Consolidate Multiple Excel Worksheets using Power Query Custom Functions

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  • Опубликовано: 1 дек 2024

Комментарии • 78

  • @Cluni-80s
    @Cluni-80s 11 месяцев назад +3

    I am not sure which one terrifies me the most: the amount of functionality within Excel that I was oblivious to, or the amount of knowledge you have that I am in awe of.

    • @AccessAnalytic
      @AccessAnalytic  11 месяцев назад

      Hah, we’re all beginners along the way. I’ve been a full time Excel consultant and trainer for 17 years and still only know about 70% of Excel

  • @ivosilva2796
    @ivosilva2796 Год назад +1

    A whole new world everytime I get to crossroads at work and have to dig deeper online for information. Excel never stops to amaze me. Great video!

  • @sedarathnadcd
    @sedarathnadcd 2 года назад +1

    Wooow, i was finding this function all over the youtube, finally got it. thank you.

  • @cristianchelu1563
    @cristianchelu1563 2 года назад +2

    You are making it look so simple. Well done!

  • @ivangardiner66
    @ivangardiner66 3 года назад +2

    Absolutely awesome video! I have never been able to get my head around functions in PQ, you make it so easy. Looking forward to applying this technique loads going forward. Thank you so much

    • @AccessAnalytic
      @AccessAnalytic  3 года назад

      Glad to help, thanks for leaving the kind feedback Ivan

  • @90hsilva
    @90hsilva 3 года назад +1

    Very good video Wyn, I found an easy way to convert the query into a function awesome!!!

    • @AccessAnalytic
      @AccessAnalytic  3 года назад

      Thanks Humberto, glad it helped and thanks for leaving a comment.

  • @GeertDelmulle
    @GeertDelmulle 3 года назад +1

    Nice video. Here are some suggestions for you:
    • look into the function Excel.CurrentWorkbook to get your tables (just make sure you exclude the ones you don't want). It's easy.
    • remove unwanted rows before using unpivot.
    • try changing data type using Locale (EN-US?).
    On the audio aspect: try easing down a bit on the plosives and use a de-esser, either during recording or in post.
    Keep up the good work! Really enjoy it! :-)

  • @MrWish332
    @MrWish332 2 года назад +1

    Wow, Thank You So Much Wyn, really very useful.

  • @IvanCortinas_ES
    @IvanCortinas_ES 3 года назад

    Excellent video tutorial Wyn. Very useful and well explained. Thank you so much for sharing it.

    • @AccessAnalytic
      @AccessAnalytic  3 года назад

      You’re welcome Iván. Thanks for commenting

  • @DanielBula1964
    @DanielBula1964 3 года назад

    On the Date Change Type step, instead of extracting before delimiter, you could change to date/time type and then to date. It should work. Thanks for sharing your knowledge!

    • @AccessAnalytic
      @AccessAnalytic  3 года назад +1

      Great tip Daniel (as long as you add the Date change as a new step)

    • @DanielBula1964
      @DanielBula1964 3 года назад +1

      @@AccessAnalyticYes sir, you got it!

  • @bojanjovanovic756
    @bojanjovanovic756 3 года назад

    Thank you Sir, you saved me planty of time next week!

    • @AccessAnalytic
      @AccessAnalytic  3 года назад

      You're welcome Bojan, thanks for letting me know

  • @realpulsecoin
    @realpulsecoin 3 года назад

    Love every little tips on the way, great content and presention 👍 #Greetings from Norway

  • @lasirena07
    @lasirena07 2 года назад +1

    Very clear, very helpful, thank you!!

    • @AccessAnalytic
      @AccessAnalytic  2 года назад

      You’re welcome Maricela. Thanks for taking the time to leave a kind comment

  • @louism.4980
    @louism.4980 6 месяцев назад +1

    Thank you so much, very useful stuff! :)

  • @TravelRunner
    @TravelRunner 2 года назад

    Great video, thank you. Do you have a video on how you made the dashboard you showed at the beginning of the video? Thanks!

