• 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
    • SALE 20% Off All Courses
    • 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
  • Login

How to use Parameters in ODBC source|Power Query|Excel Forum|My Online Training Hub

You are here: Home / How to use Parameters in ODBC source|Power Query|Excel Forum|My Online Training Hub
                    BLACK FRIDAY SALE 20% OFF ALL COURSES
Avatar
sp_LogInOut Log In sp_Registration Register
sp_Search Search
Advanced Search
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 QueryHow to use Parameters in ODBC sourc…
sp_PrintTopic sp_TopicIcon
How to use Parameters in ODBC source
Avatar
Dana Sarbulescu
Member
Members

Power Query
Level 0
Forum Posts: 17
Member Since:
October 7, 2022
sp_UserOfflineSmall Offline
1
May 1, 2023 - 8:50 am
sp_Permalink sp_Print

Hi,

 

I use an ODBC function to extract a transaction report out of Quickbooks Desktop. I would like to dynamically filter the name of the customer in the ODBC script. For that I have created a parameter query from a table with one line item that has a drop-down for the customer name. I tried to reference the parameter in the code below, but it returns zero records in the table. My parameter query is called JobName. I wonder if it is just a syntax issue in how I try to reference the parameter. I appreciate any help:

let

    Source = Odbc.Query("dsn=QuickBooks Data 64-Bit QRemote", "sp_report ProfitAndLossDetail show TxnType_Title, Date_Title, RefNumber_Title, Name_Title, Memo_Title, ClearedStatus_Title, SplitAccount_Title, Amount_Title, RunningBalance_Title, Text, Blank, TxnType, Date, RefNumber, Name, Memo, ClearedStatus, SplitAccount, Amount, RunningBalance parameters DateFrom={d'2022-01-01'}, DateTo={d'2023-04-30'}, AccountFilterType = 'CostOfSales', EntityFilterFullNameWithChildren = JobName, ReportBasis = 'Cash'"),

in

    #"Changed Type1"

Thanks,

Dana

Avatar
Alan Sidman
Steamboat Springs, CO
Member
Members


Trusted Members
Level 0
Forum Posts: 178
Member Since:
October 18, 2018
sp_UserOfflineSmall Offline
2
May 1, 2023 - 9:21 am
sp_Permalink sp_Print sp_EditHistory

What does the Mcode look like for the Parameter named JobName?

It should look like this:

let
Source = Excel.CurrentWorkbook(){[Name="TableX"]}[Content],
JobName = Source{0}[JobName]
in
JobName

Where TableX should be the parameter table 

Avatar
Catalin Bombea
Iasi, Romania
Member
Dashboards

Power Query

Power Pivot

Xtreme Pivot Tables

Excel for Decision Making

Excel for Finance

Excel Analysis Toolpak

Power BI

Excel

Word

Outlook

Excel Expert

Excel Customer Service
Level 10
Forum Posts: 1864
Member Since:
November 8, 2013
sp_UserOfflineSmall Offline
3
May 1, 2023 - 3:51 pm
sp_Permalink sp_Print sp_EditHistory

Salut Dana,

this:

"sp_report ProfitAndLossDetail show TxnType_Title, Date_Title, RefNumber_Title, Name_Title, Memo_Title, ClearedStatus_Title, SplitAccount_Title, Amount_Title, RunningBalance_Title, Text, Blank, TxnType, Date, RefNumber, Name, Memo, ClearedStatus, SplitAccount, Amount, RunningBalance parameters DateFrom={d'2022-01-01'}, DateTo={d'2023-04-30'}, AccountFilterType = 'CostOfSales', EntityFilterFullNameWithChildren = JobName, ReportBasis = 'Cash'"

should look like:

"sp_report ProfitAndLossDetail show TxnType_Title, Date_Title, RefNumber_Title, Name_Title, Memo_Title, ClearedStatus_Title, SplitAccount_Title, Amount_Title, RunningBalance_Title, Text, Blank, TxnType, Date, RefNumber, Name, Memo, ClearedStatus, SplitAccount, Amount, RunningBalance parameters DateFrom={d'2022-01-01'}, DateTo={d'2023-04-30'}, AccountFilterType = 'CostOfSales', EntityFilterFullNameWithChildren = " & JobName & ", ReportBasis = 'Cash'"

I marked in red the double quotes so you can see where they start/end.

Avatar
Dana Sarbulescu
Member
Members

Power Query
Level 0
Forum Posts: 17
Member Since:
October 7, 2022
sp_UserOfflineSmall Offline
4
May 2, 2023 - 2:19 pm
sp_Permalink sp_Print

Hi,

Thank you for the suggestions. Catalin's syntax suggestion seems to work, but i am getting the error message:

Formula.Firewall: Query 'COGS by job' (step 'Source') references other queries or steps, so it may not directly access a data source. Please rebuild this data combination. Not sure what to do from here.

Multumesc!

Dana

Avatar
Catalin Bombea
Iasi, Romania
Member
Dashboards

Power Query

Power Pivot

Xtreme Pivot Tables

Excel for Decision Making

Excel for Finance

Excel Analysis Toolpak

Power BI

Excel

Word

Outlook

Excel Expert

Excel Customer Service
Level 10
Forum Posts: 1864
Member Since:
November 8, 2013
sp_UserOfflineSmall Offline
5
May 2, 2023 - 3:21 pm
sp_Permalink sp_Print

The answer should be here:

https://excelguru.ca/power-que.....mbination/

Avatar
Dana Sarbulescu
Member
Members

Power Query
Level 0
Forum Posts: 17
Member Since:
October 7, 2022
sp_UserOfflineSmall Offline
6
May 3, 2023 - 1:59 pm
sp_Permalink sp_Print

Thank you! That helps. I was trying to filter the data that is brought in directly in the source step, to help with loading time. But seems like that is not possible so I have to be ok with that 🙂

Really appreciate the extra help.

 

Dana

sp_Feed
Go to top
Forum Timezone: Australia/Brisbane
Most Users Ever Online: 245
Currently Online: Wang, Jude Livingston, Melanie Toye, Richard Cook
Guest(s) 10
Currently Browsing this Page:
1 Guest(s)
Top Posters:
Catalin Bombea: 1864
SunnyKow: 1432
Anders Sehlstedt: 886
Purfleet: 414
Frans Visser: 346
David_Ng: 306
lea cohen: 241
Hans Hallebeek: 225
Jessica Stewart: 219
A.Maurizio: 213
Newest Members:
Robert Corbyn
Tamara Nelson
Phil Collins
Robert Moran
Mark Niemiec
Michael Groh
Paula Holbrook
Russ Cockings
Huub Poppelaars
Pieter Brandsen
Forum Stats:
Groups: 3
Forums: 24
Topics: 6639
Posts: 29131

 

Member Stats:
Guest Posters: 49
Members: 33081
Moderators: 2
Admins: 3
Administrators: Mynda Treacy, Philip Treacy, Jessica
Moderators: Velouria, Riny van Eekelen
© Simple:Press —sp_Information

Sidebar

Blog Categories

  • Excel
  • Excel Charts
  • Excel Dashboard
  • Excel Formulas
  • Excel Office Scripts
  • 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

Sign up to our newsletter and join over 400,000
others who learn Excel and Power BI with us.

 

Company

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

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.