April 1, 2021
I want to incorporate the Power Query within the Stock Dashboard, however, I have a few issues I come across. The way I use the Power Query is Data Source > Folder > CSV(transactions from my broker). (Following the steps of your videos on Stock Dashboard and Power Query.)
If I load my transformed data into the sheet and put data type 'Stocks' into column C:C (stock name) then It won't recognize all stocks (names). I have to manually adjust them for recognition. This will always keep happening so not the biggest struggle. However, my biggest issue is when I upload another CSV file into the folder it will update the data but it removes the data type 'Stocks'. This causes me to manually go over the data every time to adjust the row with unrecognized stocks(names).
I thought of adding a column next to the imported data to copy the 'hard' values there but I do not think this is the best way.
Is there a more efficient way that I did not think of?
I attached a sample file. Hopefully, this will give more insight although the query is not attached and therefore the problem can not be seen.
Anyway I hope you can help!
July 16, 2010
Welcome to our forum! Sorry for the slow reply. Your question was attached to an old thread, so it was missed. I've moved it to a new topic now.
In regards to Power Query overwriting the stock data types, I'm not sure there's a workaround for this, unfortunately. I wouldn't add a column beside the data because the query data may not always be in the same order.
You might be able to write some VBA code that converts the query to data types after refreshing to at least automate the process.
P.S. there was no file uploaded, not that we need it now, but next time be sure to click the 'start upload' button after selecting your file.