    • @AccessAnalytic
      @AccessAnalytic  2 года назад

      Hi, I don't have anything specific but the general approach is in the last 2 minutes of this video.

  • @xyfo8784
    @xyfo8784 2 года назад

    3:49-4:55 create parameter ProjectName, 4:59- pull the list of range names for the excel workbook for the Cleanup function to run against, 6:16-6:41 create the Cleanup function

    • @AccessAnalytic
      @AccessAnalytic  2 года назад

      I'm not sure what you are flagging here?

  • @Breezy89er
    @Breezy89er 10 месяцев назад +1

    Well Done!!

  • @hasankocyigit
    @hasankocyigit 3 года назад +1

    Thank you very much, it is really nice video. Just I want to ask you; if the source is different such as Excel file, how can we change the source step?

    • @AccessAnalytic
      @AccessAnalytic  3 года назад

      Thanks Hasan, if you’re looking to consolidate multiple sheets from a different Excel file then check out the 5 minute mark of this video ruclips.net/video/Kr3N0KnpQBQ/видео.html
      I’m using Power Query in Power BI but the technique is the same for Power Query in Excel

  • @VMarius-gm2vd
    @VMarius-gm2vd Год назад

    Hi, want to connect two product feeds in csv format to update a stock according to sku, automatically every 6 hours, and how do I make the resulting file can be exported live for the web site to use that data for stock update, thanks, have a great day.

    • @AccessAnalytic
      @AccessAnalytic  Год назад

      Not to sure on that one. Maybe some VBA needed or Power Automate Desktop to automate the scheduling of the refresh and export.

  • @TheSTEPHEN009
    @TheSTEPHEN009 3 года назад +1

    Sir where do I find the practice workbook. Please help. If you don't mind it sharing as I found it useful as well as fascinating.

    • @AccessAnalytic
      @AccessAnalytic  3 года назад +1

      Hi, I've just posted a link in the description section

    • @TheSTEPHEN009
      @TheSTEPHEN009 3 года назад

      @@AccessAnalytic Thank you Sir..

  • @largpack
    @largpack 9 месяцев назад +1

    the next level is to consolidate multiple tables/sheets from multiple files - also possible with PQ

  • @MrKamranhaider0
    @MrKamranhaider0 2 года назад

    Secondly do it work if instead of named range we craete table using Ctrl+t on each sheet.

  • @accountsdepartment7444
    @accountsdepartment7444 2 года назад +1

    great work

  • @jazzista1967
    @jazzista1967 3 года назад

    HI Wynn....great tutorial... quick question: in order to create the cleanup function is a 3 steps process: your transformations , parameter creation and then with that parameter you created you converted into a function? Could you skip the parameter and create the function directly after your transformations? Thanks for posting

    • @AccessAnalytic
      @AccessAnalytic  3 года назад

      Hi, thanks. You must have a parameter to create a function.

  • @Vizurraga
    @Vizurraga 2 года назад +1

    I real want to master this. Could one do the same with Microsoft Power😀 BI? I'm barely starting my journey with Power BI and its one of the programs that I would like to eventually become very proficient in.

    • @AccessAnalytic
      @AccessAnalytic  2 года назад

      Hi John, absolutely. Power Query is the same in Power BI

  • @MrKamranhaider0
    @MrKamranhaider0 2 года назад

    Sir when we load data through folder ,all sheets in workbook can be appended without declaring named range then what you say better way to load through folder which contain only on particular file.

    • @AccessAnalytic
      @AccessAnalytic  2 года назад +1

      I don’t quite understand sorry

    • @MrKamranhaider0
      @MrKamranhaider0 2 года назад

      @@AccessAnalytic if we load data from folder option and add collumn "Excel.workbook(content,true) then even sheets are appended .Under this method you don need to manually create ranges for each sheet

    • @AccessAnalytic
      @AccessAnalytic  2 года назад

      @@MrKamranhaider0 check out this video at 5.00 minutes.. ruclips.net/video/Kr3N0KnpQBQ/видео.html is this what you are referring to?

