First, sorry if this doesn't follow all the rules - newbie mistakes (here and Power Query) still on Section 2 of the Power Query course.
Can I have a 'master' file that is manually updated weekly that will update any downstream files? I saw how to combine multiple files into one, but that doesn't help.
My plan is to create a costing workbook that combines several files (all with the same unique "Model ID#") that will then be 'pulled into' a Proforma Template File (used for individual clients). As our master Model database changes (adds/deletes), so too should the 'template file.'
This "updated base model" file is really has me spinning around the axel.
Example (as-is while in planning stage) all files will be in a Shared Folder:
- File A: Main database - manually update via copy/paste from database
- File B: List of Sub-contracts (vendor name, annual amount, etc)
- File C: Costing file - historical internal/external parts/labor expenditures, etc
- File D: Standard/backup service delivery plans
Any advise is greatly appreciated.
Hi Josh,
The very last lesson in the course is on Custom Data Types. I think this will be of use for your Proforma Template.
From what you describe, it sounds like you need to get data from multiple separate files (lesson 2.02 From Excel File). Each file will have its own query table because they won't all be the same format/layout so you can't just append them. From there you'll probably want to merge the tables together to form one big table (lesson 3.05). And from there you might find Custom Data Types (lesson 7.10) useful.
So, my recommendation is to complete the course before trying to solve your problems because you may find other tools and techniques relevant to your scenario along the way.
Note: I've moved your question to the private course members forum so that I see any replies and can prioritise responding.
Mynda