Excel Magic Trick 1349

Power Query with Input Variables from Excel Sheet to Extract Records

DESCRIPTION

See how to use Power Query (Get & Transform) with Input Variables from Excel Sheet to Extract Records and create a Revenue Report. Here are the steps:
(00:15) Introduction including Preview of Finished Solution and Preview of steps necessary to accomplish this goal.
(02:00) Import and transform Data Set, including removing Columns, Filter For Records and adding an extra Column to calculate Net Revenue using the Number.Round Power Query Function.
(06:38) Load Report to Sheet
(07:09) Import each Parameter/Criteria Table.
(07:36) Convert each Criteria Table to a single Text Item using the Record.Field Power Query Function.
(11:38) Declare and Insert Variables into M Code for Report
(14:10) Test Reporting System
(14:30) Create Recorded Macro To Refresh All and assign it to a Form button
(16:40) Test Macro and Reporting System
(17:25) Summary

WORKBOOKS

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