  • @cheikhhakim5864
    @cheikhhakim5864 2 года назад +1

    lot of thanks sir

  • @9699975917
    @9699975917 3 года назад +1

    Just amazing

  • @ahyongyong1728
    @ahyongyong1728 Год назад

    Recently i am facing "we didn't recognize the format of your first file ()...". Previously The same sharepoint folders and excel workbooks able to be imported with sharepoint folder connector just fine. Anyone facing similar issue? I am using power bi december 2022 version. I have tried using excel power query to open the same set of folder and files, and it worked.

    • @AccessAnalytic
      @AccessAnalytic  Год назад

      Odd one. I'd post an issue here community.powerbi.com/t5/Issues/idb-p/Issues and also scroll down to Get Support powerbi.microsoft.com/en-us/support/

  • @MrKamranhaider0
    @MrKamranhaider0 2 года назад +1

    Very useful .

  • @ajaysharma2061
    @ajaysharma2061 3 года назад +1

    Awesome!

  • @elfridhasman4181
    @elfridhasman4181 2 года назад +1

    Awesome 🤣🙏

  • @asjones987
    @asjones987 3 года назад

    I love your work, but you start out saying Power Query needs named ranges or tables to pull the data in to PQ. I have done Power Query many times without named ranges. I had an series of Excel files (same format) that had sheets with multi-line headers and other stuff that was in "presentation form". I was able to tell Power Query to open a file and transform the headers and data section etc. Then put it all back together.... no tables/named ranges required. There may be some extra cleanup required but all is good :)

    • @AccessAnalytic
      @AccessAnalytic  3 года назад +2

      You’re right Alan, I should have been clearer that I was referring to running a query within the same workbook.
      When referencing an external workbook you can also get the sheet objects.

  • @Luciano_mp
    @Luciano_mp 3 года назад

    Good. Thank you!

  • @Amol51279
    @Amol51279 2 года назад

    Music at the end of video is too loud. It's deafening sound. Hurt a lot. Pl change 😞

    • @AccessAnalytic
      @AccessAnalytic  2 года назад

      Sorry about that. Thanks for watching to the end 😊

  • @khalidmajeed2886
    @khalidmajeed2886 Год назад +1

    Mashallah sir

  • @RIMI9793
    @RIMI9793 2 года назад +1

    👏👏👏👏

  • @jianlinchen7978
    @jianlinchen7978 Год назад

    Creating a function in Advanced Editor directly looks more simply. " (tablename )=>
    let
    Source = Excel.CurrentWorkbook(){[Name= tablename ]}[Content],
    #"Promoted Headers" = Table.PromoteHeaders(Source, [PromoteAllScalars=true]),

    #"Unpivoted Other Columns" = Table.UnpivotOtherColumns(#"Promoted Headers", {" Resource Name"}, "Attribute", "Value"),
    #"Filtered Rows" = Table.SelectRows(#"Unpivoted Other Columns", each ([Attribute] "TOTAL") and ([Value] 0)),
    #"Renamed Columns" = Table.RenameColumns(#"Filtered Rows",{{"Attribute", "Date"}, {"Value", "Hours"}}),
    #"Split Column by Delimiter" = Table.SplitColumn(#"Renamed Columns", "Date", Splitter.SplitTextByEachDelimiter({" "}, QuoteStyle.Csv, false), {"Date.1", "Date.2"}),
    #"Changed Type1" = Table.TransformColumnTypes(#"Split Column by Delimiter",{{"Date.1", type date}, {"Date.2", type time}}),
    #"Removed Columns" = Table.RemoveColumns(#"Changed Type1",{"Date.2"}),
    #"Renamed Columns1" = Table.RenameColumns(#"Removed Columns",{{"Date.1", "Date"}})
    in
    #"Renamed Columns1"
    ===========================