• Skip to main content
  • Skip to header right navigation
  • Skip to site footer

My Online Training Hub

Learn Dashboards, Excel, Power BI, Power Query, Power Pivot

  • Courses
  • Pricing
    • Free Courses
    • Power BI Course
    • Excel Power Query Course
    • Power Pivot and DAX Course
    • Excel Dashboard Course
    • Excel PivotTable Course – Quick Start
    • Advanced Excel Formulas Course
    • Excel Expert Advanced Excel Training
    • Excel Tables Course
    • Excel, Word, Outlook
    • Financial Modelling Course
    • Excel PivotTable Course
    • Excel for Customer Service Professionals
    • Excel for Operations Management Course
    • Excel for Decision Making Under Uncertainty Course
    • Excel for Finance Course
    • Excel Analysis ToolPak Course
    • Multi-User Pricing
  • Resources
    • Free Downloads
    • Excel Functions Explained
    • Excel Formulas
    • Excel Add-ins
    • IF Function
      • Excel IF Statement Explained
      • Excel IF AND OR Functions
      • IF Formula Builder
    • Time & Dates in Excel
      • Excel Date & Time
      • Calculating Time in Excel
      • Excel Time Calculation Tricks
      • Excel Date and Time Formatting
    • Excel Keyboard Shortcuts
    • Excel Custom Number Format Guide
    • Pivot Tables Guide
    • VLOOKUP Guide
    • ALT Codes
    • Excel VBA & Macros
    • Excel User Forms
    • VBA String Functions
  • Members
    • Login
    • Password Reset
  • Blog
  • Excel Webinars
  • Excel Forum
    • Register as Forum Member

Demand Planning Rolling Forecast|Power Query|Excel Forum|My Online Training Hub

You are here: Home / Demand Planning Rolling Forecast|Power Query|Excel Forum|My Online Training Hub
Avatar
sp_LogInOut Log In sp_Registration Register
sp_Search Search
Advanced Search|Last Search Results
Search
Forum Scope




Match



Forum Options



Minimum search word length is 3 characters - maximum search word length is 84 characters
sp_Search Search
sp_RankInfo
Lost password?
sp_CrumbsHome HomeExcel ForumPower QueryDemand Planning Rolling Forecast
sp_PrintTopic sp_TopicIcon
Demand Planning Rolling Forecast
Avatar
Alexis Capraro

New Member
Members
Level 0
Forum Posts: 1
Member Since:
June 17, 2020
sp_UserOfflineSmall Offline
1
June 17, 2020 - 3:01 am
sp_Permalink sp_Print sp_EditHistory

Hello,

I put the background below, but if you prefer there is the directory for the Query file import and the issue statement right after for lisibility!

I work in a marketing team of a big company. Every month, we ask the 8 countries of the EMEA region to tell us how many units they want to sell for the next two months over a couple of products. To do so, I sell them a blank template that they have to return me. These files are put in a folder and merged automatically using Query. I create connections only for source, products and countries, and load everything else in the data model. Then, I use power pivot to display the result using 1 to many connections. Here is the hierarchy:

main_folder/

Forecast_overview.xlsx

source_files/

FY21May-June/

FY21 May-June forecast France.xlsx

FY21 May-June forecast Germany.xlsx

and so on

FY21June-July/

same

FY21July-August/

same

 

 

You see that we forecast twice the same month each time. How would I set Power Qwery so it keeps only the most recent column that I add? 

 

Thank you!

sp_AnswersTopicSeeAnswer See Answer
Avatar
Mynda Treacy
Admin
Level 10
Forum Posts: 4436
Member Since:
July 16, 2010
sp_UserOfflineSmall Offline
2
June 17, 2020 - 10:54 am
sp_Permalink sp_Print sp_EditHistory

Hi Alexis,

Welcome to our forum! Why don't you just remove the folders from the Source Data folder that you don't want included in your report anymore i.e. the old data? You could create a separate folder for this old data so that it doesn't sit under the aSource Data folder.

Mynda

Avatar
Franz Lurvink

Active Member
Members
Level 0
Forum Posts: 4
Member Since:
May 27, 2020
sp_UserOfflineSmall Offline
3
June 17, 2020 - 5:03 pm
sp_Permalink sp_Print

Hi Alexis

I had once a similar task. I did what Mynda suggested:

- one folder "source" for all the files to be imported into power query

- one folder "backup" for the files which should not or no longer be imported

On top I suggest to get rid of your subfolders (e.g. FY21May-June/) and store the files directly. If you import the name of the file into your model as well, you can use that name in the power pivot as variable (e.g. via slicer) to select the estimate version you want. And you could compare the actual version with prior versions.

Regards

Franz

sp_AnswersTopicAnswer
Answers Post
sp_Feed
Go to top
Forum Timezone: Australia/Brisbane
Most Users Ever Online: 245
Currently Online: Amin Khajeh
Guest(s) 10
Currently Browsing this Page:
1 Guest(s)
Top Posters:
SunnyKow: 1432
Anders Sehlstedt: 870
Purfleet: 412
Frans Visser: 346
David_Ng: 306
lea cohen: 219
A.Maurizio: 202
Jessica Stewart: 202
Aye Mu: 201
jaryszek: 183
Newest Members:
Lawrence Miu
Jo Saies
Paul Pritchard
Monique Roussouw
Keith Aul
Richard Dunks
Manjula Mangalmurti
Thomas Quidort
Jamie Preece
Bob Smith
Forum Stats:
Groups: 3
Forums: 24
Topics: 6192
Posts: 27146

 

Member Stats:
Guest Posters: 49
Members: 31848
Moderators: 3
Admins: 4
Administrators: Mynda Treacy, Philip Treacy, Catalin Bombea, FT
Moderators: MOTH Support, Velouria, Riny van Eekelen
© Simple:Press —sp_Information

Sidebar

Blog Categories

  • Excel
  • Excel Charts
  • Excel Dashboard
  • Excel Formulas
  • Excel PivotTables
  • Excel Shortcuts
  • Excel VBA
  • General Tips
  • Online Training
  • Outlook
  • Power Apps
  • Power Automate
  • Power BI
  • Power Pivot
  • Power Query
microsoft mvp logo
trustpilot excellent rating
Secured by Sucuri Badge
MyOnlineTrainingHub on YouTube Mynda Treacy on Linked In Mynda Treacy on Instagram Mynda Treacy on Twitter Mynda Treacy on Pinterest MyOnlineTrainingHub on Facebook
 

Company

  • About My Online Training Hub
  • Disclosure Statement
  • Frequently Asked Questions
  • Guarantee
  • Privacy Policy
  • Terms & Conditions
  • Testimonials
  • Become an Affiliate

Support

  • Contact
  • Forum
  • Helpdesk - For Technical Issues

Copyright © 2023 · My Online Training Hub · All Rights Reserved. Microsoft and the Microsoft Office logo are trademarks or registered trademarks of Microsoft Corporation in the United States and/or other countries. Product names, logos, brands, and other trademarks featured or referred to within this website are the property of their respective trademark holders.