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Moving existing power query to another workbook|Power Query|Excel Forum|My Online Training Hub

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Moving existing power query to another workbook
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Maureen Grant

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October 24, 2019
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October 24, 2019 - 6:51 pm
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Hi

I've set up a query that combines actual and forecast data.  This is great as I can then use Power Pivot to put together a nice little report allowing users to view the forecast and actual data side by side.  Although this works fine in the workbook that contains the source data when I try to copy the report to another workbook (for public consumption) I get errors.

The first error was around referencing the source data.  When I went into the Advanced Editor I noticed that the source was still referencing Excel.CurrentWorkbook().  However, the new workbook doesn't contain the source data.  I managed to get around this by using Excel.Workbook(Web.Contents(<SharePoint path and file name>)).  Then I got the error, Expression.Error: The column 'Column1' of the table wasn't found.

I then added {[Name="Forecast"]} to reference the named range in the workbook hoping this would solve the problem, however I now have the following error message, Expression.Error: We cannot convert a value of type Record to type Table.

My M code experience is still rather limited, I can make small edits, however I'm completely out of my depth in this case.

Ideally I don't want to have the source data stored in more than 1 workbook.  I was hoping to keep the connection and just be able to do a "Refresh All".

I would really appreciate any guidance and I apologise if this topic has already been covered (I'm new to the forum).

Thanks

Maureen

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Mynda Treacy
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October 24, 2019 - 8:18 pm
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Hi Maureen,

The way Power Query and Power Pivot work is to store the data in the workbook that contains the connections and therefore the report. The source data doesn't have to be in the worksheet though, it can be stored solely in the Power Pivot model.

See this tutorial on how to connect to an Excel file stored on SharePoint.

Mynda

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