Shawn Miller
New Member
Hello,
I am trying to figure out a way to have a data table that both refreshes based on a Get/Transform query (power query), and also maintains user input data in fields/columns that I have added to the far right of the results query table. Is there a good way to maintain a data table with both of these inputs and prevent data from shifting or getting deleted?
Attached is an example file with a financials table and also a table that is a query off of that financials table. If you follow my testing instructions, what happens is the manual data (user inputted data) will "shift" and now be wrong, the amounts in red to the right wont line up with the correct row after refreshing.
Ultimately my company has a cumbersome quarterly forecasting process that involves ~30 different files that finance refreshes with updates (actuals) and then manually consolidates when ready to roll up for summaries. I am trying to use Data Tables and Get/Transform to push down updates as well as using a combine query to pull all these together and this will help. If I can somehow figure out this last piece I should have a much improved process we can use.
Any ideas or suggestions would be greatly appreciated!
Thanks,
Shawn
I am trying to figure out a way to have a data table that both refreshes based on a Get/Transform query (power query), and also maintains user input data in fields/columns that I have added to the far right of the results query table. Is there a good way to maintain a data table with both of these inputs and prevent data from shifting or getting deleted?
Attached is an example file with a financials table and also a table that is a query off of that financials table. If you follow my testing instructions, what happens is the manual data (user inputted data) will "shift" and now be wrong, the amounts in red to the right wont line up with the correct row after refreshing.
Ultimately my company has a cumbersome quarterly forecasting process that involves ~30 different files that finance refreshes with updates (actuals) and then manually consolidates when ready to roll up for summaries. I am trying to use Data Tables and Get/Transform to push down updates as well as using a combine query to pull all these together and this will help. If I can somehow figure out this last piece I should have a much improved process we can use.
Any ideas or suggestions would be greatly appreciated!
Thanks,
Shawn