Combining or appending files should be a straightforward process and using Power Query makes it easier. If the files that have the same header names and are in the same column order it’s really easy. However if the header names of different between files and the column orders are also different (i.e., mismatched column names and mismatched column orders) it’s a bit harder. If you only have a few files or tables to combine or append it’s just a copy and paste. But if you do this on a recurring basis or if there’s a LOT of files, it’s much harder. But still Power Query will make it easier, so check out the video to see how.
Monday, April 19, 2021
Monday, April 12, 2021
Find Largest or Smallest Value based on Criteria
If you wanted to find out the biggest or smallest values in a table there’s a couple ways that can be done. Also if you wanted to find the next largest or smallest value, there’ also a function for that. AND...if you had multiple criteria to find big or small values there's recently added functions (Excel 2019 or Office 365) that let you do that. See how all this can be done in the video and there's also a bonus tip on how to create dropdown list.
Monday, April 5, 2021
Power Query Append Queries Not Working - Mismatch Column Names
Appending tables in Power Query is fairly straightforward. The great thing about using Power Query is that the files can all be in one folder and with the magic of the append feature in power query it quick and easy. That is unless the tables in the files are different like having mismatch column names.
Lets assume that the column structure is the same; the tables in each file have the same number of columns and its just one sheet per workbook and even that is the same (i.e., Sheet1). However the column names in each workbook is slightly different. For example column one in one file is called "ID" and column one in the second file is called "IDs".
The one additional character can make appending the files produce the wrong result. You can edit each file to make sure the column names are the same and that is not too much trouble if it is just a few files. But if it is more than ten files then it becomes a chore, especially if this is something that is done on a recurring basis.
There is a workaround, so check out the video to learn how.
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