Upon doing so, you will see that the PivotTable updates to include the newly added data. Then, open the workbook containing the PivotTable, right-click on the PivotTable, and click Refresh. When next month’s data becomes available, simply save the file containing that data in the same folder with all previous months’ files. Save the workbook containing the PivotTable report.Ĩ. Create your PivotTable report by clicking-and-dragging the fields in the Field List to the desired quadrants within the PivotTable to complete the process of creating the initial report. Next, Excel will present the combined data to you in the PivotTable Field List. In the ensuring Import Data dialog box, choose PivotTable Report as the destination for your combined data.ħ. Click OK to confirm that you want to continue the process.Ħ. Next, choose Combine & Load To… to begin the process of combining the files and loading them into your report.ĥ.
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Choose the folder that contains the files you wish to combine for reporting purposes.Ĥ.
#UPDATING QUERIES IN EXCEL 2016 UPDATE#
In other words, you can update your report by simply dragging-and-dropping the new file into the folder with the others!ģ. At that point, your report immediately updates to include last month’s data. Then, when next month’s data becomes available, you simply place the file containing the data into the folder where the files containing the previous month’s data are located and refresh your PivotTable. From this single data set, you can quickly create a PivotTable to summarize the transactions by general ledger account and by month. With Power Query, you can automate your report by creating a query that pulls data from all the files in a given folder to create a single data set.
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The second primary purpose of Power Query is to apply transformations to your data to make it more useful.
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However, these sources can also be much more substantial, such as SQL Server databases, Oracle databases, and cloud-based data. These sources can be relatively simple, such as other Excel workbooks, text files, and Access databases. First, you can use Power Query to access and link data into Excel from external data sources. Power Query is an Excel tool that serves two primary purposes.