like the excel to update the pivot tables source data to the newest dates data.
Preferably this will be done automatically, but i can also type in the date in a certain cell and have some macro to take this date and put it in the connection string.
If you may propose any solution to this problem, I'd greatly appreciate it.
Make a copy of the latest CSV and use the same file name every time. Point the data connection to that one file that never changes its file name.
Related
I have an location in one drive for business where an .xls file is getting daily replaced via flow automation. The data structure, columns is the same. What I want is to create an excel online workbook that would get its data from that daily replaced xls. I tried once but as soon as the source file got replaced and I clicked on Refresh all under data, the operation ended in error. Any ideas?
You can use Power Query in that scenario. Depending on the exact circumstances, you could
Get data from Folder
Filter the folder to show only files that contain '.xls' in the file name
If after that you still have more than one file, sort them by date modified and keep only the newest one.
Then process that one remaining file.
I have an Excel 2016 with 30 graphs based on PowerPivot. PowerPivot fetches the data from another Excel sheet, but I want it to get the data from a SQL server table instead.
How can I change the data source type in PowerPivot? I've tried looking in the Excel xml without any luck. Would be a lot of work re-creating all graphs over again just to switch data source
Thanks
Dennis
One suggestion I would make for the future, if all the users are using 2016 is to use Power Query which comes standard with that version of excel. In the Power Query loading data into Power Pivot scenario, all Power Pivot cares about is the column names. This means that the query can be changed between data source types without causing issues, as long as the same column names are changed.
As an example, I have one file that based on a parameter flag rips data out of a series of excel files on a shared network drive or Share Point. Both of which would be different data sources. The first opening a folder as the data source, then excel files listed within the folder. The other opening a share point list as its data source, then navigating though excel files.
I'm provided with a folder of excel files. Each represent one form with data entered in specific cells. Each file is of the same format and each would for ONE row of information to be imported into my sql server database.
I believe I can loop through each excel file in the folder, however I am having issues finding the right tools to extract these specific cells and merge them into a single row to insert into the table.
Power Query to the rescue! :)
http://excelunplugged.com/2015/02/10/get-data-from-folder-in-power-query/
Ended up writing some VBA instead to move the data into a tabular / List form in one excel sheet then used that Document to feed SSIS. So far, does not seem like SSIS can do that initial part.
EDIT: I think this question belongs over at superuser not here at Stackexchange.
What I would like to do is have a single excel file that calls up data from every excel file in a given directory. Specifically if I have a time sheet excel file from multiple people working multiple different job numbers I would like to have that data populated in a single file for everyones times. The directory where the files are stored would be updated weekly so I would want the "master" excel file to reflect the weekly changes automatically...hopefully. Is there an easy way to do this that I would be able to teach someone else?
Import every file to a database table using stored procedure and export one excel file. You can schedule this as a job. Use OPENROWSET and xp_cmdshell. What technology are you using?
I´m working with PDI 4.1. I´ve created transformations and jobs, and I have an excel file with data from database. The columns in my excel file are name, date and hour, and I need to bring the data from last month. Can I do something like this?
Name_july_hour.xls==name_june_hour.xls
Thanks in advance.
You've likely figured this out by now, but what you need to do is flow the data from last month's Excel file into a transform with a Microsoft Excel Input step. Then you can do what ever you want with it (aggregate it, join it with another file, join it with a database table, ... whatever) before writing it to the new month's file with the Excel Writer Step.